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 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.6KNew |
$270K - $299K
|
3.6K
$317K
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-400- 3.67% |
$30K - $33.2K
|
10.5K
$924K
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
4.42KNew |
$332K - $367K
|
4.42K
$389K
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
9.64KNew |
$724K - $800K
|
9.64K
$848K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
48New |
$3.6K - $3.98K
|
48
$4.23K
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
234+ 1.11% |
$17.6K - $19.4K
|
21.2K
$1.87M
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
590New |
$44.3K - $49K
|
590
$51.9K
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
3.94KNew |
$296K - $327K
|
3.94K
$347K
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-4.22K- 57.93% |
$317K - $351K
|
3.07K
$270K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.49K- 2.58% |
$112K - $124K
|
56.2K
$4.94M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.1K- 20.49% |
$987K - $1.09M
|
51K
$4.49M
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
7.95KNew |
$597K - $660K
|
7.95K
$700K
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-100- 1.63% |
$7.51K - $8.3K
|
6.02K
$530K
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-812- 91.86% |
$61K - $67.4K
|
72
$6.34K
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-211- 3.07% |
$15.8K - $17.5K
|
6.66K
$586K
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-24- 0.47% |
$1.8K - $1.99K
|
5.08K
$448K
|
|
Feb 18, 2025
Q4 2024
|
Burgundy Asset Management Ltd.
Toronto, A6 |
BUY
|
- |
210KNew |
$15.8M - $17.5M
|
210K
$18.5M
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
36.7KNew |
$2.76M - $3.05M
|
36.7K
$3.23M
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.1K+ 47.68% |
$985K - $1.09M
|
40.6K
$3.58M
|
|
Feb 14, 2025
Q4 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-10.4K- 8.3% |
$781K - $863K
|
115K
$10.1M
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-985- 24.25% |
$74K - $81.7K
|
3.08K
$271K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.01K+ 3.84% |
$151K - $167K
|
54.5K
$4.79M
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2+ 0.16% |
$150 - $166
|
1.24K
$110K
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
200KNew |
$15M - $16.6M
|
200K
$17.6M
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
34.8K+ 59.21% |
$2.62M - $2.89M
|
93.7K
$8.25M
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.65K+ 45.52% |
$199K - $220K
|
8.46K
$744K
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
1.87KNew |
$140K - $155K
|
1.87K
$165K
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
CALL |
900New |
$67.6K - $74.7K
|
900
$79.2K
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-197- 45.39% |
$14.8K - $16.3K
|
237
$20.9K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-87.6K- 80.84% |
$6.58M - $7.27M
|
20.8K
$1.83M
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
CALL |
-26.4K- 52.17% |
$1.98M - $2.19M
|
24.2K
$2.13M
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
80KNew |
$6.01M - $6.64M
|
80K
$7.04M
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
3.35KNew |
$251K - $278K
|
3.35K
$294K
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
544K+ 26.33% |
$40.8M - $45.1M
|
2.61M
$230M
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
3.37KNew |
$253K - $280K
|
3.37K
$297K
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
37+ 0.69% |
$2.78K - $3.07K
|
5.41K
$476K
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.47K- 35.55% |
$110K - $122K
|
2.66K
$234K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.2K+ 0.93% |
$240K - $266K
|
349K
$30.7M
|
|
Feb 14, 2025
Q4 2024
|
Arvin Capital Management LP
Austin, TX |
BUY
|
PUT |
115KNew |
$8.64M - $9.54M
|
115K
$10.1M
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
1.52K+ 19.35% |
$114K - $126K
|
9.35K
$823K
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
417+ 1.4% |
$31.3K - $34.6K
|
30.2K
$2.66M
|
|
Feb 14, 2025
Q4 2024
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
65.4KNew |
$4.91M - $5.42M
|
65.4K
$5.75M
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
8.03KNew |
$603K - $667K
|
8.03K
$707K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-415- 5.55% |
$31.2K - $34.4K
|
7.07K
$622K
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-145- 5.11% |
$10.9K - $12K
|
2.69K
$237K
|
|
Feb 14, 2025
Q4 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
5.1KNew |
$383K - $423K
|
5.1K
$449K
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
163KNew |
$12.3M - $13.5M
|
163K
$14.4M
|
|
Feb 14, 2025
Q4 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-6.84K- 1.07% |
$514K - $567K
|
630K
$55.4M
|
|
Feb 14, 2025
Q4 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
30.7K+ 357.42% |
$2.31M - $2.55M
|
39.3K
$3.46M
|
|
Feb 14, 2025
Q4 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
PUT |
-267K- 88.09% |
$20.1M - $22.2M
|
36.1K
$3.18M
|