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 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-871- 0.59% |
$65.2K - $73.9K
|
146K
$13.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.16K+ 1.57% |
$86.8K - $98.4K
|
75K
$6.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
96+ 2.3% |
$7.19K - $8.15K
|
4.27K
$390K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-4.52K- 43.57% |
$338K - $384K
|
5.86K
$536K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.7K- 7.79% |
$202K - $229K
|
31.9K
$2.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.81K- 45.01% |
$210K - $239K
|
3.43K
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
2.81KNew |
$211K - $239K
|
2.81K
$257K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
411+ 1.31% |
$30.8K - $34.9K
|
31.7K
$2.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-14.4K- 37.69% |
$1.08M - $1.22M
|
23.8K
$2.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
48.3K+ 259.67% |
$3.62M - $4.1M
|
67K
$6.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
6.33K+ 14.91% |
$474K - $538K
|
48.8K
$4.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.8KNew |
$284K - $323K
|
3.8K
$348K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.46KNew |
$184K - $209K
|
2.46K
$225K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-838- 23.69% |
$62.7K - $71.1K
|
2.7K
$247K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.58KNew |
$193K - $219K
|
2.58K
$236K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.54KNew |
$190K - $216K
|
2.54K
$232K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
62+ 0.41% |
$4.64K - $5.26K
|
15.1K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-463- 8.38% |
$34.7K - $39.3K
|
5.06K
$463K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
10+ 0.15% |
$749 - $849
|
6.9K
$631K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.82K- 21.87% |
$211K - $239K
|
10.1K
$921K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.26KNew |
$94.4K - $107K
|
1.26K
$115K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-549- 3.59% |
$41.1K - $46.6K
|
14.8K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2.43K+ 7.99% |
$182K - $206K
|
32.9K
$3.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.62KNew |
$196K - $222K
|
2.62K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
258+ 1.22% |
$19.3K - $21.9K
|
21.5K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-711- 20.69% |
$53.2K - $60.4K
|
2.73K
$249K
|
|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
SELL
|
- |
-85K- 31.09% |
$6.36M - $7.22M
|
188K
$17.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.07K+ 2.28% |
$679K - $770K
|
407K
$37.2M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
500+ 2.79% |
$37.4K - $42.4K
|
18.4K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.62KNew |
$196K - $222K
|
2.62K
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-85- 0.45% |
$6.36K - $7.22K
|
18.7K
$1.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.14K- 29.3% |
$160K - $181K
|
5.15K
$471K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
235+ 2.29% |
$17.6K - $19.9K
|
10.5K
$959K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
125+ 0.26% |
$9.36K - $10.6K
|
48.4K
$4.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-150- 1.03% |
$11.2K - $12.7K
|
14.4K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
2.83KNew |
$212K - $240K
|
2.83K
$259K
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-16K- 12.97% |
$1.2M - $1.36M
|
108K
$9.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-1.4K- 8.44% |
$105K - $119K
|
15.2K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.44K+ 48.83% |
$108K - $123K
|
4.4K
$403K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2.28K+ 3.16% |
$170K - $193K
|
74.2K
$6.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.46K+ 6.01% |
$708K - $803K
|
167K
$15.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
11.1K+ 3.49% |
$833K - $945K
|
330K
$30.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-318- 6.5% |
$23.8K - $27K
|
4.58K
$419K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-2.82K- 3.33% |
$211K - $239K
|
81.8K
$7.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-224- 2.29% |
$16.8K - $19K
|
9.54K
$873K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
205+ 42.18% |
$15.3K - $17.4K
|
691
$63.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
927+ 1.69% |
$69.4K - $78.7K
|
55.8K
$5.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.51K- 4.93% |
$113K - $128K
|
29.2K
$2.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
31+ 0.95% |
$2.32K - $2.63K
|
3.28K
$300K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.62K+ 0.34% |
$121K - $137K
|
483K
$44.2M
|