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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.5K+ 1.68% |
$264K - $296K
|
212K
$16.5M
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.72K+ 32.16% |
$129K - $145K
|
7.05K
$549K
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-63- 2.05% |
$4.75K - $5.32K
|
3.01K
$235K
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
240+ 2.44% |
$18.1K - $20.2K
|
10.1K
$786K
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-12- 0.05% |
$904 - $1.01K
|
24.4K
$1.9M
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
91New |
$6.85K - $7.68K
|
91
$7.09K
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-193- 0.51% |
$14.5K - $16.3K
|
37.5K
$2.92M
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-300- 0.85% |
$22.6K - $25.3K
|
35.1K
$2.74M
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
388+ 1.93% |
$29.2K - $32.7K
|
20.5K
$1.6M
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.2K- 7.55% |
$166K - $186K
|
27K
$2.1M
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
333+ 2.63% |
$25.1K - $28.1K
|
13K
$1.01M
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-8K- 2.32% |
$603K - $675K
|
336K
$26.2M
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
48.8K+ 6.08% |
$3.68M - $4.12M
|
851K
$66.3M
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
8.83K+ 34.18% |
$665K - $745K
|
34.7K
$2.7M
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
16+ 0.1% |
$1.21K - $1.35K
|
16.3K
$1.27M
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.27K- 3.12% |
$397K - $445K
|
163K
$12.7M
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
20+ 0.12% |
$1.51K - $1.69K
|
16.7K
$1.3M
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-914- 22.4% |
$68.8K - $77.1K
|
3.17K
$247K
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
29.1K+ 16.19% |
$2.19M - $2.46M
|
209K
$16.3M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-429- 4.09% |
$32.3K - $36.2K
|
10K
$783K
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.36K- 1.51% |
$102K - $115K
|
88.6K
$6.9M
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
83.1K+ 1045.92% |
$6.26M - $7.01M
|
91K
$7.09M
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-8.77K- 53.42% |
$660K - $740K
|
7.64K
$596K
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-704- 11.86% |
$53K - $59.4K
|
5.23K
$408K
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
52.2KNew |
$3.93M - $4.4M
|
52.2K
$4.07M
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
936+ 4.65% |
$70.5K - $79K
|
21.1K
$1.64M
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
6.38K+ 114.89% |
$481K - $538K
|
11.9K
$930K
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
400+ 3.11% |
$30.1K - $33.7K
|
13.3K
$1.03M
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-210- 3.3% |
$15.8K - $17.7K
|
6.16K
$480K
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5.43K- 4.3% |
$409K - $458K
|
121K
$9.42M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-67- 3.03% |
$5.05K - $5.65K
|
2.15K
$167K
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
68.1K+ 85.74% |
$5.13M - $5.75M
|
148K
$11.5M
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
39+ 0.89% |
$2.94K - $3.29K
|
4.42K
$345K
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
400+ 2.51% |
$30.1K - $33.7K
|
16.3K
$1.27M
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.52K- 1.2% |
$114K - $128K
|
124K
$9.68M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
900+ 2.79% |
$67.8K - $75.9K
|
33.2K
$2.59M
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-251- 0.11% |
$18.9K - $21.2K
|
227K
$17.7M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.85K- 11.47% |
$214K - $240K
|
22K
$1.71M
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.6KNew |
$422K - $472K
|
5.6K
$436K
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-588- 0.3% |
$44.3K - $49.6K
|
197K
$15.3M
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
117+ 0.53% |
$8.81K - $9.87K
|
22.2K
$1.73M
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.15K- 3.8% |
$162K - $181K
|
54.3K
$4.23M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
194K+ 1056.98% |
$14.6M - $16.4M
|
213K
$16.6M
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-12- 0.66% |
$904 - $1.01K
|
1.81K
$141K
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-157- 2.67% |
$11.8K - $13.2K
|
5.71K
$445K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.87K- 9.95% |
$141K - $158K
|
16.9K
$1.32M
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-607- 2.48% |
$45.7K - $51.2K
|
23.9K
$1.86M
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
13.5KNew |
$1.02M - $1.14M
|
13.5K
$1.05M
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-375- 8.75% |
$28.2K - $31.6K
|
3.91K
$305K
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.49K- 1.67% |
$187K - $210K
|
146K
$11.4M
|