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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.42KNew |
$97.2K - $106K
|
1.42K
$125K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
886+ 2.97% |
$60.7K - $66K
|
30.7K
$2.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
368+ 2.5% |
$25.2K - $27.4K
|
15.1K
$1.33M
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-40- 0.12% |
$2.74K - $2.98K
|
34.7K
$3.05M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
90+ 0.41% |
$6.17K - $6.7K
|
21.9K
$1.93M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
84New |
$5.76K - $6.25K
|
84
$7.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-7.51K- 63.6% |
$515K - $559K
|
4.3K
$378K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-12.6K- 14.61% |
$861K - $935K
|
73.4K
$6.46M
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 0.18% |
$411 - $447
|
3.3K
$290K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
3.96KNew |
$271K - $295K
|
3.96K
$348K
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.05K- 21.79% |
$72K - $78.2K
|
3.77K
$332K
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-764- 2.93% |
$52.4K - $56.9K
|
25.3K
$2.23M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
37.6K+ 32.93% |
$2.57M - $2.8M
|
152K
$13.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-200- 0.74% |
$13.7K - $14.9K
|
26.7K
$2.35M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-2.82K- 0.99% |
$193K - $210K
|
283K
$24.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
39KNew |
$2.67M - $2.9M
|
39K
$3.43M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-186- 3.07% |
$12.8K - $13.8K
|
5.88K
$518K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2- 0.06% |
$137 - $149
|
3.17K
$279K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
160+ 1.37% |
$11K - $11.9K
|
11.8K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-75- 0.29% |
$5.14K - $5.58K
|
26.1K
$2.3M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-3.57K- 40.94% |
$245K - $266K
|
5.15K
$453K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.05K+ 9.41% |
$140K - $152K
|
23.8K
$2.1M
|
|
| Q2 2023 | |||||||
|
May 15, 2025
Q2 2023
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-3.1K- 3.97% |
$219K - $229K
|
74.9K
$6.59M
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.2K+ 22.65% |
$155K - $162K
|
11.9K
$1.05M
|
|
|
Feb 11, 2025
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.16KNew |
$364K - $381K
|
5.16K
$454K
|
|
|
Feb 10, 2025
Q2 2023
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-130KClosed |
$9.22M - $9.64M
|
0
$0
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
8.44KNew |
$596K - $624K
|
8.44K
$743K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-12- 0.23% |
$848 - $887
|
5.32K
$468K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
7.95KNew |
$562K - $588K
|
7.95K
$700K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.53M- 91.49% |
$250M - $261M
|
329K
$28.9M
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.32KNew |
$305K - $319K
|
4.32K
$380K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
17.6KNew |
$1.24M - $1.3M
|
17.6K
$1.55M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-750- 10.84% |
$53K - $55.4K
|
6.17K
$543K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
170+ 14.89% |
$12K - $12.6K
|
1.31K
$116K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
6.97KNew |
$493K - $515K
|
6.97K
$614K
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-3.7KClosed |
$261K - $273K
|
0
$0
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-430- 8.8% |
$30.4K - $31.8K
|
4.45K
$392K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
430+ 537.5% |
$30.4K - $31.8K
|
510
$44.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
13.9KNew |
$981K - $1.03M
|
13.9K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Linker Capital Management Inc.
|
SELL
|
- |
-2.61K- 30.36% |
$184K - $193K
|
5.98K
$527K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
720New |
$50.9K - $53.2K
|
720
$63.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-2.89K- 72.89% |
$204K - $213K
|
1.07K
$94.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.24K- 6.69% |
$159K - $166K
|
31.3K
$2.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-57- 7.98% |
$4.03K - $4.21K
|
657
$57.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-407- 1.61% |
$28.8K - $30.1K
|
24.8K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
14.4KNew |
$1.02M - $1.06M
|
14.4K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.12KNew |
$220K - $230K
|
3.12K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
5.77KNew |
$407K - $426K
|
5.77K
$508K
|
|
|
Aug 14, 2023
Q2 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
83.6KNew |
$5.91M - $6.17M
|
83.6K
$7.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
5KNew |
$353K - $369K
|
5K
$440K
|
|