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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.76KNew |
$182K - $208K
|
2.76K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.7KNew |
$178K - $204K
|
2.7K
$214K
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
2.67KNew |
$176K - $201K
|
2.67K
$212K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.6K+ 13.41% |
$171K - $196K
|
22K
$1.74M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.55KNew |
$168K - $193K
|
2.55K
$203K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.45KNew |
$161K - $185K
|
2.45K
$194K
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
1.83K+ 7.3% |
$121K - $138K
|
26.9K
$2.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.75KNew |
$115K - $132K
|
1.75K
$139K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.74KNew |
$115K - $132K
|
1.74K
$138K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.58KNew |
$104K - $119K
|
1.58K
$125K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
BUY
|
- |
1.49KNew |
$97.8K - $112K
|
1.49K
$118K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1.39K+ 2478.57% |
$91.4K - $105K
|
1.44K
$115K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.2K+ 23.66% |
$78.8K - $90.3K
|
6.26K
$496K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.12KNew |
$73.9K - $84.7K
|
1.12K
$89K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.1KNew |
$72.1K - $82.6K
|
1.1K
$86.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
786New |
$51.8K - $59.3K
|
786
$62.3K
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
710+ 5.67% |
$46.7K - $53.6K
|
13.2K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
704New |
$46.4K - $53.1K
|
704
$55.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
669New |
$44K - $50.5K
|
669
$53.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
515New |
$33.9K - $38.9K
|
515
$40.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
508New |
$33.4K - $38.3K
|
508
$40.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
500New |
$32.9K - $37.7K
|
500
$39.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
500New |
$32.9K - $37.7K
|
500
$39.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
486New |
$32K - $36.7K
|
486
$38.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
419+ 4.33% |
$27.6K - $31.6K
|
10.1K
$801K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
418+ 26.61% |
$27.5K - $31.5K
|
1.99K
$158K
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
347New |
$22.8K - $26.2K
|
347
$27.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
326New |
$21.5K - $24.6K
|
326
$25.9K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
320New |
$21.1K - $24.2K
|
320
$25.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
309New |
$20.3K - $23.3K
|
309
$24.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
307New |
$20.2K - $23.2K
|
307
$24.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
263New |
$17.3K - $19.8K
|
263
$20.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
261+ 0.64% |
$17.2K - $19.7K
|
41.2K
$3.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
240New |
$15.8K - $18.1K
|
240
$19K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
237+ 23700.0% |
$15.6K - $17.9K
|
238
$18.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
224New |
$14.7K - $16.9K
|
224
$17.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
195+ 30.56% |
$12.8K - $14.7K
|
833
$66.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
154+ 2.34% |
$10.1K - $11.6K
|
6.73K
$534K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
75New |
$4.94K - $5.66K
|
75
$5.95K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
62New |
$4.08K - $4.68K
|
62
$4.92K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
54New |
$3.56K - $4.08K
|
54
$4.28K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
50+ 1.24% |
$3.29K - $3.77K
|
4.07K
$323K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
39+ 0.85% |
$2.57K - $2.94K
|
4.62K
$367K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
28+ 0.78% |
$1.84K - $2.11K
|
3.62K
$287K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
16+ 0.39% |
$1.05K - $1.21K
|
4.12K
$327K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
11+ 0.15% |
$724 - $830
|
7.5K
$595K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5+ 1.59% |
$329 - $377
|
319
$25.3K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
CALL |
1.5MNew |
$103M - $112M
|
1.5M
$119M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.01M+ 24.83% |
$69.4M - $75.4M
|
5.09M
$404M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
231KNew |
$15.9M - $17.2M
|
231K
$18.4M
|
|