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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6.66K+ 125.54% |
$344K - $386K
|
12K
$620K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.44M+ 82.14% |
$230M - $258M
|
9.86M
$511M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
12.9K+ 132.0% |
$667K - $748K
|
22.7K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
486K+ 181.62% |
$25.1M - $28.2M
|
754K
$39.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
978K+ 165.15% |
$50.6M - $56.7M
|
1.57M
$81.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
613+ 12.8% |
$31.7K - $35.5K
|
5.4K
$280K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
23.2KNew |
$1.2M - $1.34M
|
23.2K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
825+ 1.05% |
$42.7K - $47.8K
|
79.7K
$4.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-155- 0.76% |
$8.02K - $8.98K
|
20.1K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-70.6K- 70.44% |
$3.65M - $4.09M
|
29.6K
$1.54M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
646+ 0.8% |
$33.4K - $37.4K
|
81.6K
$4.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.1K+ 6.24% |
$56.7K - $63.5K
|
18.7K
$968K
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-32- 0.11% |
$1.66K - $1.85K
|
28.8K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.78K- 0.43% |
$351K - $393K
|
1.58M
$82.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
32.4K+ 24.79% |
$1.67M - $1.88M
|
163K
$8.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.16K+ 32.77% |
$164K - $183K
|
12.8K
$665K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.38K+ 52.63% |
$278K - $312K
|
15.6K
$809K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-70- 1.92% |
$3.62K - $4.06K
|
3.58K
$186K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.7K+ 12.53% |
$88.1K - $98.7K
|
15.3K
$793K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
50New |
$2.59K - $2.9K
|
50
$2.59K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
16.4K+ 46.41% |
$848K - $951K
|
51.7K
$2.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
15.3KNew |
$791K - $886K
|
15.3K
$793K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
787+ 702.68% |
$40.7K - $45.6K
|
899
$46.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
114+ 0.17% |
$5.9K - $6.61K
|
66.1K
$3.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
246+ 1.31% |
$12.7K - $14.3K
|
19K
$984K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
21.5K+ 8.83% |
$1.11M - $1.24M
|
265K
$13.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
13K+ 191.39% |
$673K - $754K
|
19.8K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.9K- 20.93% |
$150K - $168K
|
11K
$569K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-160- 2.91% |
$8.28K - $9.27K
|
5.33K
$277K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-9.76K- 66.65% |
$505K - $566K
|
4.89K
$253K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
36.3K+ 150.0% |
$1.88M - $2.1M
|
60.5K
$3.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.41K+ 0.87% |
$72.7K - $81.5K
|
163K
$8.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
72.9K+ 49.07% |
$3.77M - $4.22M
|
221K
$11.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.52K+ 1.59% |
$182K - $204K
|
225K
$11.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.85K+ 63.9% |
$406K - $455K
|
20.1K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
33.2K+ 117.15% |
$1.72M - $1.92M
|
61.5K
$3.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
92.9K+ 149.95% |
$4.81M - $5.39M
|
155K
$8.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-721- 3.65% |
$37.3K - $41.8K
|
19K
$988K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
8.96K+ 60.21% |
$463K - $519K
|
23.8K
$1.24M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.2K+ 1.12% |
$62.2K - $69.7K
|
109K
$5.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.9K- 7.01% |
$98.2K - $110K
|
25.2K
$1.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
465K+ 173.91% |
$24.1M - $27M
|
733K
$38M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-90- 1.37% |
$4.65K - $5.22K
|
6.47K
$335K
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-1.09K- 8.43% |
$56.2K - $63K
|
11.8K
$612K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-64- 33.33% |
$3.31K - $3.71K
|
128
$6.64K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-887K- 80.76% |
$45.9M - $51.4M
|
211K
$11M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
22.2K+ 151.9% |
$1.15M - $1.29M
|
36.8K
$1.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
6.53K+ 27.19% |
$338K - $378K
|
30.5K
$1.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30+ 2.75% |
$1.55K - $1.74K
|
1.12K
$58.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-9.51K- 43.02% |
$492K - $551K
|
12.6K
$654K
|