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 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
65.3KNew |
$4.9M - $5.42M
|
65.3K
$5.83M
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.04KNew |
$77.7K - $85.9K
|
1.04K
$92.4K
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
PUT |
66.8KNew |
$5.02M - $5.54M
|
66.8K
$5.97M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
315New |
$23.7K - $26.1K
|
315
$28.1K
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
5.77K+ 12.32% |
$434K - $479K
|
52.6K
$4.7M
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.18K- 21.91% |
$164K - $181K
|
7.78K
$695K
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
192+ 0.91% |
$14.4K - $15.9K
|
21.4K
$1.91M
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.7K- 14.04% |
$278K - $307K
|
22.7K
$2.02M
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
54.5KNew |
$4.09M - $4.52M
|
54.5K
$4.87M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12.9KNew |
$965K - $1.07M
|
12.9K
$1.15M
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-7.81K- 39.09% |
$586K - $648K
|
12.2K
$1.09M
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-539- 2.2% |
$40.5K - $44.7K
|
23.9K
$2.14M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
141KNew |
$10.6M - $11.7M
|
141K
$12.6M
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.42% |
$451 - $498
|
1.44K
$128K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
24+ 0.72% |
$1.8K - $1.99K
|
3.36K
$300K
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-29.5KClosed |
$2.22M - $2.45M
|
0
$0
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
9.3KNew |
$699K - $772K
|
9.3K
$831K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
190+ 5.36% |
$14.3K - $15.8K
|
3.74K
$334K
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
68.6K+ 491.76% |
$5.15M - $5.69M
|
82.6K
$7.37M
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
224+ 1.92% |
$16.8K - $18.6K
|
11.9K
$1.06M
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-157- 8.33% |
$11.8K - $13K
|
1.73K
$154K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
12.8K+ 16.15% |
$962K - $1.06M
|
92.1K
$8.23M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.45K- 2.65% |
$184K - $203K
|
90K
$8.03M
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3.74KNew |
$281K - $311K
|
3.74K
$334K
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
5+ 0.07% |
$376 - $415
|
6.79K
$606K
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-132- 3.1% |
$9.91K - $11K
|
4.13K
$369K
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.02KNew |
$76.2K - $84.2K
|
1.02K
$90.7K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2+ 0.05% |
$150 - $166
|
4.11K
$367K
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
2+ 0.0% |
$150 - $166
|
71.9K
$6.42M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.23K+ 1.41% |
$243K - $268K
|
232K
$20.8M
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-200- 2.79% |
$15K - $16.6K
|
6.96K
$622K
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-349- 1.09% |
$26.2K - $29K
|
31.6K
$2.82M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
47.5KNew |
$3.57M - $3.94M
|
47.5K
$4.24M
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
7.67KNew |
$576K - $637K
|
7.67K
$685K
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.18K- 1.59% |
$88.7K - $98K
|
73.3K
$6.55M
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-800- 1.17% |
$60.1K - $66.4K
|
67.5K
$6.03M
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
63+ 1.41% |
$4.73K - $5.23K
|
4.54K
$406K
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-14- 0.42% |
$1.05K - $1.16K
|
3.34K
$299K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-12.7K- 7.06% |
$951K - $1.05M
|
167K
$14.9M
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
53.4KNew |
$4.01M - $4.43M
|
53.4K
$4.77M
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-123- 3.82% |
$9.24K - $10.2K
|
3.1K
$276K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
30+ 0.59% |
$2.25K - $2.49K
|
5.1K
$456K
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
30+ 0.85% |
$2.25K - $2.49K
|
3.57K
$319K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.65K+ 4.31% |
$124K - $137K
|
39.9K
$3.56M
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.07% |
$150 - $166
|
3.04K
$271K
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-2.15K- 13.53% |
$161K - $178K
|
13.7K
$1.23M
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-798- 2.68% |
$59.9K - $66.2K
|
28.9K
$2.58M
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
11.3KNew |
$849K - $938K
|
11.3K
$1.01M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.38K- 7.36% |
$254K - $281K
|
42.6K
$3.8M
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.17K+ 42.95% |
$87.8K - $97K
|
3.89K
$348K
|