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 |
|---|---|---|---|---|---|---|---|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
21+ 0.77% |
$1.1K - $1.18K
|
2.76K
$153K
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
9.85KNew |
$515K - $555K
|
9.85K
$546K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-607K- 29.52% |
$31.8M - $34.2M
|
1.45M
$80.3M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
7.51K+ 15.14% |
$393K - $423K
|
57.1K
$3.16M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-96.4K- 13.51% |
$5.05M - $5.44M
|
617K
$34.2M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-238K- 64.27% |
$12.5M - $13.4M
|
132K
$7.33M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.08M+ 3990.33% |
$56.6M - $61M
|
1.11M
$61.4M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-68.9K- 28.79% |
$3.6M - $3.88M
|
170K
$9.44M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-16.9K- 9.25% |
$882K - $951K
|
165K
$9.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.67K- 34.86% |
$140K - $151K
|
4.99K
$277K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
867+ 1.7% |
$45.4K - $48.9K
|
51.8K
$2.87M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-320K- 94.29% |
$16.8M - $18.1M
|
19.4K
$1.08M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.99K+ 6.57% |
$157K - $169K
|
48.6K
$2.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
21.4KNew |
$1.12M - $1.21M
|
21.4K
$1.19M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-130K- 43.16% |
$6.78M - $7.31M
|
171K
$9.46M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.31K- 64.19% |
$330K - $356K
|
3.52K
$195K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
94+ 1.72% |
$4.92K - $5.3K
|
5.57K
$309K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.11K+ 0.09% |
$58.2K - $62.7K
|
1.2M
$66.6M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-104K- 12.02% |
$5.43M - $5.85M
|
759K
$42.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-85- 91.4% |
$4.45K - $4.79K
|
8
$443
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-11- 0.17% |
$576 - $621
|
6.39K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
236K+ 139.31% |
$12.4M - $13.3M
|
406K
$22.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-88.4K- 34.98% |
$4.63M - $4.99M
|
164K
$9.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-10.1K- 37.7% |
$529K - $570K
|
16.7K
$925K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.31K+ 1.65% |
$121K - $130K
|
142K
$7.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.28K+ 2.14% |
$119K - $129K
|
109K
$6.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.58K- 36.02% |
$135K - $145K
|
4.58K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
152K+ 63.08% |
$7.93M - $8.55M
|
392K
$21.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
16.4K+ 194.62% |
$856K - $923K
|
24.8K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
18.8K+ 67.69% |
$982K - $1.06M
|
46.5K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.1K+ 13.32% |
$162K - $175K
|
26.4K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.51K+ 27.23% |
$341K - $367K
|
30.4K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.4K+ 98.94% |
$598K - $645K
|
23K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-159K- 38.26% |
$8.33M - $8.98M
|
257K
$14.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
751+ 14.82% |
$39.3K - $42.4K
|
5.82K
$322K
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
SELL
|
- |
-922- 3.65% |
$48.3K - $52K
|
24.3K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-88.9K- 14.12% |
$4.65M - $5.02M
|
541K
$30M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
56+ 100.0% |
$2.93K - $3.16K
|
112
$6.21K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
137+ 72.49% |
$7.17K - $7.73K
|
326
$18.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
477KNew |
$25M - $26.9M
|
477K
$26.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-401K- 2.73% |
$21M - $22.6M
|
14.3M
$792M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.85K+ 3.23% |
$254K - $273K
|
155K
$8.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-50.7K- 38.31% |
$2.66M - $2.86M
|
81.7K
$4.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
21.1K+ 21.71% |
$1.11M - $1.19M
|
118K
$6.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-83.8K- 52.12% |
$4.39M - $4.73M
|
77K
$4.27M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.01K+ 7.3% |
$52.7K - $56.8K
|
14.8K
$820K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
53.5KNew |
$2.8M - $3.02M
|
53.5K
$2.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.83K- 35.51% |
$200K - $216K
|
6.95K
$385K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.9K- 11.42% |
$1.46M - $1.57M
|
216K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-665K- 8.19% |
$34.8M - $37.5M
|
7.46M
$413M
|