Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-237- 3.27% |
$16.2K - $17.6K
|
7.02K
$544K
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-225- 3.98% |
$15.4K - $16.8K
|
5.43K
$421K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-200- 0.74% |
$13.7K - $14.9K
|
26.7K
$2.07M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-186- 3.07% |
$12.8K - $13.8K
|
5.88K
$456K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-90- 0.45% |
$6.17K - $6.7K
|
19.8K
$1.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-75- 0.29% |
$5.14K - $5.58K
|
26.1K
$2.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-40- 0.12% |
$2.74K - $2.98K
|
34.7K
$2.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-30- 4.2% |
$2.06K - $2.23K
|
685
$53.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-10- 5.65% |
$686 - $745
|
167
$12.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-9- 0.08% |
$617 - $670
|
11.5K
$892K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2- 0.06% |
$137 - $149
|
3.17K
$246K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.53M- 91.49% |
$250M - $261M
|
329K
$25.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-21.8K- 4.14% |
$1.54M - $1.61M
|
505K
$39.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-12.1K- 0.46% |
$854K - $893K
|
2.62M
$203M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-8.37K- 1.5% |
$592K - $619K
|
550K
$42.6M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-5.95K- 4.06% |
$421K - $440K
|
141K
$10.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.22K- 24.86% |
$298K - $312K
|
12.7K
$988K
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-3.7KClosed |
$261K - $273K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-2.89K- 72.89% |
$204K - $213K
|
1.07K
$83.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.72K- 34.13% |
$192K - $201K
|
5.25K
$407K
|
|
|
Aug 14, 2023
Q2 2023
|
Linker Capital Management Inc.
|
SELL
|
- |
-2.61K- 30.36% |
$184K - $193K
|
5.98K
$464K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.24K- 6.69% |
$159K - $166K
|
31.3K
$2.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.16K- 1.1% |
$153K - $160K
|
194K
$15M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.09K- 34.41% |
$148K - $155K
|
3.99K
$309K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-2.04K- 15.37% |
$144K - $151K
|
11.2K
$870K
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.54K- 19.96% |
$109K - $114K
|
6.17K
$478K
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.49K- 34.89% |
$105K - $110K
|
2.77K
$215K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-750- 10.84% |
$53K - $55.4K
|
6.17K
$478K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-713- 33.35% |
$50.4K - $52.7K
|
1.43K
$110K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-621- 32.36% |
$43.9K - $45.9K
|
1.3K
$101K
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
SELL
|
- |
-587- 5.9% |
$41.5K - $43.4K
|
9.37K
$726K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-430- 8.8% |
$30.4K - $31.8K
|
4.45K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-407- 1.61% |
$28.8K - $30.1K
|
24.8K
$1.92M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-257- 5.37% |
$18.2K - $19K
|
4.53K
$351K
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-235- 4.37% |
$16.6K - $17.4K
|
5.14K
$398K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-189- 2.92% |
$13.4K - $14K
|
6.29K
$487K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-68- 8.7% |
$4.81K - $5.03K
|
714
$55.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-63- 0.3% |
$4.45K - $4.66K
|
21K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-57- 7.98% |
$4.03K - $4.21K
|
657
$50.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-56- 0.6% |
$3.96K - $4.14K
|
9.21K
$713K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-50- 6.1% |
$3.53K - $3.7K
|
770
$59.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-30- 15.0% |
$2.12K - $2.22K
|
170
$13.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-19- 0.48% |
$1.34K - $1.4K
|
3.97K
$308K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-12- 0.23% |
$848 - $887
|
5.32K
$412K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
PUT |
-465K- 90.29% |
$30.8M - $33.6M
|
50K
$3.88M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-52.3K- 77.9% |
$3.46M - $3.78M
|
14.8K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-27.6K- 89.62% |
$1.82M - $1.99M
|
3.19K
$247K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-12K- 22.47% |
$795K - $866K
|
41.4K
$3.21M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-6.43K- 45.83% |
$426K - $464K
|
7.6K
$589K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-6.08K- 17.62% |
$402K - $439K
|
28.4K
$2.2M
|
|