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 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.63K+ 15.24% |
$272K - $308K
|
27.5K
$2.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-451- 2.13% |
$33.8K - $38.3K
|
20.7K
$1.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
SELL
|
- |
-466- 0.33% |
$34.9K - $39.6K
|
142K
$12.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-163- 5.79% |
$12.2K - $13.8K
|
2.65K
$236K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
208+ 4.59% |
$15.6K - $17.7K
|
4.74K
$423K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
247+ 7.8% |
$18.5K - $21K
|
3.41K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-128- 2.98% |
$9.58K - $10.9K
|
4.17K
$372K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
521+ 0.88% |
$39K - $44.2K
|
59.7K
$5.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
530New |
$39.7K - $45K
|
530
$47.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.12K+ 2.97% |
$234K - $265K
|
108K
$9.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-162- 4.04% |
$12.1K - $13.8K
|
3.85K
$344K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
4.53KNew |
$339K - $384K
|
4.53K
$404K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.53K+ 15.49% |
$190K - $215K
|
18.9K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2.1K+ 9.67% |
$157K - $178K
|
23.8K
$2.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
3K+ 3.86% |
$225K - $255K
|
80.7K
$7.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
73New |
$5.46K - $6.2K
|
73
$6.51K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-52- 4.84% |
$3.89K - $4.41K
|
1.02K
$91.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-80- 0.15% |
$5.99K - $6.79K
|
53K
$4.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-53- 1.19% |
$3.97K - $4.5K
|
4.39K
$392K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-1.85K- 11.47% |
$138K - $157K
|
14.3K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
372+ 103.91% |
$27.8K - $31.6K
|
730
$65.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
660New |
$49.4K - $56K
|
660
$58.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-204- 1.34% |
$15.3K - $17.3K
|
15K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.19M- 15.99% |
$88.9M - $101M
|
6.24M
$557M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.97K- 6.06% |
$447K - $507K
|
92.6K
$8.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
996+ 442.67% |
$74.6K - $84.6K
|
1.22K
$109K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-713- 3.3% |
$53.4K - $60.5K
|
20.9K
$1.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-677- 18.1% |
$50.7K - $57.5K
|
3.06K
$273K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
690+ 0.33% |
$51.6K - $58.6K
|
211K
$18.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-394- 1.5% |
$29.5K - $33.4K
|
25.9K
$2.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-578- 3.62% |
$43.3K - $49.1K
|
15.4K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.02% |
$74.9 - $84.9
|
5.55K
$496K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-6.23K- 13.04% |
$466K - $529K
|
41.6K
$3.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-31.8K- 64.35% |
$2.38M - $2.7M
|
17.6K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-8.86K- 1.3% |
$663K - $752K
|
670K
$59.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-1.95K- 9.43% |
$146K - $166K
|
18.8K
$1.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-209- 2.42% |
$15.6K - $17.7K
|
8.41K
$751K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.14K- 2.33% |
$85.6K - $97K
|
47.8K
$4.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.07K+ 16.05% |
$80K - $90.7K
|
7.73K
$690K
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
43+ 0.87% |
$3.22K - $3.65K
|
5.01K
$447K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
140New |
$10.5K - $11.9K
|
140
$12.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-28.4K- 87.8% |
$2.13M - $2.41M
|
3.95K
$352K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-5.21K- 6.85% |
$390K - $442K
|
70.8K
$6.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-3.59K- 0.21% |
$268K - $304K
|
1.7M
$152M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
65.7K+ 150.19% |
$4.91M - $5.57M
|
109K
$9.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
10.6KNew |
$795K - $902K
|
10.6K
$948K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
12.2KNew |
$916K - $1.04M
|
12.2K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-2.92K- 5.17% |
$218K - $248K
|
53.5K
$4.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.94K- 9.02% |
$145K - $165K
|
19.6K
$1.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-4.82K- 52.54% |
$360K - $409K
|
4.35K
$388K
|