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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-12K- 22.47% |
$795K - $866K
|
41.4K
$3.3M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
42.6KNew |
$2.82M - $3.08M
|
42.6K
$3.39M
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
149New |
$9.87K - $10.8K
|
149
$11.9K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
125+ 1.06% |
$8.28K - $9.02K
|
11.9K
$948K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-10- 0.09% |
$662 - $722
|
11.2K
$890K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.18KNew |
$210K - $229K
|
3.18K
$253K
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-16- 22.86% |
$1.06K - $1.16K
|
54
$4.3K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
500New |
$33.1K - $36.1K
|
500
$39.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
2.96KNew |
$196K - $214K
|
2.96K
$236K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-57- 26.89% |
$3.77K - $4.11K
|
155
$12.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.32K- 17.9% |
$87.6K - $95.5K
|
6.07K
$483K
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
279KNew |
$18.4M - $20.1M
|
279K
$22.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-2.61K- 39.57% |
$173K - $188K
|
3.99K
$318K
|
|
|
Apr 26, 2023
Q1 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-565- 2.07% |
$37.4K - $40.8K
|
26.7K
$2.12M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
62New |
$4.11K - $4.48K
|
62
$4.94K
|
|
|
Apr 24, 2023
Q1 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
6.44KNew |
$426K - $465K
|
6.44K
$513K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-639- 66.56% |
$42.3K - $46.1K
|
321
$25.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-26- 5.51% |
$1.72K - $1.88K
|
446
$35.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
SELL
|
- |
-330- 65.48% |
$21.9K - $23.8K
|
174
$13.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-77- 2.24% |
$5.1K - $5.56K
|
3.36K
$268K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.93KNew |
$260K - $284K
|
3.93K
$313K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
1.75K+ 0.59% |
$116K - $126K
|
300K
$23.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
14+ 0.45% |
$927 - $1.01K
|
3.12K
$249K
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-52.3K- 77.9% |
$3.46M - $3.78M
|
14.8K
$1.18M
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
659+ 2.09% |
$43.6K - $47.6K
|
32.1K
$2.56M
|
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-60- 1.23% |
$3.97K - $4.33K
|
4.81K
$383K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-387- 2.22% |
$25.6K - $27.9K
|
17K
$1.36M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$66.2 - $72.2
|
1
$79.7
|
|
| Q4 2022 | |||||||
|
Jan 17, 2024
Q4 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-98.8KClosed |
$5.5M - $6.7M
|
0
$0
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.12K+ 170.78% |
$285K - $347K
|
8.11K
$646K
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-4.94KClosed |
$275K - $335K
|
0
$0
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.38KNew |
$76.8K - $93.5K
|
1.38K
$110K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
221KNew |
$12.3M - $15M
|
221K
$17.6M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
485New |
$27K - $32.9K
|
485
$38.6K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
4.2KNew |
$234K - $285K
|
4.2K
$335K
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-5.9KClosed |
$329K - $400K
|
0
$0
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
571New |
$31.8K - $38.7K
|
571
$45.5K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
678New |
$37.8K - $46K
|
678
$54K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-55- 0.8% |
$3.06K - $3.73K
|
6.82K
$543K
|
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
3.98KNew |
$221K - $269K
|
3.98K
$317K
|
|
|
Feb 15, 2023
Q4 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
3.28KNew |
$183K - $222K
|
3.28K
$261K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
130New |
$7.24K - $8.81K
|
130
$10.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
132New |
$7.35K - $8.95K
|
132
$10.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
70New |
$3.9K - $4.75K
|
70
$5.58K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.48K+ 42.37% |
$194K - $236K
|
11.7K
$932K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
9.02K+ 24.79% |
$502K - $611K
|
45.4K
$3.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
PUT |
750KNew |
$41.8M - $50.8M
|
750K
$59.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
5.88KNew |
$327K - $398K
|
5.88K
$468K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
CALL |
-2.5K- 12.76% |
$139K - $169K
|
17.1K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
850K+ 647.88% |
$47.4M - $57.6M
|
981K
$78.2M
|
|