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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1- 0.01% |
$50.5 - $54.5
|
7.44K
$412K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
345+ 4.47% |
$17.4K - $18.8K
|
8.06K
$447K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-35.1K- 79.08% |
$1.77M - $1.92M
|
9.3K
$515K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
77+ 0.45% |
$3.89K - $4.2K
|
17.2K
$955K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
99New |
$5K - $5.4K
|
99
$5.49K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-40- 0.04% |
$2.02K - $2.18K
|
110K
$6.08M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
3.69KNew |
$186K - $201K
|
3.69K
$205K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-36- 0.91% |
$1.82K - $1.96K
|
3.91K
$216K
|
|
| Q4 2023 | |||||||
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
490+ 59.54% |
$22.8K - $25.6K
|
1.31K
$72.8K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.84K- 24.15% |
$85.9K - $96.3K
|
5.79K
$321K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
224KNew |
$10.4M - $11.7M
|
224K
$12.4M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.24KNew |
$151K - $169K
|
3.24K
$179K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.22KNew |
$243K - $273K
|
5.22K
$289K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
49.5KNew |
$2.3M - $2.58M
|
49.5K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-57- 9.42% |
$2.65K - $2.98K
|
548
$30.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-25.6K- 17.42% |
$1.19M - $1.34M
|
121K
$6.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-32- 61.54% |
$1.49K - $1.67K
|
20
$1.11K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.47K- 91.7% |
$68.5K - $76.8K
|
133
$7.37K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
87New |
$4.05K - $4.55K
|
87
$4.82K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.75K+ 39.68% |
$175K - $196K
|
13.2K
$732K
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-840- 16.26% |
$39.1K - $43.9K
|
4.33K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.04K- 33.81% |
$95.2K - $107K
|
4K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.66KNew |
$217K - $244K
|
4.66K
$258K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
172KNew |
$8.02M - $9M
|
172K
$9.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-75- 14.15% |
$3.49K - $3.92K
|
455
$25.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
4.48KNew |
$209K - $234K
|
4.48K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
358+ 22.03% |
$16.7K - $18.7K
|
1.98K
$110K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4.16K+ 5.44% |
$194K - $217K
|
80.7K
$4.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.24K- 7.88% |
$197K - $222K
|
49.6K
$2.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
137KNew |
$6.39M - $7.17M
|
137K
$7.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-175- 0.14% |
$8.15K - $9.14K
|
126K
$7M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
6.01KNew |
$280K - $314K
|
6.01K
$333K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.85K- 7.12% |
$133K - $149K
|
37.2K
$2.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
84New |
$3.91K - $4.39K
|
84
$4.65K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
152+ 1.99% |
$7.08K - $7.94K
|
7.8K
$432K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-11.8K- 67.23% |
$550K - $617K
|
5.76K
$319K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
55.4KNew |
$2.58M - $2.9M
|
55.4K
$3.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-195- 0.32% |
$9.08K - $10.2K
|
60.2K
$3.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
250New |
$11.6K - $13.1K
|
250
$13.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-626- 6.46% |
$29.2K - $32.7K
|
9.06K
$502K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.97KNew |
$231K - $260K
|
4.97K
$275K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
5.41KNew |
$252K - $283K
|
5.41K
$300K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10+ 1.96% |
$466 - $523
|
521
$28.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-772- 75.24% |
$36K - $40.3K
|
254
$14.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-7.87K- 14.51% |
$367K - $411K
|
46.4K
$2.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.55K- 23.42% |
$72.4K - $81.2K
|
5.08K
$282K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
70New |
$3.26K - $3.66K
|
70
$3.88K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4.6KNew |
$214K - $240K
|
4.6K
$255K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-760- 9.25% |
$35.4K - $39.7K
|
7.46K
$413K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
115New |
$5.36K - $6.01K
|
115
$6.37K
|
|