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 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
5.92KNew |
$270K - $296K
|
5.92K
$328K
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
465+ 8.46% |
$21.2K - $23.3K
|
5.96K
$330K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
237New |
$10.8K - $11.9K
|
237
$13.1K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
219+ 1152.63% |
$9.99K - $11K
|
238
$13.2K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
238New |
$10.9K - $11.9K
|
238
$13.2K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-81- 3.6% |
$3.69K - $4.05K
|
2.17K
$120K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
45New |
$2.05K - $2.25K
|
45
$2.49K
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
27.6KNew |
$1.26M - $1.38M
|
27.6K
$1.53M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
15.3KNew |
$696K - $763K
|
15.3K
$845K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6.08KNew |
$277K - $304K
|
6.08K
$337K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
53+ 0.25% |
$2.42K - $2.65K
|
21.2K
$1.18M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
322New |
$14.7K - $16.1K
|
322
$17.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-8- 2.97% |
$365 - $400
|
261
$14.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-908- 14.84% |
$41.4K - $45.4K
|
5.21K
$289K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-754- 1.87% |
$34.4K - $37.7K
|
39.7K
$2.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
10.9K+ 21.57% |
$497K - $546K
|
61.5K
$3.41M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-75- 23.73% |
$3.42K - $3.75K
|
241
$13.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.24K- 18.7% |
$56.7K - $62.2K
|
5.41K
$299K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
700New |
$31.9K - $35K
|
700
$38.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.69K- 66.52% |
$77K - $84.5K
|
850
$47.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
214New |
$9.76K - $10.7K
|
214
$11.9K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
300New |
$13.7K - $15K
|
300
$16.6K
|
|
| Q4 2022 | |||||||
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.32KNew |
$205K - $248K
|
5.32K
$295K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-24.5KClosed |
$944K - $1.15M
|
0
$0
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
5.72KNew |
$220K - $267K
|
5.72K
$317K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
413New |
$15.9K - $19.3K
|
413
$22.9K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
11KNew |
$423K - $513K
|
11K
$608K
|
|
|
Feb 16, 2023
Q4 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
123K+ 321.56% |
$4.75M - $5.77M
|
162K
$8.97M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.17KNew |
$44.9K - $54.5K
|
1.17K
$64.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-5.22K- 19.36% |
$201K - $244K
|
21.7K
$1.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
6KNew |
$231K - $280K
|
6K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.47K- 76.94% |
$56.6K - $68.7K
|
441
$24.4K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
2.2K+ 25.13% |
$84.9K - $103K
|
11K
$608K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
944+ 10.3% |
$36.3K - $44.1K
|
10.1K
$560K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
202New |
$7.78K - $9.44K
|
202
$11.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
57.6K+ 318.92% |
$2.22M - $2.69M
|
75.7K
$4.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.46KNew |
$172K - $209K
|
4.46K
$247K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-738K- 97.12% |
$28.4M - $34.5M
|
21.9K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-118- 8.51% |
$4.54K - $5.51K
|
1.27K
$70.3K
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-32.6K- 29.2% |
$1.26M - $1.52M
|
79.1K
$4.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
330New |
$12.7K - $15.4K
|
330
$18.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.89KNew |
$72.6K - $88.1K
|
1.89K
$104K
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
7.53KNew |
$290K - $352K
|
7.53K
$417K
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
3.96MNew |
$153M - $185M
|
3.96M
$220M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
72New |
$2.77K - $3.36K
|
72
$3.99K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
85New |
$3.27K - $3.97K
|
85
$4.71K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
61New |
$2.35K - $2.85K
|
61
$3.38K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-205- 14.15% |
$7.89K - $9.58K
|
1.24K
$68.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
26+ 59.09% |
$1K - $1.21K
|
70
$3.88K
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.93KNew |
$113K - $137K
|
2.93K
$162K
|
|