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 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
228New |
$17.1K - $18.9K
|
228
$17.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
225+ 2.56% |
$16.9K - $18.7K
|
9.01K
$704K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
221+ 0.45% |
$16.6K - $18.3K
|
49.8K
$3.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
221+ 5.97% |
$16.6K - $18.3K
|
3.93K
$307K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
211+ 0.85% |
$15.8K - $17.5K
|
25K
$1.95M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
198+ 1.94% |
$14.9K - $16.4K
|
10.4K
$813K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
198+ 5.21% |
$14.9K - $16.4K
|
4K
$312K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
193+ 0.56% |
$14.5K - $16K
|
34.9K
$2.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
187+ 0.25% |
$14K - $15.5K
|
75.5K
$5.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
175+ 0.39% |
$13.1K - $14.5K
|
44.7K
$3.49M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
160+ 0.49% |
$12K - $13.3K
|
32.5K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
136+ 0.18% |
$10.2K - $11.3K
|
75K
$5.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
135+ 0.12% |
$10.1K - $11.2K
|
116K
$9.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
130+ 2.32% |
$9.76K - $10.8K
|
5.73K
$448K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
127+ 1.02% |
$9.54K - $10.5K
|
12.6K
$983K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
127+ 0.81% |
$9.54K - $10.5K
|
15.9K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
123+ 0.74% |
$9.24K - $10.2K
|
16.8K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
118+ 0.42% |
$8.86K - $9.79K
|
28.1K
$2.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
115+ 1.4% |
$8.64K - $9.54K
|
8.33K
$651K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
113+ 0.54% |
$8.49K - $9.38K
|
21.1K
$1.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
111+ 1.33% |
$8.34K - $9.21K
|
8.48K
$662K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
109New |
$8.19K - $9.05K
|
109
$8.52K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
100+ 17.7% |
$7.51K - $8.3K
|
665
$52K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
99+ 0.44% |
$7.43K - $8.22K
|
22.6K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
93+ 1.51% |
$6.98K - $7.72K
|
6.25K
$488K
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
86+ 0.81% |
$6.46K - $7.14K
|
10.6K
$832K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
73+ 0.47% |
$5.48K - $6.06K
|
15.5K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Savior LLC
|
BUY
|
- |
72+ 0.56% |
$5.41K - $5.98K
|
12.9K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
69+ 0.47% |
$5.18K - $5.73K
|
14.8K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
68+ 0.66% |
$5.11K - $5.64K
|
10.4K
$812K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
66+ 1.5% |
$4.96K - $5.48K
|
4.47K
$349K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
60New |
$4.51K - $4.98K
|
60
$4.69K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
60+ 2.39% |
$4.51K - $4.98K
|
2.57K
$201K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
53+ 1.42% |
$3.98K - $4.4K
|
3.79K
$296K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
45+ 0.21% |
$3.38K - $3.73K
|
21.2K
$1.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.43% |
$3.15K - $3.49K
|
9.77K
$763K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
39+ 1.39% |
$2.93K - $3.24K
|
2.85K
$223K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
38+ 1.26% |
$2.85K - $3.15K
|
3.07K
$240K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
36+ 0.24% |
$2.7K - $2.99K
|
15.3K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
31+ 0.99% |
$2.33K - $2.57K
|
3.17K
$247K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
30+ 0.82% |
$2.25K - $2.49K
|
3.7K
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.47% |
$2.03K - $2.24K
|
5.73K
$448K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
25+ 0.93% |
$1.88K - $2.07K
|
2.72K
$213K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
24+ 5.21% |
$1.8K - $1.99K
|
485
$37.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
21+ 0.36% |
$1.58K - $1.74K
|
5.91K
$462K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
21+ 0.79% |
$1.58K - $1.74K
|
2.69K
$210K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
21+ 1.07% |
$1.58K - $1.74K
|
1.99K
$155K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
16+ 0.34% |
$1.2K - $1.33K
|
4.71K
$368K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
15+ 0.11% |
$1.13K - $1.24K
|
14.3K
$1.12M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
15+ 0.5% |
$1.13K - $1.24K
|
3.03K
$237K
|