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 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
209KNew |
$8.02M - $9.44M
|
209K
$13.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-1.23K- 14.44% |
$47.3K - $55.7K
|
7.29K
$468K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-770- 1.87% |
$29.6K - $34.8K
|
40.4K
$2.59M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-5.14K- 16.97% |
$197K - $232K
|
25.1K
$1.61M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12.3KNew |
$474K - $558K
|
12.3K
$791K
|
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
200+ 0.96% |
$7.69K - $9.05K
|
21K
$1.35M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
449New |
$17.3K - $20.3K
|
449
$28.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-313K- 84.65% |
$12M - $14.2M
|
56.8K
$3.64M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
28.3K+ 184.0% |
$1.09M - $1.28M
|
43.7K
$2.81M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-776- 14.97% |
$29.8K - $35.1K
|
4.41K
$283K
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-14K- 95.28% |
$537K - $632K
|
692
$44.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
10.3KNew |
$398K - $468K
|
10.3K
$664K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
527New |
$20.3K - $23.8K
|
527
$33.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-9.26K- 41.36% |
$356K - $419K
|
13.1K
$842K
|
|
| Q2 2022 | |||||||
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.67K+ 5.63% |
$116K - $136K
|
50.1K
$3.22M
|
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
200KNew |
$8.68M - $10.2M
|
200K
$12.9M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
104New |
$4.51K - $5.28K
|
104
$6.67K
|
|
|
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
$41.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
13.2KNew |
$574K - $672K
|
13.2K
$850K
|
|
|
Aug 15, 2022
Q2 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-153KClosed |
$6.63M - $7.76M
|
0
$0
|
|
|
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
$60.6K
|
|
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
318K+ 203.09% |
$13.8M - $16.1M
|
474K
$30.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
63New |
$2.73K - $3.2K
|
63
$4.04K
|
|
|
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
$1.99M
|
|
|
Aug 11, 2022
Q2 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-4.41KClosed |
$191K - $224K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
871New |
$37.7K - $44.2K
|
871
$55.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-39Closed |
$1.69K - $1.98K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-334KClosed |
$14.5M - $17M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-206KClosed |
$8.95M - $10.5M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
183+ 3.16% |
$7.93K - $9.29K
|
5.98K
$384K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.91KClosed |
$126K - $148K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
13KNew |
$561K - $658K
|
13K
$832K
|
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
382+ 3.16% |
$16.6K - $19.4K
|
12.5K
$799K
|
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-4.33KClosed |
$187K - $220K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-236- 28.82% |
$10.2K - $12K
|
583
$37.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-4.46KClosed |
$193K - $226K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-6.64KClosed |
$288K - $337K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-311Closed |
$13.5K - $15.8K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-2.68K- 32.02% |
$116K - $136K
|
5.69K
$365K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10.6KClosed |
$458K - $537K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
3.86KNew |
$167K - $196K
|
3.86K
$248K
|
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-102KClosed |
$4.42M - $5.18M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$43.3 - $50.8
|
1
$64.2
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.97K+ 6.69% |
$259K - $303K
|
95.2K
$6.11M
|
|