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 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
450+ 6.25% |
$23.6K - $25.4K
|
7.65K
$424K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.59M- 14.78% |
$83M - $89.4M
|
9.14M
$507M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
51.8K+ 6.78% |
$2.71M - $2.92M
|
815K
$45.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19.6K- 3.58% |
$1.03M - $1.11M
|
528K
$29.3M
|
|
|
Aug 12, 2024
Q2 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-52- 0.4% |
$2.72K - $2.93K
|
12.9K
$714K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
9New |
$471 - $508
|
9
$499
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
13.3K+ 12.27% |
$697K - $751K
|
122K
$6.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
264+ 4.59% |
$13.8K - $14.9K
|
6.01K
$333K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-13.3K- 34.62% |
$697K - $751K
|
25.2K
$1.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-26.2K- 2.62% |
$1.37M - $1.48M
|
973K
$53.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11.1K- 37.06% |
$582K - $627K
|
18.9K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-55.6K- 49.63% |
$2.91M - $3.13M
|
56.4K
$3.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-40.5K- 37.74% |
$2.12M - $2.28M
|
66.8K
$3.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
12.8KNew |
$671K - $724K
|
12.8K
$711K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-842- 15.62% |
$44.1K - $47.5K
|
4.55K
$252K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
662+ 0.85% |
$34.6K - $37.3K
|
78.6K
$4.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-243K- 6.01% |
$12.7M - $13.7M
|
3.79M
$210M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
129New |
$6.75K - $7.28K
|
129
$7.15K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
601New |
$31.5K - $33.9K
|
601
$33.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
53.1K+ 3.45% |
$2.78M - $3M
|
1.59M
$88.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.11K- 12.01% |
$58.3K - $62.8K
|
8.16K
$452K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-22- 1.44% |
$1.15K - $1.24K
|
1.5K
$83.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.38K+ 0.68% |
$72.2K - $77.8K
|
204K
$11.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-59K- 20.39% |
$3.09M - $3.33M
|
231K
$12.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.44K+ 4.21% |
$285K - $307K
|
135K
$7.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
9.08KNew |
$475K - $512K
|
9.08K
$503K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
60+ 0.75% |
$3.14K - $3.38K
|
8.02K
$444K
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
884+ 2.91% |
$46.3K - $49.9K
|
31.2K
$1.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-4.27K- 36.3% |
$223K - $241K
|
7.49K
$415K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.61K- 18.28% |
$241K - $260K
|
20.6K
$1.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-55.3K- 29.03% |
$2.89M - $3.12M
|
135K
$7.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
596+ 0.22% |
$31.2K - $33.6K
|
273K
$15.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.17K- 33.26% |
$113K - $122K
|
4.35K
$241K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
724+ 1.43% |
$37.9K - $40.8K
|
51.3K
$2.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.25KNew |
$222K - $239K
|
4.25K
$235K
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-30.4K- 37.93% |
$1.59M - $1.72M
|
49.8K
$2.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-9.31K- 37.56% |
$487K - $525K
|
15.5K
$858K
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
13.7KNew |
$715K - $771K
|
13.7K
$757K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.86K+ 93.91% |
$359K - $387K
|
14.2K
$785K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.09K- 14.0% |
$56.9K - $61.4K
|
6.68K
$370K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
658+ 1.09% |
$34.4K - $37.1K
|
61K
$3.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.36K- 24.59% |
$123K - $133K
|
7.23K
$401K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.94K+ 6.66% |
$415K - $448K
|
127K
$7.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
3.86K+ 31.75% |
$202K - $218K
|
16K
$887K
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-27.6K- 36.99% |
$1.45M - $1.56M
|
47.1K
$2.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
907+ 5668.75% |
$47.5K - $51.2K
|
923
$51.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
12.6K+ 8.19% |
$660K - $712K
|
167K
$9.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
520+ 1.06% |
$27.2K - $29.3K
|
49.4K
$2.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-36.6K- 23.44% |
$1.92M - $2.06M
|
120K
$6.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-638- 8.65% |
$33.4K - $36K
|
6.74K
$373K
|