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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-500- 15.62% |
$37.7K - $42.2K
|
2.7K
$220K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-775- 6.99% |
$58.4K - $65.4K
|
10.3K
$840K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
3.18K+ 24.6% |
$240K - $268K
|
16.1K
$1.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-390- 95.12% |
$29.4K - $32.9K
|
20
$1.63K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-54- 0.83% |
$4.07K - $4.56K
|
6.49K
$529K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
520+ 7.11% |
$39.2K - $43.9K
|
7.83K
$639K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
4+ 0.08% |
$301 - $337
|
5.11K
$417K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
109New |
$8.21K - $9.2K
|
109
$8.89K
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.46K- 6.3% |
$110K - $123K
|
21.7K
$1.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2.91KNew |
$219K - $245K
|
2.91K
$237K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-136- 5.29% |
$10.2K - $11.5K
|
2.43K
$198K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.62KNew |
$197K - $221K
|
2.62K
$214K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-260- 36.62% |
$19.6K - $21.9K
|
450
$36.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-20- 0.73% |
$1.51K - $1.69K
|
2.72K
$222K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
55.2K+ 448.55% |
$4.16M - $4.66M
|
67.6K
$5.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-400- 1.68% |
$30.1K - $33.7K
|
23.4K
$1.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-275- 21.88% |
$20.7K - $23.2K
|
982
$80.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.2K+ 43.25% |
$90.2K - $101K
|
3.97K
$324K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
387+ 3.73% |
$29.1K - $32.7K
|
10.8K
$878K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
1.45K+ 31.67% |
$109K - $122K
|
6.02K
$491K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
228+ 3.03% |
$17.2K - $19.2K
|
7.74K
$631K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-76- 0.54% |
$5.72K - $6.41K
|
14K
$1.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-138- 62.16% |
$10.4K - $11.6K
|
84
$6.85K
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-135- 4.87% |
$10.2K - $11.4K
|
2.64K
$215K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.09% |
$75.3 - $84.4
|
1.15K
$93.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
9.17K+ 85.85% |
$690K - $773K
|
19.8K
$1.62M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-128- 0.93% |
$9.64K - $10.8K
|
13.6K
$1.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
BUY
|
- |
3.23K+ 3.25% |
$243K - $272K
|
102K
$8.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
2.58KNew |
$194K - $218K
|
2.58K
$210K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
8+ 0.21% |
$603 - $675
|
3.8K
$310K
|
|
| Q2 2024 | |||||||
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-3.51KClosed |
$267K - $288K
|
0
$0
|
|
|
Feb 07, 2025
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.75KNew |
$209K - $226K
|
2.75K
$224K
|
|
|
Jan 29, 2025
Q2 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-300- 80.0% |
$22.8K - $24.6K
|
75
$6.12K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
18K+ 167.64% |
$1.37M - $1.48M
|
28.7K
$2.34M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-485- 2.56% |
$36.9K - $39.8K
|
18.5K
$1.5M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
4KNew |
$304K - $329K
|
4K
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9+ 0.25% |
$685 - $739
|
3.55K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
53.1KNew |
$4.04M - $4.36M
|
53.1K
$4.33M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-20- 0.51% |
$1.52K - $1.64K
|
3.88K
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
76.7K+ 306.21% |
$5.83M - $6.3M
|
102K
$8.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7+ 0.09% |
$533 - $575
|
7.76K
$633K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
248KNew |
$18.9M - $20.4M
|
248K
$20.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-4.31K- 3.82% |
$328K - $354K
|
109K
$8.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
128KNew |
$9.71M - $10.5M
|
128K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
13.5KNew |
$1.03M - $1.11M
|
13.5K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-44- 0.13% |
$3.35K - $3.62K
|
33.8K
$2.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
PUT |
-4K- 10.36% |
$304K - $329K
|
34.6K
$2.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
54.4KNew |
$4.14M - $4.47M
|
54.4K
$4.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
200KNew |
$15.2M - $16.4M
|
200K
$16.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-574- 1.11% |
$43.7K - $47.2K
|
51.3K
$4.19M
|
|