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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2021
Q3 2021
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-11.4KClosed |
$566K - $602K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.35KNew |
$117K - $124K
|
2.35K
$124K
|
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4.86KClosed |
$242K - $258K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-172Closed |
$8.57K - $9.11K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-1.06KClosed |
$52.9K - $56.3K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.06KClosed |
$52.9K - $56.3K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
BUY
|
- |
135New |
$6.72K - $7.15K
|
135
$7.13K
|
|
| Q2 2021 | |||||||
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.95KClosed |
$203K - $216K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Granger Management LLC
|
SELL
|
- |
-532KClosed |
$27.3M - $29.1M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-233Closed |
$12K - $12.8K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Middleton & CO Inc
|
BUY
|
- |
875+ 16.75% |
$44.9K - $47.9K
|
6.1K
$322K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-415Closed |
$21.3K - $22.7K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-6.65KClosed |
$342K - $364K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-914Closed |
$46.9K - $50K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-7.39KClosed |
$379K - $404K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-4.97KClosed |
$255K - $272K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-114Closed |
$5.85K - $6.24K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Tufton Capital Management
|
SELL
|
- |
-4.76KClosed |
$244K - $260K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Exane Derivatives
|
SELL
|
- |
-2.37K- 99.75% |
$122K - $130K
|
6
$317
|
|
|
Jul 22, 2021
Q2 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-6.16KClosed |
$316K - $337K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-853Closed |
$43.8K - $46.7K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.83KNew |
$299K - $319K
|
5.83K
$308K
|
|
|
Jul 15, 2021
Q2 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-5KClosed |
$257K - $274K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-32Closed |
$1.64K - $1.75K
|
0
$0
|
|
|
Jul 06, 2021
Q2 2021
|
Newman & Schimel, LLC
|
SELL
|
- |
-4.99KClosed |
$256K - $273K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-87.7KClosed |
$4.12M - $4.53M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Hernani Holdings LLC
Jackson, WY |
SELL
|
- |
-212KClosed |
$9.95M - $10.9M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-540Closed |
$25.3K - $27.9K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-16.3K- 68.73% |
$764K - $841K
|
7.41K
$391K
|
|
|
May 11, 2021
Q1 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-5.22KClosed |
$245K - $269K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-23.8KClosed |
$1.12M - $1.23M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-181Closed |
$8.49K - $9.35K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-10Closed |
$469 - $517
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
77New |
$3.61K - $3.98K
|
77
$4.06K
|
|
|
Apr 30, 2021
Q1 2021
|
Field & Main Bank
|
SELL
|
- |
-365Closed |
$17.1K - $18.9K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-171Closed |
$8.03K - $8.83K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-14.7KClosed |
$690K - $759K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
American National Bank
|
SELL
|
- |
-23- 19.83% |
$1.08K - $1.19K
|
93
$4.91K
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.29KClosed |
$60.5K - $66.6K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-92Closed |
$3.55K - $4.39K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
234New |
$9.03K - $11.2K
|
234
$12.4K
|
|
|
Feb 12, 2021
Q4 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-6.5KClosed |
$251K - $310K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Twin Capital Management Inc
|
SELL
|
- |
-135KClosed |
$5.2M - $6.42M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-60KClosed |
$2.32M - $2.86M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
35KNew |
$1.35M - $1.67M
|
35K
$1.85M
|
|
|
Jan 25, 2021
Q4 2020
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-28.7KClosed |
$1.11M - $1.37M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2023
Q3 2020
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-324Closed |
$12.9K - $13.9K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.74KClosed |
$388K - $416K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-56Closed |
$2.23K - $2.4K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
118New |
$4.7K - $5.05K
|
118
$6.23K
|
|