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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
2K+ 10.8% |
$112K - $136K
|
20.6K
$1.59M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-258- 1.55% |
$14.4K - $17.5K
|
16.4K
$1.27M
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
585New |
$32.6K - $39.7K
|
585
$45.3K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
3+ 0.05% |
$167 - $203
|
5.64K
$437K
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.61KNew |
$201K - $245K
|
3.61K
$280K
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.2KNew |
$178K - $217K
|
3.2K
$248K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-41.1K- 3.88% |
$2.29M - $2.79M
|
1.02M
$78.9M
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
PUT |
-900K- 47.37% |
$50.1M - $61M
|
1M
$77.5M
|
|
Feb 13, 2023
Q4 2022
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-629- 3.44% |
$35K - $42.6K
|
17.7K
$1.37M
|
|
Feb 13, 2023
Q4 2022
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
39.5KNew |
$2.2M - $2.68M
|
39.5K
$3.06M
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.75KNew |
$209K - $254K
|
3.75K
$291K
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-750- 7.14% |
$41.8K - $50.8K
|
9.75K
$756K
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
2.4KNew |
$134K - $163K
|
2.4K
$186K
|
|
Feb 10, 2023
Q4 2022
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
6.83KNew |
$380K - $463K
|
6.83K
$529K
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.32KNew |
$240K - $293K
|
4.32K
$334K
|
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
35.1KNew |
$1.96M - $2.38M
|
35.1K
$2.72M
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
7.94KNew |
$442K - $538K
|
7.94K
$615K
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
325+ 41.61% |
$18.1K - $22K
|
1.11K
$85.7K
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-681- 10.37% |
$37.9K - $46.2K
|
5.88K
$456K
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
26.7KNew |
$1.49M - $1.81M
|
26.7K
$2.07M
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
70New |
$3.9K - $4.75K
|
70
$5.43K
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
41New |
$2.28K - $2.78K
|
41
$3.18K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
3.59KNew |
$200K - $243K
|
3.59K
$278K
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
5KNew |
$279K - $339K
|
5K
$388K
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-262- 2.42% |
$14.6K - $17.8K
|
10.6K
$819K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.54K- 0.83% |
$141K - $172K
|
304K
$23.6M
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-174- 9.59% |
$9.69K - $11.8K
|
1.64K
$127K
|
|
Feb 06, 2023
Q4 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-625- 9.29% |
$34.8K - $42.4K
|
6.1K
$473K
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-183- 14.19% |
$10.2K - $12.4K
|
1.11K
$85.8K
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
12.9KNew |
$720K - $877K
|
12.9K
$1M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-97- 0.29% |
$5.4K - $6.58K
|
33.5K
$2.6M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
CALL |
5.8K+ 26.48% |
$323K - $393K
|
27.7K
$2.15M
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-26.4K- 81.6% |
$1.47M - $1.79M
|
5.95K
$461K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
221KNew |
$12.3M - $15M
|
221K
$17.1M
|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
3.15KNew |
$175K - $214K
|
3.15K
$244K
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
14.8K+ 4.38% |
$822K - $1M
|
352K
$27.3M
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.46KNew |
$193K - $234K
|
3.46K
$268K
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
99+ 3.76% |
$5.52K - $6.71K
|
2.73K
$211K
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
38.8KNew |
$2.16M - $2.63M
|
38.8K
$3M
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
73.6KNew |
$4.1M - $4.99M
|
73.6K
$5.7M
|
|
Jan 30, 2023
Q4 2022
|
Latigo Investments, LLC
|
BUY
|
- |
279KNew |
$15.5M - $18.9M
|
279K
$21.6M
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-3.18K- 33.32% |
$177K - $215K
|
6.36K
$493K
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
370+ 58.73% |
$20.6K - $25.1K
|
1K
$77.5K
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
5.81KNew |
$324K - $394K
|
5.81K
$450K
|
|
Jan 27, 2023
Q4 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-855- 21.35% |
$47.6K - $58K
|
3.15K
$244K
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
3.11KNew |
$173K - $211K
|
3.11K
$241K
|
|
Jan 26, 2023
Q4 2022
|
Nkcfo LLC
|
BUY
|
- |
2.7KNew |
$150K - $183K
|
2.7K
$209K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-4.52K- 38.49% |
$252K - $306K
|
7.22K
$559K
|
|
Jan 25, 2023
Q4 2022
|
Greylin Investment Mangement Inc
|
BUY
|
- |
3.41KNew |
$190K - $231K
|
3.41K
$264K
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-89.8K- 99.7% |
$5M - $6.09M
|
267
$20.7K
|