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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
45KNew |
$3.29M - $3.6M
|
45K
$3.96M
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-419- 11.0% |
$30.6K - $33.5K
|
3.39K
$299K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7- 1.27% |
$512 - $560
|
545
$48K
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-16.1K- 56.52% |
$1.18M - $1.29M
|
12.4K
$1.09M
|
|
May 14, 2024
Q1 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
33.3K+ 87.17% |
$2.43M - $2.67M
|
71.5K
$6.29M
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-600- 54.55% |
$43.9K - $48K
|
500
$44K
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
14.4KNew |
$1.05M - $1.15M
|
14.4K
$1.27M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
929New |
$67.9K - $74.4K
|
929
$81.8K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.2K+ 3.19% |
$1.11M - $1.22M
|
491K
$43.3M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
41.7K+ 47.94% |
$3.05M - $3.34M
|
129K
$11.3M
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-555- 27.05% |
$40.6K - $44.4K
|
1.5K
$132K
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
328KNew |
$24M - $26.2M
|
328K
$28.8M
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
4.3KNew |
$314K - $344K
|
4.3K
$379K
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-818- 5.53% |
$59.8K - $65.5K
|
14K
$1.23M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.32KNew |
$170K - $186K
|
2.32K
$204K
|
|
May 13, 2024
Q1 2024
|
Zeit Capital LLC
|
SELL
|
- |
-5.43K- 67.46% |
$397K - $435K
|
2.62K
$231K
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-138- 97.18% |
$10.1K - $11K
|
4
$352
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-47.7K- 94.83% |
$3.49M - $3.82M
|
2.6K
$229K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-760- 7.59% |
$55.6K - $60.8K
|
9.25K
$814K
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4.09KNew |
$299K - $328K
|
4.09K
$360K
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.19KNew |
$452K - $495K
|
6.19K
$545K
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
BUY
|
- |
7.55KNew |
$552K - $604K
|
7.55K
$664K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
14.2KNew |
$1.04M - $1.14M
|
14.2K
$1.25M
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
869+ 1.4% |
$63.5K - $69.6K
|
63K
$5.55M
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
18KNew |
$1.31M - $1.44M
|
18K
$1.58M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
67.7K+ 27.37% |
$4.95M - $5.42M
|
315K
$27.7M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
PUT |
-551K- 71.74% |
$40.3M - $44.1M
|
217K
$19.1M
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
822+ 45.84% |
$60.1K - $65.8K
|
2.62K
$230K
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
7.6KNew |
$556K - $608K
|
7.6K
$669K
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
4.68KNew |
$342K - $375K
|
4.68K
$412K
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-150- 4.35% |
$11K - $12K
|
3.3K
$291K
|
|
May 08, 2024
Q1 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
5.03KNew |
$367K - $402K
|
5.03K
$442K
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
143KNew |
$10.5M - $11.5M
|
143K
$12.6M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-10.7K- 2.67% |
$785K - $860K
|
392K
$34.5M
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
341New |
$24.9K - $27.3K
|
341
$30K
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.89KNew |
$211K - $231K
|
2.89K
$255K
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.03KNew |
$222K - $243K
|
3.03K
$267K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
136+ 4.13% |
$9.94K - $10.9K
|
3.43K
$302K
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-6K- 13.04% |
$439K - $480K
|
40K
$3.52M
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
130KNew |
$9.52M - $10.4M
|
130K
$11.5M
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
150New |
$11K - $12K
|
150
$13.2K
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
3.34KNew |
$244K - $268K
|
3.34K
$294K
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
641New |
$46.9K - $51.3K
|
641
$56.4K
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
273New |
$20K - $21.9K
|
273
$24K
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-79- 1.25% |
$5.78K - $6.32K
|
6.26K
$551K
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-335- 6.1% |
$24.5K - $26.8K
|
5.16K
$454K
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
117+ 3.19% |
$8.55K - $9.36K
|
3.79K
$333K
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-1.14K- 20.37% |
$83.1K - $91K
|
4.45K
$391K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.3K+ 3.81% |
$825K - $903K
|
307K
$27M
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
5.24K+ 1.43% |
$383K - $419K
|
372K
$32.8M
|