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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
12+ 1.22% |
$848 - $887
|
999
$78.1K
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 6.25% |
$70.7 - $73.9
|
17
$1.33K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.84MNew |
$519M - $566M
|
7.84M
$613M
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
500KNew |
$33.1M - $36.1M
|
500K
$39.1M
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
374KNew |
$24.7M - $27M
|
374K
$29.2M
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
279KNew |
$18.4M - $20.1M
|
279K
$21.8M
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
198KNew |
$13.1M - $14.3M
|
198K
$15.5M
|
|
May 12, 2023
Q1 2023
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
162KNew |
$10.7M - $11.7M
|
162K
$12.7M
|
|
May 15, 2023
Q1 2023
|
Anson Funds Management LP
Dallas, TX |
BUY
|
PUT |
150KNew |
$9.93M - $10.8M
|
150K
$11.7M
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
PUT |
128KNew |
$8.44M - $9.2M
|
128K
$9.96M
|
|
May 12, 2023
Q1 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
105KNew |
$6.93M - $7.55M
|
105K
$8.18M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
42.6KNew |
$2.82M - $3.08M
|
42.6K
$3.33M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
29KNew |
$1.92M - $2.09M
|
29K
$2.27M
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12.2KNew |
$805K - $878K
|
12.2K
$950K
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
10.5KNew |
$698K - $761K
|
10.5K
$824K
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
CALL |
10KNew |
$662K - $722K
|
10K
$782K
|
|
Apr 24, 2023
Q1 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
6.44KNew |
$426K - $465K
|
6.44K
$503K
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
5.08KNew |
$336K - $366K
|
5.08K
$397K
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.47KNew |
$296K - $323K
|
4.47K
$349K
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.93KNew |
$260K - $284K
|
3.93K
$307K
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
3.74KNew |
$248K - $270K
|
3.74K
$292K
|
|
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
3.22KNew |
$213K - $232K
|
3.22K
$251K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.18KNew |
$210K - $229K
|
3.18K
$248K
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
3.07KNew |
$203K - $222K
|
3.07K
$240K
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.04KNew |
$201K - $219K
|
3.04K
$237K
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
2.96KNew |
$196K - $214K
|
2.96K
$231K
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.26K+ 21.14% |
$150K - $163K
|
12.9K
$1.01M
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
1.75K+ 0.59% |
$116K - $126K
|
300K
$23.4M
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.61KNew |
$107K - $116K
|
1.61K
$126K
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
659+ 2.09% |
$43.6K - $47.6K
|
32.1K
$2.51M
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
500New |
$33.1K - $36.1K
|
500
$39.1K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
228+ 316.67% |
$15.1K - $16.5K
|
300
$23.4K
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
215+ 23.29% |
$14.2K - $15.5K
|
1.14K
$88.9K
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
PUT |
210+ 233.33% |
$13.9K - $15.2K
|
300
$23.4K
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
149New |
$9.87K - $10.8K
|
149
$11.6K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
125+ 1.06% |
$8.28K - $9.02K
|
11.9K
$930K
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
62New |
$4.11K - $4.48K
|
62
$4.85K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
14+ 0.45% |
$927 - $1.01K
|
3.12K
$244K
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$66.2 - $72.2
|
1
$78.2
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
PUT |
1.5MNew |
$83.6M - $102M
|
1.5M
$117M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
981KNew |
$54.7M - $66.5M
|
981K
$76.7M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
850K+ 647.88% |
$47.4M - $57.6M
|
981K
$76.7M
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
PUT |
750KNew |
$41.8M - $50.8M
|
750K
$58.6M
|
|
Jan 30, 2023
Q4 2022
|
Latigo Investments, LLC
|
BUY
|
- |
279KNew |
$15.5M - $18.9M
|
279K
$21.8M
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
221KNew |
$12.3M - $15M
|
221K
$17.2M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
221KNew |
$12.3M - $15M
|
221K
$17.2M
|
|
Feb 14, 2023
Q4 2022
|
University Of Pittsburgh Of The Commonwealth System Of Higher Education
Pittsburgh, PA |
BUY
|
- |
135KNew |
$7.53M - $9.16M
|
135K
$10.6M
|
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
74.2K+ 145.21% |
$4.13M - $5.03M
|
125K
$9.79M
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
73.6KNew |
$4.1M - $4.99M
|
73.6K
$5.75M
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
66.8KNew |
$3.72M - $4.53M
|
66.8K
$5.22M
|