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 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-1.07K- 11.68% |
$55.4K - $62.1K
|
8.11K
$449K
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-250- 6.3% |
$12.9K - $14.5K
|
3.72K
$206K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-7.55K- 2.86% |
$390K - $437K
|
256K
$14.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
5.52K+ 2.29% |
$285K - $320K
|
246K
$13.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-41.4K- 9.06% |
$2.14M - $2.4M
|
416K
$23M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
11.9K+ 8.32% |
$617K - $692K
|
155K
$8.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-86.4K- 41.46% |
$4.47M - $5.01M
|
122K
$6.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
2.3K+ 12.54% |
$119K - $133K
|
20.6K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
13.2KNew |
$683K - $765K
|
13.2K
$732K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
56.7K+ 144.88% |
$2.93M - $3.28M
|
95.8K
$5.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-79.1K- 65.02% |
$4.09M - $4.58M
|
42.6K
$2.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.78K- 0.24% |
$144K - $161K
|
1.18M
$65.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-157- 3.17% |
$8.12K - $9.1K
|
4.8K
$266K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-29- 0.49% |
$1.5K - $1.68K
|
5.88K
$326K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
51.7K+ 140.74% |
$2.67M - $3M
|
88.4K
$4.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-2.36K- 2.63% |
$122K - $137K
|
87.1K
$4.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
182K+ 175.39% |
$9.43M - $10.6M
|
286K
$15.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.23K+ 14.78% |
$63.7K - $71.3K
|
9.56K
$530K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
41.6K+ 83.43% |
$2.15M - $2.41M
|
91.4K
$5.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
29+ 2.95% |
$1.5K - $1.68K
|
1.01K
$56K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-512- 2.02% |
$26.5K - $29.7K
|
24.8K
$1.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-832- 1.25% |
$43K - $48.2K
|
66K
$3.65M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.96K+ 90.26% |
$205K - $229K
|
8.34K
$462K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.03K+ 99.7% |
$209K - $234K
|
8.08K
$448K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-3.34K- 6.62% |
$173K - $194K
|
47.1K
$2.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.56K+ 1.6% |
$80.7K - $90.4K
|
99.2K
$5.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
510+ 5.08% |
$26.4K - $29.6K
|
10.6K
$585K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
122K+ 109.23% |
$6.31M - $7.08M
|
234K
$13M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
155K+ 122.27% |
$8.04M - $9.01M
|
283K
$15.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.85K+ 35.3% |
$199K - $223K
|
14.8K
$818K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
41.2K+ 41.14% |
$2.13M - $2.39M
|
141K
$7.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
12.9K+ 7.64% |
$668K - $748K
|
182K
$10.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-405- 0.34% |
$20.9K - $23.5K
|
117K
$6.5M
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
12+ 0.1% |
$621 - $696
|
12.1K
$670K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6.72K+ 11.68% |
$347K - $389K
|
64.2K
$3.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
20.9K+ 85.44% |
$1.08M - $1.21M
|
45.3K
$2.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
7.91KNew |
$409K - $459K
|
7.91K
$438K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.64K+ 5.02% |
$84.8K - $95K
|
34.3K
$1.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
14.2K+ 56.29% |
$735K - $824K
|
39.5K
$2.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-794- 55.45% |
$41.1K - $46K
|
638
$35.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
4.91K+ 4.67% |
$254K - $285K
|
110K
$6.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.75K+ 45.93% |
$401K - $449K
|
24.6K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
1.35K+ 16.35% |
$69.7K - $78.1K
|
9.59K
$531K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
108K+ 142.21% |
$5.59M - $6.26M
|
184K
$10.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-4.68K- 5.86% |
$242K - $271K
|
75.2K
$4.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
7.7K+ 24.72% |
$398K - $446K
|
38.9K
$2.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
41.6K+ 121.96% |
$2.15M - $2.41M
|
75.8K
$4.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.42K+ 16.82% |
$125K - $140K
|
16.8K
$931K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
30.8K+ 80.79% |
$1.59M - $1.78M
|
68.8K
$3.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
124New |
$6.41K - $7.19K
|
124
$6.87K
|