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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3New |
$151 - $164
|
3
$197
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
2New |
$101 - $109
|
2
$132
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
102New |
$5.15K - $5.56K
|
102
$6.71K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
77+ 0.45% |
$3.89K - $4.2K
|
17.2K
$1.13M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
99New |
$5K - $5.4K
|
99
$6.52K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-40- 0.04% |
$2.02K - $2.18K
|
110K
$7.22M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-36- 0.91% |
$1.82K - $1.96K
|
3.91K
$257K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
49.5KNew |
$2.3M - $2.58M
|
49.5K
$3.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-57- 9.42% |
$2.65K - $2.98K
|
548
$36.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-32- 61.54% |
$1.49K - $1.67K
|
20
$1.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.47K- 91.7% |
$68.5K - $76.8K
|
133
$8.75K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
87New |
$4.05K - $4.55K
|
87
$5.73K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.75K+ 39.68% |
$175K - $196K
|
13.2K
$870K
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-840- 16.26% |
$39.1K - $43.9K
|
4.33K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.66KNew |
$217K - $244K
|
4.66K
$307K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
172KNew |
$8.02M - $9M
|
172K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
358+ 22.03% |
$16.7K - $18.7K
|
1.98K
$131K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
137KNew |
$6.39M - $7.17M
|
137K
$9.03M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
6.01KNew |
$280K - $314K
|
6.01K
$396K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.85K- 7.12% |
$133K - $149K
|
37.2K
$2.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
84New |
$3.91K - $4.39K
|
84
$5.53K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-11.8K- 67.23% |
$550K - $617K
|
5.76K
$379K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
55.4KNew |
$2.58M - $2.9M
|
55.4K
$3.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-195- 0.32% |
$9.08K - $10.2K
|
60.2K
$3.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
250New |
$11.6K - $13.1K
|
250
$16.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-626- 6.46% |
$29.2K - $32.7K
|
9.06K
$596K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.97KNew |
$231K - $260K
|
4.97K
$327K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
5.41KNew |
$252K - $283K
|
5.41K
$356K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-772- 75.24% |
$36K - $40.3K
|
254
$16.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-7.87K- 14.51% |
$367K - $411K
|
46.4K
$3.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4.6KNew |
$214K - $240K
|
4.6K
$303K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-760- 9.25% |
$35.4K - $39.7K
|
7.46K
$491K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
115New |
$5.36K - $6.01K
|
115
$7.57K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3.85KNew |
$179K - $201K
|
3.85K
$253K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
1+ 0.21% |
$46.6 - $52.3
|
472
$31.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
216+ 0.39% |
$10.1K - $11.3K
|
55.4K
$3.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
467New |
$21.7K - $24.4K
|
467
$30.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
36KNew |
$1.68M - $1.88M
|
36K
$2.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
5.88KNew |
$274K - $307K
|
5.88K
$387K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.26KNew |
$245K - $275K
|
5.26K
$346K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
839New |
$39.1K - $43.8K
|
839
$55.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
22.3KNew |
$1.04M - $1.17M
|
22.3K
$1.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5.79K- 7.41% |
$270K - $302K
|
72.3K
$4.76M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10.2KNew |
$475K - $533K
|
10.2K
$672K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
87New |
$4.05K - $4.55K
|
87
$5.73K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-144KClosed |
$6.71M - $7.53M
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
3.9KNew |
$181K - $204K
|
3.9K
$256K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
371New |
$17.3K - $19.4K
|
371
$24.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.85K+ 32.36% |
$86.1K - $96.6K
|
7.56K
$497K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
21.7KNew |
$1.01M - $1.13M
|
21.7K
$1.43M
|
|