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 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
203+ 0.4% |
$15.2K - $17.2K
|
50.9K
$4.48M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
180+ 4.25% |
$13.5K - $15.3K
|
4.42K
$389K
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-243- 4.24% |
$18.2K - $20.6K
|
5.49K
$483K
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-50- 0.62% |
$3.74K - $4.24K
|
8.03K
$706K
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-198- 0.45% |
$14.8K - $16.8K
|
44.2K
$3.89M
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-7.4K- 15.81% |
$554K - $629K
|
39.4K
$3.47M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-11.2K- 25.41% |
$835K - $947K
|
32.7K
$2.88M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
110K+ 6.91% |
$8.23M - $9.34M
|
1.7M
$150M
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
51.1K+ 92.61% |
$3.83M - $4.34M
|
106K
$9.35M
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
41.1K+ 13.22% |
$3.08M - $3.49M
|
352K
$30.9M
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-2.27K- 32.17% |
$170K - $192K
|
4.78K
$421K
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.42K+ 0.37% |
$181K - $205K
|
652K
$57.3M
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.85K- 13.06% |
$139K - $157K
|
12.3K
$1.08M
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-319- 0.79% |
$23.9K - $27.1K
|
40.3K
$3.55M
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.8K+ 4.93% |
$135K - $153K
|
38.3K
$3.37M
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-43- 0.23% |
$3.22K - $3.65K
|
18.7K
$1.64M
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-190- 1.85% |
$14.2K - $16.1K
|
10.1K
$884K
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1- 0.02% |
$74.9 - $84.9
|
5.62K
$494K
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.16K- 3.72% |
$86.9K - $98.6K
|
30.1K
$2.64M
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
30.9K+ 509.6% |
$2.31M - $2.62M
|
36.9K
$3.25M
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-1K- 0.85% |
$75.1K - $85.1K
|
117K
$10.3M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.02K+ 4.16% |
$76.6K - $86.9K
|
25.6K
$2.25M
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
108+ 1.47% |
$8.08K - $9.17K
|
7.48K
$658K
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
301+ 1.38% |
$22.5K - $25.6K
|
22.1K
$1.95M
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-17- 0.07% |
$1.27K - $1.44K
|
23.8K
$2.09M
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-379- 0.2% |
$28.4K - $32.2K
|
186K
$16.3M
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-615- 2.18% |
$46K - $52.2K
|
27.6K
$2.42M
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.66K+ 3.88% |
$573K - $650K
|
205K
$18M
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.09K+ 35.7% |
$456K - $517K
|
23.2K
$2.04M
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-220K- 95.4% |
$16.5M - $18.7M
|
10.6K
$933K
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.86K- 5.87% |
$139K - $158K
|
29.8K
$2.62M
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-3.83K- 30.74% |
$287K - $325K
|
8.63K
$759K
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
1.46K+ 11.61% |
$110K - $124K
|
14.1K
$1.24M
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-53- 1.32% |
$3.97K - $4.5K
|
3.95K
$348K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-277- 0.91% |
$20.7K - $23.5K
|
30K
$2.64M
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-171- 1.63% |
$12.8K - $14.5K
|
10.3K
$909K
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
914K+ 208.7% |
$68.4M - $77.5M
|
1.35M
$119M
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.04% |
$150 - $170
|
5.61K
$494K
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-1.44K- 4.7% |
$107K - $122K
|
29.1K
$2.56M
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
775+ 7.71% |
$58K - $65.8K
|
10.8K
$953K
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
26+ 0.91% |
$1.95K - $2.21K
|
2.88K
$254K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.03K- 72.66% |
$76.8K - $87.1K
|
386
$34K
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
10.4KNew |
$782K - $887K
|
10.4K
$919K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.79K+ 42.98% |
$508K - $576K
|
22.6K
$1.99M
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
384+ 4.05% |
$28.7K - $32.6K
|
9.86K
$867K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-9- 5.17% |
$674 - $764
|
165
$14.5K
|
|
May 01, 2025
Q1 2025
|
Cortland Associates Inc
|
BUY
|
- |
12+ 0.33% |
$898 - $1.02K
|
3.68K
$323K
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
180+ 5.58% |
$13.5K - $15.3K
|
3.41K
$300K
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
7+ 0.09% |
$524 - $594
|
7.52K
$661K
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-292- 0.7% |
$21.9K - $24.8K
|
41.5K
$3.65M
|