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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.81K- 5.87% |
$136K - $150K
|
29.1K
$2.32M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-12.7K- 7.06% |
$951K - $1.05M
|
167K
$13.3M
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
53.4KNew |
$4.01M - $4.43M
|
53.4K
$4.25M
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-809- 1.84% |
$60.8K - $67.1K
|
43.1K
$3.43M
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.98K+ 1.93% |
$149K - $165K
|
105K
$8.36M
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
5.76K+ 2.53% |
$432K - $478K
|
233K
$18.6M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
135K+ 4.15% |
$10.1M - $11.2M
|
3.37M
$269M
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
209K+ 7.28% |
$15.7M - $17.4M
|
3.08M
$245M
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-4.52K- 3.07% |
$339K - $375K
|
143K
$11.4M
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
176+ 1.73% |
$13.2K - $14.6K
|
10.3K
$823K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
26.2K+ 8.09% |
$1.97M - $2.18M
|
350K
$27.9M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.6K+ 1.37% |
$196K - $216K
|
193K
$15.4M
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-630- 6.72% |
$47.3K - $52.3K
|
8.75K
$697K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.22K+ 1.85% |
$242K - $267K
|
177K
$14.1M
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2.08K- 5.5% |
$156K - $172K
|
35.7K
$2.84M
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-3.23K- 4.39% |
$242K - $268K
|
70.3K
$5.6M
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-123- 3.82% |
$9.24K - $10.2K
|
3.1K
$247K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
30+ 0.59% |
$2.25K - $2.49K
|
5.1K
$407K
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
25+ 5.11% |
$1.88K - $2.07K
|
514
$40.9K
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
30+ 0.85% |
$2.25K - $2.49K
|
3.57K
$285K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
66.2KNew |
$4.97M - $5.49M
|
66.2K
$5.27M
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-119- 0.35% |
$8.94K - $9.88K
|
34.2K
$2.72M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
93KNew |
$6.98M - $7.71M
|
93K
$7.4M
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
125KNew |
$9.38M - $10.4M
|
125K
$9.95M
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.74K+ 22.43% |
$130K - $144K
|
9.48K
$755K
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
12+ 0.21% |
$901 - $996
|
5.68K
$453K
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2+ 0.0% |
$150 - $166
|
53.5K
$4.27M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.65K+ 4.31% |
$124K - $137K
|
39.9K
$3.17M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.74K- 3.06% |
$356K - $393K
|
150K
$12M
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.4K+ 11.25% |
$180K - $199K
|
23.7K
$1.89M
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-9.27K- 55.44% |
$696K - $770K
|
7.45K
$594K
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.15K- 1.56% |
$86.1K - $95.1K
|
72.4K
$5.77M
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-14.3K- 8.74% |
$1.07M - $1.19M
|
149K
$11.9M
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
85K+ 29.04% |
$6.38M - $7.06M
|
378K
$30.1M
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-7.14K- 24.67% |
$536K - $593K
|
21.8K
$1.74M
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.07% |
$150 - $166
|
3.04K
$242K
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
122+ 1.34% |
$9.16K - $10.1K
|
9.22K
$734K
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.53K- 1.3% |
$115K - $127K
|
117K
$9.3M
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
371+ 2.45% |
$27.9K - $30.8K
|
15.5K
$1.24M
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-2.15K- 13.53% |
$161K - $178K
|
13.7K
$1.09M
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.13K+ 14.78% |
$84.6K - $93.5K
|
8.75K
$697K
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-3.03K- 10.03% |
$228K - $251K
|
27.2K
$2.17M
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-45.9K- 7.1% |
$3.44M - $3.81M
|
600K
$47.8M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
855+ 5.51% |
$64.2K - $71K
|
16.4K
$1.31M
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
3.56KNew |
$267K - $295K
|
3.56K
$283K
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-59- 0.57% |
$4.43K - $4.9K
|
10.3K
$824K
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.09K+ 2.6% |
$157K - $173K
|
82.4K
$6.57M
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
SELL
|
- |
-357- 0.91% |
$26.8K - $29.6K
|
38.9K
$3.1M
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.95KNew |
$222K - $245K
|
2.95K
$235K
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-798- 2.68% |
$59.9K - $66.2K
|
28.9K
$2.3M
|