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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
17New |
$655 - $794
|
17
$942
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
114New |
$4.39K - $5.33K
|
114
$6.32K
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
7.33KNew |
$282K - $343K
|
7.33K
$406K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
3.63K+ 69.45% |
$140K - $170K
|
8.86K
$491K
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-524- 1.74% |
$20.2K - $24.5K
|
29.5K
$1.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-953- 10.45% |
$36.7K - $44.5K
|
8.17K
$452K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
245New |
$9.43K - $11.4K
|
245
$13.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
4.4KNew |
$169K - $206K
|
4.4K
$244K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2.85KNew |
$110K - $133K
|
2.85K
$158K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.91K+ 27.34% |
$382K - $463K
|
46.2K
$2.56M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
14K+ 202.32% |
$541K - $656K
|
21K
$1.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1- 2.78% |
$38.5 - $46.7
|
35
$1.94K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4.55KNew |
$175K - $213K
|
4.55K
$252K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
5.98KNew |
$230K - $279K
|
5.98K
$331K
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-6.83K- 59.91% |
$263K - $319K
|
4.57K
$253K
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
4.44KNew |
$171K - $207K
|
4.44K
$246K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
12.3KNew |
$473K - $575K
|
12.3K
$681K
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
21.5KNew |
$827K - $1M
|
21.5K
$1.19M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-87- 1.15% |
$3.35K - $4.07K
|
7.46K
$414K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.82KNew |
$70.1K - $85K
|
1.82K
$101K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
131New |
$5.04K - $6.12K
|
131
$7.26K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-55- 1.01% |
$2.12K - $2.57K
|
5.39K
$298K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
135KNew |
$5.19M - $6.3M
|
135K
$7.47M
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-402- 1.53% |
$15.5K - $18.8K
|
25.9K
$1.43M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
1.44K+ 15.26% |
$55.4K - $67.3K
|
10.9K
$603K
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
SELL
|
- |
-2.68K- 33.07% |
$103K - $125K
|
5.43K
$301K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-170- 1.2% |
$6.55K - $7.94K
|
14K
$774K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
33.7KNew |
$1.3M - $1.57M
|
33.7K
$1.87M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
15K+ 6.44% |
$576K - $700K
|
247K
$13.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
86New |
$3.31K - $4.02K
|
86
$4.77K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
75.3KNew |
$2.9M - $3.52M
|
75.3K
$4.17M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.84KNew |
$70.8K - $85.9K
|
1.84K
$102K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
268New |
$10.3K - $12.5K
|
268
$14.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
800New |
$30.8K - $37.4K
|
800
$44.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
21.6KNew |
$831K - $1.01M
|
21.6K
$1.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
55New |
$2.12K - $2.57K
|
55
$3.05K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
474New |
$18.2K - $22.2K
|
474
$26.3K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1.51KNew |
$58.1K - $70.5K
|
1.51K
$83.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
175KNew |
$6.74M - $8.18M
|
175K
$9.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
SELL
|
- |
-126K- 27.09% |
$4.87M - $5.91M
|
340K
$18.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.18KNew |
$83.9K - $102K
|
2.18K
$121K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-467Closed |
$18K - $21.1K
|
0
$0
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-3.54KClosed |
$136K - $160K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.49K+ 2.12% |
$211K - $249K
|
264K
$14.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
303+ 41.11% |
$11.7K - $13.7K
|
1.04K
$57.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
14.3KNew |
$549K - $646K
|
14.3K
$791K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
BUY
|
- |
5.22KNew |
$201K - $236K
|
5.22K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.2MNew |
$161M - $190M
|
4.2M
$233M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.12M- 22.86% |
$43.2M - $50.8M
|
3.79M
$210M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-16.7K- 74.11% |
$642K - $755K
|
5.83K
$323K
|
|