Latest Institutional Transactions on Msci Eafe Value ETF (EFV)
This table provides information on the latest institutional transactions involving Msci Eafe Value ETF (EFV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-64- 33.33% |
$3.31K - $3.71K
|
128
$7.09K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-887K- 80.76% |
$45.9M - $51.4M
|
211K
$11.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
22.2K+ 151.9% |
$1.15M - $1.29M
|
36.8K
$2.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
6.53K+ 27.19% |
$338K - $378K
|
30.5K
$1.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30+ 2.75% |
$1.55K - $1.74K
|
1.12K
$62.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-9.51K- 43.02% |
$492K - $551K
|
12.6K
$698K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
15.6K+ 102.97% |
$806K - $903K
|
30.7K
$1.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
2.73K+ 5.07% |
$141K - $158K
|
56.7K
$3.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
91+ 9.12% |
$4.71K - $5.27K
|
1.09K
$60.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
455+ 8.5% |
$23.5K - $26.4K
|
5.81K
$322K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
605+ 10.88% |
$31.3K - $35.1K
|
6.16K
$342K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-2.94K- 4.41% |
$152K - $170K
|
63.7K
$3.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-12.3K- 72.25% |
$634K - $710K
|
4.71K
$261K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.69M+ 135.47% |
$87.4M - $97.9M
|
2.94M
$163M
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
79.7K+ 35.14% |
$4.12M - $4.62M
|
307K
$17M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.07K+ 6.33% |
$55.3K - $62K
|
18K
$995K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
15.3K+ 15286.0% |
$791K - $886K
|
15.4K
$853K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-957- 9.46% |
$49.5K - $55.5K
|
9.16K
$508K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
64.6KNew |
$3.34M - $3.74M
|
64.6K
$3.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
265K+ 51.55% |
$13.7M - $15.3M
|
778K
$43.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
588+ 9.31% |
$30.4K - $34.1K
|
6.91K
$383K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-299- 9.42% |
$15.5K - $17.3K
|
2.87K
$159K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
551K+ 4.68% |
$28.5M - $31.9M
|
12.3M
$683M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-31K- 45.17% |
$1.6M - $1.8M
|
37.6K
$2.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
24.3K+ 168.84% |
$1.26M - $1.41M
|
38.7K
$2.14M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
15.7K+ 37.8% |
$814K - $912K
|
57.4K
$3.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-265- 1.51% |
$13.7K - $15.4K
|
17.2K
$955K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
472+ 2.02% |
$24.4K - $27.4K
|
23.8K
$1.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29.8K+ 40.15% |
$1.54M - $1.73M
|
104K
$5.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
53.8K+ 69.99% |
$2.78M - $3.12M
|
131K
$7.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
126K+ 61.35% |
$6.52M - $7.31M
|
332K
$18.4M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-399- 0.96% |
$20.6K - $23.1K
|
41.3K
$2.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.01K- 13.76% |
$104K - $116K
|
12.6K
$698K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
11.5K+ 111.93% |
$596K - $668K
|
21.8K
$1.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-43- 0.62% |
$2.22K - $2.49K
|
6.92K
$383K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-261- 10.55% |
$13.5K - $15.1K
|
2.21K
$123K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
118K+ 54.17% |
$6.1M - $6.84M
|
336K
$18.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
37New |
$1.91K - $2.14K
|
37
$2.05K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18K- 88.32% |
$929K - $1.04M
|
2.38K
$132K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.96K+ 6.13% |
$205K - $229K
|
68.5K
$3.79M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-556- 3.95% |
$28.8K - $32.2K
|
13.5K
$748K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.86K- 48.09% |
$303K - $340K
|
6.33K
$351K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
89+ 2.1% |
$4.6K - $5.16K
|
4.33K
$240K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-3.57K- 2.49% |
$185K - $207K
|
140K
$7.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
87+ 4.62% |
$4.5K - $5.04K
|
1.97K
$109K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
159New |
$8.22K - $9.22K
|
159
$8.81K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
616+ 11.55% |
$31.9K - $35.7K
|
5.95K
$330K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
40.7K+ 176.87% |
$2.1M - $2.36M
|
63.7K
$3.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
248K+ 169.66% |
$12.8M - $14.4M
|
395K
$21.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.38KNew |
$278K - $312K
|
5.38K
$298K
|