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 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-2.18K- 39.75% |
$163K - $185K
|
3.3K
$291K
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-892- 1.61% |
$66.8K - $75.7K
|
54.4K
$4.79M
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
18.9KNew |
$1.41M - $1.6M
|
18.9K
$1.66M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.7K- 2.53% |
$1.03M - $1.17M
|
530K
$46.6M
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-275- 3.51% |
$20.6K - $23.3K
|
7.55K
$664K
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-22.6K- 12.91% |
$1.69M - $1.92M
|
153K
$13.4M
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-26- 0.57% |
$1.95K - $2.21K
|
4.52K
$397K
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
663+ 0.75% |
$49.6K - $56.3K
|
88.9K
$7.82M
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.85KNew |
$213K - $242K
|
2.85K
$251K
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-135K- 17.41% |
$10.1M - $11.5M
|
642K
$56.5M
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
83+ 2.81% |
$6.21K - $7.05K
|
3.04K
$267K
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-309- 3.3% |
$23.1K - $26.2K
|
9.06K
$797K
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-812- 2.13% |
$60.8K - $68.9K
|
37.3K
$3.28M
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
393KNew |
$29.4M - $33.4M
|
393K
$34.6M
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-198- 32.62% |
$14.8K - $16.8K
|
409
$36K
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-5.84K- 2.35% |
$437K - $495K
|
243K
$21.4M
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
33.3K+ 18.79% |
$2.49M - $2.82M
|
210K
$18.5M
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
9+ 0.06% |
$674 - $764
|
15.7K
$1.38M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-430- 5.41% |
$32.2K - $36.5K
|
7.52K
$661K
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-2.53K- 2.62% |
$189K - $215K
|
94.2K
$8.28M
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-1.97K- 24.63% |
$147K - $167K
|
6.02K
$529K
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
371+ 3.99% |
$27.8K - $31.5K
|
9.66K
$850K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.07K+ 29.81% |
$380K - $431K
|
22.1K
$1.94M
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.73K+ 16.27% |
$354K - $402K
|
33.8K
$2.97M
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2.18K- 2.81% |
$163K - $185K
|
75.4K
$6.63M
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-363- 4.7% |
$27.2K - $30.8K
|
7.36K
$647K
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-396- 1.95% |
$29.6K - $33.6K
|
19.9K
$1.75M
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
381+ 1.67% |
$28.5K - $32.3K
|
23.2K
$2.04M
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
68+ 0.19% |
$5.09K - $5.77K
|
36.8K
$3.23M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-66- 2.12% |
$4.94K - $5.6K
|
3.04K
$268K
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-8- 0.46% |
$599 - $679
|
1.74K
$153K
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
222K+ 3931.51% |
$16.6M - $18.8M
|
227K
$20M
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
992+ 0.93% |
$74.3K - $84.2K
|
108K
$9.48M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-42.4K- 12.59% |
$3.18M - $3.6M
|
295K
$25.9M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.2K+ 3.09% |
$1.89M - $2.14M
|
843K
$74.2M
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
5.42K+ 57.2% |
$405K - $460K
|
14.9K
$1.31M
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.4K+ 18.24% |
$105K - $119K
|
9.06K
$797K
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3.27K- 38.73% |
$245K - $277K
|
5.17K
$455K
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
70+ 1.93% |
$5.24K - $5.94K
|
3.69K
$325K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.36K- 2.45% |
$551K - $625K
|
293K
$25.7M
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-411- 6.41% |
$30.8K - $34.9K
|
6K
$527K
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-443- 10.38% |
$33.2K - $37.6K
|
3.83K
$337K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-20.9K- 66.66% |
$1.56M - $1.77M
|
10.4K
$919K
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-1.69K- 0.96% |
$127K - $144K
|
175K
$15.4M
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.07K- 3.92% |
$79.7K - $90.4K
|
26.1K
$2.3M
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-371- 4.69% |
$27.8K - $31.5K
|
7.55K
$664K
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-197- 0.48% |
$14.7K - $16.7K
|
40.9K
$3.6M
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
131KNew |
$9.83M - $11.1M
|
131K
$11.5M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.8K- 26.41% |
$734K - $832K
|
27.3K
$2.4M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.26K- 30.6% |
$94.2K - $107K
|
2.86K
$251K
|