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 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-8.46K- 6.63% |
$635K - $702K
|
119K
$9.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
53+ 1.42% |
$3.98K - $4.4K
|
3.79K
$306K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.08K- 55.77% |
$381K - $421K
|
4.03K
$326K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
44.9K+ 86.39% |
$3.37M - $3.73M
|
96.9K
$7.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.51K+ 58.98% |
$188K - $208K
|
6.76K
$546K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-66- 1.16% |
$4.96K - $5.48K
|
5.65K
$457K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.68K+ 3.68% |
$201K - $222K
|
75.6K
$6.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.59K+ 24.91% |
$120K - $132K
|
7.99K
$646K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4.73KNew |
$356K - $393K
|
4.73K
$383K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-360- 1.35% |
$27K - $29.9K
|
26.3K
$2.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-744- 13.79% |
$55.9K - $61.7K
|
4.65K
$376K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
4.51KNew |
$339K - $375K
|
4.51K
$365K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.98K- 10.94% |
$374K - $414K
|
40.6K
$3.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.25K- 6.65% |
$93.6K - $103K
|
17.5K
$1.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
123+ 0.74% |
$9.24K - $10.2K
|
16.8K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-337- 1.92% |
$25.3K - $28K
|
17.2K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-70- 2.18% |
$5.26K - $5.81K
|
3.14K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-992- 2.31% |
$74.5K - $82.3K
|
42K
$3.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-256- 1.34% |
$19.2K - $21.2K
|
18.8K
$1.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
10.5KNew |
$788K - $871K
|
10.5K
$849K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.35K+ 0.78% |
$101K - $112K
|
175K
$14.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-90- 0.66% |
$6.76K - $7.47K
|
13.5K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
5.03K+ 12.04% |
$377K - $417K
|
46.8K
$3.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.65K+ 3.51% |
$274K - $303K
|
108K
$8.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
654+ 14.1% |
$49.1K - $54.3K
|
5.29K
$428K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-204- 2.87% |
$15.3K - $16.9K
|
6.91K
$558K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
311+ 0.79% |
$23.4K - $25.8K
|
39.7K
$3.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
69+ 0.47% |
$5.18K - $5.73K
|
14.8K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-157- 5.25% |
$11.8K - $13K
|
2.83K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
225+ 2.56% |
$16.9K - $18.7K
|
9.01K
$728K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2+ 0.09% |
$150 - $166
|
2.34K
$189K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
17K+ 508.79% |
$1.27M - $1.41M
|
20.3K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.08K+ 107.5% |
$80.7K - $89.2K
|
2.08K
$168K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-92.2K- 11.12% |
$6.93M - $7.65M
|
737K
$59.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-1.08K- 7.86% |
$80.8K - $89.3K
|
12.6K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7.15K+ 4.54% |
$537K - $593K
|
165K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
175+ 0.39% |
$13.1K - $14.5K
|
44.7K
$3.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
344+ 3.54% |
$25.8K - $28.5K
|
10.1K
$813K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-622- 4.38% |
$46.7K - $51.6K
|
13.6K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.07K+ 2.52% |
$230K - $255K
|
125K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
1.25K+ 10.46% |
$94.1K - $104K
|
13.2K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
31.7KNew |
$2.38M - $2.63M
|
31.7K
$2.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13.3K- 36.6% |
$998K - $1.1M
|
23K
$1.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
60New |
$4.51K - $4.98K
|
60
$4.85K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.95K+ 27.87% |
$147K - $162K
|
8.95K
$724K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
313+ 1.41% |
$23.5K - $26K
|
22.6K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.05% |
$376 - $415
|
10K
$809K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-794- 22.38% |
$59.6K - $65.9K
|
2.75K
$223K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.03K- 8.65% |
$228K - $252K
|
32K
$2.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
651New |
$48.9K - $54K
|
651
$52.6K
|