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
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-2.17K- 5.04% |
$163K - $183K
|
40.8K
$3.28M
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.43K+ 0.42% |
$183K - $205K
|
575K
$46.3M
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
2.53KNew |
$191K - $214K
|
2.53K
$204K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.56K- 13.24% |
$117K - $131K
|
10.2K
$821K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
999New |
$75.2K - $84.3K
|
999
$80.4K
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-100- 1.61% |
$7.53K - $8.44K
|
6.12K
$493K
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.37K- 30.15% |
$103K - $116K
|
3.17K
$255K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
68+ 0.38% |
$5.12K - $5.74K
|
17.9K
$1.44M
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
289+ 2.3% |
$21.8K - $24.4K
|
12.9K
$1.04M
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
13.7K+ 2.15% |
$1.03M - $1.15M
|
649K
$52.3M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
55.8KNew |
$4.2M - $4.71M
|
55.8K
$4.49M
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
90+ 0.49% |
$6.78K - $7.59K
|
18.3K
$1.47M
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
174KNew |
$13.1M - $14.7M
|
174K
$14M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-264- 3.54% |
$19.9K - $22.3K
|
7.2K
$579K
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-402- 9.06% |
$30.3K - $33.9K
|
4.04K
$325K
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-20- 0.4% |
$1.51K - $1.69K
|
4.92K
$396K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
163KNew |
$12.3M - $13.8M
|
163K
$13.1M
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
83+ 1.92% |
$6.25K - $7K
|
4.4K
$354K
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
7.32KNew |
$551K - $617K
|
7.32K
$589K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.21K- 1.61% |
$468K - $524K
|
379K
$30.5M
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.43KNew |
$560K - $627K
|
7.43K
$599K
|
|
Nov 08, 2024
Q3 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-36.5K- 34.19% |
$2.75M - $3.08M
|
70.3K
$5.66M
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-22- 0.2% |
$1.66K - $1.86K
|
11.3K
$906K
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
1.42K+ 2.48% |
$107K - $120K
|
58.9K
$4.74M
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-313- 1.49% |
$23.6K - $26.4K
|
20.6K
$1.66M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-5.96K- 1.67% |
$449K - $503K
|
351K
$28.3M
|
|
Nov 07, 2024
Q3 2024
|
Bck Capital Management LP
Stamford, CT |
SELL
|
PUT |
-3.9K- 18.57% |
$294K - $329K
|
17.1K
$1.38M
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-40- 0.94% |
$3.01K - $3.37K
|
4.2K
$338K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.01K+ 4.95% |
$227K - $254K
|
63.7K
$5.13M
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
51.9K+ 8.54% |
$3.91M - $4.38M
|
659K
$53.1M
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.84K- 3.41% |
$214K - $240K
|
80.4K
$6.48M
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.74K+ 487.36% |
$131K - $146K
|
2.09K
$168K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.94K+ 0.57% |
$372K - $417K
|
865K
$69.7M
|
|
Nov 07, 2024
Q3 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
103KNew |
$7.77M - $8.7M
|
103K
$8.31M
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.14K+ 73.35% |
$161K - $180K
|
5.05K
$407K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-57.2K- 5.28% |
$4.31M - $4.83M
|
1.03M
$82.7M
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-620- 17.91% |
$46.7K - $52.3K
|
2.84K
$229K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
25K+ 94.48% |
$1.88M - $2.11M
|
51.4K
$4.14M
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
16.4KNew |
$1.23M - $1.38M
|
16.4K
$1.32M
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-103K- 35.47% |
$7.74M - $8.66M
|
187K
$15M
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-20- 0.44% |
$1.51K - $1.69K
|
4.52K
$364K
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-3.93K- 40.29% |
$296K - $331K
|
5.82K
$469K
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-30.5K- 27.54% |
$2.3M - $2.58M
|
80.3K
$6.47M
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
2.39KNew |
$180K - $202K
|
2.39K
$193K
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
717K+ 553.65% |
$54M - $60.5M
|
847K
$68.2M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-214K- 2.45% |
$16.2M - $18.1M
|
8.55M
$689M
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
130KNew |
$9.79M - $11M
|
130K
$10.5M
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
275New |
$20.7K - $23.2K
|
275
$22.1K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
341+ 3.18% |
$25.7K - $28.8K
|
11.1K
$891K
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-186- 2.12% |
$14K - $15.7K
|
8.57K
$690K
|