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 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.74KNew |
$115K - $132K
|
1.74K
$154K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
75New |
$4.94K - $5.66K
|
75
$6.6K
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-194K- 38.8% |
$12.8M - $14.6M
|
306K
$26.9M
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
3.17KNew |
$208K - $239K
|
3.17K
$279K
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
235KNew |
$15.5M - $17.7M
|
235K
$20.7M
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
237+ 23700.0% |
$15.6K - $17.9K
|
238
$21K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
320New |
$21.1K - $24.2K
|
320
$28.2K
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
BUY
|
- |
1.49KNew |
$97.8K - $112K
|
1.49K
$131K
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
9.04KNew |
$595K - $682K
|
9.04K
$796K
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.7KNew |
$178K - $204K
|
2.7K
$238K
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-100- 2.71% |
$6.58K - $7.55K
|
3.6K
$317K
|
|
Feb 14, 2024
Q4 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
550KNew |
$36.2M - $41.5M
|
550K
$48.4M
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
2.8KNew |
$185K - $212K
|
2.8K
$247K
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-352K- 69.59% |
$23.2M - $26.6M
|
154K
$13.5M
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
263New |
$17.3K - $19.8K
|
263
$23.2K
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
309New |
$20.3K - $23.3K
|
309
$27.2K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5+ 1.59% |
$329 - $377
|
319
$28.1K
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
500New |
$32.9K - $37.7K
|
500
$44K
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
3.21KNew |
$211K - $242K
|
3.21K
$283K
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
92K+ 134.16% |
$6.05M - $6.94M
|
161K
$14.1M
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
250KNew |
$16.5M - $18.9M
|
250K
$22M
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.12KNew |
$73.9K - $84.7K
|
1.12K
$98.8K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
515New |
$33.9K - $38.9K
|
515
$45.3K
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
3.24KNew |
$213K - $245K
|
3.24K
$285K
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-95.8K- 63.22% |
$6.31M - $7.23M
|
55.7K
$4.91M
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-583- 5.64% |
$38.4K - $44K
|
9.75K
$859K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
44.3KNew |
$2.92M - $3.34M
|
44.3K
$3.9M
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.91KNew |
$257K - $295K
|
3.91K
$344K
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.35K- 32.76% |
$88.9K - $102K
|
2.77K
$244K
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.69K- 36.86% |
$111K - $128K
|
2.9K
$255K
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
49KNew |
$3.23M - $3.7M
|
49K
$4.31M
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-576- 83.12% |
$37.9K - $43.5K
|
117
$10.3K
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
3.36KNew |
$221K - $254K
|
3.36K
$296K
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
50+ 1.24% |
$3.29K - $3.77K
|
4.07K
$358K
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-31.3K- 76.23% |
$2.06M - $2.36M
|
9.75K
$858K
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-3.54K- 7.22% |
$233K - $267K
|
45.5K
$4M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
31.2KNew |
$2.05M - $2.35M
|
31.2K
$2.74M
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.72KNew |
$245K - $281K
|
3.72K
$328K
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-2.11K- 15.95% |
$139K - $159K
|
11.1K
$978K
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2- 0.04% |
$132 - $151
|
5.62K
$494K
|
|
Feb 12, 2024
Q4 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
133KNew |
$8.76M - $10M
|
133K
$11.7M
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-603- 7.03% |
$39.7K - $45.5K
|
7.97K
$702K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.45KNew |
$161K - $185K
|
2.45K
$216K
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-192- 6.23% |
$12.6K - $14.5K
|
2.89K
$254K
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-138- 0.43% |
$9.09K - $10.4K
|
32K
$2.82M
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
3.35KNew |
$220K - $252K
|
3.35K
$294K
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$65.8 - $75.5
|
8.33K
$733K
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
7.61K+ 29.17% |
$501K - $574K
|
33.7K
$2.97M
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-63.6K- 76.27% |
$4.19M - $4.8M
|
19.8K
$1.74M
|
|
Feb 09, 2024
Q4 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
164KNew |
$10.8M - $12.4M
|
164K
$14.5M
|