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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.36K+ 45.48% |
$419K - $480K
|
20.4K
$1.73M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.6KNew |
$303K - $347K
|
4.6K
$390K
|
|
|
Jan 23, 2024
Q4 2023
|
Family Capital Trust CO
|
BUY
|
- |
8.91KNew |
$586K - $672K
|
8.91K
$756K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
154+ 2.34% |
$10.1K - $11.6K
|
6.73K
$571K
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
23.7KNew |
$1.56M - $1.79M
|
23.7K
$2.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-30- 4.32% |
$1.98K - $2.26K
|
664
$56.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
5.02KNew |
$330K - $379K
|
5.02K
$426K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.75KNew |
$115K - $132K
|
1.75K
$149K
|
|
|
Jan 19, 2024
Q4 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
2.85KNew |
$188K - $215K
|
2.85K
$242K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-117- 3.21% |
$7.7K - $8.83K
|
3.53K
$300K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
307New |
$20.2K - $23.2K
|
307
$26.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.18K- 2.74% |
$143K - $164K
|
77.2K
$6.56M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-871- 21.26% |
$57.3K - $65.7K
|
3.23K
$274K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-6.6K- 29.09% |
$435K - $498K
|
16.1K
$1.37M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.6K+ 13.41% |
$171K - $196K
|
22K
$1.87M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.55KNew |
$168K - $193K
|
2.55K
$217K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.58KNew |
$104K - $119K
|
1.58K
$134K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
62New |
$4.08K - $4.68K
|
62
$5.26K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.8KNew |
$185K - $212K
|
2.8K
$238K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
3KNew |
$198K - $226K
|
3K
$255K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
3.06K+ 2.24% |
$202K - $231K
|
140K
$11.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-857- 24.03% |
$56.4K - $64.7K
|
2.71K
$230K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
9.8K+ 6.26% |
$645K - $739K
|
166K
$14.1M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-47- 0.38% |
$3.09K - $3.55K
|
12.3K
$1.04M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
11+ 0.15% |
$724 - $830
|
7.5K
$637K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-372- 4.36% |
$24.5K - $28.1K
|
8.16K
$693K
|
|
| Q3 2023 | |||||||
|
Mar 04, 2025
Q3 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-34- 0.3% |
$2.33K - $2.53K
|
11.1K
$945K
|
|
|
Feb 04, 2025
Q3 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-143K- 79.3% |
$9.81M - $10.7M
|
37.3K
$3.17M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
2.36K+ 47.68% |
$162K - $176K
|
7.31K
$621K
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-21.2KClosed |
$1.45M - $1.58M
|
0
$0
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
14.6KNew |
$1M - $1.09M
|
14.6K
$1.24M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
26.4K+ 100.0% |
$1.81M - $1.97M
|
52.8K
$4.48M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
170+ 1.87% |
$11.7K - $12.7K
|
9.24K
$785K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.14K- 19.17% |
$147K - $160K
|
9.03K
$767K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
71+ 35.15% |
$4.87K - $5.29K
|
273
$23.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
28.7K+ 555.07% |
$1.97M - $2.14M
|
33.9K
$2.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.01M+ 24.83% |
$69.4M - $75.4M
|
5.09M
$432M
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
64.6KNew |
$4.43M - $4.81M
|
64.6K
$5.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
CALL |
1.5MNew |
$103M - $112M
|
1.5M
$127M
|
|
|
Nov 14, 2023
Q3 2023
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$722K - $784K
|
10.5K
$894K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.33K- 88.64% |
$160K - $174K
|
299
$25.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
6.07KNew |
$416K - $452K
|
6.07K
$515K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
5.13KNew |
$352K - $382K
|
5.13K
$435K
|
|
|
Nov 14, 2023
Q3 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
32KNew |
$2.19M - $2.38M
|
32K
$2.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-53.6K- 14.17% |
$3.67M - $3.99M
|
325K
$27.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-30- 4.2% |
$2.06K - $2.23K
|
685
$58.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
221+ 112.18% |
$15.2K - $16.5K
|
418
$35.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.11KNew |
$350K - $380K
|
5.11K
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-5.19K- 98.39% |
$356K - $387K
|
85
$7.22K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-53.6K- 93.56% |
$3.68M - $3.99M
|
3.69K
$313K
|
|