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 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
787+ 702.68% |
$40.7K - $45.6K
|
899
$49.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
114+ 0.17% |
$5.9K - $6.61K
|
66.1K
$3.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
246+ 1.31% |
$12.7K - $14.3K
|
19K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
21.5K+ 8.83% |
$1.11M - $1.24M
|
265K
$14.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
13K+ 191.39% |
$673K - $754K
|
19.8K
$1.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.9K- 20.93% |
$150K - $168K
|
11K
$602K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-160- 2.91% |
$8.28K - $9.27K
|
5.33K
$293K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-9.76K- 66.65% |
$505K - $566K
|
4.89K
$268K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
36.3K+ 150.0% |
$1.88M - $2.1M
|
60.5K
$3.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.41K+ 0.87% |
$72.7K - $81.5K
|
163K
$8.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
72.9K+ 49.07% |
$3.77M - $4.22M
|
221K
$12.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.52K+ 1.59% |
$182K - $204K
|
225K
$12.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.85K+ 63.9% |
$406K - $455K
|
20.1K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
33.2K+ 117.15% |
$1.72M - $1.92M
|
61.5K
$3.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
92.9K+ 149.95% |
$4.81M - $5.39M
|
155K
$8.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-721- 3.65% |
$37.3K - $41.8K
|
19K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
8.96K+ 60.21% |
$463K - $519K
|
23.8K
$1.31M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.2K+ 1.12% |
$62.2K - $69.7K
|
109K
$5.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.9K- 7.01% |
$98.2K - $110K
|
25.2K
$1.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
465K+ 173.91% |
$24.1M - $27M
|
733K
$40.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-90- 1.37% |
$4.65K - $5.22K
|
6.47K
$355K
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-1.09K- 8.43% |
$56.2K - $63K
|
11.8K
$648K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-64- 33.33% |
$3.31K - $3.71K
|
128
$7.03K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-887K- 80.76% |
$45.9M - $51.4M
|
211K
$11.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
22.2K+ 151.9% |
$1.15M - $1.29M
|
36.8K
$2.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
6.53K+ 27.19% |
$338K - $378K
|
30.5K
$1.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30+ 2.75% |
$1.55K - $1.74K
|
1.12K
$61.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-9.51K- 43.02% |
$492K - $551K
|
12.6K
$692K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
15.6K+ 102.97% |
$806K - $903K
|
30.7K
$1.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
2.73K+ 5.07% |
$141K - $158K
|
56.7K
$3.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
91+ 9.12% |
$4.71K - $5.27K
|
1.09K
$59.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
455+ 8.5% |
$23.5K - $26.4K
|
5.81K
$319K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
605+ 10.88% |
$31.3K - $35.1K
|
6.16K
$339K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-2.94K- 4.41% |
$152K - $170K
|
63.7K
$3.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-12.3K- 72.25% |
$634K - $710K
|
4.71K
$259K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.69M+ 135.47% |
$87.4M - $97.9M
|
2.94M
$161M
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
79.7K+ 35.14% |
$4.12M - $4.62M
|
307K
$16.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.07K+ 6.33% |
$55.3K - $62K
|
18K
$987K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
15.3K+ 15286.0% |
$791K - $886K
|
15.4K
$845K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-957- 9.46% |
$49.5K - $55.5K
|
9.16K
$503K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-215- 4.54% |
$11.1K - $12.5K
|
4.52K
$248K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.6KNew |
$238K - $266K
|
4.6K
$253K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.71K+ 14.37% |
$347K - $389K
|
53.4K
$2.93M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
64.6KNew |
$3.34M - $3.74M
|
64.6K
$3.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
265K+ 51.55% |
$13.7M - $15.3M
|
778K
$42.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
588+ 9.31% |
$30.4K - $34.1K
|
6.91K
$379K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-299- 9.42% |
$15.5K - $17.3K
|
2.87K
$158K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
551K+ 4.68% |
$28.5M - $31.9M
|
12.3M
$677M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-31K- 45.17% |
$1.6M - $1.8M
|
37.6K
$2.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
24.3K+ 168.84% |
$1.26M - $1.41M
|
38.7K
$2.12M
|