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 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-561- 9.0% |
$42.7K - $46.1K
|
5.67K
$448K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
50+ 1.81% |
$3.8K - $4.11K
|
2.81K
$222K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2+ 0.06% |
$152 - $164
|
3.21K
$253K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
20+ 0.11% |
$1.52K - $1.64K
|
18.7K
$1.48M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-58- 2.07% |
$4.41K - $4.77K
|
2.74K
$216K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
323New |
$24.6K - $26.5K
|
323
$25.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
19.7KNew |
$1.5M - $1.62M
|
19.7K
$1.56M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
39+ 1.26% |
$2.97K - $3.2K
|
3.14K
$248K
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-75- 0.74% |
$5.71K - $6.16K
|
10K
$791K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
265+ 7.1% |
$20.2K - $21.8K
|
4K
$316K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.03% |
$76.1 - $82.2
|
3.19K
$252K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-6- 0.12% |
$457 - $493
|
5.1K
$403K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.58K- 49.56% |
$196K - $212K
|
2.62K
$207K
|
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
SELL
|
- |
-350- 2.96% |
$26.6K - $28.8K
|
11.5K
$905K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.7KNew |
$282K - $304K
|
3.7K
$293K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.33K+ 65.99% |
$253K - $273K
|
8.37K
$661K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
73+ 0.91% |
$5.55K - $6K
|
8.12K
$641K
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-12.5K- 62.47% |
$950K - $1.03M
|
7.5K
$592K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2+ 0.09% |
$152 - $164
|
2.34K
$185K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-654- 1.54% |
$49.8K - $53.7K
|
41.9K
$3.31M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
517New |
$39.3K - $42.5K
|
517
$40.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
12+ 0.27% |
$913 - $986
|
4.5K
$355K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-2.25K- 29.61% |
$171K - $185K
|
5.35K
$422K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
266+ 3.75% |
$20.2K - $21.9K
|
7.36K
$581K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
152+ 12.82% |
$11.6K - $12.5K
|
1.34K
$106K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
65+ 2.73% |
$4.95K - $5.34K
|
2.44K
$193K
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
3.2KNew |
$244K - $263K
|
3.2K
$253K
|
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
342+ 12.74% |
$26K - $28.1K
|
3.03K
$239K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-25- 0.56% |
$1.9K - $2.05K
|
4.43K
$350K
|
|
|
Jul 15, 2024
Q2 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-4.85K- 61.35% |
$369K - $398K
|
3.05K
$241K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
144+ 0.95% |
$11K - $11.8K
|
15.3K
$1.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
126+ 0.43% |
$9.59K - $10.4K
|
29.6K
$2.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.68KNew |
$128K - $138K
|
1.68K
$133K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-170- 2.63% |
$12.9K - $14K
|
6.3K
$498K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-9.48K- 26.69% |
$721K - $779K
|
26K
$2.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-36.4K- 93.42% |
$2.77M - $2.99M
|
2.57K
$203K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
9.46KNew |
$720K - $777K
|
9.46K
$747K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 1.75% |
$304 - $329
|
233
$18.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-815- 10.18% |
$62K - $67K
|
7.19K
$568K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
137New |
$10.4K - $11.3K
|
137
$10.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.16K- 47.81% |
$164K - $177K
|
2.36K
$186K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-264- 3.83% |
$20.1K - $21.7K
|
6.63K
$524K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-37- 1.3% |
$2.82K - $3.04K
|
2.82K
$223K
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.86K- 1.42% |
$218K - $235K
|
198K
$15.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
565New |
$43K - $46.4K
|
565
$44.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
600+ 4.11% |
$45.7K - $49.3K
|
15.2K
$1.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 0.16% |
$152 - $164
|
1.22K
$96.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
CALL |
15.3K+ 14028.44% |
$1.16M - $1.26M
|
15.4K
$1.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Pacific Wealth Management
|
BUY
|
- |
2.84KNew |
$216K - $233K
|
2.84K
$224K
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
373+ 4.98% |
$28.4K - $30.6K
|
7.86K
$620K
|