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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
125+ 0.81% |
$10.9K - $11.7K
|
15.6K
$1.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-108- 1.1% |
$9.43K - $10.1K
|
9.7K
$924K
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-25- 0.47% |
$2.18K - $2.34K
|
5.3K
$505K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.15K- 1.9% |
$100K - $108K
|
59.4K
$5.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-701- 7.76% |
$61.2K - $65.6K
|
8.34K
$794K
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.25K- 35.4% |
$109K - $117K
|
2.28K
$217K
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
SELL
|
- |
-542- 6.52% |
$47.3K - $50.7K
|
7.77K
$740K
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-28.5K- 36.19% |
$2.48M - $2.66M
|
50.2K
$4.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-2.15K- 21.99% |
$188K - $201K
|
7.64K
$727K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-7- 0.12% |
$611 - $655
|
5.81K
$553K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
13.1K+ 1.63% |
$1.15M - $1.23M
|
820K
$78.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
789+ 33.17% |
$68.9K - $73.9K
|
3.17K
$302K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-325- 11.3% |
$28.4K - $30.4K
|
2.55K
$243K
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-4.39K- 52.62% |
$383K - $410K
|
3.95K
$376K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
343+ 10.64% |
$29.9K - $32.1K
|
3.57K
$340K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-6.46K- 1.64% |
$564K - $604K
|
387K
$36.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-238K- 18.48% |
$20.8M - $22.3M
|
1.05M
$100M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-108- 2.16% |
$9.43K - $10.1K
|
4.9K
$467K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-243- 7.54% |
$21.2K - $22.7K
|
2.98K
$284K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
6.8K+ 9.82% |
$594K - $637K
|
76K
$7.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-946- 1.67% |
$82.6K - $88.6K
|
55.6K
$5.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
324+ 1.32% |
$28.3K - $30.3K
|
24.9K
$2.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
8+ 0.14% |
$698 - $749
|
5.87K
$559K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
16+ 0.49% |
$1.4K - $1.5K
|
3.3K
$314K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.12K- 30.99% |
$360K - $386K
|
9.18K
$874K
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-50- 0.2% |
$4.36K - $4.68K
|
25.4K
$2.42M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.19K- 2.54% |
$802K - $861K
|
353K
$33.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
21.9K+ 40.25% |
$1.91M - $2.05M
|
76.2K
$7.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Ti Trust, Inc
|
BUY
|
- |
85+ 1.18% |
$7.42K - $7.96K
|
7.28K
$693K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.87K+ 111.72% |
$338K - $362K
|
7.33K
$699K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
16KNew |
$1.4M - $1.5M
|
16K
$1.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-21- 0.15% |
$1.83K - $1.97K
|
13.6K
$1.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.58K+ 9.57% |
$138K - $148K
|
18.1K
$1.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
223+ 0.85% |
$19.5K - $20.9K
|
26.5K
$2.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.8K- 2.81% |
$157K - $169K
|
62.3K
$5.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.6K+ 3.7% |
$576K - $618K
|
185K
$17.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-21.9K- 4.79% |
$1.91M - $2.05M
|
435K
$41.4M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-375- 2.25% |
$32.7K - $35.1K
|
16.3K
$1.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Verger Capital Management LLC
|
BUY
|
- |
9.61K+ 3.43% |
$839K - $900K
|
290K
$27.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-283- 0.32% |
$24.7K - $26.5K
|
88.7K
$8.45M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.02K- 17.53% |
$88.8K - $95.2K
|
4.79K
$456K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.88K+ 41.07% |
$252K - $270K
|
9.91K
$944K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-126- 1.9% |
$11K - $11.8K
|
6.52K
$621K
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-350- 1.01% |
$30.6K - $32.8K
|
34.2K
$3.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
68+ 0.69% |
$5.94K - $6.37K
|
9.96K
$949K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-361- 7.22% |
$31.5K - $33.8K
|
4.64K
$442K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.2K- 0.63% |
$892K - $957K
|
1.61M
$153M
|
|
|
Oct 22, 2025
Q3 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
575+ 8.41% |
$50.2K - $53.8K
|
7.41K
$706K
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-6.58K- 4.16% |
$574K - $616K
|
151K
$14.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.5K- 3.51% |
$131K - $140K
|
41.2K
$3.93M
|
|