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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.19K- 42.08% |
$152K - $163K
|
4.39K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-167- 97.66% |
$7.97K - $8.53K
|
4
$222
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
73+ 3.63% |
$3.48K - $3.73K
|
2.09K
$116K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-71- 94.67% |
$3.39K - $3.63K
|
4
$222
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-346- 1.85% |
$16.5K - $17.7K
|
18.4K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
54New |
$2.58K - $2.76K
|
54
$2.99K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.09KNew |
$243K - $260K
|
5.09K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-26.4K- 48.02% |
$1.26M - $1.35M
|
28.5K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-244KClosed |
$11.6M - $12.5M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
302New |
$14.4K - $15.4K
|
302
$16.7K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-723- 94.39% |
$34.5K - $36.9K
|
43
$2.38K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
46New |
$2.19K - $2.35K
|
46
$2.55K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
30KNew |
$1.43M - $1.53M
|
30K
$1.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
396KNew |
$18.9M - $20.2M
|
396K
$22M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-380- 16.07% |
$18.1K - $19.4K
|
1.99K
$110K
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
33.3KNew |
$1.59M - $1.7M
|
33.3K
$1.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
12KNew |
$574K - $615K
|
12K
$667K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.07KNew |
$337K - $361K
|
7.07K
$392K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
152K+ 24.28% |
$7.27M - $7.78M
|
780K
$43.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
111New |
$5.3K - $5.67K
|
111
$6.15K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4.02K- 91.56% |
$192K - $205K
|
371
$20.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
2K+ 7.2% |
$95.4K - $102K
|
29.8K
$1.65M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-323- 78.59% |
$15.4K - $16.5K
|
88
$4.88K
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.5KNew |
$786K - $841K
|
16.5K
$913K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
159New |
$7.59K - $8.12K
|
159
$8.81K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-51- 60.71% |
$2.43K - $2.6K
|
33
$1.83K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
31.9K+ 5.28% |
$1.52M - $1.63M
|
635K
$35.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
164New |
$7.82K - $8.37K
|
164
$9.09K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-18- 14.63% |
$859 - $919
|
105
$5.82K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
67K+ 43.84% |
$3.19M - $3.42M
|
220K
$12.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
58.8K+ 299.3% |
$2.8M - $3M
|
78.4K
$4.34M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-19- 0.15% |
$906 - $970
|
12.4K
$689K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.79KNew |
$85.4K - $91.4K
|
1.79K
$99.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
513New |
$24.5K - $26.2K
|
513
$28.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-721- 16.0% |
$34.4K - $36.8K
|
3.79K
$210K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
23New |
$1.1K - $1.17K
|
23
$1.27K
|
|
|
Oct 19, 2023
Q3 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
5.24KNew |
$250K - $267K
|
5.24K
$290K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
48New |
$2.29K - $2.45K
|
48
$2.66K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
5.63KNew |
$269K - $288K
|
5.63K
$312K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
66KNew |
$3.15M - $3.37M
|
66K
$3.66M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
84New |
$4.01K - $4.29K
|
84
$4.65K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
82.2KNew |
$3.92M - $4.2M
|
82.2K
$4.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
47New |
$2.24K - $2.4K
|
47
$2.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-288- 88.07% |
$13.7K - $14.7K
|
39
$2.16K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
78New |
$3.72K - $3.98K
|
78
$4.32K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
47New |
$2.24K - $2.4K
|
47
$2.6K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-496K- 45.69% |
$23.6M - $24.9M
|
590K
$32.7M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-41- 3.91% |
$1.95K - $2.06K
|
1.01K
$55.8K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
280New |
$13.3K - $14.1K
|
280
$15.5K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-71- 30.34% |
$3.38K - $3.57K
|
163
$9.03K
|
|