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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-857- 24.03% |
$56.4K - $64.7K
|
2.71K
$222K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
9.8K+ 6.26% |
$645K - $739K
|
166K
$13.6M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-47- 0.38% |
$3.09K - $3.55K
|
12.3K
$1M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
11+ 0.15% |
$724 - $830
|
7.5K
$615K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-372- 4.36% |
$24.5K - $28.1K
|
8.16K
$669K
|
|
| Q3 2023 | |||||||
|
Feb 04, 2025
Q3 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-143K- 79.3% |
$9.81M - $10.7M
|
37.3K
$3.06M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
2.36K+ 47.68% |
$162K - $176K
|
7.31K
$599K
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-21.2KClosed |
$1.45M - $1.58M
|
0
$0
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
14.6KNew |
$1M - $1.09M
|
14.6K
$1.2M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
26.4K+ 100.0% |
$1.81M - $1.97M
|
52.8K
$4.33M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
170+ 1.87% |
$11.7K - $12.7K
|
9.24K
$757K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.14K- 19.17% |
$147K - $160K
|
9.03K
$740K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
71+ 35.15% |
$4.87K - $5.29K
|
273
$22.4K
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-12.8K- 60.03% |
$880K - $955K
|
8.54K
$700K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
28.7K+ 555.07% |
$1.97M - $2.14M
|
33.9K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.01M+ 24.83% |
$69.4M - $75.4M
|
5.09M
$417M
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
64.6KNew |
$4.43M - $4.81M
|
64.6K
$5.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
CALL |
1.5MNew |
$103M - $112M
|
1.5M
$123M
|
|
|
Nov 14, 2023
Q3 2023
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$722K - $784K
|
10.5K
$863K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.33K- 88.64% |
$160K - $174K
|
299
$24.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
6.07KNew |
$416K - $452K
|
6.07K
$497K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
5.13KNew |
$352K - $382K
|
5.13K
$420K
|
|
|
Nov 14, 2023
Q3 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
32KNew |
$2.19M - $2.38M
|
32K
$2.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-53.6K- 14.17% |
$3.67M - $3.99M
|
325K
$26.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-30- 4.2% |
$2.06K - $2.23K
|
685
$56.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
221+ 112.18% |
$15.2K - $16.5K
|
418
$34.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.11KNew |
$350K - $380K
|
5.11K
$418K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-5.19K- 98.39% |
$356K - $387K
|
85
$6.96K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-53.6K- 93.56% |
$3.68M - $3.99M
|
3.69K
$302K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.9K- 32.19% |
$267K - $290K
|
8.21K
$673K
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-4.03K- 3.52% |
$276K - $300K
|
110K
$9.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-5.45K- 2.65% |
$373K - $406K
|
200K
$16.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.75K+ 12.69% |
$257K - $279K
|
33.3K
$2.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
57.4K+ 15.44% |
$3.94M - $4.27M
|
429K
$35.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
7.83K+ 5.36% |
$537K - $583K
|
154K
$12.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-8.1K- 92.05% |
$555K - $603K
|
700
$57.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
384+ 13.89% |
$26.3K - $28.6K
|
3.15K
$258K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-90- 0.45% |
$6.17K - $6.7K
|
19.8K
$1.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.69K- 57.21% |
$458K - $498K
|
5K
$410K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-161K- 8.84% |
$11M - $12M
|
1.66M
$136M
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-1.24K- 7.54% |
$84.7K - $92K
|
15.1K
$1.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
209New |
$14.3K - $15.6K
|
209
$17.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
799+ 19.45% |
$54.8K - $59.5K
|
4.91K
$402K
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-237- 3.27% |
$16.2K - $17.6K
|
7.02K
$575K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
PUT |
-5.58M- 100.0% |
$383M - $416M
|
90
$7.37K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
658New |
$45.1K - $49K
|
658
$53.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
231KNew |
$15.9M - $17.2M
|
231K
$19M
|
|
|
Oct 30, 2023
Q3 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-368- 1.67% |
$25.2K - $27.4K
|
21.7K
$1.78M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
1.25K+ 5.0% |
$85.8K - $93.2K
|
26.3K
$2.16M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6.35KNew |
$435K - $473K
|
6.35K
$520K
|
|