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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
64+ 5.78% |
$4.67K - $5.78K
|
1.17K
$109K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
63+ 0.16% |
$4.6K - $5.69K
|
40.4K
$3.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
62+ 2.14% |
$4.52K - $5.6K
|
2.96K
$275K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
62+ 9.76% |
$4.52K - $5.6K
|
697
$64.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
61+ 0.61% |
$4.45K - $5.51K
|
10.1K
$941K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
60+ 1.08% |
$4.38K - $5.42K
|
5.64K
$524K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
60+ 1.76% |
$4.38K - $5.42K
|
3.47K
$323K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
60New |
$4.38K - $5.42K
|
60
$5.58K
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
59+ 0.98% |
$4.3K - $5.33K
|
6.1K
$567K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
59+ 1.5% |
$4.3K - $5.33K
|
3.99K
$371K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
57+ 1.4% |
$4.16K - $5.15K
|
4.13K
$384K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
57+ 0.53% |
$4.16K - $5.15K
|
10.9K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
54New |
$3.94K - $4.88K
|
54
$5.02K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
54+ 1.76% |
$3.94K - $4.88K
|
3.12K
$290K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
53+ 1.54% |
$3.87K - $4.79K
|
3.49K
$324K
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
53+ 1.06% |
$3.87K - $4.79K
|
5.07K
$471K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
53+ 0.17% |
$3.87K - $4.79K
|
31.1K
$2.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
52+ 1.07% |
$3.79K - $4.7K
|
4.9K
$456K
|
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
51+ 0.81% |
$3.72K - $4.61K
|
6.32K
$588K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
50+ 1.76% |
$3.65K - $4.52K
|
2.9K
$269K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
49+ 1.37% |
$3.58K - $4.43K
|
3.63K
$337K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
49+ 0.07% |
$3.58K - $4.43K
|
71.9K
$6.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
47+ 0.26% |
$3.43K - $4.25K
|
18.2K
$1.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
45+ 45.0% |
$3.28K - $4.07K
|
145
$13.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
45+ 1.76% |
$3.28K - $4.07K
|
2.61K
$243K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
44+ 0.36% |
$3.21K - $3.98K
|
12.4K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
43New |
$3.14K - $3.89K
|
43
$4K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
42+ 0.74% |
$3.06K - $3.8K
|
5.7K
$530K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
42+ 0.78% |
$3.06K - $3.8K
|
5.4K
$502K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
41+ 1.67% |
$2.99K - $3.71K
|
2.49K
$232K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
41+ 0.72% |
$2.99K - $3.71K
|
5.75K
$535K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
40+ 1.56% |
$2.92K - $3.62K
|
2.61K
$243K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
39+ 1.23% |
$2.85K - $3.53K
|
3.21K
$298K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
38+ 0.14% |
$2.77K - $3.43K
|
26.3K
$2.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
37+ 0.82% |
$2.7K - $3.34K
|
4.55K
$423K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
34+ 0.31% |
$2.48K - $3.07K
|
11.1K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.59% |
$2.48K - $3.07K
|
5.77K
$536K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
33+ 0.38% |
$2.41K - $2.98K
|
8.83K
$821K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
31+ 0.17% |
$2.26K - $2.8K
|
18.8K
$1.75M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30+ 2.18% |
$2.19K - $2.71K
|
1.41K
$131K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
29+ 0.49% |
$2.12K - $2.62K
|
5.89K
$548K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
29+ 0.13% |
$2.12K - $2.62K
|
22.6K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
28+ 0.28% |
$2.04K - $2.53K
|
9.96K
$926K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
28+ 1.04% |
$2.04K - $2.53K
|
2.73K
$254K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
27+ 1.36% |
$1.97K - $2.44K
|
2.01K
$187K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
25+ 0.81% |
$1.82K - $2.26K
|
3.1K
$288K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
25+ 0.5% |
$1.82K - $2.26K
|
5K
$465K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
25New |
$1.82K - $2.26K
|
25
$2.32K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
24+ 0.35% |
$1.75K - $2.17K
|
6.98K
$649K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
24+ 0.15% |
$1.75K - $2.17K
|
15.6K
$1.45M
|