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 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-7.55K- 4.89% |
$565K - $641K
|
147K
$12.9M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-455K- 2.19% |
$34.1M - $38.6M
|
20.3M
$1.79B
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
138+ 44.66% |
$10.3K - $11.7K
|
447
$39.3K
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
96.3K+ 3.53% |
$7.21M - $8.18M
|
2.83M
$249M
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.02K+ 1.76% |
$151K - $171K
|
117K
$10.3M
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
23.3KNew |
$1.74M - $1.98M
|
23.3K
$2.05M
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
46+ 0.23% |
$3.44K - $3.9K
|
20.2K
$1.77M
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-280- 8.26% |
$21K - $23.8K
|
3.11K
$273K
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-2.24K- 1.55% |
$168K - $190K
|
143K
$12.5M
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
3.73KNew |
$279K - $317K
|
3.73K
$328K
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
199K+ 108.67% |
$14.9M - $16.9M
|
381K
$33.5M
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-1.58K- 6.48% |
$118K - $134K
|
22.8K
$2M
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
400+ 2.75% |
$29.9K - $34K
|
14.9K
$1.31M
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-7.84K- 3.1% |
$587K - $666K
|
245K
$21.6M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-16- 0.76% |
$1.2K - $1.36K
|
2.09K
$184K
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.99K- 3.79% |
$373K - $423K
|
127K
$11.1M
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
199+ 46.71% |
$14.9K - $16.9K
|
625
$55K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-184K- 11.0% |
$13.7M - $15.6M
|
1.48M
$131M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.32K- 33.28% |
$324K - $367K
|
8.67K
$762K
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-45- 0.41% |
$3.37K - $3.82K
|
11K
$966K
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
16.1KNew |
$1.2M - $1.37M
|
16.1K
$1.42M
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
40.3K+ 9.41% |
$3.02M - $3.42M
|
468K
$41.2M
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-455- 0.89% |
$34.1K - $38.6K
|
50.4K
$4.43M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.62M+ 292.42% |
$121M - $138M
|
2.18M
$192M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
PUT |
-854K- 14.35% |
$63.9M - $72.5M
|
5.1M
$448M
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-12.3K- 0.6% |
$922K - $1.05M
|
2.04M
$179M
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
400+ 2.64% |
$29.9K - $34K
|
15.5K
$1.37M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
31.3K+ 108.42% |
$2.34M - $2.66M
|
60.1K
$5.29M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
527+ 25.3% |
$39.4K - $44.7K
|
2.61K
$230K
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5.56K- 7.0% |
$416K - $472K
|
73.9K
$6.5M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
25.1K+ 26.22% |
$1.88M - $2.13M
|
121K
$10.6M
|
|
May 12, 2025
Q1 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-524- 6.56% |
$39.2K - $44.5K
|
7.47K
$657K
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
245+ 1.81% |
$18.3K - $20.8K
|
13.8K
$1.21M
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-269- 2.4% |
$20.1K - $22.8K
|
11K
$963K
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.45K+ 47.86% |
$183K - $208K
|
7.56K
$665K
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-3.27K- 5.32% |
$244K - $277K
|
58.1K
$5.12M
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
SELL
|
- |
-125- 0.37% |
$9.36K - $10.6K
|
33.5K
$2.95M
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-766- 5.48% |
$57.3K - $65K
|
13.2K
$1.16M
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-499- 2.73% |
$37.4K - $42.4K
|
17.8K
$1.56M
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.29K- 66.12% |
$546K - $619K
|
3.74K
$329K
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-4.56K- 5.63% |
$341K - $387K
|
76.4K
$6.72M
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
532+ 1.8% |
$39.8K - $45.2K
|
30.1K
$2.64M
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-847- 8.86% |
$63.4K - $71.9K
|
8.71K
$766K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-54K- 0.24% |
$4.04M - $4.59M
|
22M
$1.94B
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.9K- 1.02% |
$143K - $162K
|
185K
$16.3M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
6.54KNew |
$489K - $555K
|
6.54K
$575K
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.98K- 12.39% |
$148K - $168K
|
14K
$1.23M
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
37.6KNew |
$2.81M - $3.19M
|
37.6K
$3.31M
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-743- 4.59% |
$55.6K - $63.1K
|
15.5K
$1.36M
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.05KNew |
$603K - $683K
|
8.05K
$708K
|