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, 2022
Q3 2022
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
10K+ 38.91% |
$385K - $452K
|
35.7K
$1.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-32.4K- 100.0% |
$1.25M - $1.47M
|
1
$55.4
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
727+ 643.36% |
$28K - $32.9K
|
840
$46.5K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
293New |
$11.3K - $13.3K
|
293
$16.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
10+ 3.79% |
$385 - $452
|
274
$15.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
698New |
$26.8K - $31.6K
|
698
$38.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-191- 2.48% |
$7.34K - $8.64K
|
7.51K
$416K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
43New |
$1.65K - $1.95K
|
43
$2.38K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
9.58K+ 18.84% |
$369K - $434K
|
60.4K
$3.35M
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
5.87KNew |
$226K - $265K
|
5.87K
$325K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.16KNew |
$44.8K - $52.7K
|
1.16K
$64.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
5+ 0.16% |
$192 - $226
|
3.1K
$172K
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-5.1KClosed |
$196K - $230K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
6.13K+ 4.79% |
$236K - $277K
|
134K
$7.43M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
4.67K+ 12.54% |
$180K - $211K
|
41.9K
$2.32M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
209KNew |
$8.02M - $9.44M
|
209K
$11.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-1.23K- 14.44% |
$47.3K - $55.7K
|
7.29K
$404K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-770- 1.87% |
$29.6K - $34.8K
|
40.4K
$2.24M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-5.14K- 16.97% |
$197K - $232K
|
25.1K
$1.39M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12.3KNew |
$474K - $558K
|
12.3K
$683K
|
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
200+ 0.96% |
$7.69K - $9.05K
|
21K
$1.17M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
449New |
$17.3K - $20.3K
|
449
$24.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-313K- 84.65% |
$12M - $14.2M
|
56.8K
$3.15M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
28.3K+ 184.0% |
$1.09M - $1.28M
|
43.7K
$2.42M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-776- 14.97% |
$29.8K - $35.1K
|
4.41K
$244K
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-14K- 95.28% |
$537K - $632K
|
692
$38.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
10.3KNew |
$398K - $468K
|
10.3K
$573K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
527New |
$20.3K - $23.8K
|
527
$29.2K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-9.26K- 41.36% |
$356K - $419K
|
13.1K
$727K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.32K- 1.9% |
$57.3K - $67.2K
|
68.1K
$3.78M
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
36+ 11.11% |
$1.56K - $1.83K
|
360
$19.9K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.67K+ 5.63% |
$116K - $136K
|
50.1K
$2.78M
|
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
200KNew |
$8.68M - $10.2M
|
200K
$11.1M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
104New |
$4.51K - $5.28K
|
104
$5.76K
|
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-161Closed |
$6.98K - $8.18K
|
0
$0
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-244Closed |
$10.6K - $12.4K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.06KClosed |
$45.9K - $53.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.39KClosed |
$233K - $274K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-365KClosed |
$15.8M - $18.5M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
648New |
$28.1K - $32.9K
|
648
$35.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
13.2KNew |
$574K - $672K
|
13.2K
$734K
|
|
|
Aug 15, 2022
Q2 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-153KClosed |
$6.63M - $7.76M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
111KNew |
$4.83M - $5.66M
|
111K
$6.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-5.98KClosed |
$259K - $303K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
945New |
$40.9K - $48K
|
945
$52.4K
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-24.1KClosed |
$1.05M - $1.23M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
318K+ 203.09% |
$13.8M - $16.1M
|
474K
$26.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
63New |
$2.73K - $3.2K
|
63
$3.49K
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.37KClosed |
$59.4K - $69.7K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-43K- 58.11% |
$1.86M - $2.18M
|
31K
$1.72M
|
|