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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-702- 14.2% |
$39K - $46.9K
|
4.24K
$378K
|
|
Nov 07, 2022
Q3 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
5.43K+ 1.25% |
$301K - $362K
|
438K
$39.1M
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.61K+ 4854.74% |
$256K - $308K
|
4.71K
$420K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.11KNew |
$61.5K - $73.9K
|
1.11K
$98.8K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
40+ 0.79% |
$2.22K - $2.67K
|
5.09K
$454K
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
10.7KNew |
$594K - $714K
|
10.7K
$955K
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-150- 1.78% |
$8.33K - $10K
|
8.26K
$737K
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
435New |
$24.2K - $29K
|
435
$38.8K
|
|
Nov 02, 2022
Q3 2022
|
Middleton & CO Inc
|
SELL
|
- |
-12.7K- 71.85% |
$704K - $846K
|
4.97K
$443K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-50- 0.12% |
$2.78K - $3.34K
|
41.1K
$3.66M
|
|
Nov 01, 2022
Q3 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-710- 15.92% |
$39.4K - $47.4K
|
3.75K
$335K
|
|
Nov 01, 2022
Q3 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-2.85K- 13.75% |
$158K - $190K
|
17.9K
$1.59M
|
|
Oct 27, 2022
Q3 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.31KNew |
$239K - $287K
|
4.31K
$384K
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.3K- 33.18% |
$128K - $154K
|
4.64K
$414K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.6K+ 167.3% |
$422K - $508K
|
12.1K
$1.08M
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-1.42K- 13.43% |
$78.9K - $94.8K
|
9.16K
$817K
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
BUY
|
- |
3.87KNew |
$215K - $258K
|
3.87K
$345K
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-2.85K- 20.73% |
$158K - $190K
|
10.9K
$973K
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
101K+ 14.11% |
$5.62M - $6.75M
|
818K
$73M
|
|
Oct 21, 2022
Q3 2022
|
Capital City Trust CO
|
SELL
|
- |
-1.29K- 21.95% |
$71.8K - $86.3K
|
4.59K
$410K
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-650- 25.86% |
$36.1K - $43.4K
|
1.86K
$166K
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
12.7KNew |
$703K - $845K
|
12.7K
$1.13M
|
|
Oct 18, 2022
Q3 2022
|
Hgk Asset Management Inc
|
BUY
|
- |
28.6KNew |
$1.59M - $1.91M
|
28.6K
$2.55M
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
8.3K+ 18.55% |
$461K - $554K
|
53.1K
$4.73M
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
820New |
$45.5K - $54.7K
|
820
$73.2K
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
685+ 1.26% |
$38K - $45.7K
|
54.9K
$4.9M
|
|
Oct 12, 2022
Q3 2022
|
Divergent Planning, LLC
|
BUY
|
- |
17.4KNew |
$965K - $1.16M
|
17.4K
$1.55M
|
|
Oct 07, 2022
Q3 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-9K- 25.54% |
$500K - $601K
|
26.2K
$2.34M
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.57K- 28.86% |
$86.9K - $104K
|
3.86K
$344K
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
769+ 3.83% |
$42.7K - $51.3K
|
20.9K
$1.86M
|
|
Q2 2022 | |||||||
Aug 11, 2023
Q2 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-2.86KClosed |
$176K - $213K
|
0
$0
|
|
Sep 07, 2022
Q2 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-436Closed |
$26.8K - $32.5K
|
0
$0
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-186- 17.16% |
$11.4K - $13.9K
|
898
$80.1K
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.54KNew |
$218K - $264K
|
3.54K
$316K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.47KClosed |
$152K - $184K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-355Closed |
$21.8K - $26.5K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-38Closed |
$2.34K - $2.83K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-3.7KClosed |
$228K - $276K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-19.8KClosed |
$1.22M - $1.48M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-12.8KClosed |
$786K - $954K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-331- 6.22% |
$20.3K - $24.7K
|
4.99K
$445K
|
|
Aug 15, 2022
Q2 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
265+ 5.32% |
$16.3K - $19.8K
|
5.25K
$469K
|
|
Aug 15, 2022
Q2 2022
|
Armor Advisors, L.L.C.
New York, NY |
SELL
|
PUT |
-3MClosed |
$184M - $224M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
226K+ 84.25% |
$13.9M - $16.8M
|
494K
$44.1M
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
17.8KNew |
$1.09M - $1.33M
|
17.8K
$1.59M
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
5.14K+ 114.42% |
$316K - $383K
|
9.63K
$860K
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-4.04K- 49.53% |
$248K - $301K
|
4.11K
$367K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2New |
$123 - $149
|
2
$178
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-9.59K- 62.33% |
$590K - $715K
|
5.8K
$517K
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-141Closed |
$8.67K - $10.5K
|
0
$0
|