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 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-62- 0.44% |
$4.66K - $5.15K
|
13.9K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-131K- 44.39% |
$9.8M - $10.8M
|
164K
$13M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-568- 7.15% |
$42.7K - $47.1K
|
7.38K
$587K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-124- 0.5% |
$9.31K - $10.3K
|
24.6K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
3.2KNew |
$240K - $265K
|
3.2K
$255K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-25- 0.04% |
$1.88K - $2.07K
|
66.1K
$5.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.65KNew |
$274K - $303K
|
3.65K
$291K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
312+ 5.33% |
$23.4K - $25.9K
|
6.16K
$491K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
35New |
$2.63K - $2.9K
|
35
$2.79K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-23- 0.07% |
$1.73K - $1.91K
|
31K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.78K- 1.46% |
$584K - $645K
|
527K
$42M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-4.32K- 33.99% |
$324K - $358K
|
8.39K
$668K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
82+ 1.03% |
$6.16K - $6.81K
|
8.03K
$639K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
698+ 1.25% |
$52.4K - $57.9K
|
56.5K
$4.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-644- 18.59% |
$48.4K - $53.4K
|
2.82K
$225K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
15.1KNew |
$1.13M - $1.25M
|
15.1K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
4.97KNew |
$373K - $412K
|
4.97K
$396K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
44New |
$3.3K - $3.65K
|
44
$3.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.42KNew |
$482K - $533K
|
6.42K
$512K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.66KNew |
$200K - $221K
|
2.66K
$212K
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
23+ 0.11% |
$1.73K - $1.91K
|
20.8K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-320- 9.51% |
$24K - $26.6K
|
3.05K
$243K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-60.6K- 74.05% |
$4.55M - $5.03M
|
21.2K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.44K- 12.33% |
$258K - $285K
|
24.5K
$1.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
12.9K+ 8.77% |
$972K - $1.07M
|
160K
$12.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12.2K+ 316.77% |
$919K - $1.02M
|
16.1K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
345+ 5.49% |
$25.9K - $28.6K
|
6.63K
$528K
|
|
|
Jan 27, 2025
Q4 2024
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
7.1K+ 136.54% |
$533K - $589K
|
12.3K
$980K
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-4.24K- 3.74% |
$318K - $352K
|
109K
$8.69M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
365+ 5.51% |
$27.4K - $30.3K
|
7K
$557K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-154K- 97.69% |
$11.6M - $12.8M
|
3.65K
$291K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.91K- 13.03% |
$294K - $325K
|
26.1K
$2.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
5.24K+ 1.35% |
$393K - $435K
|
392K
$31.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
56.6K+ 12.71% |
$4.25M - $4.7M
|
502K
$40M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
828+ 91.69% |
$62.2K - $68.7K
|
1.73K
$138K
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
31.3KNew |
$2.35M - $2.6M
|
31.3K
$2.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-4.09K- 8.73% |
$307K - $339K
|
42.7K
$3.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.31K- 1.15% |
$474K - $524K
|
543K
$43.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
144+ 4.84% |
$10.8K - $12K
|
3.12K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenfield Ftc, Inc.
|
BUY
|
- |
603K+ 207.74% |
$45.3M - $50.1M
|
894K
$71.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
123+ 1.22% |
$9.24K - $10.2K
|
10.2K
$812K
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-2.36K- 3.01% |
$177K - $196K
|
76.1K
$6.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 1.8% |
$150 - $166
|
113
$9K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-341- 11.38% |
$25.6K - $28.3K
|
2.66K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-198- 3.13% |
$14.9K - $16.4K
|
6.13K
$488K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-618- 0.85% |
$46.4K - $51.3K
|
71.9K
$5.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.8K- 3.98% |
$210K - $232K
|
67.5K
$5.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-501- 5.95% |
$37.6K - $41.6K
|
7.92K
$631K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-80- 30.19% |
$6.01K - $6.64K
|
185
$14.7K
|