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 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.19KNew |
$239K - $264K
|
3.19K
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.3K- 55.0% |
$548K - $605K
|
5.97K
$483K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
10.3KNew |
$774K - $856K
|
10.3K
$833K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-39.3K- 79.0% |
$2.95M - $3.26M
|
10.4K
$844K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-194- 1.87% |
$14.6K - $16.1K
|
10.2K
$821K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-28- 0.48% |
$2.1K - $2.32K
|
5.81K
$470K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
1+ 0.01% |
$75.1 - $83
|
16K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
36+ 0.24% |
$2.7K - $2.99K
|
15.3K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
8.32KNew |
$625K - $691K
|
8.32K
$673K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-75- 1.35% |
$5.63K - $6.22K
|
5.47K
$442K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
827+ 7.29% |
$62.1K - $68.6K
|
12.2K
$984K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.28% |
$7.51K - $8.3K
|
36K
$2.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.8K+ 233.31% |
$285K - $315K
|
5.42K
$438K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
287+ 5.93% |
$21.6K - $23.8K
|
5.13K
$415K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 4.59% |
$78.4K - $86.6K
|
23.8K
$1.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
8.54KNew |
$641K - $708K
|
8.54K
$690K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
130+ 2.32% |
$9.76K - $10.8K
|
5.73K
$463K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-1.05K- 6.11% |
$78.9K - $87.1K
|
16.1K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1+ 0.03% |
$75.1 - $83
|
3.69K
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.33K- 4.55% |
$250K - $277K
|
69.9K
$5.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.19K- 3.23% |
$89.6K - $99K
|
35.8K
$2.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-139- 3.89% |
$10.4K - $11.5K
|
3.44K
$278K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.26K- 4.69% |
$545K - $602K
|
147K
$11.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
19.7K+ 28.58% |
$1.48M - $1.64M
|
88.8K
$7.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
430+ 6.27% |
$32.3K - $35.7K
|
7.29K
$589K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$300 - $332
|
4K
$324K
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-9.97K- 4.74% |
$749K - $828K
|
201K
$16.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-34.3K- 24.37% |
$2.57M - $2.85M
|
106K
$8.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
193+ 0.56% |
$14.5K - $16K
|
34.9K
$2.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
8.68KNew |
$652K - $721K
|
8.68K
$702K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.61K- 10.72% |
$496K - $548K
|
55K
$4.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-31.3K- 97.32% |
$2.35M - $2.6M
|
862
$69.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
113+ 0.54% |
$8.49K - $9.38K
|
21.1K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-159- 1.49% |
$11.9K - $13.2K
|
10.5K
$852K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
127+ 0.81% |
$9.54K - $10.5K
|
15.9K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-61- 0.3% |
$4.58K - $5.06K
|
20.6K
$1.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.4K+ 5.93% |
$631K - $697K
|
150K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-289- 1.2% |
$21.7K - $24K
|
23.8K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-214- 1.81% |
$16.1K - $17.8K
|
11.6K
$939K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-78.7K- 5.28% |
$5.91M - $6.53M
|
1.41M
$114M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
31+ 0.99% |
$2.33K - $2.57K
|
3.17K
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.9K- 3.8% |
$293K - $324K
|
98.7K
$7.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-650- 9.44% |
$48.8K - $53.9K
|
6.24K
$504K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
18.6K+ 61.09% |
$1.4M - $1.55M
|
49.2K
$3.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-946- 8.45% |
$71K - $78.5K
|
10.3K
$829K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-490- 2.66% |
$36.8K - $40.7K
|
17.9K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
230New |
$17.3K - $19.1K
|
230
$18.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.86K- 10.87% |
$139K - $154K
|
15.2K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.24K- 9.64% |
$93.3K - $103K
|
11.6K
$941K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
93+ 1.51% |
$6.98K - $7.72K
|
6.25K
$505K
|