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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-8.37K- 1.5% |
$592K - $619K
|
550K
$42.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
26KNew |
$1.84M - $1.92M
|
26K
$2.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
50.3KNew |
$3.56M - $3.72M
|
50.3K
$3.92M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-68- 8.7% |
$4.81K - $5.03K
|
714
$55.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.16K- 1.1% |
$153K - $160K
|
194K
$15.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.95K+ 24.68% |
$138K - $144K
|
9.85K
$767K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
4.75K+ 405.12% |
$336K - $351K
|
5.93K
$462K
|
|
|
Jul 31, 2023
Q2 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
236KNew |
$16.7M - $17.4M
|
236K
$18.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
200New |
$14.1K - $14.8K
|
200
$15.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-30- 15.0% |
$2.12K - $2.22K
|
170
$13.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-621- 32.36% |
$43.9K - $45.9K
|
1.3K
$101K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 6.25% |
$70.7 - $73.9
|
17
$1.32K
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
SELL
|
- |
-587- 5.9% |
$41.5K - $43.4K
|
9.37K
$730K
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
25+ 0.88% |
$1.77K - $1.85K
|
2.88K
$224K
|
|
|
Jul 26, 2023
Q2 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
40.8KNew |
$2.88M - $3.01M
|
40.8K
$3.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-63- 0.3% |
$4.45K - $4.66K
|
21K
$1.63M
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-235- 4.37% |
$16.6K - $17.4K
|
5.14K
$400K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
306New |
$21.6K - $22.6K
|
306
$23.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
74+ 1.19% |
$5.23K - $5.47K
|
6.32K
$492K
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
71.6K+ 2510.38% |
$5.06M - $5.29M
|
74.5K
$5.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
250New |
$17.7K - $18.5K
|
250
$19.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
2.14K+ 45.91% |
$151K - $158K
|
6.8K
$529K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-713- 33.35% |
$50.4K - $52.7K
|
1.43K
$111K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.72K- 34.13% |
$192K - $201K
|
5.25K
$409K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 2.2% |
$71.5K - $74.8K
|
47.1K
$3.67M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
3.37KNew |
$238K - $249K
|
3.37K
$262K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.08KNew |
$76.3K - $79.8K
|
1.08K
$84.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1.4KNew |
$98.9K - $103K
|
1.4K
$109K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
250+ 3.25% |
$17.7K - $18.5K
|
7.93K
$618K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
202KNew |
$14.3M - $14.9M
|
202K
$15.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
590+ 1.73% |
$41.7K - $43.6K
|
34.6K
$2.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-257- 5.37% |
$18.2K - $19K
|
4.53K
$353K
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-12.1K- 0.46% |
$854K - $893K
|
2.62M
$204M
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.16KNew |
$364K - $381K
|
5.16K
$402K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
216New |
$15.3K - $16K
|
216
$16.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
3.01KNew |
$212K - $222K
|
3.01K
$234K
|
|
|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
7.99KNew |
$564K - $590K
|
7.99K
$622K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-189- 2.92% |
$13.4K - $14K
|
6.29K
$490K
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.49K- 34.89% |
$105K - $110K
|
2.77K
$216K
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.09K- 34.41% |
$148K - $155K
|
3.99K
$310K
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.51K+ 2.4% |
$107K - $112K
|
64.5K
$5.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-2.04K- 15.37% |
$144K - $151K
|
11.2K
$875K
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
19.3KNew |
$1.36M - $1.43M
|
19.3K
$1.5M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-5.95K- 4.06% |
$421K - $440K
|
141K
$10.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-50- 6.1% |
$3.53K - $3.7K
|
770
$60K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
10.1KNew |
$715K - $747K
|
10.1K
$788K
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.54K- 19.96% |
$109K - $114K
|
6.17K
$480K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
85.9KNew |
$6.07M - $6.34M
|
85.9K
$6.69M
|
|
| Q1 2023 | |||||||
|
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
3.22KNew |
$213K - $232K
|
3.22K
$251K
|
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
374KNew |
$24.7M - $27M
|
374K
$29.1M
|
|