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 30, 2020
Q3 2020
|
Gratus Capital LLC
|
SELL
|
- |
-4.12KClosed |
$252K - $272K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-93.8KClosed |
$5.73M - $6.18M
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.65KClosed |
$223K - $240K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Segment Wealth Management, LLC
|
SELL
|
- |
-11.3KClosed |
$691K - $745K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-6.9KClosed |
$422K - $455K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
5.01KNew |
$306K - $330K
|
5.01K
$440K
|
|
Oct 19, 2020
Q3 2020
|
Focused Wealth Management, Inc
|
SELL
|
- |
-220- 82.71% |
$13.4K - $14.5K
|
46
$4.05K
|
|
Oct 06, 2020
Q3 2020
|
Trust CO
|
SELL
|
- |
-12.8K- 50.24% |
$780K - $842K
|
12.6K
$1.11M
|
|
Q2 2020 | |||||||
Oct 18, 2024
Q2 2020
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
276+ 4.09% |
$14K - $17.8K
|
7.02K
$618K
|
|
Aug 05, 2024
Q2 2020
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-4.54KClosed |
$231K - $294K
|
0
$0
|
|
Jun 26, 2024
Q2 2020
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
42.1K+ 83.52% |
$2.14M - $2.72M
|
92.5K
$8.14M
|
|
Mar 28, 2024
Q2 2020
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
CALL |
-35KClosed |
$1.78M - $2.26M
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.9K- 10.7% |
$148K - $187K
|
24.2K
$2.13M
|
|
Mar 18, 2022
Q2 2020
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
PUT |
130KNew |
$6.6M - $8.38M
|
130K
$11.4M
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-600Closed |
$30.5K - $38.8K
|
0
$0
|
|
Dec 16, 2020
Q2 2020
|
S&Co Inc
Boston, MA |
SELL
|
- |
-5KClosed |
$255K - $323K
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-228Closed |
$11.6K - $14.7K
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-3.91KClosed |
$199K - $253K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Xponance, Inc.
|
SELL
|
- |
-13.4KClosed |
$680K - $864K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
122+ 203.33% |
$6.21K - $7.89K
|
182
$16K
|
|
Aug 14, 2020
Q2 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
PUT |
-12.2K- 66.52% |
$623K - $792K
|
6.17K
$542K
|
|
Aug 13, 2020
Q2 2020
|
Nelson Capital Management, LLC
|
SELL
|
- |
-17.7KClosed |
$902K - $1.15M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-9.41KClosed |
$479K - $609K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Kopernik Global Investors, LLC
Tampa, FL |
SELL
|
- |
-786KClosed |
$40M - $50.8M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-146KClosed |
$7.41M - $9.41M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
89.7KNew |
$4.57M - $5.8M
|
89.7K
$7.89M
|
|
Aug 11, 2020
Q2 2020
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-3.75KClosed |
$191K - $242K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Inlet Private Wealth, LLC
|
BUY
|
- |
3.39KNew |
$173K - $219K
|
3.39K
$298K
|
|
Aug 10, 2020
Q2 2020
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-7.5KClosed |
$382K - $485K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-280Closed |
$14.3K - $18.1K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-24.5KClosed |
$1.25M - $1.58M
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-5.58KClosed |
$284K - $360K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Fagan Associates, Inc.
|
SELL
|
- |
-25.9KClosed |
$1.32M - $1.67M
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
United Bank
|
SELL
|
- |
-150KClosed |
$7.63M - $9.69M
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Granite Investment Partners, LLC
|
BUY
|
- |
560+ 143.59% |
$28.5K - $36.2K
|
950
$83.6K
|
|
Aug 03, 2020
Q2 2020
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-6.1KClosed |
$310K - $394K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-5.5KClosed |
$280K - $356K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-4.17KClosed |
$212K - $270K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Optas, LLC
|
SELL
|
- |
-79.4K- 77.89% |
$4.04M - $5.13M
|
22.5K
$1.98M
|
|
Jul 31, 2020
Q2 2020
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
PUT |
80KNew |
$4.07M - $5.17M
|
80K
$7.04M
|
|
Jul 29, 2020
Q2 2020
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.96KClosed |
$202K - $256K
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Marketfield Asset Management LLC
|
SELL
|
- |
-63.5KClosed |
$3.23M - $4.1M
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-1.02KClosed |
$51.8K - $65.8K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-4.1KClosed |
$208K - $265K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Peavine Capital, LLC
|
SELL
|
- |
-385KClosed |
$19.6M - $24.9M
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-267Closed |
$13.6K - $17.3K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Cottage Street Advisors LLC
|
SELL
|
- |
-6.27KClosed |
$319K - $405K
|
0
$0
|
|
Jul 07, 2020
Q2 2020
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-9.2KClosed |
$468K - $595K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-152Closed |
$7.74K - $9.83K
|
0
$0
|
|
Q1 2020 | |||||||
Jun 21, 2024
Q1 2020
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-2.91KClosed |
$135K - $205K
|
0
$0
|