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 06, 2024
Q2 2024
|
Valence8 Us LP
Cambridge, MA |
SELL
|
- |
-74.8K- 15.78% |
$3.91M - $4.22M
|
399K
$22.1M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-876- 3.72% |
$45.8K - $49.4K
|
22.7K
$1.26M
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-1.99K- 1.01% |
$104K - $112K
|
196K
$10.8M
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-146K- 47.05% |
$7.65M - $8.24M
|
164K
$9.11M
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.35K+ 3.57% |
$332K - $358K
|
184K
$10.2M
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
62.9K+ 80.5% |
$3.29M - $3.55M
|
141K
$7.81M
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
17.9K+ 17.25% |
$939K - $1.01M
|
122K
$6.76M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.04K- 12.3% |
$54.4K - $58.7K
|
7.42K
$411K
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-28.5K- 16.95% |
$1.49M - $1.6M
|
139K
$7.72M
|
|
Aug 05, 2024
Q2 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
52+ 57.78% |
$2.72K - $2.93K
|
142
$7.87K
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-713- 1.54% |
$37.3K - $40.2K
|
45.5K
$2.52M
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-295- 1.55% |
$15.4K - $16.6K
|
18.7K
$1.04M
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
167+ 102.45% |
$8.74K - $9.42K
|
330
$18.3K
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.45K- 21.46% |
$75.8K - $81.7K
|
5.3K
$294K
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2K- 4.85% |
$104K - $113K
|
39.1K
$2.17M
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.75K+ 10.51% |
$354K - $381K
|
71K
$3.93M
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-5.26K- 43.64% |
$275K - $297K
|
6.8K
$377K
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
649+ 0.25% |
$34K - $36.6K
|
265K
$14.7M
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-7.73K- 31.7% |
$405K - $436K
|
16.7K
$923K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-47.7K- 4.09% |
$2.5M - $2.69M
|
1.12M
$62M
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.8K- 1.9% |
$94.3K - $102K
|
93.2K
$5.16M
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-595- 1.75% |
$31.1K - $33.6K
|
33.5K
$1.85M
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.3K+ 1.23% |
$68K - $73.3K
|
107K
$5.95M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.1K- 31.3% |
$632K - $681K
|
26.5K
$1.47M
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
53+ 1.25% |
$2.77K - $2.99K
|
4.28K
$237K
|
|
Aug 02, 2024
Q2 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-286- 6.94% |
$15K - $16.1K
|
3.84K
$213K
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-453- 0.68% |
$23.7K - $25.6K
|
66K
$3.66M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-82.2K- 5.87% |
$4.3M - $4.64M
|
1.32M
$73.1M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-100- 1.69% |
$5.23K - $5.64K
|
5.83K
$323K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-938- 3.72% |
$49.1K - $52.9K
|
24.3K
$1.35M
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.81K- 13.44% |
$147K - $158K
|
18.1K
$1M
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
79+ 0.3% |
$4.13K - $4.46K
|
26.1K
$1.45M
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-17.5K- 28.43% |
$918K - $989K
|
44.1K
$2.45M
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.81KNew |
$199K - $215K
|
3.81K
$211K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
575K+ 759.88% |
$30.1M - $32.4M
|
651K
$36.1M
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-14.9K- 17.45% |
$777K - $838K
|
70.2K
$3.89M
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-49.1K- 36.4% |
$2.57M - $2.77M
|
85.9K
$4.76M
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-32.6K- 44.65% |
$1.71M - $1.84M
|
40.4K
$2.24M
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-361- 87.41% |
$18.9K - $20.4K
|
52
$2.88K
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
180New |
$9.42K - $10.2K
|
180
$9.97K
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
420+ 10.38% |
$22K - $23.7K
|
4.47K
$248K
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
434+ 0.09% |
$22.7K - $24.5K
|
472K
$26.2M
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
302+ 3.22% |
$15.8K - $17K
|
9.7K
$537K
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
18+ 0.3% |
$942 - $1.02K
|
6.08K
$337K
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.19K+ 1.55% |
$115K - $123K
|
144K
$7.97M
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9- 0.17% |
$471 - $508
|
5.21K
$289K
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.16K- 5.6% |
$60.6K - $65.3K
|
19.5K
$1.08M
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-19.5K- 2.17% |
$1.02M - $1.1M
|
879K
$48.7M
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-553- 3.96% |
$28.9K - $31.2K
|
13.4K
$743K
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.44K- 1.33% |
$128K - $138K
|
181K
$10M
|