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 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-380- 0.72% |
$28.4K - $32.3K
|
52.7K
$4.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.46K+ 6.01% |
$708K - $803K
|
167K
$14.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
11.1K+ 3.49% |
$833K - $945K
|
330K
$29.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-403- 3.25% |
$30.2K - $34.2K
|
12K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-321- 2.3% |
$24K - $27.2K
|
13.7K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-318- 6.5% |
$23.8K - $27K
|
4.58K
$403K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.46K- 13.17% |
$259K - $294K
|
22.8K
$2.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-2.82K- 3.33% |
$211K - $239K
|
81.8K
$7.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.23K+ 13.08% |
$92.2K - $105K
|
10.6K
$938K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
513+ 1.6% |
$38.4K - $43.5K
|
32.5K
$2.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.05K+ 55.45% |
$527K - $598K
|
19.8K
$1.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-561- 5.3% |
$42K - $47.6K
|
10K
$883K
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-224- 2.29% |
$16.8K - $19K
|
9.54K
$840K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
205+ 42.18% |
$15.3K - $17.4K
|
691
$60.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.08K- 25.26% |
$230K - $261K
|
9.11K
$802K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
927+ 1.69% |
$69.4K - $78.7K
|
55.8K
$4.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-327- 2.04% |
$24.5K - $27.8K
|
15.7K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.51K- 4.93% |
$113K - $128K
|
29.2K
$2.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-215- 25.29% |
$16.1K - $18.3K
|
635
$55.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
31+ 0.95% |
$2.32K - $2.63K
|
3.28K
$289K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-24- 0.7% |
$1.8K - $2.04K
|
3.42K
$301K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.62K+ 0.34% |
$121K - $137K
|
483K
$42.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-243- 0.99% |
$18.2K - $20.6K
|
24.4K
$2.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-700- 3.8% |
$52.4K - $59.4K
|
17.7K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
641+ 4.75% |
$48K - $54.4K
|
14.1K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.58K- 15.11% |
$118K - $134K
|
8.86K
$780K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-52.1K- 24.72% |
$3.9M - $4.43M
|
159K
$14M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7.87K+ 4.15% |
$589K - $668K
|
198K
$17.4M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
234+ 4.12% |
$17.5K - $19.9K
|
5.92K
$521K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
812+ 31.61% |
$60.8K - $68.9K
|
3.38K
$298K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-219- 2.75% |
$16.4K - $18.6K
|
7.75K
$682K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-6- 0.12% |
$449 - $509
|
5.06K
$445K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-7.83K- 9.29% |
$586K - $664K
|
76.4K
$6.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-277- 9.75% |
$20.7K - $23.5K
|
2.57K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.75K+ 16.78% |
$206K - $233K
|
19.1K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-760- 46.88% |
$56.9K - $64.5K
|
861
$75.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-15K- 47.44% |
$1.12M - $1.28M
|
16.6K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-19.5K- 91.04% |
$1.46M - $1.66M
|
1.92K
$169K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
13.5K+ 57.44% |
$1.01M - $1.14M
|
36.9K
$3.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.08K- 53.0% |
$156K - $176K
|
1.84K
$162K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-128- 1.39% |
$9.58K - $10.9K
|
9.09K
$800K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.15K- 5.64% |
$86.1K - $97.6K
|
19.3K
$1.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
1.22K+ 1.6% |
$91.1K - $103K
|
77.1K
$6.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-254- 0.72% |
$19K - $21.6K
|
35K
$3.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
21.3KNew |
$1.6M - $1.81M
|
21.3K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1.77K+ 62.07% |
$133K - $150K
|
4.63K
$407K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-6.54K- 2.77% |
$489K - $555K
|
230K
$20.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
140+ 1.97% |
$10.5K - $11.9K
|
7.24K
$637K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
4.1KNew |
$307K - $348K
|
4.1K
$361K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
6New |
$449 - $509
|
6
$528
|