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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
880New |
$44.4K - $48K
|
880
$48.8K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
504+ 11.0% |
$25.4K - $27.5K
|
5.09K
$282K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
4.63KNew |
$233K - $252K
|
4.63K
$256K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.65K+ 27.36% |
$184K - $199K
|
17K
$940K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
180New |
$9.08K - $9.81K
|
180
$9.97K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.7KNew |
$237K - $256K
|
4.7K
$260K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.84K- 14.48% |
$194K - $209K
|
22.7K
$1.26M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
103New |
$5.2K - $5.61K
|
103
$5.71K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
47+ 0.94% |
$2.37K - $2.56K
|
5.02K
$278K
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
3.85KNew |
$194K - $210K
|
3.85K
$213K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.5K- 28.66% |
$75.4K - $81.5K
|
3.72K
$206K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
228KNew |
$11.5M - $12.4M
|
228K
$12.6M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
292+ 3.79% |
$14.7K - $15.9K
|
7.99K
$443K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-997- 95.41% |
$50.3K - $54.3K
|
48
$2.66K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
5.85KNew |
$295K - $319K
|
5.85K
$324K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
129KNew |
$6.49M - $7.01M
|
129K
$7.13M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
10.2KNew |
$513K - $555K
|
10.2K
$564K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.21K+ 5.55% |
$60.8K - $65.7K
|
22.9K
$1.27M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
970+ 24.61% |
$48.9K - $52.9K
|
4.91K
$272K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-262- 2.7% |
$13.2K - $14.3K
|
9.44K
$523K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
3.79KNew |
$191K - $206K
|
3.79K
$210K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.17K- 17.07% |
$59K - $63.7K
|
5.68K
$315K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
978+ 21.91% |
$49.3K - $53.3K
|
5.44K
$301K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.85KNew |
$194K - $210K
|
3.85K
$213K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-195- 3.48% |
$9.84K - $10.6K
|
5.41K
$300K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
7KNew |
$353K - $382K
|
7K
$388K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.71K+ 7.8% |
$288K - $311K
|
78.9K
$4.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-174K- 97.51% |
$8.77M - $9.47M
|
4.43K
$245K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-17.1K- 10.55% |
$864K - $934K
|
145K
$8.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-8- 15.09% |
$404 - $436
|
45
$2.49K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
90.5KNew |
$4.56M - $4.93M
|
90.5K
$5.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-12K- 41.7% |
$607K - $656K
|
16.8K
$932K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-17.6K- 28.76% |
$888K - $959K
|
43.6K
$2.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-291- 15.25% |
$14.7K - $15.9K
|
1.62K
$89.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-48K- 20.58% |
$2.42M - $2.62M
|
185K
$10.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
38New |
$1.92K - $2.07K
|
38
$2.11K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-271- 2.74% |
$13.7K - $14.8K
|
9.61K
$533K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-235- 1.24% |
$11.9K - $12.8K
|
18.7K
$1.04M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-119- 65.38% |
$6K - $6.49K
|
63
$3.49K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-161- 50.31% |
$8.12K - $8.77K
|
159
$8.81K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.35K- 37.24% |
$169K - $183K
|
5.65K
$313K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
688+ 6.77% |
$34.7K - $37.5K
|
10.9K
$601K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
70+ 2.69% |
$3.53K - $3.82K
|
2.67K
$148K
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
22.2KNew |
$1.12M - $1.21M
|
22.2K
$1.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
60+ 1200.0% |
$3.03K - $3.27K
|
65
$3.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-3.04K- 42.19% |
$154K - $166K
|
4.17K
$231K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
84+ 1.86% |
$4.24K - $4.58K
|
4.59K
$254K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3New |
$151 - $164
|
3
$166
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
2New |
$101 - $109
|
2
$111
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
102New |
$5.15K - $5.56K
|
102
$5.65K
|