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 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-628- 12.32% |
$32.9K - $35.4K
|
4.47K
$248K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-31.6K- 50.95% |
$1.65M - $1.78M
|
30.4K
$1.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-772- 0.35% |
$40.4K - $43.5K
|
221K
$12.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
306+ 4.9% |
$16K - $17.3K
|
6.56K
$363K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
4.08KNew |
$214K - $230K
|
4.08K
$226K
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-1- -0.0% |
$52.3 - $56.4
|
56.4K
$3.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-907- 18.46% |
$47.5K - $51.2K
|
4.01K
$222K
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-14.4K- 14.03% |
$754K - $813K
|
88.3K
$4.89M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
4.51KNew |
$236K - $254K
|
4.51K
$250K
|
|
|
Jul 19, 2024
Q2 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
101+ 1.63% |
$5.29K - $5.7K
|
6.29K
$349K
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-50.5K- 52.65% |
$2.65M - $2.85M
|
45.4K
$2.52M
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-361- 6.94% |
$18.9K - $20.4K
|
4.84K
$268K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
380+ 40.64% |
$19.9K - $21.4K
|
1.32K
$72.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-280- 3.55% |
$14.7K - $15.8K
|
7.61K
$422K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.06K- 53.58% |
$265K - $285K
|
4.38K
$243K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-878- 15.49% |
$46K - $49.5K
|
4.79K
$265K
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
27New |
$1.41K - $1.52K
|
27
$1.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
107+ 0.62% |
$5.6K - $6.04K
|
17.4K
$963K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
559+ 291.15% |
$29.3K - $31.5K
|
751
$41.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
414+ 126.99% |
$21.7K - $23.4K
|
740
$41K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
916New |
$47.9K - $51.7K
|
916
$50.8K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.49KNew |
$288K - $310K
|
5.49K
$304K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-6.15K- 29.57% |
$322K - $347K
|
14.6K
$812K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17+ 0.37% |
$890 - $959
|
4.67K
$258K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.5K- 3.07% |
$131K - $141K
|
78.9K
$4.37M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
745+ 3.85% |
$39K - $42K
|
20.1K
$1.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
205+ 0.33% |
$10.7K - $11.6K
|
63.1K
$3.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-58.3K- 37.38% |
$3.05M - $3.29M
|
97.7K
$5.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-51.4K- 25.72% |
$2.69M - $2.9M
|
149K
$8.23M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.7K- 2.05% |
$88.8K - $95.7K
|
81K
$4.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.37K- 11.88% |
$124K - $134K
|
17.6K
$973K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$105 - $113
|
23.4K
$1.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.07K- 3.81% |
$56.2K - $60.6K
|
27.1K
$1.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.64M- 23.27% |
$85.9M - $92.6M
|
5.41M
$300M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-9.92K- 40.17% |
$519K - $559K
|
14.8K
$818K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.47K- 18.7% |
$76.8K - $82.8K
|
6.38K
$353K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
92+ 10.81% |
$4.82K - $5.19K
|
943
$52.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.09K- 4.99% |
$57K - $61.4K
|
20.7K
$1.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
500+ 3125.0% |
$26.2K - $28.2K
|
516
$28.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
464+ 15.87% |
$24.3K - $26.2K
|
3.39K
$188K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-121K- 31.1% |
$6.32M - $6.81M
|
268K
$14.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-378- 3.77% |
$19.8K - $21.3K
|
9.65K
$535K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
30New |
$1.57K - $1.69K
|
30
$1.66K
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.28K- 18.26% |
$119K - $129K
|
10.2K
$566K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
271New |
$14.2K - $15.3K
|
271
$15K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-594- 7.14% |
$31.1K - $33.5K
|
7.72K
$428K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
2.29KNew |
$120K - $129K
|
2.29K
$127K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-37.9K- 57.27% |
$1.98M - $2.14M
|
28.3K
$1.57M
|
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.13K- 0.89% |
$59.1K - $63.7K
|
126K
$6.96M
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
55New |
$2.88K - $3.1K
|
55
$3.05K
|