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 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
64+ 0.26% |
$4.81K - $5.31K
|
25.2K
$2M
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-15.7K- 70.71% |
$1.18M - $1.31M
|
6.51K
$519K
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
75.9KNew |
$5.7M - $6.3M
|
75.9K
$6.05M
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-98- 3.22% |
$7.36K - $8.13K
|
2.95K
$235K
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-349- 1.09% |
$26.2K - $29K
|
31.6K
$2.52M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
47.5KNew |
$3.57M - $3.94M
|
47.5K
$3.79M
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
8.46KNew |
$636K - $702K
|
8.46K
$674K
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
7.67KNew |
$576K - $637K
|
7.67K
$611K
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
745+ 13.24% |
$55.9K - $61.8K
|
6.37K
$508K
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.18K- 1.59% |
$88.7K - $98K
|
73.3K
$5.84M
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-22.1K- 86.9% |
$1.66M - $1.83M
|
3.33K
$265K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-125K- 58.72% |
$9.38M - $10.4M
|
87.8K
$7M
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-5.48K- 11.76% |
$412K - $455K
|
41.1K
$3.27M
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-7.93K- 37.83% |
$595K - $658K
|
13K
$1.04M
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-800- 1.17% |
$60.1K - $66.4K
|
67.5K
$5.37M
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-407- 2.32% |
$30.6K - $33.8K
|
17.2K
$1.37M
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-23.1K- 75.17% |
$1.73M - $1.92M
|
7.63K
$608K
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
63+ 1.41% |
$4.73K - $5.23K
|
4.54K
$362K
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
4+ 9.52% |
$300 - $332
|
46
$3.66K
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-4.36M- 60.17% |
$328M - $362M
|
2.89M
$230M
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.62K- 31.06% |
$122K - $134K
|
3.6K
$286K
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
17.9KNew |
$1.35M - $1.49M
|
17.9K
$1.43M
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
51.3KNew |
$3.85M - $4.25M
|
51.3K
$4.08M
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.67K+ 9.8% |
$201K - $222K
|
29.9K
$2.38M
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-3.14K- 47.01% |
$236K - $261K
|
3.54K
$282K
|
|
Feb 03, 2025
Q4 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-62- 0.17% |
$4.66K - $5.15K
|
36.5K
$2.9M
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.06K- 2.06% |
$79.7K - $88.1K
|
50.3K
$4.01M
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.48K+ 3.67% |
$111K - $123K
|
41.8K
$3.33M
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
11.1KNew |
$835K - $923K
|
11.1K
$886K
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-200- 0.54% |
$15K - $16.6K
|
36.8K
$2.93M
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-15.2K- 60.72% |
$1.14M - $1.26M
|
9.83K
$783K
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
4.17KNew |
$313K - $346K
|
4.17K
$332K
|
|
Feb 03, 2025
Q4 2024
|
Verger Capital Management LLC
|
BUY
|
- |
2.12K+ 0.83% |
$160K - $176K
|
259K
$20.7M
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
11K+ 3.46% |
$829K - $916K
|
331K
$26.3M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.78K+ 0.61% |
$284K - $313K
|
619K
$49.3M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.55K- 37.08% |
$342K - $378K
|
7.72K
$615K
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
77+ 1.41% |
$5.78K - $6.39K
|
5.55K
$442K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-132- 4.48% |
$9.91K - $11K
|
2.81K
$224K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
375+ 1.4% |
$28.2K - $31.1K
|
27.2K
$2.16M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-173- 0.36% |
$13K - $14.4K
|
47.8K
$3.81M
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.3K- 6.35% |
$473K - $523K
|
92.8K
$7.39M
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-2.77K- 0.77% |
$208K - $230K
|
356K
$28.3M
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-3.5K- 30.32% |
$263K - $290K
|
8.04K
$641K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.62K+ 0.83% |
$347K - $384K
|
560K
$44.6M
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-765- 15.2% |
$57.5K - $63.5K
|
4.27K
$340K
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-14- 0.42% |
$1.05K - $1.16K
|
3.34K
$266K
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
201KNew |
$15.1M - $16.7M
|
201K
$16M
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-5- 0.01% |
$376 - $415
|
41.9K
$3.33M
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
99+ 0.45% |
$7.43K - $8.22K
|
22.3K
$1.78M
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
18.9KNew |
$1.42M - $1.57M
|
18.9K
$1.5M
|