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, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.2K+ 22.65% |
$155K - $162K
|
11.9K
$1.01M
|
|
|
Feb 11, 2025
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.16KNew |
$364K - $381K
|
5.16K
$438K
|
|
|
Feb 10, 2025
Q2 2023
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-130KClosed |
$9.22M - $9.64M
|
0
$0
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
8.44KNew |
$596K - $624K
|
8.44K
$716K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-12- 0.23% |
$848 - $887
|
5.32K
$452K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
7.95KNew |
$562K - $588K
|
7.95K
$675K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.53M- 91.49% |
$250M - $261M
|
329K
$27.9M
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.32KNew |
$305K - $319K
|
4.32K
$366K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
17.6KNew |
$1.24M - $1.3M
|
17.6K
$1.49M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-750- 10.84% |
$53K - $55.4K
|
6.17K
$524K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
170+ 14.89% |
$12K - $12.6K
|
1.31K
$111K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
6.97KNew |
$493K - $515K
|
6.97K
$592K
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-3.7KClosed |
$261K - $273K
|
0
$0
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-430- 8.8% |
$30.4K - $31.8K
|
4.45K
$378K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
430+ 537.5% |
$30.4K - $31.8K
|
510
$43.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
13.9KNew |
$981K - $1.03M
|
13.9K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Linker Capital Management Inc.
|
SELL
|
- |
-2.61K- 30.36% |
$184K - $193K
|
5.98K
$508K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
720New |
$50.9K - $53.2K
|
720
$61.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-2.89K- 72.89% |
$204K - $213K
|
1.07K
$91.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.24K- 6.69% |
$159K - $166K
|
31.3K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-57- 7.98% |
$4.03K - $4.21K
|
657
$55.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-407- 1.61% |
$28.8K - $30.1K
|
24.8K
$2.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
14.4KNew |
$1.02M - $1.06M
|
14.4K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.12KNew |
$220K - $230K
|
3.12K
$264K
|
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
5.77KNew |
$407K - $426K
|
5.77K
$489K
|
|
|
Aug 14, 2023
Q2 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
83.6KNew |
$5.91M - $6.17M
|
83.6K
$7.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
5KNew |
$353K - $369K
|
5K
$424K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
103New |
$7.28K - $7.61K
|
103
$8.74K
|
|
|
Aug 14, 2023
Q2 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
12+ 1.22% |
$848 - $887
|
999
$84.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.22K- 24.86% |
$298K - $312K
|
12.7K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
107+ 2.57% |
$7.56K - $7.91K
|
4.27K
$363K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
CALL |
100New |
$7.07K - $7.39K
|
100
$8.49K
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
BUY
|
- |
2.79KNew |
$197K - $206K
|
2.79K
$237K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
198New |
$14K - $14.6K
|
198
$16.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
100New |
$7.07K - $7.39K
|
100
$8.49K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
685New |
$48.4K - $50.6K
|
685
$58.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-19- 0.48% |
$1.34K - $1.4K
|
3.97K
$337K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
75+ 1.11% |
$5.3K - $5.54K
|
6.86K
$582K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-21.8K- 4.14% |
$1.54M - $1.61M
|
505K
$42.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
557KNew |
$39.4M - $41.2M
|
557K
$47.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
134+ 2.09% |
$9.47K - $9.9K
|
6.56K
$557K
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.88KNew |
$203K - $213K
|
2.88K
$244K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
250New |
$17.7K - $18.5K
|
250
$21.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
9.75KNew |
$689K - $721K
|
9.75K
$828K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-56- 0.6% |
$3.96K - $4.14K
|
9.21K
$781K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
969New |
$68.5K - $71.6K
|
969
$82.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
94.1KNew |
$6.65M - $6.95M
|
94.1K
$7.99M
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
28+ 0.88% |
$1.98K - $2.07K
|
3.2K
$272K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
2.9KNew |
$205K - $214K
|
2.9K
$246K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
11.6KNew |
$822K - $860K
|
11.6K
$987K
|