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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-360- 0.67% |
$26.9K - $30.6K
|
53.2K
$4.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.37K+ 6.64% |
$102K - $116K
|
21.9K
$1.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-864- 2.0% |
$64.7K - $73.3K
|
42.4K
$3.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
427+ 9.88% |
$32K - $36.2K
|
4.75K
$418K
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.48K+ 3.23% |
$261K - $296K
|
111K
$9.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
19.7K+ 26.01% |
$1.48M - $1.68M
|
95.7K
$8.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-21.6K- 29.71% |
$1.62M - $1.83M
|
51.1K
$4.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-364- 7.84% |
$27.2K - $30.9K
|
4.28K
$377K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.54KNew |
$190K - $216K
|
2.54K
$224K
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-4.53K- 12.05% |
$339K - $385K
|
33.1K
$2.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-588- 14.6% |
$44K - $49.9K
|
3.44K
$303K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-302- 5.81% |
$22.6K - $25.6K
|
4.9K
$431K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-878- 1.06% |
$65.7K - $74.5K
|
81.6K
$7.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-198- 3.89% |
$14.8K - $16.8K
|
4.9K
$431K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.66KNew |
$199K - $226K
|
2.66K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-1.71K- 37.93% |
$128K - $145K
|
2.8K
$247K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-162- 2.87% |
$12.1K - $13.8K
|
5.48K
$482K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.02K+ 17.79% |
$76.3K - $86.6K
|
6.75K
$595K
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
17+ 0.64% |
$1.27K - $1.44K
|
2.67K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.84K+ 66.76% |
$213K - $241K
|
7.1K
$625K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-160- 90.4% |
$12K - $13.6K
|
17
$1.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.38K+ 7.68% |
$103K - $117K
|
19.3K
$1.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-6.21K- 5.32% |
$465K - $527K
|
110K
$9.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-589- 3.65% |
$44.1K - $50K
|
15.6K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.9K+ 1.8% |
$142K - $161K
|
108K
$9.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-2.9K- 14.1% |
$217K - $246K
|
17.7K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
4.7K+ 4.4% |
$352K - $399K
|
112K
$9.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-54- 0.06% |
$4.04K - $4.58K
|
95.9K
$8.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-15.8K- 11.14% |
$1.18M - $1.34M
|
126K
$11.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-3.02K- 7.18% |
$226K - $256K
|
39K
$3.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-871- 0.59% |
$65.2K - $73.9K
|
146K
$12.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.16K+ 1.57% |
$86.8K - $98.4K
|
75K
$6.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
96+ 2.3% |
$7.19K - $8.15K
|
4.27K
$375K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
242+ 0.41% |
$18.1K - $20.5K
|
59.2K
$5.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-4.52K- 43.57% |
$338K - $384K
|
5.86K
$515K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.7K- 7.79% |
$202K - $229K
|
31.9K
$2.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.81K- 45.01% |
$210K - $239K
|
3.43K
$302K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
2.81KNew |
$211K - $239K
|
2.81K
$248K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.59K- 6.51% |
$718K - $814K
|
138K
$12.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
411+ 1.31% |
$30.8K - $34.9K
|
31.7K
$2.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-14.4K- 37.69% |
$1.08M - $1.22M
|
23.8K
$2.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-5.98K- 24.33% |
$447K - $507K
|
18.6K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.44K- 4.68% |
$407K - $462K
|
111K
$9.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
48.3K+ 259.67% |
$3.62M - $4.1M
|
67K
$5.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
6.33K+ 14.91% |
$474K - $538K
|
48.8K
$4.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.25K+ 5.45% |
$93.6K - $106K
|
24.2K
$2.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.26K- 3.75% |
$94.3K - $107K
|
32.3K
$2.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
28.7KNew |
$2.15M - $2.44M
|
28.7K
$2.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.8KNew |
$284K - $323K
|
3.8K
$335K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.46KNew |
$184K - $209K
|
2.46K
$217K
|