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 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12+ 27.91% |
$904 - $1.01K
|
55
$4.43K
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
252New |
$19K - $21.3K
|
252
$20.3K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
140New |
$10.5K - $11.8K
|
140
$11.3K
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-51- 2.63% |
$3.84K - $4.3K
|
1.89K
$152K
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.36K+ 503.84% |
$178K - $199K
|
2.83K
$228K
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.49KNew |
$187K - $210K
|
2.49K
$200K
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-145- 4.27% |
$10.9K - $12.2K
|
3.25K
$262K
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2.41KNew |
$182K - $203K
|
2.41K
$194K
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-320- 2.06% |
$24.1K - $27K
|
15.2K
$1.22M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
56+ 0.99% |
$4.22K - $4.72K
|
5.7K
$459K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-493- 1.36% |
$37.1K - $41.6K
|
35.7K
$2.87M
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-2.73K- 9.23% |
$205K - $230K
|
26.8K
$2.16M
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
4.46KNew |
$336K - $376K
|
4.46K
$359K
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
120+ 0.66% |
$9.04K - $10.1K
|
18.4K
$1.48M
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-430- 3.97% |
$32.4K - $36.3K
|
10.4K
$838K
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
56+ 373.33% |
$4.22K - $4.72K
|
71
$5.72K
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-2.8K- 13.52% |
$211K - $236K
|
17.9K
$1.44M
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
686+ 0.64% |
$51.7K - $57.9K
|
108K
$8.68M
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
159+ 4.54% |
$12K - $13.4K
|
3.66K
$295K
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
263+ 8.73% |
$19.8K - $22.2K
|
3.27K
$264K
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.41KNew |
$181K - $203K
|
2.41K
$194K
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-500- 15.62% |
$37.7K - $42.2K
|
2.7K
$218K
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
678+ 4.39% |
$51.1K - $57.2K
|
16.1K
$1.3M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-775- 6.99% |
$58.4K - $65.4K
|
10.3K
$830K
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
3.18K+ 24.6% |
$240K - $268K
|
16.1K
$1.3M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-525- 1.51% |
$39.5K - $44.3K
|
34.2K
$2.76M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-390- 95.12% |
$29.4K - $32.9K
|
20
$1.61K
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-54- 0.83% |
$4.07K - $4.56K
|
6.49K
$523K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
520+ 7.11% |
$39.2K - $43.9K
|
7.83K
$631K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-29.8K- 1.44% |
$2.25M - $2.52M
|
2.04M
$165M
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
4+ 0.08% |
$301 - $337
|
5.11K
$412K
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
109New |
$8.21K - $9.2K
|
109
$8.78K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.74K- 27.85% |
$432K - $484K
|
14.9K
$1.2M
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.46K- 6.3% |
$110K - $123K
|
21.7K
$1.74M
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2.91KNew |
$219K - $245K
|
2.91K
$234K
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
70.6KNew |
$5.32M - $5.96M
|
70.6K
$5.69M
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-136- 5.29% |
$10.2K - $11.5K
|
2.43K
$196K
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.62KNew |
$197K - $221K
|
2.62K
$211K
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-260- 36.62% |
$19.6K - $21.9K
|
450
$36.2K
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-20- 0.73% |
$1.51K - $1.69K
|
2.72K
$219K
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
55.2K+ 448.55% |
$4.16M - $4.66M
|
67.6K
$5.44M
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
490+ 16.07% |
$36.9K - $41.3K
|
3.54K
$285K
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-400- 1.68% |
$30.1K - $33.7K
|
23.4K
$1.89M
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-275- 21.88% |
$20.7K - $23.2K
|
982
$79.1K
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8.66K+ 2.57% |
$652K - $730K
|
345K
$27.8M
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.2K+ 43.25% |
$90.2K - $101K
|
3.97K
$320K
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
387+ 3.73% |
$29.1K - $32.7K
|
10.8K
$867K
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
1.45K+ 31.67% |
$109K - $122K
|
6.02K
$484K
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.85K- 1.29% |
$139K - $156K
|
141K
$11.4M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
228+ 3.03% |
$17.2K - $19.2K
|
7.74K
$624K
|