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 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.01KNew |
$208K - $233K
|
4.01K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
901New |
$46.6K - $52.2K
|
901
$46.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.78K+ 18.7% |
$144K - $161K
|
17.6K
$916K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
16.9K+ 92.45% |
$875K - $981K
|
35.2K
$1.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
32K+ 1.66% |
$1.66M - $1.85M
|
1.95M
$101M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-7.11K- 39.81% |
$368K - $412K
|
10.8K
$558K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-38.5K- 7.03% |
$1.99M - $2.23M
|
508K
$26.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
28New |
$1.45K - $1.62K
|
28
$1.45K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
45.7K+ 55.62% |
$2.36M - $2.65M
|
128K
$6.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
77.5K+ 142.01% |
$4.01M - $4.49M
|
132K
$6.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
36New |
$1.86K - $2.09K
|
36
$1.87K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15K+ 74.47% |
$776K - $869K
|
35.1K
$1.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-193- 80.42% |
$9.98K - $11.2K
|
47
$2.44K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
49+ 0.63% |
$2.53K - $2.84K
|
7.84K
$407K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
28+ 0.71% |
$1.45K - $1.62K
|
3.99K
$207K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
79.6KNew |
$4.12M - $4.62M
|
79.6K
$4.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
17.9K+ 76.52% |
$928K - $1.04M
|
41.4K
$2.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
705+ 1.91% |
$36.5K - $40.9K
|
37.7K
$1.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.97KNew |
$205K - $230K
|
3.97K
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
7.36K+ 3.49% |
$381K - $427K
|
218K
$11.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
353+ 3.9% |
$18.3K - $20.5K
|
9.41K
$488K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.77K+ 1.91% |
$91.4K - $102K
|
94.2K
$4.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-5- 0.09% |
$259 - $290
|
5.52K
$286K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.2K+ 19.81% |
$62.3K - $69.8K
|
7.28K
$378K
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-564- 6.43% |
$29.2K - $32.7K
|
8.21K
$426K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
35K+ 186.9% |
$1.81M - $2.03M
|
53.7K
$2.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.73K+ 7.81% |
$193K - $216K
|
51.5K
$2.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-19.2K- 40.48% |
$991K - $1.11M
|
28.2K
$1.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-140- 16.89% |
$7.24K - $8.11K
|
689
$35.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
8.96K+ 39.18% |
$463K - $519K
|
31.8K
$1.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
45.9K+ 113.05% |
$2.38M - $2.66M
|
86.6K
$4.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-11.1K- 10.28% |
$572K - $641K
|
96.6K
$5.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-122K- 24.17% |
$6.33M - $7.1M
|
384K
$19.9M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
154K+ 80.81% |
$7.94M - $8.9M
|
344K
$17.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-195- 3.86% |
$10.1K - $11.3K
|
4.85K
$252K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-713- 0.85% |
$36.9K - $41.3K
|
83.3K
$4.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
77.1K+ 42.05% |
$3.99M - $4.47M
|
260K
$13.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.56K+ 12.33% |
$132K - $148K
|
23.3K
$1.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
20.3K+ 54.03% |
$1.05M - $1.17M
|
57.7K
$3M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-725- 12.43% |
$37.5K - $42K
|
5.11K
$265K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
6.7KNew |
$347K - $389K
|
6.7K
$348K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.24K- 0.43% |
$64K - $71.8K
|
290K
$15M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-843- 2.54% |
$43.6K - $48.9K
|
32.4K
$1.68M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16K+ 26.98% |
$827K - $927K
|
75.2K
$3.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.55K+ 4.54% |
$132K - $148K
|
58.8K
$3.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
20K+ 26.33% |
$1.03M - $1.16M
|
96K
$4.98M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-59- 19.09% |
$3.05K - $3.42K
|
250
$13K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-148- 22.87% |
$7.65K - $8.58K
|
499
$25.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.07K+ 16.42% |
$159K - $178K
|
21.8K
$1.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
306New |
$15.8K - $17.7K
|
306
$15.9K
|