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 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 2.7% |
$143K - $154K
|
71.4K
$5.56M
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-563- 2.41% |
$42.8K - $46.3K
|
22.8K
$1.77M
|
|
Aug 02, 2024
Q2 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-1.22K- 7.83% |
$92.4K - $99.8K
|
14.3K
$1.11M
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
715+ 18.72% |
$54.4K - $58.7K
|
4.54K
$353K
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-13- 0.33% |
$989 - $1.07K
|
3.92K
$305K
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.04% |
$76.1 - $82.2
|
2.31K
$180K
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.24K+ 41.43% |
$94.4K - $102K
|
4.23K
$330K
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-375- 10.23% |
$28.5K - $30.8K
|
3.29K
$256K
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.87K+ 37.54% |
$143K - $154K
|
6.87K
$535K
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
44+ 1.69% |
$3.35K - $3.62K
|
2.65K
$206K
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
487+ 12.92% |
$37.1K - $40K
|
4.26K
$332K
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-800- 36.25% |
$60.9K - $65.7K
|
1.41K
$110K
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.72KNew |
$207K - $224K
|
2.72K
$212K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
132New |
$10K - $10.8K
|
132
$10.3K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-216- 0.99% |
$16.4K - $17.7K
|
21.7K
$1.69M
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.59KNew |
$197K - $213K
|
2.59K
$202K
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.79KNew |
$289K - $312K
|
3.79K
$296K
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-25- 0.07% |
$1.9K - $2.05K
|
37.8K
$2.94M
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1+ 0.03% |
$76.1 - $82.2
|
3.69K
$287K
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
92+ 0.72% |
$7K - $7.56K
|
12.8K
$998K
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-614- 13.55% |
$46.7K - $50.4K
|
3.92K
$305K
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-12K- 47.51% |
$915K - $988K
|
13.3K
$1.04M
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-50- 0.24% |
$3.8K - $4.11K
|
21.2K
$1.65M
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
6+ 0.03% |
$457 - $493
|
20.3K
$1.58M
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
95+ 633.33% |
$7.23K - $7.81K
|
110
$8.57K
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-520- 9.7% |
$39.6K - $42.7K
|
4.84K
$377K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-83- 2.03% |
$6.32K - $6.82K
|
4.01K
$312K
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
2.32K+ 3.77% |
$177K - $191K
|
63.9K
$4.97M
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.58KNew |
$196K - $212K
|
2.58K
$201K
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
9.1KNew |
$692K - $748K
|
9.1K
$709K
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
7.1KNew |
$540K - $583K
|
7.1K
$553K
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-99- 1.3% |
$7.53K - $8.13K
|
7.53K
$587K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
113K+ 74.82% |
$8.61M - $9.29M
|
264K
$20.6M
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.88K- 78.29% |
$143K - $155K
|
522
$40.7K
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.18KNew |
$89.4K - $96.5K
|
1.18K
$91.5K
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
9.12K+ 3576.47% |
$694K - $749K
|
9.38K
$730K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2.93K- 2.54% |
$223K - $241K
|
113K
$8.77M
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
47+ 1.64% |
$3.58K - $3.86K
|
2.92K
$227K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
964+ 4.07% |
$73.4K - $79.2K
|
24.7K
$1.92M
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.27K+ 3.85% |
$96.6K - $104K
|
34.3K
$2.67M
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
315+ 0.29% |
$24K - $25.9K
|
109K
$8.5M
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.62KNew |
$200K - $216K
|
2.62K
$204K
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.28K- 5.67% |
$97.5K - $105K
|
21.3K
$1.66M
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
43+ 1.77% |
$3.27K - $3.53K
|
2.47K
$192K
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-280- 6.6% |
$21.3K - $23K
|
3.97K
$309K
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2- 1.39% |
$152 - $164
|
142
$11.1K
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-4.87K- 25.2% |
$371K - $400K
|
14.5K
$1.13M
|
|
Jul 29, 2024
Q2 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-88K- 94.16% |
$6.7M - $7.23M
|
5.47K
$426K
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
283KNew |
$21.5M - $23.2M
|
283K
$22M
|