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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.6K+ 31.64% |
$271K - $303K
|
15K
$1.2M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.83K- 3.42% |
$213K - $239K
|
79.8K
$6.42M
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-282- 1.0% |
$21.2K - $23.8K
|
28.1K
$2.26M
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-124- 0.21% |
$9.34K - $10.5K
|
57.7K
$4.64M
|
|
Nov 12, 2024
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
509KNew |
$38.3M - $42.9M
|
509K
$41M
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
26.1K+ 364.06% |
$1.96M - $2.2M
|
33.3K
$2.68M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
37.9KNew |
$2.85M - $3.2M
|
37.9K
$3.05M
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-130K- 19.2% |
$9.78M - $11M
|
546K
$44M
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-337- 4.22% |
$25.4K - $28.4K
|
7.66K
$616K
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
276KNew |
$20.8M - $23.3M
|
276K
$22.2M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
822+ 13.8% |
$61.9K - $69.4K
|
6.78K
$546K
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.63K- 2.38% |
$123K - $138K
|
67K
$5.4M
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.78K+ 32.16% |
$284K - $318K
|
15.5K
$1.25M
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
822+ 49.61% |
$61.9K - $69.4K
|
2.48K
$200K
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
34.7K+ 1.29% |
$2.61M - $2.92M
|
2.73M
$220M
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-50- 0.66% |
$3.77K - $4.22K
|
7.48K
$602K
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-423- 4.86% |
$31.9K - $35.7K
|
8.29K
$668K
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.11K+ 7.69% |
$159K - $178K
|
29.5K
$2.38M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.03% |
$603 - $675
|
26.5K
$2.14M
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
107+ 0.43% |
$8.06K - $9.03K
|
24.8K
$2M
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.84K+ 78.68% |
$214K - $239K
|
6.44K
$518K
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
100KNew |
$7.56M - $8.47M
|
100K
$8.08M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.48MNew |
$111M - $125M
|
1.48M
$119M
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-252- 2.95% |
$19K - $21.3K
|
8.29K
$668K
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-84- 0.16% |
$6.33K - $7.09K
|
50.9K
$4.1M
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-110- 15.17% |
$8.29K - $9.28K
|
615
$49.5K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10.5K+ 15.67% |
$790K - $885K
|
77.4K
$6.24M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-36- 0.92% |
$2.71K - $3.04K
|
3.88K
$312K
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
20.6KNew |
$1.55M - $1.74M
|
20.6K
$1.66M
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.74KNew |
$206K - $231K
|
2.74K
$220K
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.5K+ 8.8% |
$113K - $127K
|
18.6K
$1.49M
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-265- 8.08% |
$20K - $22.4K
|
3.01K
$243K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.74K+ 6.46% |
$131K - $147K
|
28.7K
$2.31M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.35K- 12.68% |
$101K - $114K
|
9.28K
$747K
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
4.1K+ 5.24% |
$309K - $346K
|
82.5K
$6.64M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
584+ 1.36% |
$44K - $49.3K
|
43.5K
$3.5M
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
20.7K+ 9.52% |
$1.56M - $1.75M
|
238K
$19.2M
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
144KNew |
$10.8M - $12.1M
|
144K
$11.6M
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
17.8KNew |
$1.34M - $1.5M
|
17.8K
$1.43M
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3K+ 24.15% |
$226K - $253K
|
15.4K
$1.24M
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
21.7KNew |
$1.63M - $1.83M
|
21.7K
$1.74M
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.82K- 3.52% |
$137K - $154K
|
50K
$4.03M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7+ 0.04% |
$527 - $591
|
17.8K
$1.43M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
37.9K+ 2673.93% |
$2.86M - $3.2M
|
39.4K
$3.17M
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-227- 4.65% |
$17.1K - $19.2K
|
4.66K
$375K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
60.7K+ 21.57% |
$4.57M - $5.12M
|
342K
$27.5M
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
472+ 2.23% |
$35.6K - $39.8K
|
21.6K
$1.74M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
47.5K+ 119.42% |
$3.58M - $4.01M
|
87.3K
$7.03M
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
278+ 1.03% |
$20.9K - $23.5K
|
27.4K
$2.2M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
193+ 1.22% |
$14.5K - $16.3K
|
16.1K
$1.29M
|