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 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
263New |
$12K - $14K
|
263
$14.6K
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.13KClosed |
$51.5K - $60.2K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-267Closed |
$12.2K - $14.2K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
BUY
|
- |
48New |
$2.19K - $2.56K
|
48
$2.66K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2K- 25.94% |
$91.3K - $107K
|
5.71K
$316K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.23KClosed |
$56K - $65.4K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
437+ 2.37% |
$19.9K - $23.3K
|
18.9K
$1.04M
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-8.75KClosed |
$399K - $467K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 17, 2022
Q4 2021
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
11.1KNew |
$541K - $583K
|
11.1K
$615K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
36New |
$1.76K - $1.89K
|
36
$1.99K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-4.25KClosed |
$207K - $223K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-277Closed |
$13.5K - $14.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-74Closed |
$3.61K - $3.89K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
140New |
$6.83K - $7.36K
|
140
$7.76K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.01KNew |
$49.4K - $53.2K
|
1.01K
$56.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
SELL
|
- |
-4.27KClosed |
$208K - $224K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-4.12KClosed |
$201K - $217K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-457Closed |
$22.3K - $24K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.08KClosed |
$52.7K - $56.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
100KNew |
$4.88M - $5.26M
|
100K
$5.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-235- 71.21% |
$11.5K - $12.4K
|
95
$5.26K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
110New |
$5.37K - $5.78K
|
110
$6.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-309KClosed |
$15.1M - $16.3M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.84KNew |
$285K - $307K
|
5.84K
$323K
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-32Closed |
$1.56K - $1.68K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-600Closed |
$29.3K - $31.5K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.58MClosed |
$76.9M - $82.9M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-210Closed |
$10.2K - $11K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-49.8KClosed |
$2.43M - $2.62M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-342Closed |
$16.7K - $18K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-113K- 94.82% |
$5.52M - $5.95M
|
6.18K
$342K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
990New |
$48.3K - $52K
|
990
$54.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-47.1KClosed |
$2.3M - $2.48M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-99.7KClosed |
$4.86M - $5.24M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-32.3KClosed |
$1.58M - $1.7M
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-18.1KClosed |
$882K - $950K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-250KClosed |
$12.2M - $13.2M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-264- 4.76% |
$13.1K - $14K
|
5.29K
$293K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
5.56KNew |
$277K - $295K
|
5.56K
$308K
|
|
|
Nov 12, 2021
Q3 2021
|
Ares Management LLC
Los Angeles, CA |
SELL
|
- |
-43.7KClosed |
$2.18M - $2.32M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Context Capital Management, LLC
|
SELL
|
- |
-1.81KClosed |
$90.2K - $96K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Employees Retirement System Of Texas
|
SELL
|
- |
-72KClosed |
$3.59M - $3.82M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-365KClosed |
$18.2M - $19.4M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-225KClosed |
$11.2M - $11.9M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-2.57KClosed |
$128K - $136K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7.93KClosed |
$395K - $420K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-24.1KClosed |
$1.2M - $1.28M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-187- 27.5% |
$9.31K - $9.91K
|
493
$27.3K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.76KClosed |
$237K - $252K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-475Closed |
$23.7K - $25.2K
|
0
$0
|
|