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 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.02K+ 4.16% |
$76.6K - $86.9K
|
25.6K
$2.29M
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
108+ 1.47% |
$8.08K - $9.17K
|
7.48K
$667K
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-17- 0.07% |
$1.27K - $1.44K
|
23.8K
$2.12M
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-379- 0.2% |
$28.4K - $32.2K
|
186K
$16.6M
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.66K+ 3.88% |
$573K - $650K
|
205K
$18.3M
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.09K+ 35.7% |
$456K - $517K
|
23.2K
$2.07M
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-220K- 95.4% |
$16.5M - $18.7M
|
10.6K
$947K
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-3.83K- 30.74% |
$287K - $325K
|
8.63K
$770K
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
1.46K+ 11.61% |
$110K - $124K
|
14.1K
$1.26M
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-53- 1.32% |
$3.97K - $4.5K
|
3.95K
$353K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-277- 0.91% |
$20.7K - $23.5K
|
30K
$2.68M
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-171- 1.63% |
$12.8K - $14.5K
|
10.3K
$922K
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
914K+ 208.7% |
$68.4M - $77.5M
|
1.35M
$121M
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.04% |
$150 - $170
|
5.61K
$501K
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-1.44K- 4.7% |
$107K - $122K
|
29.1K
$2.6M
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
26+ 0.91% |
$1.95K - $2.21K
|
2.88K
$257K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.03K- 72.66% |
$76.8K - $87.1K
|
386
$34.4K
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
10.4KNew |
$782K - $887K
|
10.4K
$932K
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
384+ 4.05% |
$28.7K - $32.6K
|
9.86K
$880K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-9- 5.17% |
$674 - $764
|
165
$14.7K
|
|
May 01, 2025
Q1 2025
|
Cortland Associates Inc
|
BUY
|
- |
12+ 0.33% |
$898 - $1.02K
|
3.68K
$328K
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
7+ 0.09% |
$524 - $594
|
7.52K
$671K
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-292- 0.7% |
$21.9K - $24.8K
|
41.5K
$3.7M
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-12- 0.19% |
$898 - $1.02K
|
6.42K
$573K
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-100K- 58.21% |
$7.51M - $8.52M
|
72.1K
$6.43M
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-342- 11.92% |
$25.6K - $29K
|
2.53K
$226K
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
182+ 2.21% |
$13.6K - $15.4K
|
8.43K
$752K
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.22K- 7.58% |
$91.4K - $104K
|
14.9K
$1.33M
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.04K+ 35.14% |
$452K - $512K
|
23.2K
$2.07M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-45.8K- 28.0% |
$3.43M - $3.89M
|
118K
$10.5M
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
9.8K+ 4.21% |
$734K - $832K
|
243K
$21.7M
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
7.77KNew |
$581K - $659K
|
7.77K
$693K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
102K+ 175.35% |
$7.64M - $8.66M
|
160K
$14.3M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
129New |
$9.66K - $11K
|
129
$11.5K
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
5.56KNew |
$416K - $472K
|
5.56K
$496K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-275- 3.77% |
$20.6K - $23.3K
|
7.01K
$626K
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.5K- 3.05% |
$112K - $127K
|
47.5K
$4.24M
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
49K+ 51.77% |
$3.67M - $4.16M
|
144K
$12.8M
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.56KNew |
$266K - $302K
|
3.56K
$318K
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
2.37K+ 9.65% |
$178K - $202K
|
27K
$2.41M
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
102+ 1.08% |
$7.63K - $8.66K
|
9.58K
$855K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-138- 12.01% |
$10.3K - $11.7K
|
1.01K
$90.2K
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-649- 12.26% |
$48.6K - $55.1K
|
4.64K
$414K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
822+ 10.65% |
$61.5K - $69.8K
|
8.54K
$762K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-22.3K- 34.48% |
$1.67M - $1.89M
|
42.4K
$3.78M
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.24K- 18.75% |
$92.7K - $105K
|
5.36K
$479K
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-132- 0.33% |
$9.88K - $11.2K
|
40.2K
$3.59M
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-437- 7.09% |
$32.7K - $37.1K
|
5.72K
$511K
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-335- 1.31% |
$25.1K - $28.4K
|
25.2K
$2.25M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.63K- 9.29% |
$122K - $138K
|
15.9K
$1.42M
|