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 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-750- 3.56% |
$56.3K - $62.2K
|
20.3K
$1.64M
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-601- 2.24% |
$45.1K - $49.9K
|
26.2K
$2.11M
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-416- 4.12% |
$31.2K - $34.5K
|
9.69K
$780K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
391+ 11.33% |
$29.4K - $32.4K
|
3.84K
$309K
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
4+ 0.13% |
$300 - $332
|
3.19K
$257K
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
10.9KNew |
$816K - $902K
|
10.9K
$875K
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2.29K- 1.5% |
$172K - $190K
|
151K
$12.1M
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
15+ 0.11% |
$1.13K - $1.24K
|
14.3K
$1.15M
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
955+ 8.53% |
$71.7K - $79.3K
|
12.2K
$978K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.74KNew |
$581K - $642K
|
7.74K
$623K
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
525+ 1.93% |
$39.4K - $43.6K
|
27.7K
$2.23M
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
247+ 0.48% |
$18.5K - $20.5K
|
51.8K
$4.17M
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-3.74K- 24.57% |
$281K - $310K
|
11.5K
$925K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-154- 2.45% |
$11.6K - $12.8K
|
6.12K
$493K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-130- 6.37% |
$9.76K - $10.8K
|
1.91K
$154K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.46K+ 11.96% |
$110K - $121K
|
13.7K
$1.1M
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-1.13K- 8.98% |
$84.9K - $93.8K
|
11.4K
$922K
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
19.2K+ 5.71% |
$1.44M - $1.59M
|
355K
$28.6M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.01K- 5.96% |
$75.5K - $83.4K
|
15.9K
$1.28M
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.32K+ 2.64% |
$99.2K - $110K
|
51.4K
$4.14M
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
11.4K+ 57.34% |
$856K - $945K
|
31.3K
$2.52M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-489- 4.25% |
$36.7K - $40.6K
|
11K
$888K
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-315- 2.48% |
$23.7K - $26.1K
|
12.4K
$998K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 0.2% |
$526 - $581
|
3.58K
$288K
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.58K+ 58.7% |
$119K - $131K
|
4.28K
$344K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.06% |
$150 - $166
|
3.17K
$256K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-11.8K- 4.27% |
$883K - $975K
|
264K
$21.2M
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.47% |
$2.03K - $2.24K
|
5.73K
$462K
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
1.46KNew |
$110K - $121K
|
1.46K
$118K
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
27.8K+ 10.77% |
$2.09M - $2.3M
|
285K
$23M
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.09K- 1.12% |
$81.6K - $90.1K
|
95.5K
$7.69M
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-343- 1.33% |
$25.8K - $28.5K
|
25.5K
$2.05M
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-725- 5.21% |
$54.4K - $60.2K
|
13.2K
$1.06M
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1K- 0.73% |
$75.1K - $83K
|
136K
$11M
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
3.81K+ 8.66% |
$286K - $316K
|
47.8K
$3.85M
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$22.5K - $24.9K
|
300
$24.2K
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
38.4K+ 16.68% |
$2.88M - $3.19M
|
269K
$21.6M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
13K+ 39.92% |
$979K - $1.08M
|
45.7K
$3.68M
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 1.29% |
$225 - $249
|
236
$19K
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-112- 0.66% |
$8.41K - $9.29K
|
16.8K
$1.35M
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
10.4KNew |
$783K - $866K
|
10.4K
$840K
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
30.2KNew |
$2.27M - $2.51M
|
30.2K
$2.43M
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-656- 0.62% |
$49.3K - $54.4K
|
106K
$8.51M
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
395+ 4.33% |
$29.7K - $32.8K
|
9.53K
$767K
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-336- 0.91% |
$25.2K - $27.9K
|
36.4K
$2.94M
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
68+ 0.66% |
$5.11K - $5.64K
|
10.4K
$837K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
545+ 8.44% |
$40.9K - $45.2K
|
7.01K
$564K
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.2KNew |
$540K - $597K
|
7.2K
$579K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.08K+ 201.86% |
$81.4K - $90K
|
1.62K
$131K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.5K+ 1.36% |
$940K - $1.04M
|
934K
$75.2M
|