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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
43.2K+ 92.2% |
$2.4M - $2.93M
|
90K
$7.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
39.5KNew |
$2.2M - $2.68M
|
39.5K
$3.09M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
38.8KNew |
$2.16M - $2.63M
|
38.8K
$3.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
35.1KNew |
$1.96M - $2.38M
|
35.1K
$2.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
26.7KNew |
$1.49M - $1.81M
|
26.7K
$2.09M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
19.9KNew |
$1.11M - $1.35M
|
19.9K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
15.3KNew |
$852K - $1.04M
|
15.3K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
15.2KNew |
$848K - $1.03M
|
15.2K
$1.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
14.8K+ 4.38% |
$822K - $1M
|
352K
$27.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
12.9KNew |
$720K - $877K
|
12.9K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
9.02K+ 24.79% |
$502K - $611K
|
45.4K
$3.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
7.94KNew |
$442K - $538K
|
7.94K
$620K
|
|
|
Feb 14, 2023
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
6.85KNew |
$382K - $464K
|
6.85K
$535K
|
|
|
Feb 10, 2023
Q4 2022
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
6.83KNew |
$380K - $463K
|
6.83K
$533K
|
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
5.88KNew |
$327K - $398K
|
5.88K
$459K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
5.81KNew |
$324K - $394K
|
5.81K
$454K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
CALL |
5.8K+ 26.48% |
$323K - $393K
|
27.7K
$2.16M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.12K+ 170.78% |
$285K - $347K
|
8.11K
$634K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
5KNew |
$279K - $339K
|
5K
$391K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.32KNew |
$240K - $293K
|
4.32K
$337K
|
|
|
Feb 14, 2023
Q4 2022
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
4.2KNew |
$234K - $285K
|
4.2K
$328K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
4.2KNew |
$234K - $285K
|
4.2K
$328K
|
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
3.98KNew |
$221K - $269K
|
3.98K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.75KNew |
$209K - $254K
|
3.75K
$293K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.71KNew |
$207K - $252K
|
3.71K
$290K
|
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.61KNew |
$201K - $245K
|
3.61K
$282K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
3.59KNew |
$200K - $243K
|
3.59K
$280K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.48K+ 42.37% |
$194K - $236K
|
11.7K
$915K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.46KNew |
$193K - $234K
|
3.46K
$270K
|
|
|
Jan 25, 2023
Q4 2022
|
Greylin Investment Mangement Inc
|
BUY
|
- |
3.41KNew |
$190K - $231K
|
3.41K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.33KNew |
$185K - $225K
|
3.33K
$260K
|
|
|
Feb 15, 2023
Q4 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
3.28KNew |
$183K - $222K
|
3.28K
$256K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.2KNew |
$178K - $217K
|
3.2K
$250K
|
|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
3.15KNew |
$175K - $214K
|
3.15K
$246K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
3.11KNew |
$173K - $211K
|
3.11K
$243K
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3.1KNew |
$173K - $210K
|
3.1K
$242K
|
|
|
Jan 18, 2023
Q4 2022
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
3.07KNew |
$171K - $208K
|
3.07K
$240K
|
|
|
Jan 26, 2023
Q4 2022
|
Nkcfo LLC
|
BUY
|
- |
2.7KNew |
$150K - $183K
|
2.7K
$211K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
2.4KNew |
$134K - $163K
|
2.4K
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
2K+ 10.8% |
$112K - $136K
|
20.6K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
PUT |
2KNew |
$111K - $136K
|
2K
$156K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.38KNew |
$76.8K - $93.5K
|
1.38K
$108K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
1.35K+ 8.25% |
$74.9K - $91.2K
|
17.6K
$1.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.04K+ 2.67% |
$58K - $70.6K
|
40K
$3.13M
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
678New |
$37.8K - $46K
|
678
$53K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
596New |
$33.2K - $40.4K
|
596
$46.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
585New |
$32.6K - $39.7K
|
585
$45.7K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
571New |
$31.8K - $38.7K
|
571
$44.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
556+ 13.6% |
$31K - $37.7K
|
4.64K
$363K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
485New |
$27K - $32.9K
|
485
$37.9K
|