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 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.03M- 19.08% |
$77M - $85.1M
|
4.35M
$347M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
17.5KNew |
$1.32M - $1.45M
|
17.5K
$1.4M
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
68.6K+ 491.76% |
$5.15M - $5.69M
|
82.6K
$6.58M
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
563+ 8.01% |
$42.3K - $46.7K
|
7.59K
$605K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.04K- 2.16% |
$78.2K - $86.4K
|
47.2K
$3.76M
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21.4KNew |
$1.61M - $1.78M
|
21.4K
$1.7M
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
18.2K+ 10.19% |
$1.37M - $1.51M
|
197K
$15.7M
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-184- 4.48% |
$13.8K - $15.3K
|
3.92K
$312K
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
949New |
$71.3K - $78.8K
|
949
$75.6K
|
|
Feb 04, 2025
Q4 2024
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
8.62KNew |
$647K - $715K
|
8.62K
$687K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-14K- 5.41% |
$1.05M - $1.17M
|
246K
$19.6M
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-199- 1.73% |
$14.9K - $16.5K
|
11.3K
$901K
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-8.56K- 5.84% |
$643K - $710K
|
138K
$11M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
12.3K+ 26.77% |
$923K - $1.02M
|
58.2K
$4.64M
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
224+ 1.92% |
$16.8K - $18.6K
|
11.9K
$949K
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-157- 8.33% |
$11.8K - $13K
|
1.73K
$138K
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4.37K+ 11.57% |
$328K - $363K
|
42.2K
$3.36M
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8+ 0.03% |
$601 - $664
|
26.4K
$2.1M
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
17.5KNew |
$1.32M - $1.45M
|
17.5K
$1.39M
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
4.7K+ 1942.98% |
$353K - $390K
|
4.94K
$394K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
12.8K+ 16.15% |
$962K - $1.06M
|
92.1K
$7.34M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.45K- 2.65% |
$184K - $203K
|
90K
$7.16M
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3.74KNew |
$281K - $311K
|
3.74K
$298K
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
1.61K+ 4.78% |
$121K - $134K
|
35.3K
$2.81M
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
5+ 0.07% |
$376 - $415
|
6.79K
$540K
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-132- 3.1% |
$9.91K - $11K
|
4.13K
$329K
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.02KNew |
$76.2K - $84.2K
|
1.02K
$80.8K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2+ 0.05% |
$150 - $166
|
4.11K
$328K
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-1.93K- 23.09% |
$145K - $160K
|
6.43K
$512K
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
2+ 0.0% |
$150 - $166
|
71.9K
$5.73M
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.1K+ 31.89% |
$158K - $174K
|
8.69K
$692K
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-4.41K- 6.4% |
$331K - $366K
|
64.6K
$5.14M
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-131- 0.35% |
$9.84K - $10.9K
|
36.8K
$2.93M
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.23K- 0.91% |
$92.7K - $102K
|
134K
$10.6M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.23K+ 1.41% |
$243K - $268K
|
232K
$18.5M
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.27K+ 1.45% |
$95.1K - $105K
|
88.6K
$7.06M
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-200- 2.79% |
$15K - $16.6K
|
6.96K
$554K
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-2.16K- 1.67% |
$163K - $180K
|
127K
$10.1M
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.72K- 2.19% |
$204K - $225K
|
122K
$9.68M
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
3.08K+ 15.59% |
$231K - $256K
|
22.8K
$1.82M
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.85K+ 8.13% |
$139K - $154K
|
24.6K
$1.96M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
459+ 17.32% |
$34.5K - $38.1K
|
3.11K
$248K
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
20.9K+ 567.06% |
$1.57M - $1.74M
|
24.6K
$1.96M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
53.5K+ 10.34% |
$4.02M - $4.44M
|
571K
$45.5M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.1K- 6.01% |
$755K - $835K
|
157K
$12.5M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
19.5K+ 6.51% |
$1.46M - $1.62M
|
319K
$25.4M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-765- 2.02% |
$57.5K - $63.5K
|
37.1K
$2.96M
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.34K+ 1.83% |
$176K - $194K
|
130K
$10.4M
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
PUT |
-2K- 0.76% |
$150K - $166K
|
262K
$20.9M
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-5- 0.03% |
$376 - $415
|
15.6K
$1.25M
|