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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-73- 1.01% |
$5.48K - $6.06K
|
7.12K
$627K
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-450- 11.35% |
$33.8K - $37.3K
|
3.52K
$309K
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-1.12K- 3.99% |
$84K - $92.8K
|
26.9K
$2.37M
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
5.98K+ 8.79% |
$449K - $496K
|
74K
$6.51M
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
190+ 92.68% |
$14.3K - $15.8K
|
395
$34.8K
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-2.55K- 43.05% |
$192K - $212K
|
3.37K
$297K
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
4.83KNew |
$363K - $401K
|
4.83K
$425K
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
358+ 3.51% |
$26.9K - $29.7K
|
10.6K
$929K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
890New |
$66.8K - $73.9K
|
890
$78.4K
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-98.8K- 32.2% |
$7.42M - $8.2M
|
208K
$18.3M
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-12.5K- 16.6% |
$939K - $1.04M
|
62.8K
$5.53M
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-245- 0.65% |
$18.4K - $20.3K
|
37.5K
$3.3M
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
118+ 2.21% |
$8.86K - $9.79K
|
5.47K
$481K
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
7.49K+ 25.35% |
$563K - $622K
|
37K
$3.26M
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
894New |
$67.1K - $74.2K
|
894
$78.7K
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.95K+ 34.21% |
$146K - $162K
|
7.65K
$674K
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
99New |
$7.43K - $8.22K
|
99
$8.72K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
475New |
$35.7K - $39.4K
|
475
$41.8K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-104- 10.25% |
$7.81K - $8.63K
|
911
$80.2K
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
109+ 1.4% |
$8.19K - $9.05K
|
7.89K
$695K
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
173New |
$13K - $14.4K
|
173
$15.2K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
843New |
$63.3K - $70K
|
843
$74.2K
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2.22KNew |
$167K - $184K
|
2.22K
$195K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.35KNew |
$176K - $195K
|
2.35K
$206K
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
250+ 5.87% |
$18.8K - $20.7K
|
4.51K
$397K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
20+ 1.26% |
$1.5K - $1.66K
|
1.61K
$141K
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.03% |
$75.1 - $83
|
3.92K
$345K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.77K- 9.75% |
$133K - $147K
|
16.4K
$1.44M
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
6.68K+ 1849.31% |
$501K - $554K
|
7.04K
$620K
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.38K- 15.02% |
$104K - $115K
|
7.81K
$687K
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
263New |
$19.8K - $21.8K
|
263
$23.2K
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
140+ 1.61% |
$10.5K - $11.6K
|
8.82K
$776K
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
28.5KNew |
$2.14M - $2.37M
|
28.5K
$2.51M
|
|
Feb 07, 2025
Q4 2024
|
Lepercq Multi Asset Fund
Hamilton, D0 |
BUY
|
- |
466KNew |
$35M - $38.7M
|
466K
$41M
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-105- 95.45% |
$7.89K - $8.71K
|
5
$440
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.76K- 24.72% |
$207K - $229K
|
8.4K
$740K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
296New |
$22.2K - $24.6K
|
296
$26.1K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-169- 1.13% |
$12.7K - $14K
|
14.8K
$1.3M
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
65.3KNew |
$4.9M - $5.42M
|
65.3K
$5.75M
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.04KNew |
$77.7K - $85.9K
|
1.04K
$91.1K
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
240+ 2.07% |
$18K - $19.9K
|
11.8K
$1.04M
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
PUT |
66.8KNew |
$5.02M - $5.54M
|
66.8K
$5.88M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
315New |
$23.7K - $26.1K
|
315
$27.7K
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
5.77K+ 12.32% |
$434K - $479K
|
52.6K
$4.63M
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.18K- 21.91% |
$164K - $181K
|
7.78K
$685K
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
192+ 0.91% |
$14.4K - $15.9K
|
21.4K
$1.88M
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.7K- 14.04% |
$278K - $307K
|
22.7K
$1.99M
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
54.5KNew |
$4.09M - $4.52M
|
54.5K
$4.8M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12.9KNew |
$965K - $1.07M
|
12.9K
$1.13M
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-7.81K- 39.09% |
$586K - $648K
|
12.2K
$1.07M
|