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 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3+ 1.76% |
$228 - $246
|
173
$13.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
98+ 2.84% |
$7.46K - $8.05K
|
3.55K
$276K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-199- 0.73% |
$15.1K - $16.3K
|
26.9K
$2.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 2.04% |
$380 - $411
|
250
$19.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-215- 7.38% |
$16.4K - $17.7K
|
2.7K
$210K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
33+ 75.0% |
$2.51K - $2.71K
|
77
$6K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-172- 4.8% |
$13.1K - $14.1K
|
3.41K
$266K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.08KNew |
$81.8K - $88.3K
|
1.08K
$83.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-787- 29.45% |
$59.9K - $64.7K
|
1.89K
$147K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
441New |
$33.6K - $36.2K
|
441
$34.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
19+ 0.63% |
$1.45K - $1.56K
|
3.01K
$235K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
135New |
$10.3K - $11.1K
|
135
$10.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
103+ 1.31% |
$7.84K - $8.46K
|
7.94K
$619K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-255- 17.96% |
$19.4K - $21K
|
1.17K
$90.8K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
124K+ 2146.23% |
$9.4M - $10.2M
|
129K
$10.1M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
565New |
$43K - $46.4K
|
565
$44K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
2.33K+ 39.33% |
$177K - $191K
|
8.24K
$642K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-168- 0.46% |
$12.8K - $13.8K
|
36.1K
$2.82M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 0.06% |
$152 - $164
|
3.33K
$260K
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
SELL
|
- |
-1.97K- 3.03% |
$150K - $162K
|
63K
$4.91M
|
|
| Q1 2024 | |||||||
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
935New |
$68.4K - $74.8K
|
935
$72.8K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
20.2K+ 10.61% |
$1.48M - $1.62M
|
211K
$16.4M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
926+ 16.91% |
$67.7K - $74.1K
|
6.4K
$499K
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-18.7K- 57.0% |
$1.37M - $1.5M
|
14.1K
$1.1M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
753+ 13.87% |
$55.1K - $60.3K
|
6.18K
$482K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-152- 5.45% |
$11.1K - $12.2K
|
2.64K
$206K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
89+ 1.6% |
$6.51K - $7.12K
|
5.64K
$439K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
10.9KNew |
$797K - $872K
|
10.9K
$849K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
510+ 25.97% |
$37.3K - $40.8K
|
2.47K
$193K
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-15KClosed |
$1.1M - $1.2M
|
0
$0
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
929New |
$67.9K - $74.4K
|
929
$72.4K
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-37.8K- 73.94% |
$2.76M - $3.02M
|
13.3K
$1.04M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.78K- 22.88% |
$203K - $222K
|
9.37K
$730K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
39New |
$2.85K - $3.12K
|
39
$3.04K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
13+ 0.11% |
$950 - $1.04K
|
12K
$936K
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
47+ 0.22% |
$3.44K - $3.76K
|
21K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
223New |
$16.3K - $17.8K
|
223
$17.4K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
9.2K+ 4.56% |
$673K - $737K
|
211K
$16.4M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
11.1KNew |
$814K - $891K
|
11.1K
$867K
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
59New |
$4.31K - $4.72K
|
59
$4.6K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
18.1KNew |
$1.32M - $1.45M
|
18.1K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.15KNew |
$230K - $252K
|
3.15K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.89KNew |
$211K - $231K
|
2.89K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
38New |
$2.78K - $3.04K
|
38
$2.96K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-550- 17.54% |
$40.2K - $44K
|
2.59K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
829KNew |
$60.6M - $66.3M
|
829K
$64.6M
|
|
|
May 15, 2024
Q1 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
PUT |
2MNew |
$146M - $160M
|
2M
$156M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
500New |
$36.6K - $40K
|
500
$39K
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
51.7KNew |
$3.78M - $4.14M
|
51.7K
$4.03M
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-1.78K- 31.12% |
$130K - $143K
|
3.95K
$307K
|
|