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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
198New |
$14K - $14.6K
|
198
$15.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
100New |
$7.07K - $7.39K
|
100
$7.97K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
685New |
$48.4K - $50.6K
|
685
$54.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-19- 0.48% |
$1.34K - $1.4K
|
3.97K
$316K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
75+ 1.11% |
$5.3K - $5.54K
|
6.86K
$546K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-21.8K- 4.14% |
$1.54M - $1.61M
|
505K
$40.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
557KNew |
$39.4M - $41.2M
|
557K
$44.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
134+ 2.09% |
$9.47K - $9.9K
|
6.56K
$522K
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.88KNew |
$203K - $213K
|
2.88K
$229K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
250New |
$17.7K - $18.5K
|
250
$19.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
9.75KNew |
$689K - $721K
|
9.75K
$777K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-56- 0.6% |
$3.96K - $4.14K
|
9.21K
$733K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
969New |
$68.5K - $71.6K
|
969
$77.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
94.1KNew |
$6.65M - $6.95M
|
94.1K
$7.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
28+ 0.88% |
$1.98K - $2.07K
|
3.2K
$255K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
2.9KNew |
$205K - $214K
|
2.9K
$231K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
11.6KNew |
$822K - $860K
|
11.6K
$926K
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
2.68K+ 41.33% |
$189K - $198K
|
9.17K
$730K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
2.92K+ 33.11% |
$206K - $216K
|
11.7K
$934K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-8.37K- 1.5% |
$592K - $619K
|
550K
$43.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
26KNew |
$1.84M - $1.92M
|
26K
$2.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
50.3KNew |
$3.56M - $3.72M
|
50.3K
$4.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-68- 8.7% |
$4.81K - $5.03K
|
714
$56.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.16K- 1.1% |
$153K - $160K
|
194K
$15.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.95K+ 24.68% |
$138K - $144K
|
9.85K
$785K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
4.75K+ 405.12% |
$336K - $351K
|
5.93K
$472K
|
|
|
Jul 31, 2023
Q2 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
236KNew |
$16.7M - $17.4M
|
236K
$18.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
200New |
$14.1K - $14.8K
|
200
$15.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-30- 15.0% |
$2.12K - $2.22K
|
170
$13.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-621- 32.36% |
$43.9K - $45.9K
|
1.3K
$103K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 6.25% |
$70.7 - $73.9
|
17
$1.35K
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
SELL
|
- |
-587- 5.9% |
$41.5K - $43.4K
|
9.37K
$746K
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
25+ 0.88% |
$1.77K - $1.85K
|
2.88K
$229K
|
|
|
Jul 26, 2023
Q2 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
40.8KNew |
$2.88M - $3.01M
|
40.8K
$3.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-63- 0.3% |
$4.45K - $4.66K
|
21K
$1.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
306New |
$21.6K - $22.6K
|
306
$24.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
74+ 1.19% |
$5.23K - $5.47K
|
6.32K
$503K
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
71.6K+ 2510.38% |
$5.06M - $5.29M
|
74.5K
$5.93M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
250New |
$17.7K - $18.5K
|
250
$19.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
2.14K+ 45.91% |
$151K - $158K
|
6.8K
$541K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-713- 33.35% |
$50.4K - $52.7K
|
1.43K
$114K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.72K- 34.13% |
$192K - $201K
|
5.25K
$418K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 2.2% |
$71.5K - $74.8K
|
47.1K
$3.75M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
3.37KNew |
$238K - $249K
|
3.37K
$268K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.08KNew |
$76.3K - $79.8K
|
1.08K
$86K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1.4KNew |
$98.9K - $103K
|
1.4K
$112K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
202KNew |
$14.3M - $14.9M
|
202K
$16.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
590+ 1.73% |
$41.7K - $43.6K
|
34.6K
$2.76M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-257- 5.37% |
$18.2K - $19K
|
4.53K
$360K
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-12.1K- 0.46% |
$854K - $893K
|
2.62M
$209M
|