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 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-4.96K- 97.33% |
$305K - $370K
|
136
$12K
|
|
|
Jul 20, 2022
Q2 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-9.31KClosed |
$572K - $694K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
128+ 0.25% |
$7.87K - $9.55K
|
50.6K
$4.45M
|
|
|
Jul 20, 2022
Q2 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2K+ 46.33% |
$123K - $149K
|
6.32K
$556K
|
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-8.34KClosed |
$513K - $622K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
BUY
|
- |
154+ 2.44% |
$9.47K - $11.5K
|
6.48K
$570K
|
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-3.37KClosed |
$207K - $252K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.47KNew |
$152K - $184K
|
2.47K
$217K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6.5K- 80.79% |
$399K - $485K
|
1.55K
$136K
|
|
|
Jul 18, 2022
Q2 2022
|
Claybrook Capital, LLC
|
SELL
|
- |
-2.98KClosed |
$183K - $222K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-9Closed |
$553 - $671
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
7.57KNew |
$465K - $565K
|
7.57K
$666K
|
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1.7K+ 42.53% |
$105K - $127K
|
5.7K
$502K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
221+ 1.85% |
$13.6K - $16.5K
|
12.2K
$1.07M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
59.4KNew |
$3.65M - $4.43M
|
59.4K
$5.22M
|
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-2.74KClosed |
$168K - $204K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-1.61K- 13.75% |
$98.7K - $120K
|
10.1K
$886K
|
|
|
Jul 15, 2022
Q2 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-3KClosed |
$184K - $224K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-3.37KClosed |
$207K - $251K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-2.72KClosed |
$167K - $203K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-163- 3.01% |
$10K - $12.2K
|
5.25K
$462K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-1.72K- 9.41% |
$105K - $128K
|
16.5K
$1.45M
|
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-1.9K- 12.61% |
$117K - $142K
|
13.2K
$1.16M
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-925- 19.89% |
$56.9K - $69K
|
3.73K
$328K
|
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-2.84KClosed |
$174K - $212K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4.07KNew |
$250K - $303K
|
4.07K
$358K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-14.2KClosed |
$872K - $1.06M
|
0
$0
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-39- 65.0% |
$2.61K - $3.11K
|
21
$1.85K
|
|
|
Nov 16, 2023
Q1 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-277KClosed |
$18.5M - $22.1M
|
0
$0
|
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-15.6KClosed |
$1.04M - $1.24M
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-857Closed |
$57.3K - $68.3K
|
0
$0
|
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.39KClosed |
$227K - $270K
|
0
$0
|
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-67Closed |
$4.48K - $5.34K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.92KClosed |
$129K - $153K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
PUT |
44.8K+ 8.53% |
$2.99M - $3.57M
|
570K
$50.2M
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-149Closed |
$9.96K - $11.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-6Closed |
$401 - $478
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-2.59KClosed |
$173K - $206K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-19KClosed |
$1.27M - $1.51M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-157KClosed |
$10.5M - $12.5M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Swiss Re LTD
Zurich, V8 |
SELL
|
- |
-37.8KClosed |
$2.52M - $3.01M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Naya Capital Management Uk LTD
London, X0 |
SELL
|
PUT |
-3.25MClosed |
$217M - $259M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
1.06KNew |
$70.5K - $84K
|
1.06K
$92.8K
|
|
|
May 16, 2022
Q1 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-650KClosed |
$43.4M - $51.8M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-99.5KClosed |
$6.65M - $7.93M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-9.81KClosed |
$656K - $781K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-8.21KClosed |
$549K - $654K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
PUT |
157KNew |
$10.5M - $12.5M
|
157K
$13.8M
|
|
|
May 13, 2022
Q1 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-3.14KClosed |
$210K - $250K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.01KClosed |
$134K - $160K
|
0
$0
|
|