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 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-24- 0.01% |
$1.8K - $1.99K
|
385K
$31M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-709- 8.15% |
$53.2K - $58.8K
|
7.99K
$644K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
109New |
$8.19K - $9.05K
|
109
$8.78K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-24- 3.41% |
$1.8K - $1.99K
|
680
$54.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
7.31K+ 15.39% |
$549K - $607K
|
54.8K
$4.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
3.86K+ 19.43% |
$290K - $320K
|
23.7K
$1.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-565- 0.45% |
$42.4K - $46.9K
|
125K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
6.72K+ 2.91% |
$505K - $558K
|
238K
$19.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
331+ 0.28% |
$24.9K - $27.5K
|
117K
$9.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-72- 0.09% |
$5.41K - $5.98K
|
79.2K
$6.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
13.9K+ 363.6% |
$1.04M - $1.15M
|
17.7K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
49.4KNew |
$3.71M - $4.1M
|
49.4K
$3.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
211+ 0.85% |
$15.8K - $17.5K
|
25K
$2.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
22.9K+ 31.78% |
$1.72M - $1.9M
|
95.1K
$7.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1.08K+ 13.73% |
$81K - $89.5K
|
8.94K
$720K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-4- 0.07% |
$300 - $332
|
5.89K
$474K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
555+ 3.84% |
$41.7K - $46.1K
|
15K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.26K- 16.56% |
$170K - $188K
|
11.4K
$918K
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-300- 1.02% |
$22.5K - $24.9K
|
29K
$2.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
38+ 1.26% |
$2.85K - $3.15K
|
3.07K
$247K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.2K- 25.45% |
$90.4K - $99.9K
|
3.53K
$284K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.15K- 8.06% |
$86.4K - $95.5K
|
13.1K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.13KNew |
$235K - $259K
|
3.13K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.26K+ 6.4% |
$395K - $437K
|
87.5K
$7.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.11KNew |
$233K - $258K
|
3.11K
$250K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
10+ 0.35% |
$751 - $830
|
2.87K
$231K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
13+ 0.15% |
$976 - $1.08K
|
8.55K
$688K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.67K- 12.14% |
$126K - $139K
|
12.1K
$975K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.66K+ 26.38% |
$125K - $138K
|
7.96K
$641K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1- 0.02% |
$75.1 - $83
|
5.23K
$421K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.87K+ 54.37% |
$741K - $819K
|
28K
$2.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.38K+ 28.86% |
$254K - $280K
|
15.1K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-187- 0.5% |
$14K - $15.5K
|
37.3K
$3M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
111+ 1.33% |
$8.34K - $9.21K
|
8.48K
$683K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
25+ 0.93% |
$1.88K - $2.07K
|
2.72K
$219K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-10- 0.37% |
$751 - $830
|
2.69K
$217K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
60+ 2.39% |
$4.51K - $4.98K
|
2.57K
$207K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-1.5K- 20.0% |
$113K - $124K
|
6K
$483K
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-11.9K- 39.25% |
$894K - $988K
|
18.4K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.47K- 12.56% |
$336K - $371K
|
31.1K
$2.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
23.7K+ 353.21% |
$1.78M - $1.97M
|
30.5K
$2.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
867+ 0.68% |
$65.1K - $72K
|
129K
$10.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-15- 0.06% |
$1.13K - $1.24K
|
24.4K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.33K+ 79.07% |
$475K - $525K
|
14.3K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-31- 0.02% |
$2.33K - $2.57K
|
181K
$14.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.89K+ 16.52% |
$217K - $240K
|
20.4K
$1.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-166- 0.78% |
$12.5K - $13.8K
|
21.2K
$1.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.17K+ 9.89% |
$163K - $180K
|
24.2K
$1.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-226K- 97.56% |
$16.9M - $18.7M
|
5.64K
$454K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-599- 91.87% |
$45K - $49.7K
|
53
$4.27K
|