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 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
13K+ 11.11% |
$976K - $1.11M
|
130K
$11.6M
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
12.6KNew |
$946K - $1.07M
|
12.6K
$1.13M
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
12.6K+ 21.33% |
$945K - $1.07M
|
71.8K
$6.41M
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
12.3KNew |
$920K - $1.04M
|
12.3K
$1.1M
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
12.2KNew |
$916K - $1.04M
|
12.2K
$1.09M
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
12.1K+ 8.96% |
$902K - $1.02M
|
147K
$13.1M
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
12KNew |
$899K - $1.02M
|
12K
$1.07M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12K+ 9.25% |
$896K - $1.02M
|
142K
$12.6M
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
11.6KNew |
$866K - $982K
|
11.6K
$1.03M
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.2K+ 10.57% |
$841K - $954K
|
118K
$10.5M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
11.1K+ 3.49% |
$833K - $945K
|
330K
$29.4M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10.9K+ 6.64% |
$817K - $927K
|
175K
$15.7M
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
10.7K+ 41.11% |
$803K - $911K
|
36.8K
$3.29M
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
10.6KNew |
$795K - $902K
|
10.6K
$948K
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
10.4KNew |
$782K - $887K
|
10.4K
$932K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
10.4K+ 18.6% |
$779K - $883K
|
66.4K
$5.92M
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
10.3KNew |
$770K - $874K
|
10.3K
$918K
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
10.3K+ 12.17% |
$769K - $872K
|
94.8K
$8.46M
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9.96K+ 1.04% |
$745K - $845K
|
970K
$86.5M
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
9.8K+ 4.21% |
$734K - $832K
|
243K
$21.7M
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
9.61K+ 2.43% |
$719K - $815K
|
404K
$36.1M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.46K+ 6.01% |
$708K - $803K
|
167K
$14.9M
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9.23KNew |
$691K - $783K
|
9.23K
$824K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.13K+ 13.51% |
$683K - $775K
|
76.7K
$6.84M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.07K+ 2.28% |
$679K - $770K
|
407K
$36.3M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.88K+ 2.74% |
$664K - $754K
|
333K
$29.7M
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
8.83KNew |
$661K - $749K
|
8.83K
$788K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8.65K+ 1.24% |
$647K - $734K
|
706K
$63M
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.61K+ 12.02% |
$644K - $731K
|
80.2K
$7.16M
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
8.56K+ 7.39% |
$641K - $726K
|
124K
$11.1M
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8.53KNew |
$638K - $724K
|
8.53K
$761K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.3K+ 3.63% |
$622K - $705K
|
237K
$21.2M
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8.3KNew |
$621K - $705K
|
8.3K
$741K
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
8.14K+ 4.14% |
$609K - $691K
|
205K
$18.3M
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.05KNew |
$603K - $683K
|
8.05K
$718K
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
8.03KNew |
$601K - $682K
|
8.03K
$717K
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
7.77KNew |
$581K - $659K
|
7.77K
$693K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.66K+ 3.88% |
$573K - $650K
|
205K
$18.3M
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
7.56K+ 10.73% |
$566K - $642K
|
78K
$6.96M
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
7.51KNew |
$562K - $637K
|
7.51K
$670K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
PUT |
7.5KNew |
$561K - $637K
|
7.5K
$669K
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
7.48KNew |
$560K - $635K
|
7.48K
$667K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.15K+ 0.64% |
$535K - $607K
|
1.13M
$101M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.05K+ 55.45% |
$527K - $598K
|
19.8K
$1.76M
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
7.04K+ 243.6% |
$527K - $598K
|
9.93K
$886K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6.95KNew |
$520K - $590K
|
6.95K
$620K
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
6.87K+ 90.77% |
$514K - $583K
|
14.4K
$1.29M
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
6.87K+ 13.64% |
$514K - $583K
|
57.2K
$5.1M
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
6.86K+ 57.21% |
$513K - $582K
|
18.9K
$1.68M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
6.54KNew |
$489K - $555K
|
6.54K
$583K
|