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 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.67K- 0.71% |
$125K - $142K
|
235K
$21M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-20- 0.5% |
$1.5K - $1.7K
|
3.95K
$352K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-100- 0.64% |
$7.48K - $8.49K
|
15.5K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-292- 2.51% |
$21.9K - $24.8K
|
11.3K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.81K- 3.06% |
$136K - $154K
|
57.5K
$5.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.34K+ 4.87% |
$175K - $198K
|
50.3K
$4.49M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
25+ 0.75% |
$1.87K - $2.12K
|
3.36K
$300K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
127New |
$9.51K - $10.8K
|
127
$11.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-7.19K- 25.84% |
$538K - $610K
|
20.6K
$1.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-60- 0.22% |
$4.49K - $5.09K
|
26.7K
$2.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.65K- 1.68% |
$124K - $140K
|
97K
$8.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
742+ 2.3% |
$55.5K - $63K
|
33K
$2.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.58KNew |
$193K - $219K
|
2.58K
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-200- 2.02% |
$15K - $17K
|
9.71K
$866K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
1.38K+ 1.81% |
$103K - $117K
|
77.7K
$6.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.13K+ 13.51% |
$683K - $775K
|
76.7K
$6.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.75K- 10.24% |
$131K - $149K
|
15.4K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-6- 0.03% |
$449 - $509
|
22.6K
$2.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.34K+ 3.84% |
$100K - $114K
|
36.3K
$3.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-599- 13.24% |
$44.8K - $50.8K
|
3.93K
$350K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
414+ 141.78% |
$31K - $35.1K
|
706
$63K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.58KNew |
$193K - $219K
|
2.58K
$231K
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
3.5KNew |
$262K - $297K
|
3.5K
$312K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.12K- 4.03% |
$83.5K - $94.7K
|
26.5K
$2.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-463- 1.26% |
$34.7K - $39.3K
|
36.4K
$3.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-307- 2.9% |
$23K - $26.1K
|
10.3K
$916K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
5.56K+ 13.05% |
$416K - $472K
|
48.2K
$4.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.75K- 6.6% |
$206K - $233K
|
38.9K
$3.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
97New |
$7.26K - $8.23K
|
97
$8.66K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
7.48KNew |
$560K - $635K
|
7.48K
$667K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-100- 1.37% |
$7.48K - $8.49K
|
7.19K
$641K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
21+ 0.55% |
$1.57K - $1.78K
|
3.86K
$345K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
13K+ 11.11% |
$976K - $1.11M
|
130K
$11.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.63K- 4.5% |
$122K - $138K
|
34.5K
$3.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-939- 10.81% |
$70.3K - $79.7K
|
7.74K
$691K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-405- 2.04% |
$30.3K - $34.4K
|
19.4K
$1.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.16M+ 4842.09% |
$162M - $184M
|
2.21M
$197M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.31K+ 10.04% |
$473K - $536K
|
69.2K
$6.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
105KNew |
$7.86M - $8.92M
|
105K
$9.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.93K+ 5.94% |
$144K - $164K
|
34.4K
$3.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
708+ 19.4% |
$53K - $60.1K
|
4.36K
$389K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
437+ 1.79% |
$32.7K - $37.1K
|
24.9K
$2.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1K+ 2.77% |
$74.9K - $84.9K
|
37K
$3.31M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-394- 2.14% |
$29.5K - $33.4K
|
18K
$1.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-8- 0.15% |
$599 - $679
|
5.27K
$470K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
207+ 1.59% |
$15.5K - $17.6K
|
13.2K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-22.3K- 25.16% |
$1.67M - $1.9M
|
66.5K
$5.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.99K- 2.19% |
$149K - $169K
|
89K
$7.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.67K- 4.33% |
$125K - $142K
|
36.9K
$3.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.14K- 7.52% |
$85.3K - $96.8K
|
14K
$1.25M
|