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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
1.26M+ 21.67% |
$95.1M - $106M
|
7.09M
$560M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-57- 2.67% |
$4.29K - $4.81K
|
2.08K
$164K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.35KNew |
$553K - $620K
|
7.35K
$580K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-579- 9.5% |
$43.6K - $48.9K
|
5.51K
$435K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-9.59K- 2.31% |
$722K - $809K
|
405K
$32M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-378- 0.35% |
$28.5K - $31.9K
|
109K
$8.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-9- 0.22% |
$678 - $759
|
4.11K
$325K
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
30+ 0.43% |
$2.26K - $2.53K
|
6.95K
$549K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.16K- 0.32% |
$87K - $97.4K
|
357K
$28.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
5.03K+ 14.85% |
$379K - $424K
|
38.9K
$3.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
15+ 0.25% |
$1.13K - $1.27K
|
6.11K
$482K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-737- 1.74% |
$55.5K - $62.2K
|
41.7K
$3.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-21- 0.08% |
$1.58K - $1.77K
|
26.4K
$2.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-45- 0.07% |
$3.39K - $3.8K
|
68.3K
$5.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.39KNew |
$180K - $202K
|
2.39K
$189K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-50- 0.2% |
$3.77K - $4.22K
|
24.5K
$1.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-557- 1.39% |
$42K - $47K
|
39.4K
$3.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-187- 6.66% |
$14.1K - $15.8K
|
2.62K
$207K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
270+ 2.56% |
$20.3K - $22.8K
|
10.8K
$854K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-323K- 60.63% |
$24.3M - $27.3M
|
210K
$16.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-702- 10.38% |
$52.9K - $59.2K
|
6.06K
$479K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.54K- 9.61% |
$116K - $130K
|
14.4K
$1.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
SELL
|
- |
-77- 0.2% |
$5.8K - $6.5K
|
39.3K
$3.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.98K+ 1.79% |
$149K - $167K
|
113K
$8.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
232+ 0.25% |
$17.5K - $19.6K
|
92.8K
$7.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
17.2K+ 14.09% |
$1.3M - $1.45M
|
140K
$11M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
466+ 1.82% |
$35.1K - $39.3K
|
26K
$2.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.36K- 15.23% |
$102K - $115K
|
7.56K
$597K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-53- 0.52% |
$3.99K - $4.47K
|
10.1K
$794K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11.9K+ 7.55% |
$899K - $1.01M
|
170K
$13.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
189+ 1.97% |
$14.2K - $15.9K
|
9.8K
$774K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.27K- 43.03% |
$698K - $782K
|
12.3K
$969K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-825- 1.84% |
$62.1K - $69.6K
|
43.9K
$3.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
24.8KNew |
$1.87M - $2.09M
|
24.8K
$1.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
8.37K+ 47.15% |
$630K - $706K
|
26.1K
$2.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
12.6K+ 11.9% |
$949K - $1.06M
|
118K
$9.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.18K- 1.95% |
$88.9K - $99.6K
|
59.4K
$4.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-454- 8.42% |
$34.2K - $38.3K
|
4.94K
$390K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
963+ 3.93% |
$72.5K - $81.2K
|
25.4K
$2.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-2.48K- 24.07% |
$187K - $209K
|
7.83K
$618K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-48.8K- 2.83% |
$3.67M - $4.12M
|
1.67M
$132M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
13.4K+ 12.92% |
$1.01M - $1.13M
|
117K
$9.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.01K+ 5.63% |
$75.7K - $84.8K
|
18.8K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.82K+ 3.99% |
$513K - $575K
|
178K
$14M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
8.14KNew |
$613K - $687K
|
8.14K
$643K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-15.9K- 4.79% |
$1.2M - $1.34M
|
317K
$25M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3.41KNew |
$257K - $288K
|
3.41K
$269K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-276- 0.67% |
$20.8K - $23.3K
|
41.1K
$3.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
453+ 2.81% |
$34.1K - $38.2K
|
16.6K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
104KNew |
$7.83M - $8.77M
|
104K
$8.21M
|