Latest Institutional Purchases of Ishares Tr Msci Eafe ETF (EFA)
This list provides information on the latest institutional transactions involving Ishares Tr Msci Eafe ETF (EFA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.18KNew |
$238K - $270K
|
3.18K
$283K
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
3.13KNew |
$234K - $265K
|
3.13K
$279K
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.12K+ 2.97% |
$234K - $265K
|
108K
$9.64M
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.1KNew |
$232K - $263K
|
3.1K
$276K
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
3K+ 3.86% |
$225K - $255K
|
80.7K
$7.2M
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.92K+ 20.18% |
$218K - $248K
|
17.4K
$1.55M
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.88KNew |
$215K - $244K
|
2.88K
$257K
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.85KNew |
$213K - $242K
|
2.85K
$254K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.84K+ 10.74% |
$212K - $241K
|
29.2K
$2.61M
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
2.83KNew |
$212K - $240K
|
2.83K
$253K
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.82KNew |
$211K - $239K
|
2.82K
$251K
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
2.81KNew |
$211K - $239K
|
2.81K
$251K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.75K+ 16.78% |
$206K - $233K
|
19.1K
$1.71M
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.69KNew |
$201K - $229K
|
2.69K
$240K
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.66KNew |
$199K - $226K
|
2.66K
$238K
|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
2.66KNew |
$199K - $225K
|
2.66K
$237K
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.62KNew |
$196K - $222K
|
2.62K
$234K
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.62KNew |
$196K - $222K
|
2.62K
$233K
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.61KNew |
$195K - $222K
|
2.61K
$233K
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.58KNew |
$193K - $219K
|
2.58K
$231K
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.58KNew |
$193K - $219K
|
2.58K
$231K
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.58KNew |
$193K - $219K
|
2.58K
$230K
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
2.58KNew |
$193K - $219K
|
2.58K
$230K
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.58KNew |
$193K - $219K
|
2.58K
$230K
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2.58K+ 71.74% |
$193K - $219K
|
6.17K
$551K
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
2.57KNew |
$193K - $219K
|
2.57K
$230K
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
2.57KNew |
$193K - $219K
|
2.57K
$230K
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.57KNew |
$192K - $218K
|
2.57K
$229K
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
2.55KNew |
$191K - $217K
|
2.55K
$228K
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
2.55KNew |
$190K - $216K
|
2.55K
$227K
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.54KNew |
$190K - $216K
|
2.54K
$227K
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.54KNew |
$190K - $216K
|
2.54K
$227K
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.53K+ 15.49% |
$190K - $215K
|
18.9K
$1.69M
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.46KNew |
$184K - $209K
|
2.46K
$220K
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
2.45KNew |
$184K - $208K
|
2.45K
$219K
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2.45KNew |
$184K - $208K
|
2.45K
$219K
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.45K+ 47.86% |
$183K - $208K
|
7.56K
$675K
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2.44K+ 2.52% |
$183K - $207K
|
99.5K
$8.88M
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.44K+ 242.26% |
$183K - $207K
|
3.45K
$308K
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2.43K+ 7.99% |
$182K - $206K
|
32.9K
$2.94M
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.42K+ 0.37% |
$181K - $205K
|
652K
$58.1M
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
2.37K+ 9.65% |
$178K - $202K
|
27K
$2.41M
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.34K+ 4.87% |
$175K - $198K
|
50.3K
$4.49M
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
2.32K+ 7.57% |
$174K - $197K
|
33K
$2.95M
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.31K+ 20.97% |
$173K - $196K
|
13.3K
$1.19M
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
2.28K+ 10.54% |
$171K - $194K
|
23.9K
$2.14M
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2.28K+ 3.16% |
$170K - $193K
|
74.2K
$6.62M
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
2.23K+ 79.08% |
$167K - $189K
|
5.05K
$451K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.19KNew |
$164K - $186K
|
2.19K
$196K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.14K+ 12.76% |
$160K - $182K
|
18.9K
$1.69M
|