Latest Institutional Purchases of Ishares Tr Msci Eafe ETF (EFA)
This list provides information on the latest institutional transactions involving Ishares Tr Msci Eafe ETF (EFA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
39KNew |
$2.67M - $2.9M
|
39K
$3.05M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
37.6K+ 32.93% |
$2.57M - $2.8M
|
152K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
32KNew |
$2.19M - $2.38M
|
32K
$2.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
28.7K+ 555.07% |
$1.97M - $2.14M
|
33.9K
$2.65M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
26.4K+ 100.0% |
$1.81M - $1.97M
|
52.8K
$4.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16.3KNew |
$1.12M - $1.21M
|
16.3K
$1.27M
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
14.6KNew |
$1M - $1.09M
|
14.6K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$722K - $784K
|
10.5K
$823K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
7.83K+ 5.36% |
$537K - $583K
|
154K
$12M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6.35KNew |
$435K - $473K
|
6.35K
$496K
|
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
6.07KNew |
$416K - $452K
|
6.07K
$474K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
5.13KNew |
$352K - $382K
|
5.13K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.11KNew |
$350K - $380K
|
5.11K
$399K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
3.96KNew |
$271K - $295K
|
3.96K
$309K
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.75K+ 12.69% |
$257K - $279K
|
33.3K
$2.6M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
2.36K+ 47.68% |
$162K - $176K
|
7.31K
$571K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.05K+ 9.41% |
$140K - $152K
|
23.8K
$1.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.42KNew |
$97.2K - $106K
|
1.42K
$111K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
1.25K+ 5.0% |
$85.8K - $93.2K
|
26.3K
$2.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
886+ 2.97% |
$60.7K - $66K
|
30.7K
$2.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
799+ 19.45% |
$54.8K - $59.5K
|
4.91K
$383K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
658New |
$45.1K - $49K
|
658
$51.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
538New |
$36.9K - $40.1K
|
538
$42K
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
460+ 15.83% |
$31.5K - $34.3K
|
3.37K
$263K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
384+ 13.89% |
$26.3K - $28.6K
|
3.15K
$246K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
368+ 2.5% |
$25.2K - $27.4K
|
15.1K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
221+ 112.18% |
$15.2K - $16.5K
|
418
$32.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
209New |
$14.3K - $15.6K
|
209
$16.3K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
170+ 1.87% |
$11.7K - $12.7K
|
9.24K
$722K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
160+ 1.37% |
$11K - $11.9K
|
11.8K
$923K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
90+ 0.41% |
$6.17K - $6.7K
|
21.9K
$1.71M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
84New |
$5.76K - $6.25K
|
84
$6.56K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
71+ 35.15% |
$4.87K - $5.29K
|
273
$21.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
36New |
$2.47K - $2.68K
|
36
$2.81K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
30+ 1.0% |
$2.06K - $2.23K
|
3.04K
$238K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 0.18% |
$411 - $447
|
3.3K
$258K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
557KNew |
$39.4M - $41.2M
|
557K
$43.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
236KNew |
$16.7M - $17.4M
|
236K
$18.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
202KNew |
$14.3M - $14.9M
|
202K
$15.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
94.1KNew |
$6.65M - $6.95M
|
94.1K
$7.35M
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
85.9KNew |
$6.07M - $6.34M
|
85.9K
$6.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
83.6KNew |
$5.91M - $6.17M
|
83.6K
$6.53M
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
71.6K+ 2510.38% |
$5.06M - $5.29M
|
74.5K
$5.82M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
50.3KNew |
$3.56M - $3.72M
|
50.3K
$3.93M
|
|
|
Jul 26, 2023
Q2 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
40.8KNew |
$2.88M - $3.01M
|
40.8K
$3.19M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
26KNew |
$1.84M - $1.92M
|
26K
$2.03M
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
19.3KNew |
$1.36M - $1.43M
|
19.3K
$1.51M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
17.6KNew |
$1.24M - $1.3M
|
17.6K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
14.4KNew |
$1.02M - $1.06M
|
14.4K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
13.9KNew |
$981K - $1.03M
|
13.9K
$1.08M
|
|