Latest Institutional Transactions on Ishares Tr Msci Eafe ETF (EFA)
This table provides information on the latest institutional transactions involving Ishares Tr Msci Eafe ETF (EFA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.9K+ 35.81% |
$1.34M - $1.52M
|
67.9K
$6.06M
|
|
|
May 14, 2025
Q1 2025
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-46.6K- 87.85% |
$3.49M - $3.95M
|
6.44K
$575K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-687- 6.69% |
$51.4K - $58.3K
|
9.58K
$855K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-30- 0.09% |
$2.25K - $2.55K
|
32K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
Edenbrook Capital, LLC
Mount Kisco, NY |
BUY
|
PUT |
100KNew |
$7.48M - $8.49M
|
100K
$8.92M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-59- 3.02% |
$4.42K - $5.01K
|
1.89K
$169K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
14.1K+ 2.0% |
$1.05M - $1.2M
|
720K
$64.2M
|
|
|
May 14, 2025
Q1 2025
|
Granby Capital Management, LLC
|
BUY
|
- |
107KNew |
$8.01M - $9.08M
|
107K
$9.55M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-20- 0.09% |
$1.5K - $1.7K
|
21.4K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.7K- 0.83% |
$128K - $145K
|
205K
$18.3M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-163- 0.89% |
$12.2K - $13.8K
|
18.1K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
79+ 0.8% |
$5.91K - $6.71K
|
9.94K
$887K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-164- 3.95% |
$12.3K - $13.9K
|
3.99K
$356K
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
2.14K+ 4.37% |
$160K - $181K
|
51K
$4.55M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
121K+ 9.94% |
$9.08M - $10.3M
|
1.34M
$120M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25+ 1.55% |
$1.87K - $2.12K
|
1.63K
$146K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-375- 5.31% |
$28.1K - $31.8K
|
6.68K
$596K
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
1.51K+ 19.5% |
$113K - $128K
|
9.25K
$825K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-6.65K- 97.01% |
$498K - $565K
|
205
$18.3K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
344+ 7.02% |
$25.7K - $29.2K
|
5.24K
$468K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.58KNew |
$193K - $219K
|
2.58K
$230K
|
|
|
May 13, 2025
Q1 2025
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
181K+ 287.71% |
$13.5M - $15.4M
|
244K
$21.8M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-190- 1.67% |
$14.2K - $16.1K
|
11.2K
$997K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-377- 13.34% |
$28.2K - $32K
|
2.45K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
6.87K+ 13.64% |
$514K - $583K
|
57.2K
$5.1M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
23.2K+ 5.05% |
$1.73M - $1.97M
|
482K
$43M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-69.2K- 45.34% |
$5.18M - $5.87M
|
83.4K
$7.45M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.71K- 2.82% |
$727K - $824K
|
334K
$29.8M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-27.1K- 50.61% |
$2.03M - $2.3M
|
26.4K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
62.3K+ 11.08% |
$4.67M - $5.29M
|
625K
$55.8M
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
1.14K+ 0.56% |
$85.3K - $96.8K
|
205K
$18.3M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-1.16K- 11.91% |
$86.7K - $98.3K
|
8.57K
$764K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-83.7K- 2.18% |
$6.27M - $7.11M
|
3.75M
$335M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
15K+ 169.71% |
$1.12M - $1.27M
|
23.8K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-51- 1.27% |
$3.82K - $4.33K
|
3.97K
$354K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
26.4K+ 3.79% |
$1.98M - $2.25M
|
725K
$64.7M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
107K+ 496.93% |
$7.99M - $9.07M
|
128K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-92- 1.43% |
$6.89K - $7.81K
|
6.34K
$566K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-5.82K- 10.51% |
$436K - $494K
|
49.5K
$4.42M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.3K+ 3.63% |
$622K - $705K
|
237K
$21.2M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
76.6K+ 43.02% |
$5.73M - $6.5M
|
255K
$22.7M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-20- 0.23% |
$1.5K - $1.7K
|
8.66K
$773K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6- 1.16% |
$449 - $509
|
511
$45.6K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-100- 1.01% |
$7.48K - $8.49K
|
9.81K
$875K
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-955- 11.99% |
$71.5K - $81.1K
|
7.01K
$625K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-160- 4.85% |
$12K - $13.6K
|
3.14K
$280K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-393K- 2.63% |
$29.4M - $33.4M
|
14.6M
$1.3B
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
1.29M+ 43.56% |
$96.8M - $110M
|
4.26M
$380M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-700- 9.97% |
$52.4K - $59.4K
|
6.32K
$564K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
2.57KNew |
$193K - $219K
|
2.57K
$230K
|