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 |
---|---|---|---|---|---|---|---|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-8.1K- 93.65% |
$616K - $665K
|
549
$42.8K
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-35- 23.49% |
$2.66K - $2.88K
|
114
$8.88K
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-128- 2.03% |
$9.74K - $10.5K
|
6.18K
$481K
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
362+ 1.8% |
$27.5K - $29.7K
|
20.5K
$1.6M
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
74+ 1.48% |
$5.63K - $6.08K
|
5.07K
$395K
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
20.1KNew |
$1.53M - $1.65M
|
20.1K
$1.57M
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.35K+ 5.16% |
$179K - $193K
|
48K
$3.74M
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
125+ 1.37% |
$9.51K - $10.3K
|
9.23K
$719K
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.39% |
$761 - $822
|
2.58K
$201K
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-7.04K- 51.84% |
$536K - $579K
|
6.55K
$510K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-647- 17.03% |
$49.2K - $53.2K
|
3.15K
$246K
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
SELL
|
- |
-89- 1.21% |
$6.77K - $7.31K
|
7.25K
$565K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
101+ 11.15% |
$7.69K - $8.3K
|
1.01K
$78.5K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-43- 0.99% |
$3.27K - $3.53K
|
4.29K
$334K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
174New |
$13.2K - $14.3K
|
174
$13.6K
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
116+ 1.24% |
$8.83K - $9.53K
|
9.48K
$739K
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-126- 3.77% |
$9.59K - $10.4K
|
3.22K
$251K
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
152+ 1.8% |
$11.6K - $12.5K
|
8.59K
$669K
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
100+ 2.15% |
$7.61K - $8.22K
|
4.76K
$370K
|
|
Jul 25, 2024
Q2 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-610- 4.67% |
$46.4K - $50.1K
|
12.5K
$971K
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.33KNew |
$102K - $110K
|
1.33K
$104K
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-125- 1.08% |
$9.51K - $10.3K
|
11.5K
$896K
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.96K- 11.28% |
$225K - $243K
|
23.3K
$1.81M
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-133- 2.49% |
$10.1K - $10.9K
|
5.2K
$405K
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.53K+ 4.32% |
$116K - $126K
|
37K
$2.88M
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.13K- 12.88% |
$85.8K - $92.6K
|
7.63K
$594K
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-279- 1.81% |
$21.2K - $22.9K
|
15.2K
$1.18M
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.08% |
$304 - $329
|
4.84K
$377K
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-3.14K- 6.47% |
$239K - $258K
|
45.4K
$3.54M
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1- 0.04% |
$76.1 - $82.2
|
2.78K
$216K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
68New |
$5.17K - $5.59K
|
68
$5.3K
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-300- 5.53% |
$22.8K - $24.6K
|
5.13K
$399K
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
132+ 0.92% |
$10K - $10.8K
|
14.5K
$1.13M
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
173+ 6.44% |
$13.2K - $14.2K
|
2.86K
$223K
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-129- 1.85% |
$9.82K - $10.6K
|
6.83K
$532K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-865- 3.06% |
$65.8K - $71.1K
|
27.4K
$2.13M
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$76.1 - $82.2
|
7.4K
$576K
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-15- 0.27% |
$1.14K - $1.23K
|
5.54K
$431K
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-128- 2.33% |
$9.74K - $10.5K
|
5.37K
$418K
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
32.5KNew |
$2.47M - $2.67M
|
32.5K
$2.53M
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
87New |
$6.62K - $7.15K
|
87
$6.78K
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-89- 2.59% |
$6.77K - $7.31K
|
3.35K
$261K
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
20+ 7.35% |
$1.52K - $1.64K
|
292
$22.7K
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 1.81% |
$609 - $657
|
450
$35.1K
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
3.36KNew |
$256K - $276K
|
3.36K
$262K
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-213- 1.82% |
$16.2K - $17.5K
|
11.5K
$896K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-5.23K- 17.4% |
$398K - $430K
|
24.8K
$1.93M
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.78KNew |
$211K - $228K
|
2.78K
$217K
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
560+ 0.12% |
$42.6K - $46K
|
459K
$35.8M
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7+ 0.15% |
$533 - $575
|
4.54K
$353K
|