Institute For Wealth Management, Llc. Msci Eafe Value ETF Transaction History

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 5,191 shares of EFV stock, worth $364,719. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,191

Previous 5,191 -0.0%

Holding current value

$364,719

Previous $329,000 6.99%

% of portfolio

0.04%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$52.4 - $64.65 $52 - $64	1 Added 0.02%	5,191 $329,000
Q1 2025 Apr 21, 2025	BUY	$51.88 - $60.73 $269,257 - $315,188	5,190 New	5,190 $305,000
Q1 2020 Apr 29, 2020	SELL	$30.99 - $50.45 $12,767 - $20,785	-412 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$45.9 - $50.59 $18,910 - $20,843	412 New	412 $21,000
Q3 2019 Oct 28, 2019	SELL	$43.89 - $48.71 $1.11 Million - $1.23 Million	-25,240 Closed	0 $0

Q2 2019 Aug 02, 2019	SELL	$46.67 - $50.58 $21,048 - $22,811	-451 Reduced 1.76%	25,240 $1.21 Million
Q1 2019 May 15, 2019	BUY	$44.87 - $49.81 $1.15 Million - $1.28 Million	25,691 New	25,691 $1.26 Million
Q2 2018 Aug 10, 2018	SELL	$50.85 - $56.38 $1.41 Million - $1.57 Million	-27,818 Closed	0 $0
Q1 2018 May 15, 2018	SELL	$53.17 - $59.57 $99,374 - $111,336	-1,869 Reduced 6.3%	27,818 $1.55 Million
Q4 2017 Feb 12, 2018	BUY	$54.08 - $55.77 $1.61 Million - $1.66 Million	29,687	29,687 $1.65 Million

Others Institutions Holding EFV

# of Institutions

1,252

Shares Held

350M

Call Options Held

1.22M

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Account

Institute For Wealth Management, Llc. Msci Eafe Value ETF Transaction History