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, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.37KNew |
$246K - $269K
|
3.37K
$300K
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
3.34KNew |
$244K - $268K
|
3.34K
$298K
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3.23KNew |
$236K - $258K
|
3.23K
$288K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.15KNew |
$230K - $252K
|
3.15K
$281K
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.03KNew |
$222K - $243K
|
3.03K
$270K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.72KNew |
$199K - $218K
|
2.72K
$243K
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.65KNew |
$194K - $212K
|
2.65K
$237K
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.57KNew |
$188K - $205K
|
2.57K
$229K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.32KNew |
$170K - $186K
|
2.32K
$207K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
929New |
$67.9K - $74.4K
|
929
$82.9K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
929New |
$67.9K - $74.4K
|
929
$82.9K
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
909+ 14.43% |
$66.5K - $72.8K
|
7.21K
$643K
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
869+ 1.4% |
$63.5K - $69.6K
|
63K
$5.62M
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
822+ 45.84% |
$60.1K - $65.8K
|
2.62K
$233K
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
753+ 13.87% |
$55.1K - $60.3K
|
6.18K
$552K
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
641New |
$46.9K - $51.3K
|
641
$57.2K
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
580+ 0.26% |
$42.4K - $46.4K
|
228K
$20.3M
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
510+ 25.97% |
$37.3K - $40.8K
|
2.47K
$221K
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
407+ 4.11% |
$29.8K - $32.6K
|
10.3K
$920K
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
341New |
$24.9K - $27.3K
|
341
$30.4K
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
273New |
$20K - $21.9K
|
273
$24.4K
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
179New |
$13.1K - $14.3K
|
179
$16K
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
150New |
$11K - $12K
|
150
$13.4K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
136+ 4.13% |
$9.94K - $10.9K
|
3.43K
$306K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
118New |
$8.63K - $9.44K
|
118
$10.5K
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
117+ 3.19% |
$8.55K - $9.36K
|
3.79K
$338K
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
110+ 2.51% |
$8.04K - $8.8K
|
4.49K
$400K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
83New |
$6.07K - $6.64K
|
83
$7.41K
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
59New |
$4.31K - $4.72K
|
59
$5.27K
|
|
May 15, 2024
Q1 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
38New |
$2.78K - $3.04K
|
38
$3.39K
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
31+ 0.96% |
$2.27K - $2.48K
|
3.27K
$291K
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
15+ 0.06% |
$1.1K - $1.2K
|
24.4K
$2.17M
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
550KNew |
$36.2M - $41.5M
|
550K
$49.1M
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
250KNew |
$16.5M - $18.9M
|
250K
$22.3M
|
|
Feb 09, 2024
Q4 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
164KNew |
$10.8M - $12.4M
|
164K
$14.7M
|
|
Feb 12, 2024
Q4 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
133KNew |
$8.76M - $10M
|
133K
$11.9M
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
92K+ 134.16% |
$6.05M - $6.94M
|
161K
$14.3M
|
|
Jan 24, 2024
Q4 2023
|
Minot Capital, LP
Boulder, CO |
BUY
|
- |
81.4K+ 33.96% |
$5.36M - $6.15M
|
321K
$28.7M
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
49KNew |
$3.23M - $3.7M
|
49K
$4.37M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
44.3KNew |
$2.92M - $3.34M
|
44.3K
$3.95M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
31.2KNew |
$2.05M - $2.35M
|
31.2K
$2.78M
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
23.7KNew |
$1.56M - $1.79M
|
23.7K
$2.12M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
9.8K+ 6.26% |
$645K - $739K
|
166K
$14.8M
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
9.4KNew |
$619K - $709K
|
9.4K
$839K
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
9.29K+ 2.57% |
$612K - $701K
|
370K
$33M
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
9.04KNew |
$595K - $682K
|
9.04K
$807K
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
7.61K+ 29.17% |
$501K - $574K
|
33.7K
$3.01M
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
6.84KNew |
$450K - $516K
|
6.84K
$610K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.36K+ 45.48% |
$419K - $480K
|
20.4K
$1.82M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.19K+ 5.44% |
$342K - $391K
|
101K
$8.97M
|