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 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-596K- 70.41% |
$30.8M - $34.6M
|
251K
$13.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-145K- 16.5% |
$7.51M - $8.41M
|
734K
$40.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
20.8K+ 88.92% |
$1.07M - $1.2M
|
44.1K
$2.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.8M+ 114.61% |
$1.49B - $1.67B
|
54M
$2.97B
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
20.9K+ 134.83% |
$1.08M - $1.21M
|
36.3K
$2M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
13+ 0.09% |
$672 - $753
|
14.9K
$817K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.54K+ 35.68% |
$390K - $437K
|
28.7K
$1.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.31K- 28.23% |
$119K - $134K
|
5.87K
$322K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
898+ 18.29% |
$46.4K - $52K
|
5.81K
$319K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.21K+ 29.81% |
$114K - $128K
|
9.63K
$529K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
166K+ 148.54% |
$8.6M - $9.64M
|
278K
$15.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-8.66K- 7.28% |
$448K - $502K
|
110K
$6.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-864- 0.33% |
$44.7K - $50.1K
|
264K
$14.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.89K+ 36.2% |
$97.6K - $109K
|
7.1K
$390K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
664+ 3.01% |
$34.3K - $38.5K
|
22.8K
$1.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.76KNew |
$195K - $218K
|
3.76K
$207K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
828+ 2.17% |
$42.8K - $48K
|
39.1K
$2.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.08K- 40.04% |
$55.8K - $62.5K
|
1.61K
$88.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
26.7K+ 56.69% |
$1.38M - $1.55M
|
73.8K
$4.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-211- 4.85% |
$10.9K - $12.2K
|
4.14K
$228K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-54- 11.32% |
$2.79K - $3.13K
|
423
$23.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-24.4K- 51.98% |
$1.26M - $1.41M
|
22.5K
$1.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
18.9K+ 113.27% |
$976K - $1.09M
|
35.5K
$1.95M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
17.1K+ 180.71% |
$883K - $989K
|
26.5K
$1.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
233New |
$12.1K - $13.5K
|
233
$12.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
3.64KNew |
$188K - $211K
|
3.64K
$200K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
65.5K+ 148.36% |
$3.39M - $3.79M
|
110K
$6.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
551+ 0.9% |
$28.5K - $31.9K
|
61.6K
$3.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-452- 6.25% |
$23.4K - $26.2K
|
6.78K
$373K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
153K+ 113.11% |
$7.91M - $8.86M
|
288K
$15.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.95K+ 7.83% |
$515K - $577K
|
137K
$7.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.92K+ 78.5% |
$203K - $227K
|
8.91K
$489K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-49- 34.51% |
$2.53K - $2.84K
|
93
$5.11K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2- 0.03% |
$103 - $116
|
6.07K
$334K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
197New |
$10.2K - $11.4K
|
197
$10.8K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.54K+ 97.5% |
$183K - $205K
|
7.18K
$394K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.02K- 0.63% |
$363K - $407K
|
1.11M
$61.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.53KNew |
$234K - $263K
|
4.53K
$249K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-10.9K- 3.4% |
$564K - $632K
|
310K
$17M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
89.9K+ 137.69% |
$4.65M - $5.21M
|
155K
$8.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
12.4K+ 7.42% |
$639K - $716K
|
179K
$9.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
57.3K+ 140.92% |
$2.96M - $3.32M
|
98K
$5.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
45.7K+ 114.19% |
$2.36M - $2.65M
|
85.6K
$4.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
26.6K+ 74.38% |
$1.38M - $1.54M
|
62.3K
$3.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
73+ 0.12% |
$3.78K - $4.23K
|
63.2K
$3.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.68K- 3.95% |
$190K - $213K
|
89.5K
$4.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
14.6K+ 5.25% |
$755K - $847K
|
293K
$16.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-154- 1.09% |
$7.96K - $8.93K
|
13.9K
$766K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-541- 1.62% |
$28K - $31.4K
|
32.9K
$1.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-571- 3.36% |
$29.5K - $33.1K
|
16.4K
$902K
|