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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
704New |
$46.4K - $53.1K
|
704
$54.8K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-29.1K- 82.75% |
$1.91M - $2.19M
|
6.06K
$472K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
261+ 0.64% |
$17.2K - $19.7K
|
41.2K
$3.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.33KNew |
$285K - $327K
|
4.33K
$337K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-475- 4.1% |
$31.3K - $35.8K
|
11.1K
$867K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.75KNew |
$313K - $358K
|
4.75K
$370K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
54New |
$3.56K - $4.08K
|
54
$4.21K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-500- 1.44% |
$32.9K - $37.7K
|
34.1K
$2.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
3.79K+ 8.39% |
$250K - $286K
|
49K
$3.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
6.84KNew |
$450K - $516K
|
6.84K
$533K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.83KNew |
$186K - $213K
|
2.83K
$220K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
4.13K+ 25.33% |
$272K - $312K
|
20.4K
$1.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
9.29K+ 2.57% |
$612K - $701K
|
370K
$28.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-170- 3.36% |
$11.2K - $12.8K
|
4.89K
$381K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
508New |
$33.4K - $38.3K
|
508
$39.6K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-200- 5.65% |
$13.2K - $15.1K
|
3.34K
$260K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
9.4KNew |
$619K - $709K
|
9.4K
$732K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
418+ 26.61% |
$27.5K - $31.5K
|
1.99K
$155K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-449- 5.61% |
$29.6K - $33.9K
|
7.56K
$589K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1.39K+ 2478.57% |
$91.4K - $105K
|
1.44K
$113K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-117K- 25.13% |
$7.68M - $8.8M
|
347K
$27.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.12K+ 5.48% |
$337K - $386K
|
98.5K
$7.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5.16K+ 26.78% |
$340K - $389K
|
24.4K
$1.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
19.1KNew |
$1.26M - $1.44M
|
19.1K
$1.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.92KNew |
$193K - $221K
|
2.92K
$228K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
46+ 0.27% |
$3.03K - $3.47K
|
17.4K
$1.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-245- 4.29% |
$16.1K - $18.5K
|
5.46K
$426K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-12K- 63.73% |
$787K - $902K
|
6.8K
$530K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-18- 0.56% |
$1.19K - $1.36K
|
3.21K
$250K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
39+ 0.85% |
$2.57K - $2.94K
|
4.62K
$360K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-185- 0.26% |
$12.2K - $14K
|
71.7K
$5.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Minot Capital, LP
Boulder, CO |
BUY
|
- |
81.4K+ 33.96% |
$5.36M - $6.15M
|
321K
$25M
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2K- 33.9% |
$132K - $151K
|
3.9K
$304K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.36K+ 45.48% |
$419K - $480K
|
20.4K
$1.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.6KNew |
$303K - $347K
|
4.6K
$358K
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
SELL
|
- |
-6.72K- 16.98% |
$442K - $507K
|
32.8K
$2.56M
|
|
|
Jan 23, 2024
Q4 2023
|
Family Capital Trust CO
|
BUY
|
- |
8.91KNew |
$586K - $672K
|
8.91K
$694K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
154+ 2.34% |
$10.1K - $11.6K
|
6.73K
$524K
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
23.7KNew |
$1.56M - $1.79M
|
23.7K
$1.85M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-30- 4.32% |
$1.98K - $2.26K
|
664
$51.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
5.02KNew |
$330K - $379K
|
5.02K
$391K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.75KNew |
$115K - $132K
|
1.75K
$136K
|
|
|
Jan 19, 2024
Q4 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
2.85KNew |
$188K - $215K
|
2.85K
$222K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-117- 3.21% |
$7.7K - $8.83K
|
3.53K
$275K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
307New |
$20.2K - $23.2K
|
307
$23.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.18K- 2.74% |
$143K - $164K
|
77.2K
$6.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-871- 21.26% |
$57.3K - $65.7K
|
3.23K
$251K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-6.6K- 29.09% |
$435K - $498K
|
16.1K
$1.25M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.6K+ 13.41% |
$171K - $196K
|
22K
$1.71M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.55KNew |
$168K - $193K
|
2.55K
$199K
|