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 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 3.06% |
$576 - $621
|
370
$19.4K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
56New |
$2.93K - $3.16K
|
56
$2.94K
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
123+ 2.9% |
$6.44K - $6.94K
|
4.36K
$229K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 2.58% |
$262 - $282
|
199
$10.5K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.37K+ 1343.14% |
$71.7K - $77.3K
|
1.47K
$77.4K
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-71K- 92.2% |
$3.72M - $4.01M
|
6.01K
$316K
|
|
Q1 2024 | |||||||
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-18.4K- 10.8% |
$926K - $1M
|
152K
$7.97M
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-552- 10.72% |
$27.9K - $30.1K
|
4.6K
$242K
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
167+ 85.2% |
$8.43K - $9.1K
|
363
$19.1K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1- 0.76% |
$50.5 - $54.5
|
130
$6.83K
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
53New |
$2.67K - $2.89K
|
53
$2.79K
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
954New |
$48.1K - $52K
|
954
$50.1K
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-66- 0.69% |
$3.33K - $3.6K
|
9.44K
$496K
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
16.5K+ 73.39% |
$834K - $901K
|
39K
$2.05M
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
130KNew |
$6.55M - $7.08M
|
130K
$6.83M
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
85New |
$4.29K - $4.63K
|
85
$4.47K
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-27.7K- 91.83% |
$1.4M - $1.51M
|
2.46K
$129K
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-108- 6.81% |
$5.45K - $5.89K
|
1.48K
$77.7K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.51K- 33.17% |
$76.1K - $82.2K
|
3.04K
$160K
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-83- 0.14% |
$4.19K - $4.52K
|
57.2K
$3.01M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.24K- 40.85% |
$214K - $231K
|
6.14K
$323K
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
41.2K+ 2773.76% |
$2.08M - $2.25M
|
42.7K
$2.24M
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
58.9KNew |
$2.97M - $3.21M
|
58.9K
$3.1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-213K- 25.24% |
$10.7M - $11.6M
|
630K
$33.1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.08K- 0.54% |
$105K - $114K
|
387K
$20.4M
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.91KNew |
$96.3K - $104K
|
1.91K
$100K
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
9.66K+ 2.06% |
$487K - $526K
|
479K
$25.2M
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-368- 0.73% |
$18.6K - $20.1K
|
50K
$2.63M
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.82KNew |
$344K - $372K
|
6.82K
$359K
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
33.2K+ 47.03% |
$1.68M - $1.81M
|
104K
$5.46M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
17.1KNew |
$864K - $934K
|
17.1K
$900K
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-2.02K- 10.46% |
$102K - $110K
|
17.3K
$908K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
880New |
$44.4K - $48K
|
880
$46.3K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
4.63KNew |
$233K - $252K
|
4.63K
$243K
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
180New |
$9.08K - $9.81K
|
180
$9.46K
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.7KNew |
$237K - $256K
|
4.7K
$247K
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
103New |
$5.2K - $5.61K
|
103
$5.41K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.5K- 28.66% |
$75.4K - $81.5K
|
3.72K
$196K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
228KNew |
$11.5M - $12.4M
|
228K
$12M
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
292+ 3.79% |
$14.7K - $15.9K
|
7.99K
$420K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-997- 95.41% |
$50.3K - $54.3K
|
48
$2.52K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
5.85KNew |
$295K - $319K
|
5.85K
$307K
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
129KNew |
$6.49M - $7.01M
|
129K
$6.76M
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
10.2KNew |
$513K - $555K
|
10.2K
$535K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.21K+ 5.55% |
$60.8K - $65.7K
|
22.9K
$1.2M
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
3.79KNew |
$191K - $206K
|
3.79K
$199K
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
978+ 21.91% |
$49.3K - $53.3K
|
5.44K
$286K
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.85KNew |
$194K - $210K
|
3.85K
$202K
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-195- 3.48% |
$9.84K - $10.6K
|
5.41K
$285K
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
7KNew |
$353K - $382K
|
7K
$368K
|