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 |
---|---|---|---|---|---|---|---|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-5.81KClosed |
$385K - $420K
|
0
$0
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-2.61K- 39.57% |
$173K - $188K
|
3.99K
$309K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-2.5K- 0.65% |
$165K - $180K
|
379K
$29.4M
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.32K- 17.9% |
$87.6K - $95.5K
|
6.07K
$470K
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-860- 9.53% |
$56.9K - $62.1K
|
8.17K
$633K
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-639- 66.56% |
$42.3K - $46.1K
|
321
$24.9K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-595- 5.79% |
$39.4K - $43K
|
9.69K
$751K
|
|
Apr 26, 2023
Q1 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-565- 2.07% |
$37.4K - $40.8K
|
26.7K
$2.07M
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-505- 7.87% |
$33.4K - $36.5K
|
5.91K
$458K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-387- 2.22% |
$25.6K - $27.9K
|
17K
$1.32M
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-375- 7.5% |
$24.8K - $27.1K
|
4.63K
$359K
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
SELL
|
- |
-330- 65.48% |
$21.9K - $23.8K
|
174
$13.5K
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-271- 98.19% |
$17.9K - $19.6K
|
5
$388
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-252- 1.5% |
$16.7K - $18.2K
|
16.6K
$1.28M
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-77- 2.24% |
$5.1K - $5.56K
|
3.36K
$260K
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-60- 1.23% |
$3.97K - $4.33K
|
4.81K
$372K
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-57- 26.89% |
$3.77K - $4.11K
|
155
$12K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-26- 5.51% |
$1.72K - $1.88K
|
446
$34.6K
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-20- 1.4% |
$1.32K - $1.44K
|
1.41K
$109K
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-16- 22.86% |
$1.06K - $1.16K
|
54
$4.19K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-10- 0.09% |
$662 - $722
|
11.2K
$866K
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1- 0.55% |
$66.2 - $72.2
|
180
$14K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-4.53M- 98.48% |
$252M - $307M
|
70.1K
$5.43M
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
PUT |
-900K- 47.37% |
$50.1M - $61M
|
1M
$77.5M
|
|
Jan 17, 2024
Q4 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-98.8KClosed |
$5.5M - $6.7M
|
0
$0
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-89.8K- 99.7% |
$5M - $6.09M
|
267
$20.7K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-55.4K- 96.48% |
$3.09M - $3.76M
|
2.02K
$157K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-41.1K- 3.88% |
$2.29M - $2.79M
|
1.02M
$78.9M
|
|
Feb 14, 2023
Q4 2022
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-34K- 52.09% |
$1.89M - $2.3M
|
31.3K
$2.42M
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-26.4K- 81.6% |
$1.47M - $1.79M
|
5.95K
$461K
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-5.9KClosed |
$329K - $400K
|
0
$0
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-4.94KClosed |
$275K - $335K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-4.77K- 36.51% |
$266K - $323K
|
8.3K
$643K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-4.52K- 38.49% |
$252K - $306K
|
7.22K
$559K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4.45KClosed |
$248K - $302K
|
0
$0
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-3.18K- 33.32% |
$177K - $215K
|
6.36K
$493K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.54K- 0.83% |
$141K - $172K
|
304K
$23.6M
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
CALL |
-2.5K- 12.76% |
$139K - $169K
|
17.1K
$1.33M
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-905- 34.09% |
$50.4K - $61.3K
|
1.75K
$136K
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-905- 34.09% |
$50.4K - $61.3K
|
1.75K
$136K
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-879- 13.52% |
$49K - $59.6K
|
5.62K
$436K
|
|
Jan 27, 2023
Q4 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-855- 21.35% |
$47.6K - $58K
|
3.15K
$244K
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-750- 7.14% |
$41.8K - $50.8K
|
9.75K
$756K
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-681- 10.37% |
$37.9K - $46.2K
|
5.88K
$456K
|
|
Feb 13, 2023
Q4 2022
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-629- 3.44% |
$35K - $42.6K
|
17.7K
$1.37M
|
|
Feb 06, 2023
Q4 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-625- 9.29% |
$34.8K - $42.4K
|
6.1K
$473K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-603- 0.35% |
$33.6K - $40.9K
|
174K
$13.5M
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-262- 2.42% |
$14.6K - $17.8K
|
10.6K
$819K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-258- 1.55% |
$14.4K - $17.5K
|
16.4K
$1.27M
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-183- 14.19% |
$10.2K - $12.4K
|
1.11K
$85.8K
|