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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
5KNew |
$376K - $415K
|
5K
$476K
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
4.83KNew |
$363K - $401K
|
4.83K
$460K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
4.11KNew |
$309K - $341K
|
4.11K
$392K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
3.94KNew |
$296K - $327K
|
3.94K
$375K
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.6KNew |
$270K - $299K
|
3.6K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
3.37KNew |
$253K - $280K
|
3.37K
$321K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.23K+ 1.41% |
$243K - $268K
|
232K
$22.1M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
3.2KNew |
$240K - $265K
|
3.2K
$305K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
3.12KNew |
$234K - $259K
|
3.12K
$297K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.11KNew |
$233K - $258K
|
3.11K
$296K
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
2.93KNew |
$220K - $243K
|
2.93K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.82KNew |
$211K - $234K
|
2.82K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.76KNew |
$207K - $229K
|
2.76K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.65K+ 45.52% |
$199K - $220K
|
8.46K
$805K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.95K+ 34.21% |
$146K - $162K
|
7.65K
$729K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.73KNew |
$130K - $143K
|
1.73K
$165K
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.69KNew |
$127K - $140K
|
1.69K
$161K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.58KNew |
$118K - $131K
|
1.58K
$150K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
1.52K+ 19.35% |
$114K - $126K
|
9.35K
$891K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.51KNew |
$114K - $126K
|
1.51K
$144K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
1.46KNew |
$110K - $121K
|
1.46K
$139K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.21K+ 1.02% |
$91K - $101K
|
120K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.04KNew |
$78.3K - $86.5K
|
1.04K
$99.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.04KNew |
$77.7K - $85.9K
|
1.04K
$98.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.02KNew |
$76.2K - $84.2K
|
1.02K
$96.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
CALL |
900New |
$67.6K - $74.7K
|
900
$85.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
894New |
$67.1K - $74.2K
|
894
$85.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
843New |
$63.3K - $70K
|
843
$80.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
651New |
$48.9K - $54K
|
651
$62K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
613New |
$46K - $50.9K
|
613
$58.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
600New |
$45.1K - $49.8K
|
600
$57.2K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
590New |
$44.3K - $49K
|
590
$56.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
555+ 3.84% |
$41.7K - $46.1K
|
15K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
500+ 13.8% |
$37.6K - $41.5K
|
4.12K
$393K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
475New |
$35.7K - $39.4K
|
475
$45.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
345+ 5.49% |
$25.9K - $28.6K
|
6.63K
$631K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
315New |
$23.7K - $26.1K
|
315
$30K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
301New |
$22.6K - $25K
|
301
$28.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$22.5K - $24.9K
|
300
$28.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
296New |
$22.2K - $24.6K
|
296
$28.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
263New |
$19.8K - $21.8K
|
263
$25.1K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
234+ 1.11% |
$17.6K - $19.4K
|
21.2K
$2.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
230New |
$17.3K - $19.1K
|
230
$21.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
228New |
$17.1K - $18.9K
|
228
$21.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
225+ 2.56% |
$16.9K - $18.7K
|
9.01K
$858K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
190+ 92.68% |
$14.3K - $15.8K
|
395
$37.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
173New |
$13K - $14.4K
|
173
$16.5K
|
|
|
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
150New |
$11.3K - $12.4K
|
150
$14.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
144+ 4.84% |
$10.8K - $12K
|
3.12K
$297K
|
|
|
Nov 12, 2025
Q4 2024
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
112+ 2.11% |
$8.41K - $9.29K
|
5.43K
$517K
|
|