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 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.9K- 45.82% |
$988K - $1.07M
|
22.3K
$1.17M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.03K- 25.66% |
$159K - $171K
|
8.79K
$462K
|
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.6KNew |
$293K - $316K
|
5.6K
$294K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-285- 3.31% |
$14.9K - $16.1K
|
8.33K
$438K
|
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
14.2KNew |
$741K - $799K
|
14.2K
$745K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
22+ 2.98% |
$1.15K - $1.24K
|
760
$39.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
23+ 25.56% |
$1.2K - $1.3K
|
113
$5.94K
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
BUY
|
- |
1.45K+ 36.33% |
$75.8K - $81.7K
|
5.44K
$286K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.79% |
$52.3 - $56.4
|
127
$6.68K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
168New |
$8.79K - $9.48K
|
168
$8.83K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.32K- 45.19% |
$331K - $357K
|
7.66K
$403K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-361- 60.98% |
$18.9K - $20.4K
|
231
$12.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-4- 7.02% |
$209 - $226
|
53
$2.79K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
59New |
$3.09K - $3.33K
|
59
$3.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.24KNew |
$170K - $183K
|
3.24K
$170K
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4+ 0.01% |
$209 - $226
|
36K
$1.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
783+ 20.94% |
$41K - $44.2K
|
4.52K
$238K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.73K- 27.61% |
$143K - $154K
|
7.16K
$376K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
565+ 65.39% |
$29.6K - $31.9K
|
1.43K
$75.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.45KNew |
$76K - $81.9K
|
1.45K
$76.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
178New |
$9.32K - $10K
|
178
$9.36K
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
44.7KNew |
$2.34M - $2.52M
|
44.7K
$2.35M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
50New |
$2.62K - $2.82K
|
50
$2.63K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.5K- 14.56% |
$78.5K - $84.6K
|
8.8K
$463K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
198New |
$10.4K - $11.2K
|
198
$10.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
158+ 2.92% |
$8.27K - $8.91K
|
5.57K
$293K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
4.08KNew |
$214K - $230K
|
4.08K
$215K
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-1- -0.0% |
$52.3 - $56.4
|
56.4K
$2.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-14.4K- 14.03% |
$754K - $813K
|
88.3K
$4.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
101+ 1.63% |
$5.29K - $5.7K
|
6.29K
$331K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-361- 6.94% |
$18.9K - $20.4K
|
4.84K
$254K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
380+ 40.64% |
$19.9K - $21.4K
|
1.32K
$69.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-280- 3.55% |
$14.7K - $15.8K
|
7.61K
$400K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.06K- 53.58% |
$265K - $285K
|
4.38K
$230K
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
27New |
$1.41K - $1.52K
|
27
$1.42K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
559+ 291.15% |
$29.3K - $31.5K
|
751
$39.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
916New |
$47.9K - $51.7K
|
916
$48.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17+ 0.37% |
$890 - $959
|
4.67K
$245K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.47K- 18.7% |
$76.8K - $82.8K
|
6.38K
$335K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
92+ 10.81% |
$4.82K - $5.19K
|
943
$49.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
500+ 3125.0% |
$26.2K - $28.2K
|
516
$27.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
464+ 15.87% |
$24.3K - $26.2K
|
3.39K
$178K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-378- 3.77% |
$19.8K - $21.3K
|
9.65K
$507K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
30New |
$1.57K - $1.69K
|
30
$1.58K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
271New |
$14.2K - $15.3K
|
271
$14.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-594- 7.14% |
$31.1K - $33.5K
|
7.72K
$406K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
2.29KNew |
$120K - $129K
|
2.29K
$120K
|
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.13K- 0.89% |
$59.1K - $63.7K
|
126K
$6.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
55New |
$2.88K - $3.1K
|
55
$2.89K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 2.5% |
$52.3 - $56.4
|
41
$2.15K
|