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 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
253+ 2.41% |
$19K - $21K
|
10.7K
$960K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-200- 4.73% |
$15K - $16.6K
|
4.02K
$359K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
3.12KNew |
$234K - $259K
|
3.12K
$279K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-261- 1.17% |
$19.6K - $21.7K
|
22K
$1.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
2.93KNew |
$220K - $243K
|
2.93K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$75.1 - $83
|
4.32K
$386K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
47+ 0.78% |
$3.53K - $3.9K
|
6.04K
$539K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.97K+ 29.41% |
$298K - $329K
|
17.5K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
21.3K+ 15012.68% |
$1.6M - $1.77M
|
21.5K
$1.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-14- 0.1% |
$1.05K - $1.16K
|
14.4K
$1.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
613New |
$46K - $50.9K
|
613
$54.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
600+ 10.71% |
$45.1K - $49.8K
|
6.2K
$554K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
4.11KNew |
$309K - $341K
|
4.11K
$367K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
5KNew |
$376K - $415K
|
5K
$447K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-967- 48.62% |
$72.6K - $80.3K
|
1.02K
$91.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-35- 0.26% |
$2.63K - $2.9K
|
13.2K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.73KNew |
$130K - $143K
|
1.73K
$154K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
121+ 1.41% |
$9.09K - $10K
|
8.71K
$778K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1K- 10.99% |
$75.1K - $83K
|
8.1K
$723K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-288- 2.89% |
$21.6K - $23.9K
|
9.69K
$865K
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
6.22KNew |
$467K - $516K
|
6.22K
$556K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-57- 1.11% |
$4.28K - $4.73K
|
5.1K
$455K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-131- 14.12% |
$9.84K - $10.9K
|
797
$71.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.19KNew |
$239K - $264K
|
3.19K
$284K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
10.3KNew |
$774K - $856K
|
10.3K
$921K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
8.32KNew |
$625K - $691K
|
8.32K
$743K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
8.54KNew |
$641K - $708K
|
8.54K
$763K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$300 - $332
|
4K
$358K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-61- 0.3% |
$4.58K - $5.06K
|
20.6K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
230New |
$17.3K - $19.1K
|
230
$20.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.86K- 10.87% |
$139K - $154K
|
15.2K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
53+ 1.42% |
$3.98K - $4.4K
|
3.79K
$339K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.51K+ 58.98% |
$188K - $208K
|
6.76K
$603K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4.73KNew |
$356K - $393K
|
4.73K
$423K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
10.5KNew |
$788K - $871K
|
10.5K
$938K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
225+ 2.56% |
$16.9K - $18.7K
|
9.01K
$804K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2+ 0.09% |
$150 - $166
|
2.34K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
60New |
$4.51K - $4.98K
|
60
$5.36K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.95K+ 27.87% |
$147K - $162K
|
8.95K
$800K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
651New |
$48.9K - $54K
|
651
$58.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-343- 3.43% |
$25.8K - $28.5K
|
9.65K
$862K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
2.5K+ 48.66% |
$188K - $208K
|
7.64K
$682K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
39+ 1.39% |
$2.93K - $3.24K
|
2.85K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-820- 8.67% |
$61.6K - $68.1K
|
8.64K
$771K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1+ 0.03% |
$75.1 - $83
|
3.21K
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 1.56% |
$526 - $581
|
457
$40.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-41- 1.05% |
$3.08K - $3.4K
|
3.87K
$346K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
716+ 9.72% |
$53.8K - $59.4K
|
8.08K
$722K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
66+ 1.5% |
$4.96K - $5.48K
|
4.47K
$399K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.1K- 57.46% |
$683K - $755K
|
6.74K
$602K
|