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 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-26- 0.06% |
$1.95K - $2.16K
|
45.9K
$3.71M
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
28.6K+ 1197.24% |
$2.15M - $2.38M
|
31K
$2.51M
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1.48K- 19.62% |
$111K - $123K
|
6.06K
$490K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-44.5K- 7.05% |
$3.34M - $3.69M
|
587K
$47.4M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
5KNew |
$376K - $415K
|
5K
$404K
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-119- 1.45% |
$8.94K - $9.88K
|
8.08K
$653K
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
2.24K+ 7.96% |
$168K - $186K
|
30.4K
$2.46M
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
437+ 4.33% |
$32.8K - $36.3K
|
10.5K
$851K
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
7.13K+ 1.59% |
$535K - $591K
|
457K
$36.9M
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
263+ 8.26% |
$19.8K - $21.8K
|
3.45K
$279K
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-967- 48.62% |
$72.6K - $80.3K
|
1.02K
$82.6K
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
219+ 4.69% |
$16.4K - $18.2K
|
4.89K
$396K
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
5.25K+ 33.34% |
$395K - $436K
|
21K
$1.7M
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6+ 0.04% |
$451 - $498
|
13.5K
$1.09M
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-990- 12.05% |
$74.3K - $82.2K
|
7.23K
$584K
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-35- 0.26% |
$2.63K - $2.9K
|
13.2K
$1.07M
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
8.42K+ 6.67% |
$632K - $699K
|
135K
$10.9M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.73KNew |
$130K - $143K
|
1.73K
$140K
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
11+ 0.16% |
$826 - $913
|
6.84K
$553K
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
121+ 1.41% |
$9.09K - $10K
|
8.71K
$704K
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-6.03K- 3.14% |
$453K - $500K
|
186K
$15M
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
161+ 0.71% |
$12.1K - $13.4K
|
22.9K
$1.85M
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
10.5K+ 3.55% |
$785K - $868K
|
305K
$24.7M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-190K- 93.19% |
$14.3M - $15.8M
|
13.9K
$1.12M
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1K- 10.99% |
$75.1K - $83K
|
8.1K
$655K
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.21K- 32.1% |
$391K - $433K
|
11K
$891K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-629- 0.75% |
$47.2K - $52.2K
|
83.1K
$6.71M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3- 0.07% |
$225 - $249
|
4K
$324K
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-288- 2.89% |
$21.6K - $23.9K
|
9.69K
$783K
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.93K+ 19.65% |
$445K - $492K
|
36.1K
$2.92M
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.83K- 8.24% |
$363K - $401K
|
53.8K
$4.35M
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
6.22KNew |
$467K - $516K
|
6.22K
$503K
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-516- 0.81% |
$38.8K - $42.8K
|
63.5K
$5.13M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-29- 0.18% |
$2.18K - $2.41K
|
16.1K
$1.3M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
565+ 8.64% |
$42.4K - $46.9K
|
7.1K
$574K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
742+ 3.14% |
$55.7K - $61.6K
|
24.4K
$1.97M
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
9.94K+ 47.89% |
$746K - $825K
|
30.7K
$2.48M
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-115K- 87.66% |
$8.66M - $9.56M
|
16.2K
$1.31M
|
|
Jan 22, 2025
Q4 2024
|
Savior LLC
|
BUY
|
- |
72+ 0.56% |
$5.41K - $5.98K
|
12.9K
$1.04M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.67K+ 26.59% |
$200K - $222K
|
12.7K
$1.03M
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-57- 1.11% |
$4.28K - $4.73K
|
5.1K
$412K
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-372- 0.6% |
$27.9K - $30.9K
|
61.4K
$4.96M
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.35K- 13.22% |
$252K - $278K
|
22K
$1.78M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28.1K- 99.91% |
$2.11M - $2.34M
|
26
$2.1K
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.54K- 45.04% |
$191K - $211K
|
3.1K
$250K
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-14.2K- 17.7% |
$1.07M - $1.18M
|
66K
$5.34M
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.21K+ 5.61% |
$166K - $183K
|
41.6K
$3.36M
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
2+ 1.17% |
$150 - $166
|
173
$14K
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.07K- 2.48% |
$80.5K - $89K
|
42.2K
$3.41M
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-131- 14.12% |
$9.84K - $10.9K
|
797
$64.4K
|