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 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
100KNew |
$7.53M - $8.44M
|
100K
$8.8M
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.14K- 11.33% |
$161K - $180K
|
16.7K
$1.47M
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3+ 0.1% |
$226 - $253
|
3.1K
$273K
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.43KNew |
$183K - $205K
|
2.43K
$214K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-20- 1.83% |
$1.51K - $1.69K
|
1.07K
$94.2K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.43KNew |
$183K - $205K
|
2.43K
$214K
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
2.55KNew |
$192K - $215K
|
2.55K
$224K
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-556- 18.62% |
$41.9K - $46.9K
|
2.43K
$214K
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.44KNew |
$184K - $206K
|
2.44K
$215K
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-200- 2.5% |
$15.1K - $16.9K
|
7.81K
$688K
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
70New |
$5.27K - $5.91K
|
70
$6.16K
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
30.8KNew |
$2.32M - $2.6M
|
30.8K
$2.71M
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
7.59KNew |
$571K - $640K
|
7.59K
$668K
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-85- 0.34% |
$6.4K - $7.17K
|
25.1K
$2.21M
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2K- 78.38% |
$151K - $169K
|
552
$48.6K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-661- 2.25% |
$49.8K - $55.8K
|
28.8K
$2.53M
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
3.13KNew |
$236K - $264K
|
3.13K
$275K
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-640- 2.48% |
$48.2K - $54K
|
25.1K
$2.21M
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-31- 0.77% |
$2.33K - $2.62K
|
4K
$352K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-69.9K- 5.25% |
$5.26M - $5.89M
|
1.26M
$111M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.6K+ 1.27% |
$1.4M - $1.57M
|
1.48M
$130M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12+ 27.91% |
$904 - $1.01K
|
55
$4.84K
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
252New |
$19K - $21.3K
|
252
$22.2K
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.49KNew |
$187K - $210K
|
2.49K
$219K
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2.41KNew |
$182K - $203K
|
2.41K
$212K
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
4.46KNew |
$336K - $376K
|
4.46K
$392K
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
56+ 373.33% |
$4.22K - $4.72K
|
71
$6.25K
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
159+ 4.54% |
$12K - $13.4K
|
3.66K
$322K
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
263+ 8.73% |
$19.8K - $22.2K
|
3.27K
$288K
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.41KNew |
$181K - $203K
|
2.41K
$212K
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-500- 15.62% |
$37.7K - $42.2K
|
2.7K
$238K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-390- 95.12% |
$29.4K - $32.9K
|
20
$1.76K
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-54- 0.83% |
$4.07K - $4.56K
|
6.49K
$571K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
520+ 7.11% |
$39.2K - $43.9K
|
7.83K
$689K
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
109New |
$8.21K - $9.2K
|
109
$9.6K
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.46K- 6.3% |
$110K - $123K
|
21.7K
$1.91M
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-136- 5.29% |
$10.2K - $11.5K
|
2.43K
$214K
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-260- 36.62% |
$19.6K - $21.9K
|
450
$39.6K
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
55.2K+ 448.55% |
$4.16M - $4.66M
|
67.6K
$5.95M
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-275- 21.88% |
$20.7K - $23.2K
|
982
$86.5K
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
387+ 3.73% |
$29.1K - $32.7K
|
10.8K
$948K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
228+ 3.03% |
$17.2K - $19.2K
|
7.74K
$682K
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-138- 62.16% |
$10.4K - $11.6K
|
84
$7.4K
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-128- 0.93% |
$9.64K - $10.8K
|
13.6K
$1.2M
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
2.58KNew |
$194K - $218K
|
2.58K
$227K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
8+ 0.21% |
$603 - $675
|
3.8K
$334K
|
|
Q2 2024 | |||||||
Apr 01, 2025
Q2 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
15.6K+ 20.28% |
$1.19M - $1.28M
|
92.7K
$8.16M
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-111- 0.56% |
$8.45K - $9.12K
|
19.7K
$1.74M
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
4New |
$304 - $329
|
4
$352
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-3.51KClosed |
$267K - $288K
|
0
$0
|