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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.03% |
$76.1 - $82.2
|
3.19K
$262K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-6- 0.12% |
$457 - $493
|
5.1K
$418K
|
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
SELL
|
- |
-350- 2.96% |
$26.6K - $28.8K
|
11.5K
$939K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.33K+ 65.99% |
$253K - $273K
|
8.37K
$686K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-654- 1.54% |
$49.8K - $53.7K
|
41.9K
$3.44M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
517New |
$39.3K - $42.5K
|
517
$42.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
12+ 0.27% |
$913 - $986
|
4.5K
$368K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-2.25K- 29.61% |
$171K - $185K
|
5.35K
$438K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
65+ 2.73% |
$4.95K - $5.34K
|
2.44K
$200K
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
3.2KNew |
$244K - $263K
|
3.2K
$262K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-25- 0.56% |
$1.9K - $2.05K
|
4.43K
$363K
|
|
|
Jul 15, 2024
Q2 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-4.85K- 61.35% |
$369K - $398K
|
3.05K
$250K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.68KNew |
$128K - $138K
|
1.68K
$138K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-9.48K- 26.69% |
$721K - $779K
|
26K
$2.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-36.4K- 93.42% |
$2.77M - $2.99M
|
2.57K
$210K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-815- 10.18% |
$62K - $67K
|
7.19K
$589K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
137New |
$10.4K - $11.3K
|
137
$11.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.16K- 47.81% |
$164K - $177K
|
2.36K
$193K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-37- 1.3% |
$2.82K - $3.04K
|
2.82K
$231K
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.86K- 1.42% |
$218K - $235K
|
198K
$16.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
565New |
$43K - $46.4K
|
565
$46.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
600+ 4.11% |
$45.7K - $49.3K
|
15.2K
$1.24M
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
CALL |
15.3K+ 14028.44% |
$1.16M - $1.26M
|
15.4K
$1.26M
|
|
|
Jul 10, 2024
Q2 2024
|
Pacific Wealth Management
|
BUY
|
- |
2.84KNew |
$216K - $233K
|
2.84K
$232K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
33+ 75.0% |
$2.51K - $2.71K
|
77
$6.31K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-172- 4.8% |
$13.1K - $14.1K
|
3.41K
$279K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.08KNew |
$81.8K - $88.3K
|
1.08K
$88.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
441New |
$33.6K - $36.2K
|
441
$36.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
135New |
$10.3K - $11.1K
|
135
$11.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-255- 17.96% |
$19.4K - $21K
|
1.17K
$95.4K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
124K+ 2146.23% |
$9.4M - $10.2M
|
129K
$10.6M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
2.33K+ 39.33% |
$177K - $191K
|
8.24K
$675K
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
SELL
|
- |
-1.97K- 3.03% |
$150K - $162K
|
63K
$5.16M
|
|
| Q1 2024 | |||||||
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
935New |
$68.4K - $74.8K
|
935
$76.6K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
20.2K+ 10.61% |
$1.48M - $1.62M
|
211K
$17.3M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
753+ 13.87% |
$55.1K - $60.3K
|
6.18K
$507K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-152- 5.45% |
$11.1K - $12.2K
|
2.64K
$216K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
510+ 25.97% |
$37.3K - $40.8K
|
2.47K
$203K
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-15KClosed |
$1.1M - $1.2M
|
0
$0
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
929New |
$67.9K - $74.4K
|
929
$76.1K
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-37.8K- 73.94% |
$2.76M - $3.02M
|
13.3K
$1.09M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.78K- 22.88% |
$203K - $222K
|
9.37K
$767K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
13+ 0.11% |
$950 - $1.04K
|
12K
$984K
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
47+ 0.22% |
$3.44K - $3.76K
|
21K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
9.2K+ 4.56% |
$673K - $737K
|
211K
$17.3M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
11.1KNew |
$814K - $891K
|
11.1K
$912K
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
59New |
$4.31K - $4.72K
|
59
$4.83K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
18.1KNew |
$1.32M - $1.45M
|
18.1K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.15KNew |
$230K - $252K
|
3.15K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.89KNew |
$211K - $231K
|
2.89K
$237K
|
|