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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
11.6KNew |
$872K - $964K
|
11.6K
$925K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.14K- 13.61% |
$85.8K - $94.8K
|
7.25K
$577K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
65+ 6.1% |
$4.88K - $5.39K
|
1.13K
$90K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
147+ 14.67% |
$11K - $12.2K
|
1.15K
$91.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.13K- 0.95% |
$84.9K - $93.9K
|
117K
$9.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.81K+ 130.78% |
$587K - $648K
|
13.8K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
4.48K+ 75.85% |
$336K - $371K
|
10.4K
$826K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
948+ 4.09% |
$71.2K - $78.7K
|
24.1K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-450- 2.92% |
$33.8K - $37.3K
|
15K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.27KNew |
$321K - $354K
|
4.27K
$340K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
3.81K+ 3.15% |
$286K - $316K
|
125K
$9.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-31- 2.53% |
$2.33K - $2.57K
|
1.19K
$95K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.51K- 3.61% |
$113K - $125K
|
40.4K
$3.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
426+ 3.81% |
$32K - $35.4K
|
11.6K
$924K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-1.72K- 1.58% |
$129K - $143K
|
107K
$8.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-280- 5.42% |
$21K - $23.2K
|
4.89K
$389K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4+ 0.07% |
$300 - $332
|
5.96K
$475K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.06% |
$75.1 - $83
|
1.6K
$127K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.62K+ 5.41% |
$272K - $300K
|
70.5K
$5.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-416- 72.98% |
$31.2K - $34.5K
|
154
$12.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-2.36K- 19.83% |
$177K - $195K
|
9.52K
$758K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.91K+ 71.15% |
$369K - $408K
|
11.8K
$941K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
1.18K+ 3.8% |
$88.4K - $97.7K
|
32.2K
$2.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.42K+ 9.81% |
$182K - $201K
|
27.1K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-6.69K- 26.29% |
$502K - $555K
|
18.7K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-115- 0.16% |
$8.64K - $9.54K
|
70.3K
$5.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-450- 1.37% |
$33.8K - $37.3K
|
32.4K
$2.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
511+ 2.55% |
$38.4K - $42.4K
|
20.6K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
373+ 1.3% |
$28K - $31K
|
29K
$2.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
49.7K+ 19.56% |
$3.73M - $4.12M
|
304K
$24.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-571- 3.87% |
$42.9K - $47.4K
|
14.2K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-427- 3.33% |
$32.1K - $35.4K
|
12.4K
$987K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.5K- 25.82% |
$792K - $875K
|
30.3K
$2.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-440- 6.2% |
$33K - $36.5K
|
6.66K
$530K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
9.61KNew |
$721K - $797K
|
9.61K
$765K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
100+ 1.1% |
$7.51K - $8.3K
|
9.17K
$730K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.87K+ 3.31% |
$441K - $487K
|
183K
$14.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-190K- 74.58% |
$14.2M - $15.7M
|
64.7K
$5.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-76.6K- 84.11% |
$5.75M - $6.36M
|
14.5K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
1.39K+ 2.63% |
$105K - $116K
|
54.4K
$4.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-661- 2.94% |
$49.6K - $54.9K
|
21.8K
$1.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-478- 1.06% |
$35.9K - $39.7K
|
44.7K
$3.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9.07K+ 1.32% |
$681K - $753K
|
697K
$55.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
1.19K+ 4.72% |
$89.5K - $98.9K
|
26.5K
$2.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.04KNew |
$78.3K - $86.5K
|
1.04K
$83K
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.13M+ 5144.87% |
$84.8M - $93.7M
|
1.15M
$91.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
58+ 0.08% |
$4.36K - $4.81K
|
75.9K
$6.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.11K- 1.02% |
$83.6K - $92.4K
|
108K
$8.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-283- 2.13% |
$21.3K - $23.5K
|
13K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
309+ 12.05% |
$23.2K - $25.6K
|
2.87K
$229K
|