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 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
112+ 1.24% |
$8.38K - $9.51K
|
9.14K
$805K
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
166+ 1.74% |
$12.4K - $14.1K
|
9.69K
$853K
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-14.4K- 12.23% |
$1.07M - $1.22M
|
103K
$9.06M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.06K- 7.36% |
$154K - $175K
|
26K
$2.28M
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-398- 4.61% |
$29.8K - $33.8K
|
8.24K
$725K
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
326+ 4.01% |
$24.4K - $27.7K
|
8.45K
$744K
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-4.14K- 9.82% |
$310K - $351K
|
38K
$3.35M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.9K- 19.75% |
$814K - $923K
|
44.2K
$3.89M
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
2.55KNew |
$191K - $217K
|
2.55K
$225K
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-18.9K- 36.53% |
$1.42M - $1.61M
|
32.9K
$2.89M
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.1K- 5.17% |
$82K - $93K
|
20.1K
$1.77M
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-77- 0.67% |
$5.76K - $6.54K
|
11.4K
$1.01M
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.84K+ 10.74% |
$212K - $241K
|
29.2K
$2.57M
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.07K- 12.3% |
$80.1K - $90.8K
|
7.63K
$672K
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
28.5K+ 6.25% |
$2.14M - $2.42M
|
485K
$42.7M
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
15K+ 3.37% |
$1.13M - $1.28M
|
462K
$40.7M
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-225- 0.85% |
$16.8K - $19.1K
|
26.1K
$2.3M
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-3- 0.01% |
$225 - $255
|
22.5K
$1.98M
|
|
Apr 08, 2025
Q1 2025
|
Greenfield Ftc, Inc.
|
SELL
|
- |
-462K- 51.7% |
$34.6M - $39.2M
|
432K
$38M
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-450- 7.55% |
$33.7K - $38.2K
|
5.51K
$485K
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
25K+ 636.13% |
$1.87M - $2.12M
|
28.9K
$2.55M
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-102- 1.7% |
$7.63K - $8.66K
|
5.91K
$521K
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-25- 0.05% |
$1.87K - $2.12K
|
45.9K
$4.04M
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15K+ 9.94% |
$1.12M - $1.28M
|
166K
$14.6M
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
5.28K+ 85.9% |
$395K - $448K
|
11.4K
$1.01M
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
22.6K+ 28.2% |
$1.69M - $1.92M
|
103K
$9.04M
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
191+ 3.38% |
$14.3K - $16.2K
|
5.85K
$515K
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-733- 10.45% |
$54.9K - $62.2K
|
6.28K
$553K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.07K+ 8.89% |
$304K - $345K
|
49.8K
$4.38M
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-370- 0.12% |
$27.7K - $31.4K
|
314K
$27.7M
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-334- 63.98% |
$25K - $28.4K
|
188
$16.6K
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
227+ 2.18% |
$17K - $19.3K
|
10.6K
$936K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.64K+ 0.76% |
$123K - $139K
|
217K
$19.1M
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.12K+ 18.52% |
$83.8K - $95K
|
7.16K
$630K
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-1.25K- 3.22% |
$93.3K - $106K
|
37.5K
$3.3M
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-3.5K- 5.5% |
$262K - $297K
|
60K
$5.28M
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
13K+ 8.16% |
$976K - $1.11M
|
173K
$15.2M
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-7.39K- 7.69% |
$553K - $628K
|
88.8K
$7.82M
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
329+ 4.82% |
$24.6K - $27.9K
|
7.16K
$630K
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
332+ 2.51% |
$24.9K - $28.2K
|
13.6K
$1.19M
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
1.78K+ 56.78% |
$133K - $151K
|
4.92K
$433K
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.06K- 0.93% |
$154K - $175K
|
218K
$19.2M
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.94K- 8.03% |
$295K - $334K
|
45.1K
$3.97M
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-6.25K- 20.08% |
$468K - $530K
|
24.9K
$2.19M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-7.1K- 68.03% |
$531K - $602K
|
3.34K
$294K
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
1.25K+ 11.55% |
$93.2K - $106K
|
12K
$1.06M
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-29.2K- 21.46% |
$2.19M - $2.48M
|
107K
$9.42M
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-21K- 3.67% |
$1.57M - $1.78M
|
550K
$48.5M
|
|
Q4 2024 | |||||||
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
97+ 0.22% |
$7.28K - $8.05K
|
44.9K
$3.95M
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
24.3KNew |
$1.83M - $2.02M
|
24.3K
$2.14M
|