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 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-198- 32.62% |
$14.8K - $16.8K
|
409
$36.5K
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-5.84K- 2.35% |
$437K - $495K
|
243K
$21.7M
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
33.3K+ 18.79% |
$2.49M - $2.82M
|
210K
$18.8M
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
9+ 0.06% |
$674 - $764
|
15.7K
$1.4M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-430- 5.41% |
$32.2K - $36.5K
|
7.52K
$671K
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-2.53K- 2.62% |
$189K - $215K
|
94.2K
$8.4M
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-1.97K- 24.63% |
$147K - $167K
|
6.02K
$537K
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
371+ 3.99% |
$27.8K - $31.5K
|
9.66K
$862K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.07K+ 29.81% |
$380K - $431K
|
22.1K
$1.97M
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2.18K- 2.81% |
$163K - $185K
|
75.4K
$6.73M
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-363- 4.7% |
$27.2K - $30.8K
|
7.36K
$657K
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-396- 1.95% |
$29.6K - $33.6K
|
19.9K
$1.78M
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
381+ 1.67% |
$28.5K - $32.3K
|
23.2K
$2.07M
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
68+ 0.19% |
$5.09K - $5.77K
|
36.8K
$3.28M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-66- 2.12% |
$4.94K - $5.6K
|
3.04K
$272K
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-8- 0.46% |
$599 - $679
|
1.74K
$156K
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
222K+ 3931.51% |
$16.6M - $18.8M
|
227K
$20.3M
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
992+ 0.93% |
$74.3K - $84.2K
|
108K
$9.61M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-42.4K- 12.59% |
$3.18M - $3.6M
|
295K
$26.3M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.2K+ 3.09% |
$1.89M - $2.14M
|
843K
$75.2M
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
5.42K+ 57.2% |
$405K - $460K
|
14.9K
$1.33M
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.4K+ 18.24% |
$105K - $119K
|
9.06K
$809K
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3.27K- 38.73% |
$245K - $277K
|
5.17K
$461K
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
70+ 1.93% |
$5.24K - $5.94K
|
3.69K
$329K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.36K- 2.45% |
$551K - $625K
|
293K
$26.1M
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-411- 6.41% |
$30.8K - $34.9K
|
6K
$535K
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-443- 10.38% |
$33.2K - $37.6K
|
3.83K
$341K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-20.9K- 66.66% |
$1.56M - $1.77M
|
10.4K
$932K
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-1.69K- 0.96% |
$127K - $144K
|
175K
$15.6M
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.07K- 3.92% |
$79.7K - $90.4K
|
26.1K
$2.33M
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-197- 0.48% |
$14.7K - $16.7K
|
40.9K
$3.65M
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
131KNew |
$9.83M - $11.1M
|
131K
$11.7M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.8K- 26.41% |
$734K - $832K
|
27.3K
$2.44M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.26K- 30.6% |
$94.2K - $107K
|
2.86K
$255K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.02K- 2.01% |
$226K - $256K
|
147K
$13.1M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.46K+ 8.22% |
$334K - $378K
|
58.7K
$5.24M
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
88.2KNew |
$6.6M - $7.49M
|
88.2K
$7.87M
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-900- 0.82% |
$67.4K - $76.4K
|
109K
$9.68M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-33.9K- 4.52% |
$2.54M - $2.88M
|
716K
$63.9M
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-7.58K- 5.08% |
$568K - $644K
|
142K
$12.6M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-71- 0.2% |
$5.31K - $6.03K
|
35.5K
$3.17M
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
8.83KNew |
$661K - $749K
|
8.83K
$788K
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
19.3KNew |
$1.44M - $1.64M
|
19.3K
$1.72M
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-3.28K- 35.25% |
$245K - $278K
|
6.02K
$537K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.27K- 9.48% |
$469K - $532K
|
59.9K
$5.34M
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-28- 0.18% |
$2.1K - $2.38K
|
15.1K
$1.35M
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-150- 2.59% |
$11.2K - $12.7K
|
5.64K
$503K
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-22.7K- 4.79% |
$1.7M - $1.93M
|
452K
$40.3M
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
1.44K+ 5.42% |
$108K - $122K
|
28K
$2.5M
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-23.5K- 17.01% |
$1.76M - $1.99M
|
114K
$10.2M
|