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 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-639- 66.56% |
$42.3K - $46.1K
|
321
$25K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-26- 5.51% |
$1.72K - $1.88K
|
446
$34.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12.2KNew |
$805K - $878K
|
12.2K
$947K
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
SELL
|
- |
-330- 65.48% |
$21.9K - $23.8K
|
174
$13.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-77- 2.24% |
$5.1K - $5.56K
|
3.36K
$262K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.93KNew |
$260K - $284K
|
3.93K
$306K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
1.75K+ 0.59% |
$116K - $126K
|
300K
$23.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
14+ 0.45% |
$927 - $1.01K
|
3.12K
$243K
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-52.3K- 77.9% |
$3.46M - $3.78M
|
14.8K
$1.16M
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
659+ 2.09% |
$43.6K - $47.6K
|
32.1K
$2.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-60- 1.23% |
$3.97K - $4.33K
|
4.81K
$374K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-387- 2.22% |
$25.6K - $27.9K
|
17K
$1.33M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$66.2 - $72.2
|
1
$77.9
|
|
| Q4 2022 | |||||||
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-23- 0.04% |
$1.28K - $1.56K
|
55.8K
$4.35M
|
|
|
Jan 17, 2024
Q4 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-98.8KClosed |
$5.5M - $6.7M
|
0
$0
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.12K+ 170.78% |
$285K - $347K
|
8.11K
$632K
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-4.94KClosed |
$275K - $335K
|
0
$0
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.38KNew |
$76.8K - $93.5K
|
1.38K
$107K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
221KNew |
$12.3M - $15M
|
221K
$17.2M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
485New |
$27K - $32.9K
|
485
$37.8K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
4.2KNew |
$234K - $285K
|
4.2K
$327K
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-5.9KClosed |
$329K - $400K
|
0
$0
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
571New |
$31.8K - $38.7K
|
571
$44.5K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
678New |
$37.8K - $46K
|
678
$52.8K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-55- 0.8% |
$3.06K - $3.73K
|
6.82K
$531K
|
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
3.98KNew |
$221K - $269K
|
3.98K
$310K
|
|
|
Feb 15, 2023
Q4 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
3.28KNew |
$183K - $222K
|
3.28K
$256K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
130New |
$7.24K - $8.81K
|
130
$10.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
132New |
$7.35K - $8.95K
|
132
$10.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
70New |
$3.9K - $4.75K
|
70
$5.45K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.48K+ 42.37% |
$194K - $236K
|
11.7K
$912K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
9.02K+ 24.79% |
$502K - $611K
|
45.4K
$3.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
PUT |
750KNew |
$41.8M - $50.8M
|
750K
$58.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
5.88KNew |
$327K - $398K
|
5.88K
$458K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
CALL |
-2.5K- 12.76% |
$139K - $169K
|
17.1K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
850K+ 647.88% |
$47.4M - $57.6M
|
981K
$76.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
PUT |
2KNew |
$111K - $136K
|
2K
$156K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
268New |
$14.9K - $18.2K
|
268
$20.9K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-55.4K- 96.48% |
$3.09M - $3.76M
|
2.02K
$157K
|
|
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
74.2K+ 145.21% |
$4.13M - $5.03M
|
125K
$9.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
PUT |
1.5MNew |
$83.6M - $102M
|
1.5M
$117M
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.33KNew |
$185K - $225K
|
3.33K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
15.3KNew |
$852K - $1.04M
|
15.3K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
43.2K+ 92.2% |
$2.4M - $2.93M
|
90K
$7.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
4.2KNew |
$234K - $285K
|
4.2K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
6.85KNew |
$382K - $464K
|
6.85K
$534K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
981KNew |
$54.7M - $66.5M
|
981K
$76.4M
|
|
|
Feb 14, 2023
Q4 2022
|
University Of Pittsburgh Of The Commonwealth System Of Higher Education
Pittsburgh, PA |
BUY
|
- |
135KNew |
$7.53M - $9.16M
|
135K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-4.77K- 36.51% |
$266K - $323K
|
8.3K
$647K
|
|
|
Feb 14, 2023
Q4 2022
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-34K- 52.09% |
$1.89M - $2.3M
|
31.3K
$2.44M
|
|