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 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
15.7K+ 37.8% |
$814K - $912K
|
57.4K
$3.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-265- 1.51% |
$13.7K - $15.4K
|
17.2K
$947K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
472+ 2.02% |
$24.4K - $27.4K
|
23.8K
$1.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29.8K+ 40.15% |
$1.54M - $1.73M
|
104K
$5.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
53.8K+ 69.99% |
$2.78M - $3.12M
|
131K
$7.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
126K+ 61.35% |
$6.52M - $7.31M
|
332K
$18.2M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-399- 0.96% |
$20.6K - $23.1K
|
41.3K
$2.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.01K- 13.76% |
$104K - $116K
|
12.6K
$692K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
11.5K+ 111.93% |
$596K - $668K
|
21.8K
$1.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-43- 0.62% |
$2.22K - $2.49K
|
6.92K
$380K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-261- 10.55% |
$13.5K - $15.1K
|
2.21K
$122K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
118K+ 54.17% |
$6.1M - $6.84M
|
336K
$18.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
37New |
$1.91K - $2.14K
|
37
$2.03K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18K- 88.32% |
$929K - $1.04M
|
2.38K
$130K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.96K+ 6.13% |
$205K - $229K
|
68.5K
$3.76M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-556- 3.95% |
$28.8K - $32.2K
|
13.5K
$742K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.86K- 48.09% |
$303K - $340K
|
6.33K
$348K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
89+ 2.1% |
$4.6K - $5.16K
|
4.33K
$238K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-3.57K- 2.49% |
$185K - $207K
|
140K
$7.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
87+ 4.62% |
$4.5K - $5.04K
|
1.97K
$108K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
159New |
$8.22K - $9.22K
|
159
$8.74K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
616+ 11.55% |
$31.9K - $35.7K
|
5.95K
$327K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
40.7K+ 176.87% |
$2.1M - $2.36M
|
63.7K
$3.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
248K+ 169.66% |
$12.8M - $14.4M
|
395K
$21.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.38KNew |
$278K - $312K
|
5.38K
$296K
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-3K- 33.36% |
$155K - $174K
|
5.99K
$329K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3.5KNew |
$181K - $203K
|
3.5K
$192K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.66K+ 13.31% |
$85.9K - $96.3K
|
14.1K
$777K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.01KNew |
$208K - $233K
|
4.01K
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
901New |
$46.6K - $52.2K
|
901
$49.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.78K+ 18.7% |
$144K - $161K
|
17.6K
$970K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
16.9K+ 92.45% |
$875K - $981K
|
35.2K
$1.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
32K+ 1.66% |
$1.66M - $1.85M
|
1.95M
$107M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-7.11K- 39.81% |
$368K - $412K
|
10.8K
$591K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-38.5K- 7.03% |
$1.99M - $2.23M
|
508K
$27.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
28New |
$1.45K - $1.62K
|
28
$1.54K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
45.7K+ 55.62% |
$2.36M - $2.65M
|
128K
$7.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
77.5K+ 142.01% |
$4.01M - $4.49M
|
132K
$7.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
36New |
$1.86K - $2.09K
|
36
$1.98K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15K+ 74.47% |
$776K - $869K
|
35.1K
$1.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-193- 80.42% |
$9.98K - $11.2K
|
47
$2.58K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
49+ 0.63% |
$2.53K - $2.84K
|
7.84K
$431K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
28+ 0.71% |
$1.45K - $1.62K
|
3.99K
$219K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
79.6KNew |
$4.12M - $4.62M
|
79.6K
$4.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
17.9K+ 76.52% |
$928K - $1.04M
|
41.4K
$2.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
705+ 1.91% |
$36.5K - $40.9K
|
37.7K
$2.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.97KNew |
$205K - $230K
|
3.97K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
7.36K+ 3.49% |
$381K - $427K
|
218K
$12M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
353+ 3.9% |
$18.3K - $20.5K
|
9.41K
$517K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.77K+ 1.91% |
$91.4K - $102K
|
94.2K
$5.17M
|