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 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
9.17K+ 85.85% |
$690K - $773K
|
19.8K
$1.55M
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.85K- 8.23% |
$140K - $156K
|
20.7K
$1.61M
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-231- 0.92% |
$17.4K - $19.5K
|
24.8K
$1.93M
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-128- 0.93% |
$9.64K - $10.8K
|
13.6K
$1.06M
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-314- 0.87% |
$23.7K - $26.5K
|
35.6K
$2.78M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-4.22K- 1.79% |
$318K - $356K
|
231K
$18M
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
BUY
|
- |
3.23K+ 3.25% |
$243K - $272K
|
102K
$7.97M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-55- 1.16% |
$4.14K - $4.64K
|
4.7K
$366K
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.18K- 10.24% |
$88.7K - $99.4K
|
10.3K
$804K
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
2.58KNew |
$194K - $218K
|
2.58K
$201K
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-230- 3.55% |
$17.3K - $19.4K
|
6.24K
$486K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
590+ 18.39% |
$44.4K - $49.8K
|
3.8K
$296K
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
53.9K+ 30.55% |
$4.06M - $4.55M
|
230K
$17.9M
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
219+ 0.98% |
$16.5K - $18.5K
|
22.5K
$1.75M
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-2.61K- 2.42% |
$196K - $220K
|
105K
$8.18M
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
732+ 6.59% |
$55.1K - $61.8K
|
11.8K
$922K
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.25KNew |
$320K - $358K
|
4.25K
$331K
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-165K- 78.71% |
$12.4M - $13.9M
|
44.5K
$3.47M
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.16K- 0.98% |
$87.1K - $97.5K
|
117K
$9.11M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.49K+ 22.27% |
$112K - $126K
|
8.18K
$637K
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1K- 5.7% |
$75.3K - $84.4K
|
16.6K
$1.29M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-889- 0.42% |
$67K - $75K
|
209K
$16.3M
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
451+ 1.27% |
$34K - $38.1K
|
35.9K
$2.8M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
184KNew |
$13.9M - $15.6M
|
184K
$14.4M
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.23K- 6.18% |
$244K - $273K
|
49.1K
$3.83M
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-12.4K- 65.74% |
$933K - $1.04M
|
6.45K
$503K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
8+ 0.21% |
$603 - $675
|
3.8K
$296K
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-700- 6.83% |
$52.7K - $59.1K
|
9.55K
$744K
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-110- 1.0% |
$8.29K - $9.28K
|
10.9K
$851K
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
12+ 0.04% |
$904 - $1.01K
|
32.3K
$2.52M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-53.8K- 7.72% |
$4.05M - $4.54M
|
643K
$50.1M
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
85+ 2.07% |
$6.4K - $7.17K
|
4.18K
$326K
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
5.23K+ 4.75% |
$394K - $441K
|
115K
$8.98M
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-2.1K- 6.33% |
$158K - $177K
|
31K
$2.42M
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
145+ 1.44% |
$10.9K - $12.2K
|
10.2K
$794K
|
|
Q2 2024 | |||||||
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-10.8K- 6.98% |
$821K - $887K
|
144K
$11.2M
|
|
Nov 14, 2024
Q2 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
1.81K+ 1.04% |
$138K - $149K
|
175K
$13.7M
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
18K+ 167.64% |
$1.37M - $1.48M
|
28.7K
$2.24M
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
903+ 11.83% |
$68.7K - $74.2K
|
8.54K
$665K
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3.74KNew |
$284K - $307K
|
3.74K
$291K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-147- 80.77% |
$11.2K - $12.1K
|
35
$2.73K
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-485- 2.56% |
$36.9K - $39.8K
|
18.5K
$1.44M
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.01KNew |
$458K - $494K
|
6.01K
$468K
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
4KNew |
$304K - $329K
|
4K
$312K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-47.6K- 39.75% |
$3.62M - $3.91M
|
72.2K
$5.62M
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-555- 4.45% |
$42.2K - $45.6K
|
11.9K
$928K
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
9.22K+ 101.86% |
$701K - $757K
|
18.3K
$1.42M
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-118- 1.52% |
$8.98K - $9.69K
|
7.65K
$596K
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-188- 13.15% |
$14.3K - $15.4K
|
1.24K
$96.8K
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9+ 0.25% |
$685 - $739
|
3.55K
$277K
|