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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.56K+ 22.3% |
$568K - $628K
|
41.5K
$3.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-51.8K- 72.92% |
$3.89M - $4.3M
|
19.2K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-551- 6.5% |
$41.4K - $45.7K
|
7.92K
$631K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
13.5K+ 768.61% |
$1.01M - $1.12M
|
15.2K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
7.1K+ 17.85% |
$533K - $589K
|
46.8K
$3.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.9K+ 8.64% |
$293K - $323K
|
49K
$3.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
7+ 0.34% |
$526 - $581
|
2.08K
$166K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-233- 1.04% |
$17.5K - $19.3K
|
22.2K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
BUY
|
- |
807+ 25.16% |
$60.6K - $67K
|
4.01K
$320K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2.99K- 14.6% |
$224K - $248K
|
17.5K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.01% |
$75.1 - $83
|
11.4K
$907K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.3K+ 1.54% |
$548K - $606K
|
481K
$38.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
373+ 1.26% |
$28K - $31K
|
30K
$2.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-105- 95.45% |
$7.89K - $8.71K
|
5
$398
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
38.2KNew |
$2.87M - $3.17M
|
38.2K
$3.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
24K+ 8.38% |
$1.81M - $1.99M
|
311K
$24.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
309+ 9.33% |
$23.2K - $25.6K
|
3.62K
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
11.5K+ 2.32% |
$867K - $958K
|
509K
$40.6M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.76K- 24.72% |
$207K - $229K
|
8.4K
$669K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
296New |
$22.2K - $24.6K
|
296
$23.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
3.39KNew |
$255K - $281K
|
3.39K
$270K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
435+ 8.98% |
$32.7K - $36.1K
|
5.28K
$420K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-11.2K- 23.0% |
$839K - $927K
|
37.4K
$2.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
825+ 1.61% |
$62K - $68.5K
|
52K
$4.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-3.42K- 23.11% |
$257K - $284K
|
11.4K
$906K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
293+ 1.13% |
$22K - $24.3K
|
26.3K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-961- 14.88% |
$72.2K - $79.8K
|
5.5K
$438K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-169- 1.13% |
$12.7K - $14K
|
14.8K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
203K+ 5317.21% |
$15.2M - $16.8M
|
207K
$16.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
535+ 2.96% |
$40.2K - $44.4K
|
18.6K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
253+ 0.23% |
$19K - $21K
|
109K
$8.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
76+ 0.14% |
$5.71K - $6.31K
|
53.1K
$4.23M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.7K+ 1.79% |
$2.01M - $2.22M
|
1.52M
$121M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-200- 20.0% |
$15K - $16.6K
|
800
$63.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
581+ 3.58% |
$43.6K - $48.2K
|
16.8K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
416+ 0.73% |
$31.2K - $34.5K
|
57.6K
$4.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
12.4K+ 7.87% |
$931K - $1.03M
|
170K
$13.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-417- 1.9% |
$31.3K - $34.6K
|
21.5K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
107K+ 46.32% |
$8.02M - $8.86M
|
337K
$26.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
65.3KNew |
$4.9M - $5.42M
|
65.3K
$5.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.7K- 43.66% |
$1.03M - $1.14M
|
17.7K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.04KNew |
$77.7K - $85.9K
|
1.04K
$82.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
417New |
$31.3K - $34.6K
|
417
$33.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
179K+ 4798.87% |
$13.4M - $14.9M
|
183K
$14.6M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
72.1K+ 3.6% |
$5.42M - $5.99M
|
2.07M
$165M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
240+ 2.07% |
$18K - $19.9K
|
11.8K
$942K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-426- 0.86% |
$32K - $35.4K
|
49K
$3.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
1.67K+ 10.08% |
$126K - $139K
|
18.3K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
19+ 0.43% |
$1.43K - $1.58K
|
4.44K
$354K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.68K+ 5.27% |
$126K - $139K
|
33.6K
$2.67M
|