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 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-599- 13.24% |
$44.8K - $50.8K
|
3.93K
$359K
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
414+ 141.78% |
$31K - $35.1K
|
706
$64.6K
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.58KNew |
$193K - $219K
|
2.58K
$236K
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
3.5KNew |
$262K - $297K
|
3.5K
$320K
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.12K- 4.03% |
$83.5K - $94.7K
|
26.5K
$2.43M
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-463- 1.26% |
$34.7K - $39.3K
|
36.4K
$3.33M
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-307- 2.9% |
$23K - $26.1K
|
10.3K
$939K
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
5.56K+ 13.05% |
$416K - $472K
|
48.2K
$4.41M
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.75K- 6.6% |
$206K - $233K
|
38.9K
$3.56M
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
97New |
$7.26K - $8.23K
|
97
$8.87K
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
7.48KNew |
$560K - $635K
|
7.48K
$684K
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
21+ 0.55% |
$1.57K - $1.78K
|
3.86K
$353K
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
13K+ 11.11% |
$976K - $1.11M
|
130K
$11.9M
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.63K- 4.5% |
$122K - $138K
|
34.5K
$3.15M
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-405- 2.04% |
$30.3K - $34.4K
|
19.4K
$1.78M
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.16M+ 4842.09% |
$162M - $184M
|
2.21M
$202M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.31K+ 10.04% |
$473K - $536K
|
69.2K
$6.33M
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
105KNew |
$7.86M - $8.92M
|
105K
$9.61M
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.93K+ 5.94% |
$144K - $164K
|
34.4K
$3.15M
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
708+ 19.4% |
$53K - $60.1K
|
4.36K
$399K
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
437+ 1.79% |
$32.7K - $37.1K
|
24.9K
$2.27M
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1K+ 2.77% |
$74.9K - $84.9K
|
37K
$3.39M
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-8- 0.15% |
$599 - $679
|
5.27K
$482K
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
207+ 1.59% |
$15.5K - $17.6K
|
13.2K
$1.21M
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.99K- 2.19% |
$149K - $169K
|
89K
$8.14M
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.67K- 4.33% |
$125K - $142K
|
36.9K
$3.38M
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.14K- 7.52% |
$85.3K - $96.8K
|
14K
$1.28M
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-445- 2.86% |
$33.3K - $37.8K
|
15.1K
$1.38M
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
345+ 1.93% |
$25.8K - $29.3K
|
18.2K
$1.67M
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.15K- 1.53% |
$86.2K - $97.7K
|
74.1K
$6.78M
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-19- 0.1% |
$1.42K - $1.61K
|
18.8K
$1.72M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
28+ 2.08% |
$2.1K - $2.38K
|
1.38K
$126K
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.18KNew |
$238K - $270K
|
3.18K
$290K
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-11K- 68.96% |
$823K - $934K
|
4.95K
$453K
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.82K- 10.48% |
$137K - $155K
|
15.6K
$1.43M
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-41.3K- 42.58% |
$3.09M - $3.5M
|
55.6K
$5.09M
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
567+ 0.2% |
$42.4K - $48.1K
|
286K
$26.2M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
810+ 1.19% |
$60.6K - $68.8K
|
68.8K
$6.29M
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-1.08K- 51.81% |
$80.5K - $91.3K
|
1K
$91.5K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-8.19K- 20.6% |
$613K - $695K
|
31.6K
$2.89M
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-130- 1.07% |
$9.73K - $11K
|
12K
$1.1M
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-105K- 65.27% |
$7.84M - $8.89M
|
55.7K
$5.1M
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-528- 2.38% |
$39.5K - $44.8K
|
21.7K
$1.98M
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
2.57KNew |
$193K - $219K
|
2.57K
$235K
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-328K- 98.78% |
$24.6M - $27.9M
|
4.07K
$372K
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-270- 9.17% |
$20.2K - $22.9K
|
2.68K
$245K
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
233+ 2.93% |
$17.4K - $19.8K
|
8.2K
$750K
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-103- 1.01% |
$7.71K - $8.74K
|
10.1K
$920K
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
59+ 2.23% |
$4.42K - $5.01K
|
2.71K
$248K
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-374- 1.05% |
$28K - $31.7K
|
35.4K
$3.24M
|