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 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.71K+ 7.8% |
$288K - $311K
|
78.9K
$4.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-174K- 97.51% |
$8.77M - $9.47M
|
4.43K
$233K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-17.1K- 10.55% |
$864K - $934K
|
145K
$7.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-8- 15.09% |
$404 - $436
|
45
$2.37K
|
|
|
Apr 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-12K- 41.7% |
$607K - $656K
|
16.8K
$884K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-291- 15.25% |
$14.7K - $15.9K
|
1.62K
$85K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-48K- 20.58% |
$2.42M - $2.62M
|
185K
$9.73M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
38New |
$1.92K - $2.07K
|
38
$2K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-235- 1.24% |
$11.9K - $12.8K
|
18.7K
$984K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-119- 65.38% |
$6K - $6.49K
|
63
$3.31K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-161- 50.31% |
$8.12K - $8.77K
|
159
$8.36K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.35K- 37.24% |
$169K - $183K
|
5.65K
$297K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
70+ 2.69% |
$3.53K - $3.82K
|
2.67K
$141K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
60+ 1200.0% |
$3.03K - $3.27K
|
65
$3.42K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-3.04K- 42.19% |
$154K - $166K
|
4.17K
$219K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
84+ 1.86% |
$4.24K - $4.58K
|
4.59K
$241K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3New |
$151 - $164
|
3
$158
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
2New |
$101 - $109
|
2
$105
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
102New |
$5.15K - $5.56K
|
102
$5.36K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1- 0.01% |
$50.5 - $54.5
|
7.44K
$391K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-35.1K- 79.08% |
$1.77M - $1.92M
|
9.3K
$489K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
77+ 0.45% |
$3.89K - $4.2K
|
17.2K
$906K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
99New |
$5K - $5.4K
|
99
$5.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-40- 0.04% |
$2.02K - $2.18K
|
110K
$5.76M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
3.69KNew |
$186K - $201K
|
3.69K
$194K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-36- 0.91% |
$1.82K - $1.96K
|
3.91K
$205K
|
|
| Q4 2023 | |||||||
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
490+ 59.54% |
$22.8K - $25.6K
|
1.31K
$69K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.84K- 24.15% |
$85.9K - $96.3K
|
5.79K
$304K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
49.5KNew |
$2.3M - $2.58M
|
49.5K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-57- 9.42% |
$2.65K - $2.98K
|
548
$28.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-25.6K- 17.42% |
$1.19M - $1.34M
|
121K
$6.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-32- 61.54% |
$1.49K - $1.67K
|
20
$1.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.47K- 91.7% |
$68.5K - $76.8K
|
133
$6.99K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
87New |
$4.05K - $4.55K
|
87
$4.57K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.75K+ 39.68% |
$175K - $196K
|
13.2K
$694K
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-840- 16.26% |
$39.1K - $43.9K
|
4.33K
$227K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.66KNew |
$217K - $244K
|
4.66K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
172KNew |
$8.02M - $9M
|
172K
$9.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-75- 14.15% |
$3.49K - $3.92K
|
455
$23.9K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
358+ 22.03% |
$16.7K - $18.7K
|
1.98K
$104K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4.16K+ 5.44% |
$194K - $217K
|
80.7K
$4.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.24K- 7.88% |
$197K - $222K
|
49.6K
$2.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
137KNew |
$6.39M - $7.17M
|
137K
$7.21M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
6.01KNew |
$280K - $314K
|
6.01K
$316K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.85K- 7.12% |
$133K - $149K
|
37.2K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
84New |
$3.91K - $4.39K
|
84
$4.42K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-11.8K- 67.23% |
$550K - $617K
|
5.76K
$302K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
55.4KNew |
$2.58M - $2.9M
|
55.4K
$2.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-195- 0.32% |
$9.08K - $10.2K
|
60.2K
$3.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
250New |
$11.6K - $13.1K
|
250
$13.1K
|
|