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 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-5- 0.09% |
$259 - $290
|
5.52K
$303K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.2K+ 19.81% |
$62.3K - $69.8K
|
7.28K
$400K
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-564- 6.43% |
$29.2K - $32.7K
|
8.21K
$451K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
35K+ 186.9% |
$1.81M - $2.03M
|
53.7K
$2.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.73K+ 7.81% |
$193K - $216K
|
51.5K
$2.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-19.2K- 40.48% |
$991K - $1.11M
|
28.2K
$1.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-140- 16.89% |
$7.24K - $8.11K
|
689
$37.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
8.96K+ 39.18% |
$463K - $519K
|
31.8K
$1.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
45.9K+ 113.05% |
$2.38M - $2.66M
|
86.6K
$4.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-11.1K- 10.28% |
$572K - $641K
|
96.6K
$5.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-122K- 24.17% |
$6.33M - $7.1M
|
384K
$21.1M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
154K+ 80.81% |
$7.94M - $8.9M
|
344K
$18.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.89K+ 3.36% |
$460K - $515K
|
274K
$15M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-195- 3.86% |
$10.1K - $11.3K
|
4.85K
$267K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-713- 0.85% |
$36.9K - $41.3K
|
83.3K
$4.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
77.1K+ 42.05% |
$3.99M - $4.47M
|
260K
$14.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.56K+ 12.33% |
$132K - $148K
|
23.3K
$1.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
20.3K+ 54.03% |
$1.05M - $1.17M
|
57.7K
$3.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-725- 12.43% |
$37.5K - $42K
|
5.11K
$281K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
6.7KNew |
$347K - $389K
|
6.7K
$368K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.24K- 0.43% |
$64K - $71.8K
|
290K
$15.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-843- 2.54% |
$43.6K - $48.9K
|
32.4K
$1.78M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16K+ 26.98% |
$827K - $927K
|
75.2K
$4.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.55K+ 4.54% |
$132K - $148K
|
58.8K
$3.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
20K+ 26.33% |
$1.03M - $1.16M
|
96K
$5.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-59- 19.09% |
$3.05K - $3.42K
|
250
$13.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-148- 22.87% |
$7.65K - $8.58K
|
499
$27.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.07K+ 16.42% |
$159K - $178K
|
21.8K
$1.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
306New |
$15.8K - $17.7K
|
306
$16.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
205K+ 97.96% |
$10.6M - $11.9M
|
414K
$22.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
56.5K+ 16046.88% |
$2.92M - $3.27M
|
56.8K
$3.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
24.9K+ 40.35% |
$1.29M - $1.44M
|
86.6K
$4.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1+ 0.02% |
$51.7 - $58
|
4.86K
$267K
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
24.7K+ 78.96% |
$1.28M - $1.43M
|
56.1K
$3.08M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
14.9K+ 30.4% |
$769K - $862K
|
63.8K
$3.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-5.41K- 10.84% |
$280K - $314K
|
44.5K
$2.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
215+ 2.16% |
$11.1K - $12.5K
|
10.2K
$558K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-188- 24.83% |
$9.72K - $10.9K
|
569
$31.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
227+ 0.59% |
$11.7K - $13.2K
|
38.6K
$2.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
7.53KNew |
$389K - $436K
|
7.53K
$414K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-279- 2.92% |
$14.4K - $16.2K
|
9.29K
$510K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.04KNew |
$53.8K - $60.3K
|
1.04K
$57.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
12.3K+ 43.43% |
$635K - $712K
|
40.6K
$2.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
25K+ 92.01% |
$1.29M - $1.45M
|
52.1K
$2.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.14K- 75.02% |
$58.7K - $65.8K
|
378
$20.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
804K+ 137.51% |
$41.6M - $46.6M
|
1.39M
$76.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
6.03K+ 2.85% |
$312K - $350K
|
218K
$12M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16.9K+ 166.37% |
$872K - $977K
|
27K
$1.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
167K+ 89.27% |
$8.61M - $9.65M
|
353K
$19.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-990- 1.74% |
$51.2K - $57.4K
|
56K
$3.08M
|