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 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
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-445- 2.86% |
$33.3K - $37.8K
|
15.1K
$1.35M
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
345+ 1.93% |
$25.8K - $29.3K
|
18.2K
$1.63M
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.15K- 1.53% |
$86.2K - $97.7K
|
74.1K
$6.61M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.43K- 5.14% |
$182K - $206K
|
44.8K
$4M
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-19- 0.1% |
$1.42K - $1.61K
|
18.8K
$1.68M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
28+ 2.08% |
$2.1K - $2.38K
|
1.38K
$123K
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.18KNew |
$238K - $270K
|
3.18K
$283K
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-11K- 68.96% |
$823K - $934K
|
4.95K
$442K
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.82K- 10.48% |
$137K - $155K
|
15.6K
$1.39M
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-41.3K- 42.58% |
$3.09M - $3.5M
|
55.6K
$4.97M
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
567+ 0.2% |
$42.4K - $48.1K
|
286K
$25.5M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
810+ 1.19% |
$60.6K - $68.8K
|
68.8K
$6.14M
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-1.08K- 51.81% |
$80.5K - $91.3K
|
1K
$89.2K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-8.19K- 20.6% |
$613K - $695K
|
31.6K
$2.82M
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-130- 1.07% |
$9.73K - $11K
|
12K
$1.07M
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-105K- 65.27% |
$7.84M - $8.89M
|
55.7K
$4.97M
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-528- 2.38% |
$39.5K - $44.8K
|
21.7K
$1.93M
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
2.57KNew |
$193K - $219K
|
2.57K
$230K
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-500- 14.97% |
$37.4K - $42.4K
|
2.84K
$253K
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-328K- 98.78% |
$24.6M - $27.9M
|
4.07K
$363K
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-270- 9.17% |
$20.2K - $22.9K
|
2.68K
$239K
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
233+ 2.93% |
$17.4K - $19.8K
|
8.2K
$731K
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-103- 1.01% |
$7.71K - $8.74K
|
10.1K
$897K
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
59+ 2.23% |
$4.42K - $5.01K
|
2.71K
$242K
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-374- 1.05% |
$28K - $31.7K
|
35.4K
$3.16M
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
503+ 4.41% |
$37.6K - $42.7K
|
11.9K
$1.06M
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-63- 0.42% |
$4.72K - $5.35K
|
14.8K
$1.32M
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-190- 9.95% |
$14.2K - $16.1K
|
1.72K
$153K
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
2.58KNew |
$193K - $219K
|
2.58K
$230K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.17K+ 4.74% |
$87.3K - $99K
|
25.8K
$2.3M
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
96+ 1.15% |
$7.19K - $8.15K
|
8.47K
$756K
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-744- 2.78% |
$55.7K - $63.2K
|
26.1K
$2.33M
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-11- 0.32% |
$823 - $934
|
3.42K
$306K
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-197- 0.19% |
$14.7K - $16.7K
|
104K
$9.29M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-8.55K- 22.21% |
$640K - $726K
|
30K
$2.67M
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-4.1K- 3.9% |
$307K - $348K
|
101K
$9M
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
3.53K+ 14.87% |
$264K - $299K
|
27.2K
$2.43M
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
1K+ 0.85% |
$75K - $85.1K
|
118K
$10.6M
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-35- 0.94% |
$2.62K - $2.97K
|
3.7K
$330K
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-744- 85.52% |
$55.7K - $63.2K
|
126
$11.2K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.9K- 19.75% |
$814K - $923K
|
44.2K
$3.94M
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
2.55KNew |
$191K - $217K
|
2.55K
$228K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.84K+ 10.74% |
$212K - $241K
|
29.2K
$2.61M
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.07K- 12.3% |
$80.1K - $90.8K
|
7.63K
$681K
|