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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-768- 3.89% |
$40.2K - $43.3K
|
19K
$1.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-361- 60.98% |
$18.9K - $20.4K
|
231
$12.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
87+ 2.04% |
$4.55K - $4.91K
|
4.35K
$241K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-4- 7.02% |
$209 - $226
|
53
$2.94K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-41.9K- 11.56% |
$2.2M - $2.37M
|
321K
$17.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-40.4K- 38.21% |
$2.11M - $2.28M
|
65.3K
$3.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-123- 20.5% |
$6.44K - $6.94K
|
477
$26.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
59New |
$3.09K - $3.33K
|
59
$3.27K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.24KNew |
$170K - $183K
|
3.24K
$180K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
59+ 0.04% |
$3.09K - $3.33K
|
154K
$8.54M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
472+ 5.26% |
$24.7K - $26.6K
|
9.45K
$523K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
266+ 0.63% |
$13.9K - $15K
|
42.7K
$2.37M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
61New |
$3.19K - $3.44K
|
61
$3.38K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
15K+ 33.83% |
$784K - $845K
|
59.3K
$3.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4+ 0.01% |
$209 - $226
|
36K
$2M
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-2.87K- 2.76% |
$150K - $162K
|
101K
$5.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
783+ 20.94% |
$41K - $44.2K
|
4.52K
$251K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.73K- 27.61% |
$143K - $154K
|
7.16K
$397K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
59+ 12.61% |
$3.09K - $3.33K
|
527
$29.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-57.4K- 28.67% |
$3.01M - $3.24M
|
143K
$7.92M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
565+ 65.39% |
$29.6K - $31.9K
|
1.43K
$79.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.45KNew |
$76K - $81.9K
|
1.45K
$80.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
178New |
$9.32K - $10K
|
178
$9.86K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-6.22K- 29.48% |
$326K - $351K
|
14.9K
$825K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-349K- 37.1% |
$18.3M - $19.7M
|
592K
$32.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-210- 2.42% |
$11K - $11.8K
|
8.45K
$468K
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.9KNew |
$204K - $220K
|
3.9K
$216K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-64.2K- 36.44% |
$3.36M - $3.62M
|
112K
$6.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-111- 0.73% |
$5.81K - $6.26K
|
15K
$832K
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
SELL
|
- |
-80.4K- 42.29% |
$4.21M - $4.53M
|
110K
$6.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.61K+ 2.56% |
$84.1K - $90.6K
|
64.4K
$3.57M
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
44.7KNew |
$2.34M - $2.52M
|
44.7K
$2.48M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
50New |
$2.62K - $2.82K
|
50
$2.77K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.2K+ 141.67% |
$535K - $577K
|
17.4K
$966K
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.23K+ 24.1% |
$222K - $239K
|
21.8K
$1.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-18.8K- 25.79% |
$982K - $1.06M
|
54K
$2.99M
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
402+ 2.93% |
$21K - $22.7K
|
14.1K
$781K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
18.8K+ 8.35% |
$982K - $1.06M
|
243K
$13.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.5K- 14.56% |
$78.5K - $84.6K
|
8.8K
$488K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
17.2K+ 15.16% |
$899K - $969K
|
131K
$7.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-604- 7.44% |
$31.6K - $34.1K
|
7.51K
$416K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
198New |
$10.4K - $11.2K
|
198
$11K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
158+ 2.92% |
$8.27K - $8.91K
|
5.57K
$309K
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.76K- 2.27% |
$197K - $212K
|
162K
$8.98M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-154K- 35.3% |
$8.08M - $8.71M
|
283K
$15.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-478- 1.63% |
$25K - $27K
|
28.8K
$1.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.84K- 20.47% |
$96.3K - $104K
|
7.15K
$396K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11.7K- 40.75% |
$611K - $659K
|
17K
$941K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-23.5K- 20.74% |
$1.23M - $1.33M
|
89.9K
$4.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-8.33K- 3.12% |
$436K - $470K
|
259K
$14.3M
|