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 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.15K- 3.8% |
$162K - $181K
|
54.3K
$4.37M
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-607- 2.48% |
$45.7K - $51.2K
|
23.9K
$1.92M
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
10.5K+ 41.98% |
$793K - $888K
|
35.6K
$2.87M
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
131+ 0.24% |
$9.87K - $11.1K
|
53.7K
$4.33M
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
3.79KNew |
$286K - $320K
|
3.79K
$306K
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-10.3K- 5.15% |
$774K - $867K
|
189K
$15.2M
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-188- 2.55% |
$14.2K - $15.9K
|
7.19K
$579K
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-14.6K- 78.32% |
$1.1M - $1.24M
|
4.05K
$326K
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
10.9KNew |
$819K - $917K
|
10.9K
$875K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-662- 10.55% |
$49.9K - $55.9K
|
5.61K
$452K
|
|
Oct 29, 2024
Q3 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
560+ 14.06% |
$42.2K - $47.2K
|
4.54K
$366K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
888+ 431.07% |
$66.9K - $74.9K
|
1.09K
$88.1K
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
4.26KNew |
$321K - $359K
|
4.26K
$343K
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-50- 1.82% |
$3.77K - $4.22K
|
2.69K
$217K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46.2K+ 14.48% |
$3.48M - $3.9M
|
366K
$29.4M
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
2.53KNew |
$191K - $214K
|
2.53K
$204K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
850+ 87.9% |
$64K - $71.7K
|
1.82K
$146K
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
159+ 1.02% |
$12K - $13.4K
|
15.8K
$1.27M
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
6.22KNew |
$469K - $525K
|
6.22K
$501K
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
45.8KNew |
$3.45M - $3.87M
|
45.8K
$3.69M
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
100KNew |
$7.53M - $8.44M
|
100K
$8.05M
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.14K- 11.33% |
$161K - $180K
|
16.7K
$1.35M
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3+ 0.1% |
$226 - $253
|
3.1K
$249K
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.43KNew |
$183K - $205K
|
2.43K
$196K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-20- 1.83% |
$1.51K - $1.69K
|
1.07K
$86.2K
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-250- 1.18% |
$18.8K - $21.1K
|
21K
$1.69M
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200- 3.22% |
$15.1K - $16.9K
|
6.01K
$484K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-195- 27.08% |
$14.7K - $16.5K
|
525
$42.3K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.43KNew |
$183K - $205K
|
2.43K
$196K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
7.57K+ 18.16% |
$570K - $639K
|
49.3K
$3.97M
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-23.5K- 4.34% |
$1.77M - $1.98M
|
517K
$41.6M
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
2.55KNew |
$192K - $215K
|
2.55K
$205K
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-556- 18.62% |
$41.9K - $46.9K
|
2.43K
$196K
|
|
Oct 24, 2024
Q3 2024
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-8.01K- 12.55% |
$603K - $676K
|
55.8K
$4.49M
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-50- 1.28% |
$3.77K - $4.22K
|
3.86K
$311K
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.44KNew |
$184K - $206K
|
2.44K
$196K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
36+ 0.06% |
$2.71K - $3.04K
|
63.6K
$5.12M
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-200- 2.5% |
$15.1K - $16.9K
|
7.81K
$629K
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
70New |
$5.27K - $5.91K
|
70
$5.64K
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
30.8KNew |
$2.32M - $2.6M
|
30.8K
$2.48M
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
690+ 1.9% |
$52K - $58.2K
|
37K
$2.98M
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
103+ 1.99% |
$7.76K - $8.69K
|
5.27K
$425K
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-16.3K- 51.94% |
$1.23M - $1.37M
|
15.1K
$1.21M
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
7.59KNew |
$571K - $640K
|
7.59K
$611K
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
2.43KNew |
$183K - $205K
|
2.43K
$196K
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-85- 0.34% |
$6.4K - $7.17K
|
25.1K
$2.02M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-442- 4.91% |
$33.3K - $37.3K
|
8.55K
$689K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2K- 78.38% |
$151K - $169K
|
552
$44.5K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-661- 2.25% |
$49.8K - $55.8K
|
28.8K
$2.32M
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
3.13KNew |
$236K - $264K
|
3.13K
$252K
|