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 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-14K- 94.38% |
$1.05M - $1.19M
|
832
$73.2K
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
674+ 3.85% |
$50.4K - $57.2K
|
18.2K
$1.6M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
667+ 7.8% |
$49.9K - $56.6K
|
9.22K
$812K
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-307- 3.01% |
$23K - $26.1K
|
9.89K
$870K
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
373+ 0.49% |
$27.9K - $31.7K
|
76.3K
$6.71M
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$74.9 - $84.9
|
3.17K
$279K
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-14- 0.24% |
$1.05K - $1.19K
|
5.9K
$519K
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
10.7K+ 41.11% |
$803K - $911K
|
36.8K
$3.24M
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-11.9K- 34.28% |
$889K - $1.01M
|
22.8K
$2.01M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
83+ 2.3% |
$6.21K - $7.05K
|
3.69K
$325K
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
16.2K+ 92.87% |
$1.21M - $1.38M
|
33.7K
$2.97M
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
3.38K+ 3.16% |
$253K - $287K
|
110K
$9.7M
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
4.1K+ 4.96% |
$307K - $348K
|
86.8K
$7.64M
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 0.12% |
$74.9 - $84.9
|
861
$75.8K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
68+ 0.91% |
$5.09K - $5.77K
|
7.52K
$662K
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-103- 0.43% |
$7.71K - $8.74K
|
24K
$2.11M
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3- 0.02% |
$225 - $255
|
16.7K
$1.47M
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
SELL
|
- |
-83.8K- 14.53% |
$6.27M - $7.12M
|
493K
$43.4M
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.13K- 2.77% |
$84.5K - $95.8K
|
39.7K
$3.49M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.67K- 0.71% |
$125K - $142K
|
235K
$20.7M
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-20- 0.5% |
$1.5K - $1.7K
|
3.95K
$348K
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-100- 0.64% |
$7.48K - $8.49K
|
15.5K
$1.37M
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.58K- 5.64% |
$193K - $219K
|
43.2K
$3.8M
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-30- 0.84% |
$2.25K - $2.55K
|
3.55K
$312K
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-292- 2.51% |
$21.9K - $24.8K
|
11.3K
$997K
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.36K+ 4.54% |
$102K - $116K
|
31.4K
$2.76M
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-275- 7.13% |
$20.6K - $23.3K
|
3.58K
$315K
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-4.98K- 3.86% |
$372K - $422K
|
124K
$10.9M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.81K- 3.06% |
$136K - $154K
|
57.5K
$5.06M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.46K- 0.47% |
$259K - $294K
|
734K
$64.6M
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.34K+ 4.87% |
$175K - $198K
|
50.3K
$4.43M
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
25+ 0.75% |
$1.87K - $2.12K
|
3.36K
$296K
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
786+ 0.66% |
$58.8K - $66.7K
|
120K
$10.6M
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
127New |
$9.51K - $10.8K
|
127
$11.2K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-7.19K- 25.84% |
$538K - $610K
|
20.6K
$1.82M
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-60- 0.22% |
$4.49K - $5.09K
|
26.7K
$2.35M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.38K- 5.75% |
$178K - $202K
|
39.1K
$3.44M
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
22.7K+ 22.19% |
$1.7M - $1.93M
|
125K
$11M
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.3K+ 9.32% |
$97.3K - $110K
|
15.2K
$1.34M
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.65K- 1.68% |
$124K - $140K
|
97K
$8.54M
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
742+ 2.3% |
$55.5K - $63K
|
33K
$2.9M
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-12.8K- 6.4% |
$961K - $1.09M
|
188K
$16.5M
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.58KNew |
$193K - $219K
|
2.58K
$227K
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-200- 2.02% |
$15K - $17K
|
9.71K
$854K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
1.38K+ 1.81% |
$103K - $117K
|
77.7K
$6.84M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.13K+ 13.51% |
$683K - $775K
|
76.7K
$6.75M
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
2+ 0.39% |
$150 - $170
|
516
$45.4K
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-258- 4.76% |
$19.3K - $21.9K
|
5.17K
$455K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.17M+ 4334.98% |
$87.7M - $99.4M
|
1.2M
$105M
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.75K- 10.24% |
$131K - $149K
|
15.4K
$1.35M
|