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 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.65K+ 25.52% |
$137K - $153K
|
13K
$715K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-110- 4.65% |
$5.69K - $6.38K
|
2.26K
$124K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
277K+ 20.74% |
$14.3M - $16M
|
1.61M
$88.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
226K+ 26.26% |
$11.7M - $13.1M
|
1.09M
$59.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
80.2K+ 156.55% |
$4.15M - $4.65M
|
132K
$7.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.15K- 1.27% |
$421K - $472K
|
636K
$34.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.29K+ 2.32% |
$119K - $133K
|
101K
$5.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
45+ 1.5% |
$2.33K - $2.61K
|
3.05K
$167K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.18K- 5.24% |
$320K - $358K
|
112K
$6.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
133+ 0.91% |
$6.88K - $7.71K
|
14.8K
$813K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.03K+ 2.18% |
$53.3K - $59.7K
|
48.3K
$2.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.99K- 0.99% |
$310K - $347K
|
600K
$32.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
545+ 4.36% |
$28.2K - $31.6K
|
13K
$717K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
17.5K+ 65.24% |
$903K - $1.01M
|
44.2K
$2.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-318- 1.15% |
$16.4K - $18.4K
|
27.4K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-516- 1.93% |
$26.7K - $29.9K
|
26.2K
$1.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
3.55KNew |
$184K - $206K
|
3.55K
$195K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.44K- 1.81% |
$126K - $141K
|
132K
$7.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3.08K+ 102.7% |
$159K - $179K
|
6.08K
$334K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
136K+ 174.39% |
$7.04M - $7.89M
|
214K
$11.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
21New |
$1.09K - $1.22K
|
21
$1.15K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.3K+ 18.74% |
$67.3K - $75.5K
|
8.25K
$453K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6.12K- 2.21% |
$317K - $355K
|
271K
$14.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-361- 0.84% |
$18.7K - $20.9K
|
42.6K
$2.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-1.07K- 11.68% |
$55.4K - $62.1K
|
8.11K
$446K
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-250- 6.3% |
$12.9K - $14.5K
|
3.72K
$204K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-7.55K- 2.86% |
$390K - $437K
|
256K
$14.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
5.52K+ 2.29% |
$285K - $320K
|
246K
$13.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-41.4K- 9.06% |
$2.14M - $2.4M
|
416K
$22.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
11.9K+ 8.32% |
$617K - $692K
|
155K
$8.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-86.4K- 41.46% |
$4.47M - $5.01M
|
122K
$6.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
2.3K+ 12.54% |
$119K - $133K
|
20.6K
$1.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
13.2KNew |
$683K - $765K
|
13.2K
$726K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
56.7K+ 144.88% |
$2.93M - $3.28M
|
95.8K
$5.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-79.1K- 65.02% |
$4.09M - $4.58M
|
42.6K
$2.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.78K- 0.24% |
$144K - $161K
|
1.18M
$64.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-157- 3.17% |
$8.12K - $9.1K
|
4.8K
$263K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-29- 0.49% |
$1.5K - $1.68K
|
5.88K
$323K
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-2.36K- 2.63% |
$122K - $137K
|
87.1K
$4.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
182K+ 175.39% |
$9.43M - $10.6M
|
286K
$15.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.23K+ 14.78% |
$63.7K - $71.3K
|
9.56K
$525K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
41.6K+ 83.43% |
$2.15M - $2.41M
|
91.4K
$5.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
29+ 2.95% |
$1.5K - $1.68K
|
1.01K
$55.5K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-512- 2.02% |
$26.5K - $29.7K
|
24.8K
$1.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-832- 1.25% |
$43K - $48.2K
|
66K
$3.62M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.96K+ 90.26% |
$205K - $229K
|
8.34K
$458K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.03K+ 99.7% |
$209K - $234K
|
8.08K
$444K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-3.34K- 6.62% |
$173K - $194K
|
47.1K
$2.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.56K+ 1.6% |
$80.7K - $90.4K
|
99.2K
$5.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
510+ 5.08% |
$26.4K - $29.6K
|
10.6K
$580K
|