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 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.02K- 2.01% |
$226K - $256K
|
147K
$12.9M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.46K+ 8.22% |
$334K - $378K
|
58.7K
$5.16M
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
88.2KNew |
$6.6M - $7.49M
|
88.2K
$7.76M
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-900- 0.82% |
$67.4K - $76.4K
|
109K
$9.55M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-33.9K- 4.52% |
$2.54M - $2.88M
|
716K
$63M
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-7.58K- 5.08% |
$568K - $644K
|
142K
$12.5M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-71- 0.2% |
$5.31K - $6.03K
|
35.5K
$3.12M
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
8.83KNew |
$661K - $749K
|
8.83K
$777K
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
19.3KNew |
$1.44M - $1.64M
|
19.3K
$1.7M
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-3.28K- 35.25% |
$245K - $278K
|
6.02K
$530K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.27K- 9.48% |
$469K - $532K
|
59.9K
$5.27M
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-28- 0.18% |
$2.1K - $2.38K
|
15.1K
$1.33M
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-150- 2.59% |
$11.2K - $12.7K
|
5.64K
$496K
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-22.7K- 4.79% |
$1.7M - $1.93M
|
452K
$39.7M
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
1.44K+ 5.42% |
$108K - $122K
|
28K
$2.46M
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2+ 0.01% |
$150 - $170
|
26.2K
$2.31M
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-23.5K- 17.01% |
$1.76M - $1.99M
|
114K
$10.1M
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-2.58K- 41.77% |
$193K - $219K
|
3.6K
$316K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.41K+ 52.57% |
$255K - $289K
|
9.9K
$871K
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
1.07K+ 4.05% |
$80.2K - $91K
|
27.5K
$2.42M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10.4K- 8.17% |
$782K - $887K
|
117K
$10.3M
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-610- 4.57% |
$45.7K - $51.8K
|
12.7K
$1.12M
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.32K- 3.47% |
$173K - $197K
|
64.5K
$5.68M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
19.8K+ 8.06% |
$1.48M - $1.68M
|
265K
$23.4M
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.03K+ 15.37% |
$76.9K - $87.3K
|
7.72K
$679K
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
14KNew |
$1.05M - $1.19M
|
14K
$1.23M
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.36K- 1.12% |
$102K - $115K
|
120K
$10.6M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.86K- 3.43% |
$289K - $328K
|
109K
$9.56M
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3- 6.52% |
$225 - $255
|
43
$3.78K
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
450K+ 15.59% |
$33.7M - $38.2M
|
3.34M
$294M
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-2.09K- 23.85% |
$156K - $177K
|
6.66K
$586K
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
98+ 23.5% |
$7.34K - $8.32K
|
515
$45.3K
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-63- 6.64% |
$4.72K - $5.35K
|
886
$77.9K
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-350- 0.33% |
$26.2K - $29.7K
|
107K
$9.44M
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-50- 0.29% |
$3.74K - $4.24K
|
17.5K
$1.54M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
96+ 1.75% |
$7.19K - $8.15K
|
5.59K
$492K
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-195- 3.93% |
$14.6K - $16.6K
|
4.76K
$419K
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.84K- 13.56% |
$213K - $241K
|
18.1K
$1.59M
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
186+ 2.54% |
$13.9K - $15.8K
|
7.5K
$660K
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
10+ 0.14% |
$749 - $849
|
7.06K
$621K
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-10.3K- 48.05% |
$770K - $873K
|
11.1K
$978K
|
|
May 05, 2025
Q1 2025
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
SELL
|
- |
-40K- 20.0% |
$2.99M - $3.4M
|
160K
$14.1M
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
7.51KNew |
$562K - $637K
|
7.51K
$660K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-6.85K- 4.05% |
$513K - $581K
|
162K
$14.3M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.19K- 1.47% |
$164K - $185K
|
147K
$12.9M
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-345- 3.27% |
$25.8K - $29.3K
|
10.2K
$898K
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-9.65K- 7.99% |
$722K - $819K
|
111K
$9.77M
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-421- 2.64% |
$31.5K - $35.7K
|
15.5K
$1.37M
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-4.26K- 52.4% |
$319K - $362K
|
3.87K
$341K
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
12.6K+ 21.33% |
$945K - $1.07M
|
71.8K
$6.31M
|