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 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-87.5K- 24.65% |
$4.58M - $4.94M
|
268K
$14.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 2.5% |
$52.3 - $56.4
|
41
$2.27K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 3.06% |
$576 - $621
|
370
$20.5K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
56New |
$2.93K - $3.16K
|
56
$3.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
123+ 2.9% |
$6.44K - $6.94K
|
4.36K
$242K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 2.58% |
$262 - $282
|
199
$11K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-20- 0.45% |
$1.05K - $1.13K
|
4.38K
$243K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.37K+ 1343.14% |
$71.7K - $77.3K
|
1.47K
$81.6K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-71K- 92.2% |
$3.72M - $4.01M
|
6.01K
$333K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.77K- 66.26% |
$190K - $206K
|
1.92K
$106K
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.03K- 7.06% |
$52K - $56.1K
|
13.5K
$751K
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-552- 10.72% |
$27.9K - $30.1K
|
4.6K
$255K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.02K+ 7.87% |
$102K - $110K
|
27.7K
$1.54M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.95K+ 20.36% |
$401K - $433K
|
47K
$2.61M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
58.9KNew |
$2.97M - $3.21M
|
58.9K
$3.27M
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
167+ 85.2% |
$8.43K - $9.1K
|
363
$20.1K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1- 0.76% |
$50.5 - $54.5
|
130
$7.2K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
53New |
$2.67K - $2.89K
|
53
$2.94K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
954New |
$48.1K - $52K
|
954
$52.9K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-66- 0.69% |
$3.33K - $3.6K
|
9.44K
$523K
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
16.5K+ 73.39% |
$834K - $901K
|
39K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
159New |
$8.02K - $8.67K
|
159
$8.81K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
130KNew |
$6.55M - $7.08M
|
130K
$7.2M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
1.05MNew |
$53M - $57.2M
|
1.05M
$58.2M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
85New |
$4.29K - $4.63K
|
85
$4.71K
|
|
|
May 15, 2024
Q1 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
24.1K+ 21.4% |
$1.21M - $1.31M
|
136K
$7.56M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-27.7K- 91.83% |
$1.4M - $1.51M
|
2.46K
$136K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
225KNew |
$11.3M - $12.2M
|
225K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-19- 0.22% |
$959 - $1.04K
|
8.71K
$483K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-108- 6.81% |
$5.45K - $5.89K
|
1.48K
$81.9K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
194K+ 28.46% |
$9.78M - $10.6M
|
875K
$48.5M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-157- 3.78% |
$7.92K - $8.56K
|
4K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.51K- 33.17% |
$76.1K - $82.2K
|
3.04K
$168K
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-83- 0.14% |
$4.19K - $4.52K
|
57.2K
$3.17M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-736- 11.5% |
$37.1K - $40.1K
|
5.66K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.24K- 40.85% |
$214K - $231K
|
6.14K
$340K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
351New |
$17.7K - $19.1K
|
351
$19.4K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
41.2K+ 2773.76% |
$2.08M - $2.25M
|
42.7K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
58.9KNew |
$2.97M - $3.21M
|
58.9K
$3.26M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-213K- 25.24% |
$10.7M - $11.6M
|
630K
$34.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.08K- 0.54% |
$105K - $114K
|
387K
$21.5M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.91KNew |
$96.3K - $104K
|
1.91K
$106K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
93+ 1.2% |
$4.69K - $5.07K
|
7.87K
$436K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
9.66K+ 2.06% |
$487K - $526K
|
479K
$26.5M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-368- 0.73% |
$18.6K - $20.1K
|
50K
$2.77M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.82KNew |
$344K - $372K
|
6.82K
$378K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
33.2K+ 47.03% |
$1.68M - $1.81M
|
104K
$5.75M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
17.1KNew |
$864K - $934K
|
17.1K
$949K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-284- 2.08% |
$14.3K - $15.5K
|
13.4K
$741K
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-2.02K- 10.46% |
$102K - $110K
|
17.3K
$957K
|
|