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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-13- 0.16% |
$976 - $1.08K
|
8.06K
$720K
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
16.4KNew |
$1.23M - $1.36M
|
16.4K
$1.46M
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
19+ 1.42% |
$1.43K - $1.58K
|
1.35K
$121K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.51KNew |
$114K - $126K
|
1.51K
$135K
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
5.65KNew |
$424K - $469K
|
5.65K
$504K
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
20+ 0.4% |
$1.5K - $1.66K
|
4.97K
$444K
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-61- 7.91% |
$4.58K - $5.06K
|
710
$63.4K
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1K- 12.05% |
$75.1K - $83K
|
7.3K
$652K
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
289+ 1.41% |
$21.7K - $24K
|
20.8K
$1.86M
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-181- 0.52% |
$13.6K - $15K
|
35K
$3.12M
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
600New |
$45.1K - $49.8K
|
600
$53.6K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 0.22% |
$526 - $581
|
3.16K
$282K
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
150+ 0.58% |
$11.3K - $12.4K
|
26.1K
$2.33M
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.14K- 13.61% |
$85.8K - $94.8K
|
7.25K
$647K
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
3.81K+ 3.15% |
$286K - $316K
|
125K
$11.1M
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-31- 2.53% |
$2.33K - $2.57K
|
1.19K
$107K
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
426+ 3.81% |
$32K - $35.4K
|
11.6K
$1.04M
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.06% |
$75.1 - $83
|
1.6K
$143K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-416- 72.98% |
$31.2K - $34.5K
|
154
$13.8K
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
9.61KNew |
$721K - $797K
|
9.61K
$858K
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.87K+ 3.31% |
$441K - $487K
|
183K
$16.4M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.04KNew |
$78.3K - $86.5K
|
1.04K
$93.1K
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
309+ 12.05% |
$23.2K - $25.6K
|
2.87K
$257K
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
3.2KNew |
$240K - $265K
|
3.2K
$286K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
35New |
$2.63K - $2.9K
|
35
$3.13K
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-23- 0.07% |
$1.73K - $1.91K
|
31K
$2.77M
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
82+ 1.03% |
$6.16K - $6.81K
|
8.03K
$717K
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.42KNew |
$482K - $533K
|
6.42K
$574K
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-320- 9.51% |
$24K - $26.6K
|
3.05K
$272K
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
345+ 5.49% |
$25.9K - $28.6K
|
6.63K
$592K
|
|
Jan 27, 2025
Q4 2024
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
7.1K+ 136.54% |
$533K - $589K
|
12.3K
$1.1M
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-154K- 97.69% |
$11.6M - $12.8M
|
3.65K
$326K
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
828+ 91.69% |
$62.2K - $68.7K
|
1.73K
$155K
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
144+ 4.84% |
$10.8K - $12K
|
3.12K
$279K
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 1.8% |
$150 - $166
|
113
$10.1K
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-341- 11.38% |
$25.6K - $28.3K
|
2.66K
$237K
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-198- 3.13% |
$14.9K - $16.4K
|
6.13K
$548K
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-80- 30.19% |
$6.01K - $6.64K
|
185
$16.5K
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
76+ 1.4% |
$5.71K - $6.31K
|
5.5K
$491K
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-340- 7.45% |
$25.5K - $28.2K
|
4.22K
$377K
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
9.42K+ 1959.25% |
$708K - $782K
|
9.91K
$885K
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
25.3K+ 202.33% |
$1.9M - $2.1M
|
37.9K
$3.38M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
67.5KNew |
$5.07M - $5.6M
|
67.5K
$6.03M
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
4.69K+ 7.73% |
$353K - $390K
|
65.4K
$5.84M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
28New |
$2.1K - $2.32K
|
28
$2.5K
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$75.1 - $83
|
7.4K
$661K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
16.3KNew |
$1.23M - $1.35M
|
16.3K
$1.46M
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
890+ 10.54% |
$66.8K - $73.9K
|
9.33K
$834K
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-53- 0.39% |
$3.98K - $4.4K
|
13.6K
$1.21M
|