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 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.41K+ 52.57% |
$255K - $289K
|
9.9K
$883K
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
1.07K+ 4.05% |
$80.2K - $91K
|
27.5K
$2.46M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10.4K- 8.17% |
$782K - $887K
|
117K
$10.5M
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-610- 4.57% |
$45.7K - $51.8K
|
12.7K
$1.14M
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.32K- 3.47% |
$173K - $197K
|
64.5K
$5.76M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
19.8K+ 8.06% |
$1.48M - $1.68M
|
265K
$23.7M
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.03K+ 15.37% |
$76.9K - $87.3K
|
7.72K
$689K
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
14KNew |
$1.05M - $1.19M
|
14K
$1.25M
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.36K- 1.12% |
$102K - $115K
|
120K
$10.7M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.86K- 3.43% |
$289K - $328K
|
109K
$9.7M
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3- 6.52% |
$225 - $255
|
43
$3.84K
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
450K+ 15.59% |
$33.7M - $38.2M
|
3.34M
$298M
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
98+ 23.5% |
$7.34K - $8.32K
|
515
$46K
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-63- 6.64% |
$4.72K - $5.35K
|
886
$79.1K
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-350- 0.33% |
$26.2K - $29.7K
|
107K
$9.58M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
96+ 1.75% |
$7.19K - $8.15K
|
5.59K
$499K
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-195- 3.93% |
$14.6K - $16.6K
|
4.76K
$425K
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.84K- 13.56% |
$213K - $241K
|
18.1K
$1.62M
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
186+ 2.54% |
$13.9K - $15.8K
|
7.5K
$669K
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
10+ 0.14% |
$749 - $849
|
7.06K
$630K
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-10.3K- 48.05% |
$770K - $873K
|
11.1K
$992K
|
|
May 05, 2025
Q1 2025
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
SELL
|
- |
-40K- 20.0% |
$2.99M - $3.4M
|
160K
$14.3M
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
7.51KNew |
$562K - $637K
|
7.51K
$670K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-6.85K- 4.05% |
$513K - $581K
|
162K
$14.5M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.19K- 1.47% |
$164K - $185K
|
147K
$13.1M
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-345- 3.27% |
$25.8K - $29.3K
|
10.2K
$911K
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-9.65K- 7.99% |
$722K - $819K
|
111K
$9.92M
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-421- 2.64% |
$31.5K - $35.7K
|
15.5K
$1.39M
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-4.26K- 52.4% |
$319K - $362K
|
3.87K
$346K
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
12.6K+ 21.33% |
$945K - $1.07M
|
71.8K
$6.41M
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
203+ 0.4% |
$15.2K - $17.2K
|
50.9K
$4.55M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
180+ 4.25% |
$13.5K - $15.3K
|
4.42K
$394K
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-243- 4.24% |
$18.2K - $20.6K
|
5.49K
$490K
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-50- 0.62% |
$3.74K - $4.24K
|
8.03K
$716K
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-198- 0.45% |
$14.8K - $16.8K
|
44.2K
$3.95M
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-7.4K- 15.81% |
$554K - $629K
|
39.4K
$3.52M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-11.2K- 25.41% |
$835K - $947K
|
32.7K
$2.92M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
110K+ 6.91% |
$8.23M - $9.34M
|
1.7M
$152M
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
51.1K+ 92.61% |
$3.83M - $4.34M
|
106K
$9.49M
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
41.1K+ 13.22% |
$3.08M - $3.49M
|
352K
$31.4M
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-2.27K- 32.17% |
$170K - $192K
|
4.78K
$427K
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.42K+ 0.37% |
$181K - $205K
|
652K
$58.1M
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.85K- 13.06% |
$139K - $157K
|
12.3K
$1.1M
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-319- 0.79% |
$23.9K - $27.1K
|
40.3K
$3.6M
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.8K+ 4.93% |
$135K - $153K
|
38.3K
$3.42M
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-43- 0.23% |
$3.22K - $3.65K
|
18.7K
$1.67M
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-190- 1.85% |
$14.2K - $16.1K
|
10.1K
$897K
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1- 0.02% |
$74.9 - $84.9
|
5.62K
$501K
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.16K- 3.72% |
$86.9K - $98.6K
|
30.1K
$2.68M
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
30.9K+ 509.6% |
$2.31M - $2.62M
|
36.9K
$3.29M
|