Latest Institutional Transactions on Ishares Tr Msci Eafe ETF (EFA)
This table provides information on the latest institutional transactions involving Ishares Tr Msci Eafe ETF (EFA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-37.4K- 95.04% |
$2.81M - $3.1M
|
1.95K
$162K
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
15.4KNew |
$1.16M - $1.28M
|
15.4K
$1.27M
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
234+ 1.11% |
$17.6K - $19.4K
|
21.2K
$1.76M
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
11.7KNew |
$881K - $974K
|
11.7K
$971K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
590New |
$44.3K - $49K
|
590
$48.8K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
32.2KNew |
$2.42M - $2.67M
|
32.2K
$2.67M
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-10.7K- 71.32% |
$807K - $892K
|
4.32K
$357K
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
11.9K+ 5.3% |
$894K - $988K
|
236K
$19.6M
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
17.6KNew |
$1.32M - $1.46M
|
17.6K
$1.46M
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
3.94KNew |
$296K - $327K
|
3.94K
$326K
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
598+ 15.42% |
$44.9K - $49.6K
|
4.48K
$370K
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
BUY
|
- |
2.63K+ 2.57% |
$197K - $218K
|
105K
$8.69M
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
438New |
$32.9K - $36.3K
|
438
$36.2K
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
9.42KNew |
$707K - $782K
|
9.42K
$779K
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-147K- 70.51% |
$11.1M - $12.2M
|
61.6K
$5.1M
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-241- 6.07% |
$18.1K - $20K
|
3.73K
$309K
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
7.03KNew |
$528K - $584K
|
7.03K
$582K
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-4.22K- 57.93% |
$317K - $351K
|
3.07K
$254K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.49K- 2.58% |
$112K - $124K
|
56.2K
$4.65M
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-704- 1.11% |
$52.9K - $58.4K
|
62.9K
$5.2M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.1K- 20.49% |
$987K - $1.09M
|
51K
$4.22M
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-739K- 98.68% |
$55.5M - $61.4M
|
9.91K
$820K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
585New |
$43.9K - $48.5K
|
585
$48.4K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
292+ 0.38% |
$21.9K - $24.2K
|
76.2K
$6.31M
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
7.95KNew |
$597K - $660K
|
7.95K
$658K
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-24- 0.22% |
$1.8K - $1.99K
|
11.1K
$919K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3.78KNew |
$284K - $314K
|
3.78K
$313K
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-100- 1.63% |
$7.51K - $8.3K
|
6.02K
$498K
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-812- 91.86% |
$61K - $67.4K
|
72
$5.96K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.35K- 48.72% |
$251K - $278K
|
3.52K
$292K
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
15.3KNew |
$1.15M - $1.27M
|
15.3K
$1.27M
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-50- 0.95% |
$3.75K - $4.15K
|
5.19K
$430K
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-853K- 93.18% |
$64.1M - $70.8M
|
62.4K
$5.17M
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
603KNew |
$45.3M - $50M
|
603K
$49.9M
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.02K- 0.94% |
$76.4K - $84.4K
|
107K
$8.83M
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-211- 3.07% |
$15.8K - $17.5K
|
6.66K
$551K
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
10K+ 5.16% |
$751K - $830K
|
204K
$16.9M
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.59K- 3.86% |
$194K - $215K
|
64.5K
$5.34M
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
26+ 0.43% |
$1.95K - $2.16K
|
6.11K
$506K
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-670- 3.91% |
$50.3K - $55.6K
|
16.5K
$1.36M
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
7.98KNew |
$599K - $662K
|
7.98K
$661K
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-24- 0.47% |
$1.8K - $1.99K
|
5.08K
$421K
|
|
Feb 18, 2025
Q4 2024
|
Burgundy Asset Management Ltd.
Toronto, A6 |
BUY
|
- |
210KNew |
$15.8M - $17.5M
|
210K
$17.4M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
177New |
$13.3K - $14.7K
|
177
$14.6K
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-32.1K- 45.48% |
$2.41M - $2.67M
|
38.5K
$3.19M
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-550- 1.48% |
$41.3K - $45.6K
|
36.5K
$3.02M
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
36.7KNew |
$2.76M - $3.05M
|
36.7K
$3.04M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
26+ 0.3% |
$1.95K - $2.16K
|
8.59K
$711K
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2.95KNew |
$221K - $245K
|
2.95K
$244K
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.4K- 10.51% |
$105K - $116K
|
11.9K
$983K
|