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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-438- 1.72% |
$32K - $35.1K
|
25K
$2.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
110+ 2.51% |
$8.04K - $8.8K
|
4.49K
$395K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-35- 0.36% |
$2.56K - $2.8K
|
9.77K
$860K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-72- 1.06% |
$5.26K - $5.76K
|
6.72K
$591K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.72KNew |
$199K - $218K
|
2.72K
$240K
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
407+ 4.11% |
$29.8K - $32.6K
|
10.3K
$907K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.33K- 15.62% |
$96.9K - $106K
|
7.16K
$630K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
179New |
$13.1K - $14.3K
|
179
$15.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-173- 50.0% |
$12.6K - $13.8K
|
173
$15.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
909+ 14.43% |
$66.5K - $72.8K
|
7.21K
$635K
|
|
|
Apr 29, 2024
Q1 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-106- 3.02% |
$7.75K - $8.48K
|
3.4K
$300K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
10.1KNew |
$739K - $809K
|
10.1K
$890K
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
12.6KNew |
$919K - $1.01M
|
12.6K
$1.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-122- 3.91% |
$8.92K - $9.76K
|
3K
$264K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-140- 1.13% |
$10.2K - $11.2K
|
12.2K
$1.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
83New |
$6.07K - $6.64K
|
83
$7.31K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-5.98K- 4.49% |
$437K - $478K
|
127K
$11.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-44- 29.93% |
$3.22K - $3.52K
|
103
$9.07K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-599- 4.57% |
$43.8K - $47.9K
|
12.5K
$1.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
580+ 0.26% |
$42.4K - $46.4K
|
228K
$20.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
15+ 0.06% |
$1.1K - $1.2K
|
24.4K
$2.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3.23KNew |
$236K - $258K
|
3.23K
$284K
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-468- 93.79% |
$34.2K - $37.5K
|
31
$2.73K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12KNew |
$874K - $957K
|
12K
$1.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-7.61K- 99.54% |
$556K - $609K
|
35
$3.08K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-63.6K- 44.04% |
$4.65M - $5.09M
|
80.8K
$7.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.57KNew |
$188K - $205K
|
2.57K
$226K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
118New |
$8.63K - $9.44K
|
118
$10.4K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
70KNew |
$5.12M - $5.6M
|
70K
$6.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
7.73KNew |
$565K - $619K
|
7.73K
$680K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-22- 12.79% |
$1.61K - $1.76K
|
150
$13.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-281- 8.48% |
$20.5K - $22.5K
|
3.03K
$267K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-778- 22.81% |
$56.9K - $62.3K
|
2.63K
$232K
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
31+ 0.96% |
$2.27K - $2.48K
|
3.27K
$288K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-28- 0.34% |
$2.05K - $2.24K
|
8.2K
$722K
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-4.23K- 22.41% |
$309K - $338K
|
14.6K
$1.29M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-34- 0.2% |
$2.49K - $2.72K
|
16.6K
$1.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.37KNew |
$246K - $269K
|
3.37K
$296K
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.65KNew |
$194K - $212K
|
2.65K
$233K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
13.3KNew |
$969K - $1.06M
|
13.3K
$1.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-157- 27.59% |
$11.5K - $12.6K
|
412
$36.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
39.8K+ 200.0% |
$2.91M - $3.19M
|
59.7K
$5.26M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
10.4KNew |
$762K - $834K
|
10.4K
$917K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-350- 21.3% |
$25.6K - $28K
|
1.29K
$114K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2.69K- 3.26% |
$197K - $215K
|
79.9K
$7.03M
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-562- 41.72% |
$41.1K - $45K
|
785
$69.1K
|
|
| Q4 2023 | |||||||
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
710+ 5.67% |
$46.7K - $53.6K
|
13.2K
$1.17M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-231- 75.49% |
$15.2K - $17.4K
|
75
$6.6K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-979- 26.06% |
$64.5K - $73.9K
|
2.78K
$244K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-110- 8.01% |
$7.24K - $8.3K
|
1.26K
$111K
|
|