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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-127- 0.91% |
$9.57K - $10.7K
|
13.8K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
12.1K+ 3.74% |
$913K - $1.02M
|
336K
$26.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-275- 21.88% |
$20.7K - $23.2K
|
982
$76.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-305- 0.4% |
$23K - $25.7K
|
76.2K
$5.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
234+ 2.88% |
$17.6K - $19.7K
|
8.37K
$652K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-374- 2.66% |
$28.2K - $31.6K
|
13.7K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8.66K+ 2.57% |
$652K - $730K
|
345K
$26.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.59K+ 6.89% |
$120K - $134K
|
24.7K
$1.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-9.36K- 5.19% |
$705K - $790K
|
171K
$13.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-27.4K- 10.25% |
$2.06M - $2.31M
|
239K
$18.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.2K+ 43.25% |
$90.2K - $101K
|
3.97K
$309K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-216- 3.26% |
$16.3K - $18.2K
|
6.4K
$499K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.96K+ 2.97% |
$599K - $671K
|
276K
$21.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
56K+ 138.13% |
$4.22M - $4.73M
|
96.6K
$7.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
224+ 4.33% |
$16.9K - $18.9K
|
5.39K
$420K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.92K- 12.33% |
$145K - $162K
|
13.7K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.01K- 0.76% |
$76.1K - $85.3K
|
132K
$10.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
3.88K+ 1.34% |
$292K - $328K
|
295K
$23M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
387+ 3.73% |
$29.1K - $32.7K
|
10.8K
$839K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-272- 4.23% |
$20.5K - $22.9K
|
6.16K
$480K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
1.45K+ 31.67% |
$109K - $122K
|
6.02K
$469K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.85K- 1.29% |
$139K - $156K
|
141K
$11M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
295+ 0.24% |
$22.2K - $24.9K
|
125K
$9.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
632+ 1.79% |
$47.6K - $53.3K
|
36K
$2.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.23K+ 15.47% |
$243K - $272K
|
24.1K
$1.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
228+ 3.03% |
$17.2K - $19.2K
|
7.74K
$603K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-76- 0.54% |
$5.72K - $6.41K
|
14K
$1.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
900+ 14.61% |
$67.8K - $75.9K
|
7.06K
$550K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-212- 0.74% |
$16K - $17.9K
|
28.6K
$2.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
6.93K+ 7.58% |
$522K - $584K
|
98.4K
$7.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-138- 62.16% |
$10.4K - $11.6K
|
84
$6.54K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.6K+ 0.84% |
$120K - $135K
|
192K
$15M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-385- 2.23% |
$29K - $32.5K
|
16.9K
$1.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-667- 1.31% |
$50.2K - $56.3K
|
50.1K
$3.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
944+ 2.23% |
$71.1K - $79.6K
|
43.3K
$3.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.17K- 4.49% |
$87.9K - $98.5K
|
24.8K
$1.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.48K+ 2.95% |
$111K - $125K
|
51.5K
$4.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.84K+ 1.24% |
$214K - $239K
|
231K
$18M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
67+ 0.74% |
$5.05K - $5.65K
|
9.13K
$711K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.92K- 15.6% |
$220K - $246K
|
15.8K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
5.37K+ 4.29% |
$404K - $453K
|
131K
$10.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-135- 4.87% |
$10.2K - $11.4K
|
2.64K
$205K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.48K+ 10.74% |
$111K - $125K
|
15.2K
$1.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-130K- 62.12% |
$9.83M - $11M
|
79.5K
$6.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.09% |
$75.3 - $84.4
|
1.15K
$89.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-2.6M- 89.01% |
$196M - $219M
|
321K
$25M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.03K- 12.92% |
$379K - $424K
|
33.9K
$2.64M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.14K- 0.74% |
$85.9K - $96.3K
|
152K
$11.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
28+ 1.13% |
$2.11K - $2.36K
|
2.51K
$195K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.9K+ 4.08% |
$218K - $245K
|
73.9K
$5.76M
|