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 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-280K- 92.98% |
$20.5M - $22.4M
|
21.1K
$1.65M
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
39.8K+ 200.0% |
$2.91M - $3.19M
|
59.7K
$4.65M
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
10.4KNew |
$762K - $834K
|
10.4K
$812K
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-180- 5.06% |
$13.2K - $14.4K
|
3.38K
$263K
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.76K+ 15.63% |
$275K - $301K
|
27.8K
$2.17M
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-350- 21.3% |
$25.6K - $28K
|
1.29K
$101K
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2.69K- 3.26% |
$197K - $215K
|
79.9K
$6.22M
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-562- 41.72% |
$41.1K - $45K
|
785
$61.2K
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-946- 0.99% |
$69.2K - $75.7K
|
94.5K
$7.36M
|
|
Q4 2023 | |||||||
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-8.95K- 80.04% |
$589K - $675K
|
2.23K
$174K
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
710+ 5.67% |
$46.7K - $53.6K
|
13.2K
$1.03M
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 16.67% |
$3.29K - $3.77K
|
250
$19.5K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-231- 75.49% |
$15.2K - $17.4K
|
75
$5.84K
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-979- 26.06% |
$64.5K - $73.9K
|
2.78K
$216K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-110- 8.01% |
$7.24K - $8.3K
|
1.26K
$98.4K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.74KNew |
$115K - $132K
|
1.74K
$136K
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
16+ 0.39% |
$1.05K - $1.21K
|
4.12K
$321K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
75New |
$4.94K - $5.66K
|
75
$5.84K
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-194K- 38.8% |
$12.8M - $14.6M
|
306K
$23.8M
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
3.17KNew |
$208K - $239K
|
3.17K
$247K
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.72K- 93.18% |
$179K - $205K
|
199
$15.5K
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
235KNew |
$15.5M - $17.7M
|
235K
$18.3M
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
36.6KNew |
$2.41M - $2.76M
|
36.6K
$2.85M
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
237+ 23700.0% |
$15.6K - $17.9K
|
238
$18.5K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
320New |
$21.1K - $24.2K
|
320
$24.9K
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
BUY
|
- |
1.49KNew |
$97.8K - $112K
|
1.49K
$116K
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
13.4KNew |
$882K - $1.01M
|
13.4K
$1.04M
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
102KNew |
$6.74M - $7.72M
|
102K
$7.97M
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3.4KNew |
$224K - $256K
|
3.4K
$265K
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
71.2K+ 222.88% |
$4.69M - $5.38M
|
103K
$8.04M
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
9.04KNew |
$595K - $682K
|
9.04K
$705K
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.7KNew |
$178K - $204K
|
2.7K
$210K
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-100- 2.71% |
$6.58K - $7.55K
|
3.6K
$280K
|
|
Feb 14, 2024
Q4 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
550KNew |
$36.2M - $41.5M
|
550K
$42.9M
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
374K+ 6665.29% |
$24.6M - $28.2M
|
379K
$29.6M
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
326New |
$21.5K - $24.6K
|
326
$25.4K
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
2.8KNew |
$185K - $212K
|
2.8K
$218K
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-352K- 69.59% |
$23.2M - $26.6M
|
154K
$12M
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
263New |
$17.3K - $19.8K
|
263
$20.5K
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
309New |
$20.3K - $23.3K
|
309
$24.1K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5+ 1.59% |
$329 - $377
|
319
$24.9K
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
500New |
$32.9K - $37.7K
|
500
$39K
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
3.21KNew |
$211K - $242K
|
3.21K
$250K
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.1KNew |
$72.1K - $82.6K
|
1.1K
$85.3K
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
92K+ 134.16% |
$6.05M - $6.94M
|
161K
$12.5M
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
669New |
$44K - $50.5K
|
669
$52.1K
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.79KNew |
$184K - $211K
|
2.79K
$218K
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
250KNew |
$16.5M - $18.9M
|
250K
$19.5M
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.12KNew |
$73.9K - $84.7K
|
1.12K
$87.4K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
515New |
$33.9K - $38.9K
|
515
$40.1K
|