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 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.6KNew |
$497K - $556K
|
9.6K
$527K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-20K- 10.88% |
$1.03M - $1.16M
|
164K
$9M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.54K+ 22.83% |
$286K - $321K
|
29.8K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-561- 4.12% |
$29K - $32.5K
|
13.1K
$717K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.1K+ 11.59% |
$108K - $121K
|
20.2K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
27+ 0.36% |
$1.4K - $1.56K
|
7.5K
$412K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
348K+ 2.44% |
$18M - $20.2M
|
14.6M
$805M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
5.2KNew |
$269K - $302K
|
5.2K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.64K- 59.61% |
$84.8K - $95.1K
|
1.11K
$61K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-112- 89.6% |
$5.79K - $6.49K
|
13
$714
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-146- 2.33% |
$7.55K - $8.46K
|
6.13K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
4.78K+ 56.73% |
$247K - $277K
|
13.2K
$725K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-16.7K- 13.67% |
$862K - $966K
|
105K
$5.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
36.9K+ 5.67% |
$1.91M - $2.14M
|
688K
$37.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
516K+ 1036.11% |
$26.7M - $29.9M
|
566K
$31.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
7.78K+ 11.66% |
$402K - $451K
|
74.5K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-14.6K- 5.55% |
$753K - $844K
|
248K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.47K- 13.31% |
$128K - $143K
|
16.1K
$884K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-81.8K- 49.73% |
$4.23M - $4.74M
|
82.7K
$4.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.82KNew |
$249K - $279K
|
4.82K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
606+ 6.42% |
$31.3K - $35.1K
|
10K
$552K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.64K- 1.57% |
$136K - $153K
|
166K
$9.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.82KNew |
$249K - $279K
|
4.82K
$265K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-157K- 4.13% |
$8.11M - $9.09M
|
3.64M
$200M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
410+ 1.69% |
$21.2K - $23.8K
|
24.7K
$1.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
54.1K+ 119.1% |
$2.8M - $3.14M
|
99.6K
$5.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-4.99K- 7.11% |
$258K - $289K
|
65.3K
$3.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.09M+ 44.76% |
$212M - $237M
|
13.2M
$727M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-286- 2.7% |
$14.8K - $16.6K
|
10.3K
$567K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
7.37KNew |
$381K - $427K
|
7.37K
$405K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.02K- 17.76% |
$52.5K - $58.8K
|
4.7K
$258K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-4- 6.56% |
$207 - $232
|
57
$3.13K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.67K+ 25.03% |
$293K - $329K
|
28.3K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
10.6K+ 141.88% |
$549K - $616K
|
18.1K
$994K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
77.1KNew |
$3.99M - $4.47M
|
77.1K
$4.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
364K+ 128.55% |
$18.8M - $21.1M
|
647K
$35.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
164KNew |
$8.47M - $9.49M
|
164K
$9M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.2K- 0.95% |
$62.1K - $69.6K
|
125K
$6.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.33KNew |
$172K - $193K
|
3.33K
$183K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4.58KNew |
$237K - $266K
|
4.58K
$252K
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.31M+ 124.6% |
$67.6M - $75.7M
|
2.36M
$129M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
114KNew |
$5.88M - $6.59M
|
114K
$6.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
145K+ 88.47% |
$7.52M - $8.42M
|
310K
$17M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
88KNew |
$4.55M - $5.1M
|
88K
$4.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.1M+ 91.44% |
$316M - $354M
|
12.8M
$702M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-47- 0.7% |
$2.43K - $2.72K
|
6.69K
$368K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
119+ 2.8% |
$6.15K - $6.9K
|
4.36K
$240K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.91K- 4.55% |
$98.8K - $111K
|
40.1K
$2.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
107New |
$5.53K - $6.2K
|
107
$5.88K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.07K- 2.57% |
$55.5K - $62.2K
|
40.7K
$2.24M
|