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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.91KNew |
$257K - $295K
|
3.91K
$311K
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.35K- 32.76% |
$88.9K - $102K
|
2.77K
$221K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.54K- 77.88% |
$101K - $116K
|
437
$34.8K
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.69K- 36.86% |
$111K - $128K
|
2.9K
$231K
|
|
Feb 13, 2024
Q4 2023
|
Burgundy Asset Management Ltd.
Toronto, A6 |
BUY
|
- |
394KNew |
$25.9M - $29.7M
|
394K
$31.4M
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
49KNew |
$3.23M - $3.7M
|
49K
$3.9M
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-576- 83.12% |
$37.9K - $43.5K
|
117
$9.32K
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
3.36KNew |
$221K - $254K
|
3.36K
$268K
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
28+ 0.78% |
$1.84K - $2.11K
|
3.62K
$288K
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
50+ 1.24% |
$3.29K - $3.77K
|
4.07K
$324K
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-31.3K- 76.23% |
$2.06M - $2.36M
|
9.75K
$777K
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-3.54K- 7.22% |
$233K - $267K
|
45.5K
$3.62M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
31.2KNew |
$2.05M - $2.35M
|
31.2K
$2.48M
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.72KNew |
$245K - $281K
|
3.72K
$296K
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-2.11K- 15.95% |
$139K - $159K
|
11.1K
$885K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
486New |
$32K - $36.7K
|
486
$38.7K
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2- 0.04% |
$132 - $151
|
5.62K
$447K
|
|
Feb 12, 2024
Q4 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
133KNew |
$8.76M - $10M
|
133K
$10.6M
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-603- 7.03% |
$39.7K - $45.5K
|
7.97K
$635K
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
95.5K+ 1583.27% |
$6.29M - $7.21M
|
102K
$8.08M
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.45KNew |
$161K - $185K
|
2.45K
$195K
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
5.06KNew |
$333K - $382K
|
5.06K
$403K
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-192- 6.23% |
$12.6K - $14.5K
|
2.89K
$230K
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-138- 0.43% |
$9.09K - $10.4K
|
32K
$2.55M
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
3.35KNew |
$220K - $252K
|
3.35K
$266K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.76KNew |
$182K - $208K
|
2.76K
$220K
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$65.8 - $75.5
|
8.33K
$664K
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-8.78K- 7.92% |
$578K - $663K
|
102K
$8.14M
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
7.61K+ 29.17% |
$501K - $574K
|
33.7K
$2.68M
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-63.6K- 76.27% |
$4.19M - $4.8M
|
19.8K
$1.58M
|
|
Feb 09, 2024
Q4 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
164KNew |
$10.8M - $12.4M
|
164K
$13.1M
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.2K+ 23.66% |
$78.8K - $90.3K
|
6.26K
$498K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.19K+ 5.44% |
$342K - $391K
|
101K
$8.01M
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
224New |
$14.7K - $16.9K
|
224
$17.8K
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.91KNew |
$324K - $371K
|
4.91K
$391K
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
347New |
$22.8K - $26.2K
|
347
$27.6K
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
240New |
$15.8K - $18.1K
|
240
$19.1K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
195+ 30.56% |
$12.8K - $14.7K
|
833
$66.3K
|
|
Feb 08, 2024
Q4 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-1.11K- 1.6% |
$72.8K - $83.4K
|
67.8K
$5.4M
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
2.82KNew |
$186K - $213K
|
2.82K
$225K
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
500New |
$32.9K - $37.7K
|
500
$39.8K
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-29.1K- 82.75% |
$1.91M - $2.19M
|
6.06K
$482K
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
261+ 0.64% |
$17.2K - $19.7K
|
41.2K
$3.28M
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-475- 4.1% |
$31.3K - $35.8K
|
11.1K
$886K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
54New |
$3.56K - $4.08K
|
54
$4.3K
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-500- 1.44% |
$32.9K - $37.7K
|
34.1K
$2.72M
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
3.79K+ 8.39% |
$250K - $286K
|
49K
$3.9M
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
6.84KNew |
$450K - $516K
|
6.84K
$545K
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.83KNew |
$186K - $213K
|
2.83K
$225K
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
4.13K+ 25.33% |
$272K - $312K
|
20.4K
$1.63M
|