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 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-905- 34.09% |
$50.4K - $61.3K
|
1.75K
$136K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4.45KClosed |
$248K - $302K
|
0
$0
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.04K+ 2.67% |
$58K - $70.6K
|
40K
$3.1M
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
173+ 2.97% |
$9.64K - $11.7K
|
5.99K
$464K
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-905- 34.09% |
$50.4K - $61.3K
|
1.75K
$136K
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
66.8KNew |
$3.72M - $4.53M
|
66.8K
$5.17M
|
|
Jan 18, 2023
Q4 2022
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
3.07KNew |
$171K - $208K
|
3.07K
$238K
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-879- 13.52% |
$49K - $59.6K
|
5.62K
$436K
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3.1KNew |
$173K - $210K
|
3.1K
$240K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-603- 0.35% |
$33.6K - $40.9K
|
174K
$13.5M
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
556+ 13.6% |
$31K - $37.7K
|
4.64K
$360K
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
19.9KNew |
$1.11M - $1.35M
|
19.9K
$1.54M
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
337+ 0.59% |
$18.8K - $22.8K
|
57.4K
$4.45M
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$55.7 - $67.8
|
38K
$2.94M
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
1.35K+ 8.25% |
$74.9K - $91.2K
|
17.6K
$1.37M
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
596New |
$33.2K - $40.4K
|
596
$46.2K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
146New |
$8.13K - $9.9K
|
146
$11.3K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.71KNew |
$207K - $252K
|
3.71K
$288K
|
|
Q3 2022 | |||||||
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-3.92KClosed |
$218K - $261K
|
0
$0
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-541Closed |
$30K - $36.1K
|
0
$0
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-16.3K- 23.44% |
$905K - $1.09M
|
53.2K
$4.12M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-484K- 42.34% |
$26.9M - $32.3M
|
658K
$51M
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-600Closed |
$33.3K - $40.1K
|
0
$0
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-27.9K- 5.15% |
$1.55M - $1.86M
|
514K
$39.8M
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-695- 12.71% |
$38.6K - $46.4K
|
4.77K
$370K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
202+ 177.19% |
$11.2K - $13.5K
|
316
$24.5K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
6.33K+ 23.71% |
$352K - $423K
|
33K
$2.56M
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1.02K- 5.95% |
$56.7K - $68.2K
|
16.1K
$1.25M
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-6.32K- 71.94% |
$351K - $422K
|
2.46K
$191K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-19- 3.35% |
$1.06K - $1.27K
|
549
$42.5K
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-76- 1.51% |
$4.22K - $5.07K
|
4.95K
$383K
|
|
Nov 14, 2022
Q3 2022
|
Symmetry Investments LP
|
BUY
|
CALL |
120KNew |
$6.66M - $8.01M
|
120K
$9.3M
|
|
Nov 14, 2022
Q3 2022
|
Linden Advisors LP
New York, NY |
BUY
|
PUT |
200KNew |
$11.1M - $13.4M
|
200K
$15.5M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-33.6KClosed |
$1.87M - $2.25M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-50- 0.34% |
$2.78K - $3.34K
|
14.9K
$1.15M
|
|
Nov 14, 2022
Q3 2022
|
Two Seas Capital LP
Rye, NY |
BUY
|
PUT |
170KNew |
$9.44M - $11.3M
|
170K
$13.2M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-3.52K- 19.47% |
$196K - $235K
|
14.6K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
4.27K+ 19.37% |
$237K - $285K
|
26.3K
$2.04M
|
|
Nov 14, 2022
Q3 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-660- 15.1% |
$36.7K - $44.1K
|
3.71K
$288K
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-390- 4.09% |
$21.7K - $26K
|
9.14K
$708K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
125K+ 321.82% |
$6.93M - $8.33M
|
164K
$12.7M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
PUT |
1.01MNew |
$56M - $67.3M
|
1.01M
$78.2M
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
265KNew |
$14.7M - $17.7M
|
265K
$20.6M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
21.2K+ 6.77% |
$1.18M - $1.42M
|
335K
$25.9M
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-29- 4.63% |
$1.61K - $1.94K
|
597
$46.3K
|
|
Nov 14, 2022
Q3 2022
|
Shay Capital LLC
New York, NY |
SELL
|
PUT |
-1K- 20.0% |
$55.5K - $66.8K
|
4K
$310K
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-1.94KClosed |
$108K - $129K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
73New |
$4.05K - $4.87K
|
73
$5.66K
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
5.84KNew |
$324K - $390K
|
5.84K
$452K
|