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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-106- 3.02% |
$7.75K - $8.48K
|
3.4K
$265K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
10.1KNew |
$739K - $809K
|
10.1K
$787K
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
12.6KNew |
$919K - $1.01M
|
12.6K
$980K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-122- 3.91% |
$8.92K - $9.76K
|
3K
$234K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-140- 1.13% |
$10.2K - $11.2K
|
12.2K
$951K
|
|
|
Apr 26, 2024
Q1 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-1.93K- 5.01% |
$141K - $154K
|
36.5K
$2.85M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
83New |
$6.07K - $6.64K
|
83
$6.47K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-5.98K- 4.49% |
$437K - $478K
|
127K
$9.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-44- 29.93% |
$3.22K - $3.52K
|
103
$8.02K
|
|
|
Apr 25, 2024
Q1 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-4.09K- 15.52% |
$299K - $328K
|
22.3K
$1.74M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-599- 4.57% |
$43.8K - $47.9K
|
12.5K
$975K
|
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
580+ 0.26% |
$42.4K - $46.4K
|
228K
$17.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.57KNew |
$188K - $206K
|
2.57K
$200K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
15+ 0.06% |
$1.1K - $1.2K
|
24.4K
$1.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3.23KNew |
$236K - $258K
|
3.23K
$251K
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-468- 93.79% |
$34.2K - $37.5K
|
31
$2.42K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-80- 0.42% |
$5.85K - $6.4K
|
18.8K
$1.47M
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
2.65KNew |
$194K - $212K
|
2.65K
$206K
|
|
|
Apr 22, 2024
Q1 2024
|
Cortland Associates Inc
|
BUY
|
- |
245+ 7.16% |
$17.9K - $19.6K
|
3.67K
$286K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
126+ 2.57% |
$9.21K - $10.1K
|
5.03K
$392K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12KNew |
$874K - $957K
|
12K
$931K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-7.61K- 99.54% |
$556K - $609K
|
35
$2.73K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-63.6K- 44.04% |
$4.65M - $5.09M
|
80.8K
$6.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.57KNew |
$188K - $205K
|
2.57K
$200K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
118New |
$8.63K - $9.44K
|
118
$9.19K
|
|
|
Apr 19, 2024
Q1 2024
|
Greenfield Ftc, Inc.
|
BUY
|
- |
3.56K+ 1.24% |
$260K - $285K
|
290K
$22.6M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
70KNew |
$5.12M - $5.6M
|
70K
$5.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
7.73KNew |
$565K - $619K
|
7.73K
$602K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
BUY
|
- |
2.57KNew |
$188K - $205K
|
2.57K
$200K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-22- 12.79% |
$1.61K - $1.76K
|
150
$11.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-281- 8.48% |
$20.5K - $22.5K
|
3.03K
$236K
|
|
|
Apr 17, 2024
Q1 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-3.47K- 4.33% |
$254K - $278K
|
76.7K
$5.98M
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-89- 2.08% |
$6.51K - $7.12K
|
4.19K
$327K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-778- 22.81% |
$56.9K - $62.3K
|
2.63K
$205K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-462- 8.17% |
$33.8K - $37K
|
5.2K
$405K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-225- 2.81% |
$16.4K - $18K
|
7.78K
$606K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
609+ 0.45% |
$44.5K - $48.7K
|
137K
$10.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
31+ 0.96% |
$2.27K - $2.48K
|
3.27K
$254K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-28- 0.34% |
$2.05K - $2.24K
|
8.2K
$639K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-189- 2.24% |
$13.8K - $15.1K
|
8.24K
$642K
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-4.23K- 22.41% |
$309K - $338K
|
14.6K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
2.57KNew |
$188K - $206K
|
2.57K
$201K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
264+ 6.67% |
$19.3K - $21.1K
|
4.22K
$329K
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
133+ 0.79% |
$9.72K - $10.6K
|
17.1K
$1.33M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-34- 0.2% |
$2.49K - $2.72K
|
16.6K
$1.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.37KNew |
$246K - $269K
|
3.37K
$262K
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.65KNew |
$194K - $212K
|
2.65K
$207K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
13.3KNew |
$969K - $1.06M
|
13.3K
$1.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-650- 13.13% |
$47.5K - $52K
|
4.3K
$335K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-157- 27.59% |
$11.5K - $12.6K
|
412
$32.1K
|