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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.34K- 1.67% |
$70.1K - $75.5K
|
78.9K
$4.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.22K- 5.66% |
$64.1K - $69K
|
20.4K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.26K- 41.85% |
$327K - $353K
|
8.69K
$482K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
75+ 1.5% |
$3.93K - $4.23K
|
5.07K
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.75KNew |
$91.5K - $98.6K
|
1.75K
$96.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.78K- 16.58% |
$93.3K - $101K
|
8.97K
$497K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-25.8K- 4.67% |
$1.35M - $1.46M
|
527K
$29.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-52.7K- 80.65% |
$2.76M - $2.97M
|
12.6K
$701K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
286KNew |
$15M - $16.1M
|
286K
$15.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-9.26K- 36.26% |
$485K - $522K
|
16.3K
$902K
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-590- 8.6% |
$30.9K - $33.3K
|
6.27K
$348K
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
6.55K+ 6.61% |
$343K - $369K
|
106K
$5.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-29.6K- 39.26% |
$1.55M - $1.67M
|
45.7K
$2.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
373K+ 57.91% |
$19.5M - $21M
|
1.02M
$56.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.61M- 34.19% |
$84.4M - $91M
|
3.1M
$172M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-820- 49.01% |
$42.9K - $46.3K
|
853
$47.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-172K- 6.14% |
$9.02M - $9.72M
|
2.63M
$146M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.85K- 0.26% |
$306K - $330K
|
2.27M
$126M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
125New |
$6.54K - $7.05K
|
125
$6.93K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
13.7K+ 5.25% |
$718K - $774K
|
275K
$15.2M
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.22K- 8.39% |
$63.6K - $68.6K
|
13.3K
$735K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.55K- 2.97% |
$448K - $482K
|
279K
$15.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
20.9K+ 8.72% |
$1.09M - $1.18M
|
261K
$14.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.02K+ 13.25% |
$53.5K - $57.7K
|
8.74K
$485K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-51.2K- 9.86% |
$2.68M - $2.89M
|
469K
$26M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-994- 3.19% |
$52K - $56.1K
|
30.2K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
9.79K+ 7.93% |
$512K - $552K
|
133K
$7.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.08K+ 1.75% |
$109K - $117K
|
121K
$6.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-45- 0.81% |
$2.36K - $2.54K
|
5.52K
$306K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-17.3K- 1.79% |
$906K - $976K
|
951K
$52.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-3.74K- 2.6% |
$196K - $211K
|
140K
$7.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-18.3K- 43.96% |
$959K - $1.03M
|
23.4K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
495+ 2.94% |
$25.9K - $27.9K
|
17.3K
$960K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
60+ 1.08% |
$3.14K - $3.38K
|
5.64K
$312K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-384- 0.46% |
$20.1K - $21.7K
|
83K
$4.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
25.4K+ 90.9% |
$1.33M - $1.43M
|
53.3K
$2.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
33.4K+ 63.23% |
$1.75M - $1.89M
|
86.3K
$4.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.3K+ 6.18% |
$539K - $581K
|
177K
$9.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-48.2K- 41.34% |
$2.52M - $2.72M
|
68.4K
$3.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-3.97K- 5.06% |
$208K - $224K
|
74.4K
$4.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
13.3KNew |
$699K - $753K
|
13.3K
$740K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.31K- 35.32% |
$68.4K - $73.7K
|
2.39K
$133K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-69- 0.16% |
$3.61K - $3.89K
|
41.8K
$2.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.71K- 7.04% |
$89.7K - $96.6K
|
22.6K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-11.2K- 39.3% |
$585K - $631K
|
17.3K
$957K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-4.02K- 29.17% |
$211K - $227K
|
9.77K
$541K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-32.8K- 7.61% |
$1.72M - $1.85M
|
398K
$22.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
723+ 4.05% |
$37.8K - $40.8K
|
18.6K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-22.4K- 37.41% |
$1.17M - $1.27M
|
37.5K
$2.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-4.23K- 39.16% |
$221K - $238K
|
6.57K
$364K
|