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 11, 2025
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.16KNew |
$364K - $381K
|
5.16K
$479K
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
5KNew |
$353K - $369K
|
5K
$465K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
4.75K+ 405.12% |
$336K - $351K
|
5.93K
$551K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.32KNew |
$305K - $319K
|
4.32K
$401K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
3.37KNew |
$238K - $249K
|
3.37K
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.12KNew |
$220K - $230K
|
3.12K
$290K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
3.01KNew |
$212K - $222K
|
3.01K
$280K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
2.92K+ 33.11% |
$206K - $216K
|
11.7K
$1.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
2.9KNew |
$205K - $214K
|
2.9K
$269K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
2.14K+ 45.91% |
$151K - $158K
|
6.8K
$632K
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.95K+ 24.68% |
$138K - $144K
|
9.85K
$916K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.08KNew |
$76.3K - $79.8K
|
1.08K
$100K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 2.2% |
$71.5K - $74.8K
|
47.1K
$4.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
969New |
$68.5K - $71.6K
|
969
$90.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
720New |
$50.9K - $53.2K
|
720
$67K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
590+ 1.73% |
$41.7K - $43.6K
|
34.6K
$3.22M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
430+ 537.5% |
$30.4K - $31.8K
|
510
$47.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
306New |
$21.6K - $22.6K
|
306
$28.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
250New |
$17.7K - $18.5K
|
250
$23.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
250New |
$17.7K - $18.5K
|
250
$23.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
200New |
$14.1K - $14.8K
|
200
$18.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
198New |
$14K - $14.6K
|
198
$18.4K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
170+ 14.89% |
$12K - $12.6K
|
1.31K
$122K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
134+ 2.09% |
$9.47K - $9.9K
|
6.56K
$610K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
103New |
$7.28K - $7.61K
|
103
$9.58K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
100New |
$7.07K - $7.39K
|
100
$9.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
75+ 1.11% |
$5.3K - $5.54K
|
6.86K
$638K
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
74+ 1.19% |
$5.23K - $5.47K
|
6.32K
$587K
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
28+ 0.88% |
$1.98K - $2.07K
|
3.2K
$298K
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
25+ 0.88% |
$1.77K - $1.85K
|
2.88K
$268K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 6.25% |
$70.7 - $73.9
|
17
$1.58K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.84MNew |
$519M - $566M
|
7.84M
$729M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
500KNew |
$33.1M - $36.1M
|
500K
$46.5M
|
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
374KNew |
$24.7M - $27M
|
374K
$34.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
279KNew |
$18.4M - $20.1M
|
279K
$25.9M
|
|
|
May 15, 2023
Q1 2023
|
Anson Funds Management LP
Dallas, TX |
BUY
|
PUT |
150KNew |
$9.93M - $10.8M
|
150K
$13.9M
|
|
|
May 12, 2023
Q1 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
105KNew |
$6.93M - $7.55M
|
105K
$9.73M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
42.6KNew |
$2.82M - $3.08M
|
42.6K
$3.96M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
29KNew |
$1.92M - $2.09M
|
29K
$2.7M
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
10.5KNew |
$698K - $761K
|
10.5K
$981K
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
CALL |
10KNew |
$662K - $722K
|
10K
$930K
|
|
|
Apr 24, 2023
Q1 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
6.44KNew |
$426K - $465K
|
6.44K
$599K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.47KNew |
$296K - $323K
|
4.47K
$416K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.93KNew |
$260K - $284K
|
3.93K
$365K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
3.74KNew |
$248K - $270K
|
3.74K
$348K
|
|
|
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
3.22KNew |
$213K - $232K
|
3.22K
$299K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.18KNew |
$210K - $229K
|
3.18K
$295K
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
3.07KNew |
$203K - $222K
|
3.07K
$285K
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.04KNew |
$201K - $219K
|
3.04K
$282K
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
2.96KNew |
$196K - $214K
|
2.96K
$275K
|
|