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 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.36KNew |
$124K - $133K
|
2.36K
$131K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.05K- 1.08% |
$55.1K - $59.3K
|
96.1K
$5.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
215+ 53.09% |
$11.3K - $12.1K
|
620
$34.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-3.54K- 3.98% |
$185K - $199K
|
85.3K
$4.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
35+ 1.17% |
$1.83K - $1.97K
|
3.02K
$167K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-1.3K- 0.94% |
$68.1K - $73.4K
|
138K
$7.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
280+ 23.97% |
$14.7K - $15.8K
|
1.45K
$80.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
991+ 0.74% |
$51.9K - $55.9K
|
135K
$7.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-146K- 47.11% |
$7.66M - $8.25M
|
164K
$9.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.99K- 7.73% |
$104K - $112K
|
23.7K
$1.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.6M- 31.62% |
$609M - $656M
|
25.2M
$1.39B
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-843- 11.8% |
$44.1K - $47.6K
|
6.3K
$349K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.69K- 48.47% |
$403K - $434K
|
8.18K
$453K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-30- 0.46% |
$1.57K - $1.69K
|
6.5K
$360K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.34K- 8.98% |
$70.3K - $75.8K
|
13.6K
$755K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.34K- 19.13% |
$122K - $132K
|
9.89K
$548K
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
20KNew |
$1.05M - $1.13M
|
20K
$1.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.2K- 7.46% |
$62.7K - $67.5K
|
14.9K
$823K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-22.2K- 13.73% |
$1.16M - $1.25M
|
139K
$7.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
7.08KNew |
$371K - $399K
|
7.08K
$392K
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
516+ 5.65% |
$27K - $29.1K
|
9.65K
$535K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
765+ 1.52% |
$40K - $43.2K
|
51K
$2.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-43- 1.16% |
$2.25K - $2.43K
|
3.65K
$202K
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
13+ 0.3% |
$680 - $733
|
4.38K
$243K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.29M- 25.55% |
$120M - $129M
|
6.67M
$370M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.75KNew |
$144K - $155K
|
2.75K
$152K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.94K- 25.33% |
$206K - $222K
|
11.6K
$643K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.29K+ 11.54% |
$120K - $129K
|
22.1K
$1.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.86K- 0.56% |
$97.1K - $105K
|
327K
$18.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.3K- 43.39% |
$173K - $186K
|
4.3K
$238K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12.6K+ 147.12% |
$658K - $710K
|
21.1K
$1.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
14.2KNew |
$743K - $801K
|
14.2K
$787K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-34.9K- 36.23% |
$1.82M - $1.97M
|
61.4K
$3.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.38K- 65.78% |
$72.3K - $78K
|
719
$39.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.42K- 14.4% |
$74.2K - $79.9K
|
8.42K
$467K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-20.1K- 41.46% |
$1.05M - $1.13M
|
28.3K
$1.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.88K+ 21.95% |
$360K - $388K
|
38.2K
$2.12M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.23K- 14.47% |
$64.2K - $69.2K
|
7.25K
$402K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
279+ 90.58% |
$14.6K - $15.7K
|
587
$32.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-75- 0.75% |
$3.93K - $4.23K
|
9.92K
$550K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-6.9K- 11.62% |
$361K - $389K
|
52.5K
$2.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-44- 0.33% |
$2.3K - $2.48K
|
13.4K
$740K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
18.6K+ 108.89% |
$973K - $1.05M
|
35.7K
$1.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21KNew |
$1.1M - $1.18M
|
21K
$1.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-48.2K- 17.56% |
$2.52M - $2.72M
|
226K
$12.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
430New |
$22.5K - $24.3K
|
430
$23.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3.74K+ 1000.0% |
$196K - $211K
|
4.11K
$228K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
10.7KNew |
$561K - $605K
|
10.7K
$594K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.93K- 45.53% |
$205K - $221K
|
4.7K
$260K
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-968- 12.24% |
$50.7K - $54.6K
|
6.94K
$384K
|