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 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.98KClosed |
$208K - $224K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.96K- 11.37% |
$260K - $280K
|
38.7K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
42.1KNew |
$2.2M - $2.37M
|
42.1K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-26.2K- 31.99% |
$1.37M - $1.48M
|
55.7K
$3.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
89+ 0.16% |
$4.66K - $5.02K
|
54.7K
$3.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
880+ 8.37% |
$46.1K - $49.6K
|
11.4K
$631K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.1K- 3.24% |
$683K - $736K
|
390K
$21.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.28M- 83.54% |
$433M - $467M
|
1.63M
$90.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-573- 27.18% |
$30K - $32.3K
|
1.54K
$85.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
18K+ 1.3% |
$943K - $1.02M
|
1.41M
$78M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.5K- 17.46% |
$551K - $594K
|
49.8K
$2.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.45KClosed |
$75.9K - $81.8K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-30.4K- 3.47% |
$1.59M - $1.72M
|
845K
$46.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.81K+ 19.97% |
$94.9K - $102K
|
10.9K
$604K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-84.2K- 35.57% |
$4.41M - $4.75M
|
153K
$8.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45.3K- 6.66% |
$2.37M - $2.56M
|
636K
$35.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-85.7K- 21.18% |
$4.49M - $4.84M
|
319K
$17.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-104K- 11.13% |
$5.45M - $5.87M
|
831K
$46M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-36.2K- 29.64% |
$1.89M - $2.04M
|
85.9K
$4.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.39K- 47.03% |
$125K - $135K
|
2.69K
$149K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.42K+ 5.54% |
$127K - $137K
|
46.1K
$2.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.79K+ 4.44% |
$93.4K - $101K
|
42K
$2.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.4K- 7.91% |
$178K - $192K
|
39.6K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-152K- 30.94% |
$7.94M - $8.56M
|
339K
$18.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
576+ 7.9% |
$30.1K - $32.5K
|
7.86K
$436K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-948- 14.23% |
$49.6K - $53.5K
|
5.72K
$317K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-15- 0.08% |
$785 - $846
|
19.8K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.78K- 2.63% |
$93.3K - $101K
|
65.9K
$3.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-8.46K- 20.65% |
$443K - $477K
|
32.5K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
40.7KNew |
$2.13M - $2.29M
|
40.7K
$2.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-31.2K- 25.96% |
$1.63M - $1.76M
|
88.9K
$4.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
72.4K+ 117.52% |
$3.79M - $4.08M
|
134K
$7.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
87+ 0.64% |
$4.55K - $4.91K
|
13.6K
$753K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-55.1K- 40.29% |
$2.88M - $3.11M
|
81.6K
$4.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-199K- 25.74% |
$10.4M - $11.3M
|
576K
$31.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-16.2K- 28.28% |
$846K - $911K
|
41K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.9K- 4.34% |
$623K - $672K
|
262K
$14.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-197K- 8.23% |
$10.3M - $11.1M
|
2.2M
$122M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-265K- 35.91% |
$13.8M - $14.9M
|
472K
$26.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
53.9KNew |
$2.82M - $3.04M
|
53.9K
$2.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-18.8K- 9.27% |
$984K - $1.06M
|
184K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-3.75K- 9.84% |
$196K - $211K
|
34.3K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-903- 0.99% |
$47.3K - $50.9K
|
89.9K
$4.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
30.5K+ 614.61% |
$1.6M - $1.72M
|
35.5K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.93K- 11.55% |
$101K - $109K
|
14.7K
$817K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
571+ 0.24% |
$29.9K - $32.2K
|
238K
$13.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
641KNew |
$33.5M - $36.2M
|
641K
$35.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.34K- 1.67% |
$70.1K - $75.5K
|
78.9K
$4.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.22K- 5.66% |
$64.1K - $69K
|
20.4K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.26K- 41.85% |
$327K - $353K
|
8.69K
$482K
|