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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-133- 2.49% |
$10.1K - $10.9K
|
5.2K
$419K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-279- 1.81% |
$21.2K - $22.9K
|
15.2K
$1.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-3.14K- 6.47% |
$239K - $258K
|
45.4K
$3.66M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1- 0.04% |
$76.1 - $82.2
|
2.78K
$224K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
68New |
$5.17K - $5.59K
|
68
$5.48K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-129- 1.85% |
$9.82K - $10.6K
|
6.83K
$550K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-865- 3.06% |
$65.8K - $71.1K
|
27.4K
$2.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-15- 0.27% |
$1.14K - $1.23K
|
5.54K
$446K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-128- 2.33% |
$9.74K - $10.5K
|
5.37K
$432K
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
32.5KNew |
$2.47M - $2.67M
|
32.5K
$2.62M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
87New |
$6.62K - $7.15K
|
87
$7.01K
|
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-89- 2.59% |
$6.77K - $7.31K
|
3.35K
$270K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
20+ 7.35% |
$1.52K - $1.64K
|
292
$23.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
3.36KNew |
$256K - $276K
|
3.36K
$271K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-5.23K- 17.4% |
$398K - $430K
|
24.8K
$2M
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.78KNew |
$211K - $228K
|
2.78K
$224K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
560+ 0.12% |
$42.6K - $46K
|
459K
$37M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-58- 2.07% |
$4.41K - $4.77K
|
2.74K
$221K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
323New |
$24.6K - $26.5K
|
323
$26K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
19.7KNew |
$1.5M - $1.62M
|
19.7K
$1.59M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.03% |
$76.1 - $82.2
|
3.19K
$257K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-6- 0.12% |
$457 - $493
|
5.1K
$411K
|
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
SELL
|
- |
-350- 2.96% |
$26.6K - $28.8K
|
11.5K
$923K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.33K+ 65.99% |
$253K - $273K
|
8.37K
$674K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-654- 1.54% |
$49.8K - $53.7K
|
41.9K
$3.38M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
517New |
$39.3K - $42.5K
|
517
$41.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
12+ 0.27% |
$913 - $986
|
4.5K
$362K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-2.25K- 29.61% |
$171K - $185K
|
5.35K
$431K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
65+ 2.73% |
$4.95K - $5.34K
|
2.44K
$197K
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
3.2KNew |
$244K - $263K
|
3.2K
$258K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-25- 0.56% |
$1.9K - $2.05K
|
4.43K
$357K
|
|
|
Jul 15, 2024
Q2 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-4.85K- 61.35% |
$369K - $398K
|
3.05K
$246K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.68KNew |
$128K - $138K
|
1.68K
$136K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-9.48K- 26.69% |
$721K - $779K
|
26K
$2.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-36.4K- 93.42% |
$2.77M - $2.99M
|
2.57K
$207K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-815- 10.18% |
$62K - $67K
|
7.19K
$579K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
137New |
$10.4K - $11.3K
|
137
$11K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.16K- 47.81% |
$164K - $177K
|
2.36K
$190K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-37- 1.3% |
$2.82K - $3.04K
|
2.82K
$227K
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.86K- 1.42% |
$218K - $235K
|
198K
$15.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
565New |
$43K - $46.4K
|
565
$45.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
600+ 4.11% |
$45.7K - $49.3K
|
15.2K
$1.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
CALL |
15.3K+ 14028.44% |
$1.16M - $1.26M
|
15.4K
$1.24M
|
|
|
Jul 10, 2024
Q2 2024
|
Pacific Wealth Management
|
BUY
|
- |
2.84KNew |
$216K - $233K
|
2.84K
$228K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
33+ 75.0% |
$2.51K - $2.71K
|
77
$6.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-172- 4.8% |
$13.1K - $14.1K
|
3.41K
$275K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.08KNew |
$81.8K - $88.3K
|
1.08K
$86.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
441New |
$33.6K - $36.2K
|
441
$35.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
135New |
$10.3K - $11.1K
|
135
$10.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-255- 17.96% |
$19.4K - $21K
|
1.17K
$93.8K
|