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 10, 2020
Q3 2020
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
2.06K+ 15.77% |
$81.9K - $87.9K
|
15.1K
$796K
|
|
|
Oct 28, 2020
Q3 2020
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-85Closed |
$3.39K - $3.64K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-10.9KClosed |
$433K - $465K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-5Closed |
$199 - $214
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.33KClosed |
$52.9K - $56.8K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Cx Institutional
|
SELL
|
- |
-124Closed |
$4.94K - $5.3K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Optimum Investment Advisors
|
BUY
|
- |
301New |
$12K - $12.9K
|
301
$15.9K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-87.8K- 89.02% |
$2.98M - $3.83M
|
10.8K
$572K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-358Closed |
$12.2K - $15.6K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-3.34KClosed |
$113K - $146K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-629Closed |
$21.4K - $27.5K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
65New |
$2.21K - $2.84K
|
65
$3.43K
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-83Closed |
$2.82K - $3.62K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-54Closed |
$1.83K - $2.36K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Weaver Consulting Group
|
SELL
|
- |
-202Closed |
$6.86K - $8.82K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-21.3KClosed |
$724K - $932K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Parkside Advisors LLC
|
SELL
|
- |
-9.65KClosed |
$328K - $421K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Sep 21, 2023
Q1 2020
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-37Closed |
$1.15K - $1.87K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-296Closed |
$9.17K - $14.9K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Granite Investment Partners, LLC
|
SELL
|
- |
-322Closed |
$9.98K - $16.2K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-5.97KClosed |
$185K - $301K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-38.4KClosed |
$1.19M - $1.94M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-110KClosed |
$3.41M - $5.54M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.35KClosed |
$72.7K - $118K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.01KClosed |
$124K - $202K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-23.2KClosed |
$719K - $1.17M
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-481KClosed |
$14.9M - $24.3M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-48Closed |
$1.49K - $2.42K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-156KClosed |
$4.84M - $7.88M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-412Closed |
$12.8K - $20.8K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4.28KClosed |
$133K - $216K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Ironwood Financial, LLC
|
SELL
|
- |
-606Closed |
$18.8K - $30.6K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-277Closed |
$8.58K - $14K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-2.67KClosed |
$82.7K - $135K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-4.68KClosed |
$145K - $236K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Pds Planning, Inc
|
SELL
|
- |
-12.9KClosed |
$399K - $650K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Charles Schwab Trust CO
|
SELL
|
- |
-4.19KClosed |
$130K - $211K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Tsfg, LLC
|
BUY
|
- |
1.35KNew |
$41.8K - $68.1K
|
1.35K
$71.3K
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Noked Capital LTD
Tel Aviv, L3 |
SELL
|
- |
-114KClosed |
$5.23M - $5.77M
|
0
$0
|
|
|
Feb 18, 2020
Q4 2019
|
Noked Israel LTD
Ramat Hasharon, L3 |
SELL
|
- |
-114KClosed |
$5.23M - $5.77M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-183Closed |
$8.4K - $9.26K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Evensky & Katz LLC
|
SELL
|
- |
-6KClosed |
$275K - $304K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.25KClosed |
$57.1K - $63K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-1.14KClosed |
$52.2K - $57.5K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Advisory Resource Group
|
SELL
|
- |
-4.29KClosed |
$197K - $217K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-148KClosed |
$6.77M - $7.47M
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
910New |
$41.8K - $46K
|
910
$48K
|
|
|
Feb 07, 2020
Q4 2019
|
Brighton Jones LLC
|
SELL
|
- |
-5.07KClosed |
$233K - $256K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-10.2KClosed |
$468K - $516K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Rice Partnership, LLC
|
SELL
|
- |
-324Closed |
$14.9K - $16.4K
|
0
$0
|
|