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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.11KNew |
$350K - $380K
|
5.11K
$418K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-5.19K- 98.39% |
$356K - $387K
|
85
$6.95K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-53.6K- 93.56% |
$3.68M - $3.99M
|
3.69K
$302K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.9K- 32.19% |
$267K - $290K
|
8.21K
$672K
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-4.03K- 3.52% |
$276K - $300K
|
110K
$9.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-5.45K- 2.65% |
$373K - $406K
|
200K
$16.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.75K+ 12.69% |
$257K - $279K
|
33.3K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
57.4K+ 15.44% |
$3.94M - $4.27M
|
429K
$35.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
7.83K+ 5.36% |
$537K - $583K
|
154K
$12.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-8.1K- 92.05% |
$555K - $603K
|
700
$57.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
384+ 13.89% |
$26.3K - $28.6K
|
3.15K
$258K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-90- 0.45% |
$6.17K - $6.7K
|
19.8K
$1.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.69K- 57.21% |
$458K - $498K
|
5K
$409K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-161K- 8.84% |
$11M - $12M
|
1.66M
$136M
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-1.24K- 7.54% |
$84.7K - $92K
|
15.1K
$1.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
209New |
$14.3K - $15.6K
|
209
$17.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
799+ 19.45% |
$54.8K - $59.5K
|
4.91K
$401K
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-237- 3.27% |
$16.2K - $17.6K
|
7.02K
$574K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
PUT |
-5.58M- 100.0% |
$383M - $416M
|
90
$7.36K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
658New |
$45.1K - $49K
|
658
$53.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
231KNew |
$15.9M - $17.2M
|
231K
$18.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-368- 1.67% |
$25.2K - $27.4K
|
21.7K
$1.78M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
1.25K+ 5.0% |
$85.8K - $93.2K
|
26.3K
$2.15M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6.35KNew |
$435K - $473K
|
6.35K
$520K
|
|
|
Oct 27, 2023
Q3 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-214K- 89.89% |
$14.7M - $15.9M
|
24K
$1.97M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-23K- 5.88% |
$1.58M - $1.72M
|
369K
$30.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
538New |
$36.9K - $40.1K
|
538
$44K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
30+ 1.0% |
$2.06K - $2.23K
|
3.04K
$249K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-374- 3.27% |
$25.6K - $27.8K
|
11.1K
$905K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-10- 5.65% |
$686 - $745
|
167
$13.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.42KNew |
$97.2K - $106K
|
1.42K
$116K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
886+ 2.97% |
$60.7K - $66K
|
30.7K
$2.51M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
368+ 2.5% |
$25.2K - $27.4K
|
15.1K
$1.23M
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-40- 0.12% |
$2.74K - $2.98K
|
34.7K
$2.84M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
90+ 0.41% |
$6.17K - $6.7K
|
21.9K
$1.79M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
84New |
$5.76K - $6.25K
|
84
$6.87K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-7.51K- 63.6% |
$515K - $559K
|
4.3K
$351K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-12.6K- 14.61% |
$861K - $935K
|
73.4K
$6M
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 0.18% |
$411 - $447
|
3.3K
$270K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
3.96KNew |
$271K - $295K
|
3.96K
$324K
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.05K- 21.79% |
$72K - $78.2K
|
3.77K
$308K
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-764- 2.93% |
$52.4K - $56.9K
|
25.3K
$2.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
37.6K+ 32.93% |
$2.57M - $2.8M
|
152K
$12.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-200- 0.74% |
$13.7K - $14.9K
|
26.7K
$2.18M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-2.82K- 0.99% |
$193K - $210K
|
283K
$23.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
39KNew |
$2.67M - $2.9M
|
39K
$3.19M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-186- 3.07% |
$12.8K - $13.8K
|
5.88K
$481K
|
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-18.2K- 84.58% |
$1.25M - $1.36M
|
3.32K
$272K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2- 0.06% |
$137 - $149
|
3.17K
$259K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
160+ 1.37% |
$11K - $11.9K
|
11.8K
$966K
|