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 |
---|---|---|---|---|---|---|---|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
7.99KNew |
$564K - $590K
|
7.99K
$703K
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-189- 2.92% |
$13.4K - $14K
|
6.29K
$554K
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.09K- 34.41% |
$148K - $155K
|
3.99K
$351K
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.51K+ 2.4% |
$107K - $112K
|
64.5K
$5.68M
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-2.04K- 15.37% |
$144K - $151K
|
11.2K
$989K
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
19.3KNew |
$1.36M - $1.43M
|
19.3K
$1.7M
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-5.95K- 4.06% |
$421K - $440K
|
141K
$12.4M
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-50- 6.1% |
$3.53K - $3.7K
|
770
$67.8K
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
10.1KNew |
$715K - $747K
|
10.1K
$890K
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.54K- 19.96% |
$109K - $114K
|
6.17K
$543K
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
85.9KNew |
$6.07M - $6.34M
|
85.9K
$7.56M
|
|
Q1 2023 | |||||||
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
3.22KNew |
$213K - $232K
|
3.22K
$283K
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
374KNew |
$24.7M - $27M
|
374K
$32.9M
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-5.81KClosed |
$385K - $420K
|
0
$0
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-252- 1.5% |
$16.7K - $18.2K
|
16.6K
$1.46M
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
228+ 316.67% |
$15.1K - $16.5K
|
300
$26.4K
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
500KNew |
$33.1M - $36.1M
|
500K
$44M
|
|
May 15, 2023
Q1 2023
|
Anson Funds Management LP
Dallas, TX |
BUY
|
PUT |
150KNew |
$9.93M - $10.8M
|
150K
$13.2M
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
10.5KNew |
$698K - $761K
|
10.5K
$928K
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-20- 1.4% |
$1.32K - $1.44K
|
1.41K
$124K
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
PUT |
-465K- 90.29% |
$30.8M - $33.6M
|
50K
$4.4M
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.61KNew |
$107K - $116K
|
1.61K
$142K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
29KNew |
$1.92M - $2.09M
|
29K
$2.55M
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
CALL |
10KNew |
$662K - $722K
|
10K
$880K
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-6.08K- 17.62% |
$402K - $439K
|
28.4K
$2.5M
|
|
May 12, 2023
Q1 2023
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
162KNew |
$10.7M - $11.7M
|
162K
$14.3M
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
198KNew |
$13.1M - $14.3M
|
198K
$17.4M
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-860- 9.53% |
$56.9K - $62.1K
|
8.17K
$719K
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.26K+ 21.14% |
$150K - $163K
|
12.9K
$1.14M
|
|
May 12, 2023
Q1 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
105KNew |
$6.93M - $7.55M
|
105K
$9.21M
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
5.08KNew |
$336K - $366K
|
5.08K
$447K
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
3.74KNew |
$248K - $270K
|
3.74K
$329K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-2.5K- 0.65% |
$165K - $180K
|
379K
$33.3M
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-27.6K- 89.62% |
$1.82M - $1.99M
|
3.19K
$281K
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.47KNew |
$296K - $323K
|
4.47K
$393K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.84MNew |
$519M - $566M
|
7.84M
$691M
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-375- 7.5% |
$24.8K - $27.1K
|
4.63K
$407K
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
3.07KNew |
$203K - $222K
|
3.07K
$270K
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.04KNew |
$201K - $219K
|
3.04K
$267K
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
215+ 23.29% |
$14.2K - $15.5K
|
1.14K
$100K
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-505- 7.87% |
$33.4K - $36.5K
|
5.91K
$520K
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-12K- 22.47% |
$795K - $866K
|
41.4K
$3.64M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
42.6KNew |
$2.82M - $3.08M
|
42.6K
$3.75M
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
149New |
$9.87K - $10.8K
|
149
$13.1K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
125+ 1.06% |
$8.28K - $9.02K
|
11.9K
$1.05M
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-10- 0.09% |
$662 - $722
|
11.2K
$984K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.18KNew |
$210K - $229K
|
3.18K
$280K
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-16- 22.86% |
$1.06K - $1.16K
|
54
$4.75K
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
500New |
$33.1K - $36.1K
|
500
$44K
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
2.96KNew |
$196K - $214K
|
2.96K
$261K
|