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 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-111- 3.04% |
$8.36K - $9.37K
|
3.54K
$276K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
318+ 3.13% |
$24K - $26.8K
|
10.5K
$818K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.84K+ 14.46% |
$214K - $240K
|
22.5K
$1.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-17- 0.37% |
$1.28K - $1.43K
|
4.64K
$361K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
4.37K+ 24.22% |
$329K - $369K
|
22.4K
$1.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-66- 1.11% |
$4.97K - $5.57K
|
5.9K
$460K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-150- 1.01% |
$11.3K - $12.7K
|
14.7K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Ht Partners LLC
|
SELL
|
- |
-35.9K- 5.86% |
$2.71M - $3.03M
|
578K
$45M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
4.15K+ 19.86% |
$312K - $350K
|
25K
$1.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
677+ 3.41% |
$51K - $57.1K
|
20.6K
$1.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-200- 2.5% |
$15.1K - $16.9K
|
7.81K
$608K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-64- 2.13% |
$4.82K - $5.4K
|
2.95K
$229K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-716- 2.41% |
$53.9K - $60.4K
|
29K
$2.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-300- 2.28% |
$22.6K - $25.3K
|
12.9K
$1M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
70New |
$5.27K - $5.91K
|
70
$5.45K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.18K+ 2.15% |
$88.5K - $99.1K
|
55.8K
$4.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
479+ 1.23% |
$36.1K - $40.4K
|
39.4K
$3.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.95K+ 39.65% |
$448K - $502K
|
20.9K
$1.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
30.8KNew |
$2.32M - $2.6M
|
30.8K
$2.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-13.1K- 8.72% |
$990K - $1.11M
|
138K
$10.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-550- 1.03% |
$41.4K - $46.4K
|
53.1K
$4.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-243- 0.46% |
$18.3K - $20.5K
|
53K
$4.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.3K- 0.56% |
$97.8K - $110K
|
229K
$17.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.6K+ 3.62% |
$271K - $303K
|
103K
$8.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-46K- 50.04% |
$3.47M - $3.88M
|
46K
$3.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-6.4K- 1.63% |
$482K - $540K
|
385K
$30M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-542- 4.95% |
$40.8K - $45.7K
|
10.4K
$811K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-278- 1.01% |
$20.9K - $23.5K
|
27.3K
$2.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
6.04K+ 55.03% |
$455K - $510K
|
17K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.25K- 5.86% |
$94.1K - $105K
|
20.1K
$1.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-4.16K- 7.98% |
$313K - $351K
|
48K
$3.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
690+ 1.9% |
$52K - $58.2K
|
37K
$2.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.24K- 1.54% |
$93.4K - $105K
|
79.3K
$6.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-330- 4.71% |
$24.9K - $27.8K
|
6.68K
$520K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
13.4K+ 3.59% |
$1.01M - $1.13M
|
387K
$30.1M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
103+ 1.99% |
$7.76K - $8.69K
|
5.27K
$411K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.8K+ 2.09% |
$1.42M - $1.59M
|
921K
$71.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2.22K+ 17.66% |
$167K - $187K
|
14.8K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
14.3K+ 15.51% |
$1.08M - $1.21M
|
106K
$8.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
851+ 14.97% |
$64.1K - $71.8K
|
6.54K
$509K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
2.9K+ 7.45% |
$219K - $245K
|
41.9K
$3.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
288+ 2.97% |
$21.7K - $24.3K
|
9.98K
$777K
|
|
|
Oct 22, 2024
Q3 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-220- 1.58% |
$16.6K - $18.6K
|
13.7K
$1.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
5.69KNew |
$428K - $480K
|
5.69K
$443K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-18- 0.81% |
$1.36K - $1.52K
|
2.21K
$172K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.81K- 2.4% |
$287K - $321K
|
155K
$12.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-171- 0.59% |
$12.9K - $14.4K
|
28.6K
$2.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-16.3K- 51.94% |
$1.23M - $1.37M
|
15.1K
$1.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
7.59KNew |
$571K - $640K
|
7.59K
$591K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-155- 3.03% |
$11.7K - $13.1K
|
4.95K
$386K
|