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 |
---|---|---|---|---|---|---|---|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-252- 1.5% |
$16.7K - $18.2K
|
16.6K
$1.48M
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
228+ 316.67% |
$15.1K - $16.5K
|
300
$26.8K
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
500KNew |
$33.1M - $36.1M
|
500K
$44.6M
|
|
May 15, 2023
Q1 2023
|
Anson Funds Management LP
Dallas, TX |
BUY
|
PUT |
150KNew |
$9.93M - $10.8M
|
150K
$13.4M
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
10.5KNew |
$698K - $761K
|
10.5K
$941K
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-20- 1.4% |
$1.32K - $1.44K
|
1.41K
$126K
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
PUT |
-465K- 90.29% |
$30.8M - $33.6M
|
50K
$4.46M
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.61KNew |
$107K - $116K
|
1.61K
$144K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
29KNew |
$1.92M - $2.09M
|
29K
$2.59M
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
CALL |
10KNew |
$662K - $722K
|
10K
$892K
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-6.08K- 17.62% |
$402K - $439K
|
28.4K
$2.53M
|
|
May 12, 2023
Q1 2023
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
162KNew |
$10.7M - $11.7M
|
162K
$14.5M
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
198KNew |
$13.1M - $14.3M
|
198K
$17.6M
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-860- 9.53% |
$56.9K - $62.1K
|
8.17K
$729K
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.26K+ 21.14% |
$150K - $163K
|
12.9K
$1.15M
|
|
May 12, 2023
Q1 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
105KNew |
$6.93M - $7.55M
|
105K
$9.34M
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
5.08KNew |
$336K - $366K
|
5.08K
$453K
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
3.74KNew |
$248K - $270K
|
3.74K
$334K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-2.5K- 0.65% |
$165K - $180K
|
379K
$33.8M
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-27.6K- 89.62% |
$1.82M - $1.99M
|
3.19K
$285K
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.47KNew |
$296K - $323K
|
4.47K
$399K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.84MNew |
$519M - $566M
|
7.84M
$700M
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-375- 7.5% |
$24.8K - $27.1K
|
4.63K
$413K
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
3.07KNew |
$203K - $222K
|
3.07K
$274K
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.04KNew |
$201K - $219K
|
3.04K
$271K
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
215+ 23.29% |
$14.2K - $15.5K
|
1.14K
$102K
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-505- 7.87% |
$33.4K - $36.5K
|
5.91K
$527K
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-12K- 22.47% |
$795K - $866K
|
41.4K
$3.69M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
42.6KNew |
$2.82M - $3.08M
|
42.6K
$3.8M
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
149New |
$9.87K - $10.8K
|
149
$13.3K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
125+ 1.06% |
$8.28K - $9.02K
|
11.9K
$1.06M
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-10- 0.09% |
$662 - $722
|
11.2K
$997K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.18KNew |
$210K - $229K
|
3.18K
$284K
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-16- 22.86% |
$1.06K - $1.16K
|
54
$4.82K
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
500New |
$33.1K - $36.1K
|
500
$44.6K
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
2.96KNew |
$196K - $214K
|
2.96K
$264K
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-57- 26.89% |
$3.77K - $4.11K
|
155
$13.8K
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
279KNew |
$18.4M - $20.1M
|
279K
$24.9M
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-2.61K- 39.57% |
$173K - $188K
|
3.99K
$356K
|
|
Apr 26, 2023
Q1 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-565- 2.07% |
$37.4K - $40.8K
|
26.7K
$2.38M
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
62New |
$4.11K - $4.48K
|
62
$5.53K
|
|
Apr 24, 2023
Q1 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
6.44KNew |
$426K - $465K
|
6.44K
$575K
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-639- 66.56% |
$42.3K - $46.1K
|
321
$28.6K
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
SELL
|
- |
-330- 65.48% |
$21.9K - $23.8K
|
174
$15.5K
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-77- 2.24% |
$5.1K - $5.56K
|
3.36K
$300K
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.93KNew |
$260K - $284K
|
3.93K
$351K
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
1.75K+ 0.59% |
$116K - $126K
|
300K
$26.7M
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
14+ 0.45% |
$927 - $1.01K
|
3.12K
$279K
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-52.3K- 77.9% |
$3.46M - $3.78M
|
14.8K
$1.32M
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
659+ 2.09% |
$43.6K - $47.6K
|
32.1K
$2.87M
|