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 |
|---|---|---|---|---|---|---|---|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
1.86KNew |
$139K - $158K
|
1.86K
$173K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
1.78K+ 56.78% |
$133K - $151K
|
4.92K
$457K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1.77K+ 62.07% |
$133K - $150K
|
4.63K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.44K+ 48.83% |
$108K - $123K
|
4.4K
$409K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.4K+ 18.24% |
$105K - $119K
|
9.06K
$843K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.38K+ 7.68% |
$103K - $117K
|
19.3K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.26KNew |
$94.4K - $107K
|
1.26K
$117K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
1.25K+ 11.55% |
$93.2K - $106K
|
12K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.2K+ 11.05% |
$89.8K - $102K
|
12.1K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.04KNew |
$77.9K - $88.4K
|
1.04K
$96.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.02K+ 17.79% |
$76.3K - $86.6K
|
6.75K
$628K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
1K+ 0.85% |
$75K - $85.1K
|
118K
$11M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
952New |
$71.3K - $80.8K
|
952
$88.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
900+ 12.52% |
$67.4K - $76.4K
|
8.09K
$752K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
855+ 32.52% |
$64K - $72.6K
|
3.48K
$324K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
809New |
$60.6K - $68.7K
|
809
$75.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
708+ 19.4% |
$53K - $60.1K
|
4.36K
$405K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
690+ 0.33% |
$51.6K - $58.6K
|
211K
$19.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
674+ 3.85% |
$50.4K - $57.2K
|
18.2K
$1.69M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
667+ 7.8% |
$49.9K - $56.6K
|
9.22K
$857K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
660New |
$49.4K - $56K
|
660
$61.4K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
655+ 2.43% |
$49K - $55.6K
|
27.6K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
547+ 12.64% |
$40.9K - $46.4K
|
4.87K
$453K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
530New |
$39.7K - $45K
|
530
$49.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
510+ 3.73% |
$38.2K - $43.3K
|
14.2K
$1.32M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
438New |
$32.8K - $37.2K
|
438
$40.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
419New |
$31.4K - $35.6K
|
419
$39K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
414+ 141.78% |
$31K - $35.1K
|
706
$65.7K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
392+ 1.43% |
$29.3K - $33.3K
|
27.8K
$2.58M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
370+ 99.2% |
$27.7K - $31.4K
|
743
$69.1K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
356+ 2.81% |
$26.6K - $30.2K
|
13K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
345+ 1.93% |
$25.8K - $29.3K
|
18.2K
$1.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
298+ 10.32% |
$22.3K - $25.3K
|
3.19K
$296K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
276New |
$20.7K - $23.4K
|
276
$25.7K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
245+ 1.81% |
$18.3K - $20.8K
|
13.8K
$1.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
233+ 2.93% |
$17.4K - $19.8K
|
8.2K
$762K
|
|
|
Aug 27, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
201+ 0.2% |
$15K - $17.1K
|
98.5K
$9.16M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
199+ 46.71% |
$14.9K - $16.9K
|
625
$58.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
198+ 3.61% |
$14.8K - $16.8K
|
5.69K
$529K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
186+ 2.54% |
$13.9K - $15.8K
|
7.5K
$698K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
184+ 1.04% |
$13.8K - $15.6K
|
17.9K
$1.66M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
182+ 2.21% |
$13.6K - $15.4K
|
8.43K
$784K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
175+ 2.75% |
$13.1K - $14.9K
|
6.54K
$608K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
173+ 29.57% |
$12.9K - $14.7K
|
758
$70.5K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
171New |
$12.8K - $14.5K
|
171
$15.9K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
140New |
$10.5K - $11.9K
|
140
$13K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
140New |
$10.5K - $11.9K
|
140
$13K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
138+ 44.66% |
$10.3K - $11.7K
|
447
$41.6K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
129New |
$9.66K - $11K
|
129
$12K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
127New |
$9.51K - $10.8K
|
127
$11.8K
|