Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-117K- 25.13% |
$7.68M - $8.8M
|
347K
$28.6M
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-95.8K- 63.22% |
$6.31M - $7.23M
|
55.7K
$4.59M
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-63.6K- 76.27% |
$4.19M - $4.8M
|
19.8K
$1.63M
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-31.3K- 76.23% |
$2.06M - $2.36M
|
9.75K
$804K
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-29.1K- 82.75% |
$1.91M - $2.19M
|
6.06K
$499K
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-12K- 63.73% |
$787K - $902K
|
6.8K
$561K
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-6.6K- 29.09% |
$435K - $498K
|
16.1K
$1.33M
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-3.54K- 7.22% |
$233K - $267K
|
45.5K
$3.75M
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.18K- 2.74% |
$143K - $164K
|
77.2K
$6.37M
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-2.11K- 15.95% |
$139K - $159K
|
11.1K
$916K
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2K- 33.9% |
$132K - $151K
|
3.9K
$322K
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.69K- 36.86% |
$111K - $128K
|
2.9K
$239K
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.35K- 32.76% |
$88.9K - $102K
|
2.77K
$228K
|
|
Feb 08, 2024
Q4 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-1.11K- 1.6% |
$72.8K - $83.4K
|
67.8K
$5.59M
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-979- 26.06% |
$64.5K - $73.9K
|
2.78K
$229K
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-871- 21.26% |
$57.3K - $65.7K
|
3.23K
$266K
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-857- 24.03% |
$56.4K - $64.7K
|
2.71K
$223K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-603- 7.03% |
$39.7K - $45.5K
|
7.97K
$657K
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-583- 5.64% |
$38.4K - $44K
|
9.75K
$804K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-576- 83.12% |
$37.9K - $43.5K
|
117
$9.65K
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-500- 1.44% |
$32.9K - $37.7K
|
34.1K
$2.81M
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-475- 4.1% |
$31.3K - $35.8K
|
11.1K
$917K
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-449- 5.61% |
$29.6K - $33.9K
|
7.56K
$623K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-416- 41.77% |
$27.4K - $31.4K
|
580
$47.8K
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-372- 4.36% |
$24.5K - $28.1K
|
8.16K
$673K
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-245- 4.29% |
$16.1K - $18.5K
|
5.46K
$450K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-231- 75.49% |
$15.2K - $17.4K
|
75
$6.18K
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-200- 5.65% |
$13.2K - $15.1K
|
3.34K
$275K
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-192- 6.23% |
$12.6K - $14.5K
|
2.89K
$238K
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-185- 0.26% |
$12.2K - $14K
|
71.7K
$5.91M
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-170- 3.36% |
$11.2K - $12.8K
|
4.89K
$403K
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-138- 0.43% |
$9.09K - $10.4K
|
32K
$2.64M
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-117- 3.21% |
$7.7K - $8.83K
|
3.53K
$291K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-110- 8.01% |
$7.24K - $8.3K
|
1.26K
$104K
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-100- 2.71% |
$6.58K - $7.55K
|
3.6K
$296K
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-47- 0.38% |
$3.09K - $3.55K
|
12.3K
$1.01M
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-30- 4.32% |
$1.98K - $2.26K
|
664
$54.8K
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2- 0.04% |
$132 - $151
|
5.62K
$463K
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$65.8 - $75.5
|
8.33K
$687K
|
|
Q3 2023 | |||||||
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
PUT |
-5.58M- 100.0% |
$383M - $416M
|
90
$7.42K
|
|
Oct 27, 2023
Q3 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-214K- 89.89% |
$14.7M - $15.9M
|
24K
$1.98M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-161K- 8.84% |
$11M - $12M
|
1.66M
$137M
|
|
Feb 04, 2025
Q3 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-143K- 79.3% |
$9.81M - $10.7M
|
37.3K
$3.08M
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-53.6K- 93.56% |
$3.68M - $3.99M
|
3.69K
$304K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-53.6K- 14.17% |
$3.67M - $3.99M
|
325K
$26.8M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-23K- 5.88% |
$1.58M - $1.72M
|
369K
$30.4M
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-21.2KClosed |
$1.45M - $1.58M
|
0
$0
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-12.6K- 14.61% |
$861K - $935K
|
73.4K
$6.05M
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-8.1K- 92.05% |
$555K - $603K
|
700
$57.7K
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-7.51K- 63.6% |
$515K - $559K
|
4.3K
$354K
|