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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.61K- 34.15% |
$122K - $132K
|
3.1K
$245K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
334New |
$25.4K - $27.4K
|
334
$26.4K
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
6.03KNew |
$459K - $495K
|
6.03K
$476K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-775- 2.52% |
$59K - $63.7K
|
30K
$2.37M
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6.42K+ 24.74% |
$488K - $527K
|
32.4K
$2.56M
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
8.97K+ 42.45% |
$682K - $737K
|
30.1K
$2.38M
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
2.5K+ 0.56% |
$190K - $206K
|
453K
$35.8M
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-265- 46.9% |
$20.2K - $21.8K
|
300
$23.7K
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
2+ 0.04% |
$152 - $164
|
5.39K
$426K
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
CALL |
9.1KNew |
$692K - $748K
|
9.1K
$719K
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
PUT |
10KNew |
$761K - $822K
|
10K
$790K
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-4.4K- 15.29% |
$335K - $361K
|
24.4K
$1.92M
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
72+ 0.96% |
$5.48K - $5.92K
|
7.57K
$598K
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-478- 1.52% |
$36.4K - $39.3K
|
31K
$2.45M
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
280New |
$21.3K - $23K
|
280
$22.1K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2+ 0.72% |
$152 - $164
|
278
$22K
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-494- 10.38% |
$37.6K - $40.6K
|
4.27K
$337K
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-10- 0.05% |
$761 - $822
|
20.9K
$1.65M
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-5.8K- 8.03% |
$441K - $477K
|
66.5K
$5.25M
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-220- 6.23% |
$16.7K - $18.1K
|
3.31K
$262K
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-23- 0.85% |
$1.75K - $1.89K
|
2.69K
$213K
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-521- 9.14% |
$39.6K - $42.8K
|
5.18K
$409K
|
|
Aug 07, 2024
Q2 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
385+ 8.27% |
$29.3K - $31.6K
|
5.04K
$398K
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
52+ 0.64% |
$3.96K - $4.27K
|
8.2K
$647K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
221+ 122.1% |
$16.8K - $18.2K
|
402
$31.7K
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-60.5K- 27.32% |
$4.6M - $4.97M
|
161K
$12.7M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
24+ 1.54% |
$1.83K - $1.97K
|
1.59K
$125K
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
BUY
|
- |
241+ 8.75% |
$18.3K - $19.8K
|
3K
$237K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
77.8KNew |
$5.92M - $6.39M
|
77.8K
$6.15M
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-45- 0.1% |
$3.42K - $3.7K
|
43.7K
$3.45M
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
103+ 1.06% |
$7.84K - $8.46K
|
9.79K
$773K
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-800- 14.93% |
$60.9K - $65.7K
|
4.56K
$360K
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
2+ 1.34% |
$152 - $164
|
151
$11.9K
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
97+ 1.2% |
$7.38K - $7.97K
|
8.2K
$648K
|
|
Aug 05, 2024
Q2 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-289K- 97.21% |
$22M - $23.7M
|
8.3K
$655K
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.6KNew |
$274K - $296K
|
3.6K
$284K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-214- 0.79% |
$16.3K - $17.6K
|
27K
$2.14M
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.87KNew |
$218K - $236K
|
2.87K
$226K
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 0.49% |
$533 - $575
|
1.43K
$113K
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
42+ 0.81% |
$3.2K - $3.45K
|
5.23K
$413K
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
208+ 3.78% |
$15.8K - $17.1K
|
5.71K
$451K
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.6% |
$2.59K - $2.79K
|
5.71K
$451K
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-501- 9.58% |
$38.1K - $41.2K
|
4.73K
$374K
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-37- 1.19% |
$2.82K - $3.04K
|
3.06K
$242K
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
SELL
|
- |
-145- 0.55% |
$11K - $11.9K
|
26.1K
$2.06M
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
29+ 0.45% |
$2.21K - $2.38K
|
6.4K
$506K
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
6.7KNew |
$510K - $550K
|
6.7K
$529K
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
629+ 3.02% |
$47.9K - $51.7K
|
21.5K
$1.69M
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-753- 9.69% |
$57.3K - $61.9K
|
7.02K
$554K
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-564- 2.48% |
$42.9K - $46.3K
|
22.2K
$1.75M
|