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 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.12K- 16.79% |
$58.8K - $63.4K
|
5.57K
$309K
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.34K- 15.19% |
$70.2K - $75.7K
|
7.49K
$415K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-12.3K- 23.52% |
$644K - $694K
|
40K
$2.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
299+ 6.53% |
$15.6K - $16.9K
|
4.88K
$270K
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-5.47K- 31.8% |
$286K - $308K
|
11.7K
$650K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
58.8K+ 5.11% |
$3.08M - $3.31M
|
1.21M
$67M
|
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
BUY
|
- |
76+ 0.92% |
$3.98K - $4.29K
|
8.35K
$462K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-625- 14.13% |
$32.7K - $35.3K
|
3.8K
$210K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.67KNew |
$297K - $320K
|
5.67K
$314K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
6.09KNew |
$319K - $344K
|
6.09K
$338K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
183New |
$9.58K - $10.3K
|
183
$10.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-566- 12.04% |
$29.6K - $31.9K
|
4.14K
$229K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-52- 0.99% |
$2.72K - $2.93K
|
5.2K
$288K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
17.8KNew |
$931K - $1M
|
17.8K
$986K
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-3.72K- 15.51% |
$195K - $210K
|
20.3K
$1.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
219+ 2.94% |
$11.5K - $12.4K
|
7.66K
$424K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-63.9K- 2.32% |
$3.34M - $3.61M
|
2.7M
$149M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
7.27K+ 38.39% |
$381K - $410K
|
26.2K
$1.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-195- 34.15% |
$10.2K - $11K
|
376
$20.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1New |
$52.3 - $56.4
|
1
$55.4
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
9.28K+ 24.53% |
$486K - $524K
|
47.1K
$2.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-52.5K- 52.81% |
$2.75M - $2.96M
|
46.9K
$2.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.92K- 31.08% |
$101K - $108K
|
4.26K
$236K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
173+ 1.76% |
$9.05K - $9.76K
|
10K
$554K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.9K- 45.82% |
$988K - $1.07M
|
22.3K
$1.24M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.03K- 25.66% |
$159K - $171K
|
8.79K
$487K
|
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.6KNew |
$293K - $316K
|
5.6K
$310K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-285- 3.31% |
$14.9K - $16.1K
|
8.33K
$461K
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.14K- 36.52% |
$217K - $234K
|
7.2K
$399K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.37K- 19.07% |
$124K - $134K
|
10.1K
$557K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-9.84K- 21.77% |
$515K - $555K
|
35.3K
$1.96M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.91K- 0.89% |
$99.9K - $108K
|
211K
$11.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.43K- 9.13% |
$127K - $137K
|
24.2K
$1.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-67.5K- 74.33% |
$3.53M - $3.81M
|
23.3K
$1.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
14.2KNew |
$741K - $799K
|
14.2K
$785K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
22+ 2.98% |
$1.15K - $1.24K
|
760
$42.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
363+ 2.69% |
$19K - $20.5K
|
13.9K
$768K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
240+ 3.79% |
$12.6K - $13.5K
|
6.58K
$364K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
23+ 25.56% |
$1.2K - $1.3K
|
113
$6.26K
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
BUY
|
- |
1.45K+ 36.33% |
$75.8K - $81.7K
|
5.44K
$301K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-13K- 11.5% |
$682K - $735K
|
100K
$5.56M
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.79% |
$52.3 - $56.4
|
127
$7.04K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.88K- 2.36% |
$151K - $162K
|
119K
$6.6M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
168New |
$8.79K - $9.48K
|
168
$9.31K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-3.87K- 13.96% |
$202K - $218K
|
23.8K
$1.32M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-115K- 29.19% |
$6M - $6.47M
|
278K
$15.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.32K- 45.19% |
$331K - $357K
|
7.66K
$425K
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-52.9K- 33.77% |
$2.77M - $2.98M
|
104K
$5.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12.5K- 25.98% |
$657K - $708K
|
35.7K
$1.98M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.13K- 8.41% |
$59K - $63.6K
|
12.3K
$681K
|