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 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-12- 0.19% |
$898 - $1.02K
|
6.42K
$565K
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-100K- 58.21% |
$7.51M - $8.52M
|
72.1K
$6.34M
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-892- 2.4% |
$66.8K - $75.7K
|
36.3K
$3.19M
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10.1K+ 2.61% |
$753K - $854K
|
395K
$34.8M
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-342- 11.92% |
$25.6K - $29K
|
2.53K
$223K
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
182+ 2.21% |
$13.6K - $15.4K
|
8.43K
$742K
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.04K- 3.08% |
$152K - $173K
|
64K
$5.64M
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.22K- 7.58% |
$91.4K - $104K
|
14.9K
$1.31M
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.04K+ 35.14% |
$452K - $512K
|
23.2K
$2.04M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-45.8K- 28.0% |
$3.43M - $3.89M
|
118K
$10.4M
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
9.8K+ 4.21% |
$734K - $832K
|
243K
$21.4M
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-485- 3.15% |
$36.3K - $41.2K
|
14.9K
$1.31M
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
7.77KNew |
$581K - $659K
|
7.77K
$684K
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
186+ 0.73% |
$13.9K - $15.8K
|
25.5K
$2.25M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
102K+ 175.35% |
$7.64M - $8.66M
|
160K
$14.1M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
129New |
$9.66K - $11K
|
129
$11.4K
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
5.56KNew |
$416K - $472K
|
5.56K
$490K
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
9.32K+ 8.93% |
$698K - $791K
|
114K
$10M
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-275- 3.77% |
$20.6K - $23.3K
|
7.01K
$617K
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.5K- 3.05% |
$112K - $127K
|
47.5K
$4.18M
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
49K+ 51.77% |
$3.67M - $4.16M
|
144K
$12.7M
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.56KNew |
$266K - $302K
|
3.56K
$313K
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
2.37K+ 9.65% |
$178K - $202K
|
27K
$2.37M
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
102+ 1.08% |
$7.63K - $8.66K
|
9.58K
$844K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-138- 12.01% |
$10.3K - $11.7K
|
1.01K
$89K
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-649- 12.26% |
$48.6K - $55.1K
|
4.64K
$409K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
346+ 8.49% |
$25.9K - $29.4K
|
4.42K
$389K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
822+ 10.65% |
$61.5K - $69.8K
|
8.54K
$752K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-22.3K- 34.48% |
$1.67M - $1.89M
|
42.4K
$3.73M
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.24K- 18.75% |
$92.7K - $105K
|
5.36K
$472K
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-132- 0.33% |
$9.88K - $11.2K
|
40.2K
$3.54M
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-437- 7.09% |
$32.7K - $37.1K
|
5.72K
$504K
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-335- 1.31% |
$25.1K - $28.4K
|
25.2K
$2.22M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.63K- 9.29% |
$122K - $138K
|
15.9K
$1.4M
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-5.45K- 12.65% |
$408K - $463K
|
37.6K
$3.31M
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
18+ 4.11% |
$1.35K - $1.53K
|
456
$40.1K
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-2.53K- 6.51% |
$190K - $215K
|
36.4K
$3.2M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-63.2K- 3.05% |
$4.73M - $5.36M
|
2.01M
$177M
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-236- 2.36% |
$17.7K - $20K
|
9.78K
$861K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.9K- 51.16% |
$813K - $922K
|
10.4K
$913K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.73K- 27.54% |
$504K - $572K
|
17.7K
$1.56M
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-27.5K- 53.84% |
$2.06M - $2.34M
|
23.6K
$2.08M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.11K+ 13.11% |
$158K - $179K
|
18.2K
$1.6M
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-185- 3.81% |
$13.8K - $15.7K
|
4.67K
$411K
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8.53KNew |
$638K - $724K
|
8.53K
$751K
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.49K+ 4.04% |
$111K - $126K
|
38.3K
$3.37M
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-112- 3.15% |
$8.38K - $9.51K
|
3.45K
$303K
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
41.5K+ 6.92% |
$3.11M - $3.53M
|
642K
$56.5M
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
752+ 3.43% |
$56.3K - $63.8K
|
22.7K
$2M
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
900+ 12.52% |
$67.4K - $76.4K
|
8.09K
$712K
|