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 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
611+ 0.8% |
$31.6K - $35.4K
|
77.3K
$4.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.38K+ 133.46% |
$278K - $312K
|
9.41K
$488K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
17K+ 226.8% |
$877K - $983K
|
24.4K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
285+ 2.02% |
$14.7K - $16.5K
|
14.4K
$748K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
2.19K+ 0.34% |
$113K - $127K
|
656K
$34M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-308- 2.44% |
$15.9K - $17.9K
|
12.3K
$638K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.72K- 24.42% |
$89K - $99.7K
|
5.33K
$276K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.17K+ 2.22% |
$60.5K - $67.8K
|
53.8K
$2.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-482- 16.64% |
$24.9K - $27.9K
|
2.41K
$125K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
193+ 2.59% |
$9.98K - $11.2K
|
7.63K
$396K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.03K- 2.3% |
$208K - $233K
|
171K
$8.88M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
876+ 127.51% |
$45.3K - $50.8K
|
1.56K
$81.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.25KNew |
$271K - $304K
|
5.25K
$272K
|
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-615- 1.88% |
$31.8K - $35.6K
|
32K
$1.66M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
13.3KNew |
$686K - $769K
|
13.3K
$688K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-814- 5.48% |
$42.1K - $47.2K
|
14K
$728K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4.52K- 39.19% |
$234K - $262K
|
7.01K
$364K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.53KNew |
$182K - $204K
|
3.53K
$183K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-562- 8.23% |
$29.1K - $32.6K
|
6.27K
$325K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
417+ 3.77% |
$21.6K - $24.2K
|
11.5K
$595K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
270+ 2.21% |
$14K - $15.6K
|
12.5K
$648K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
35.4K+ 6.77% |
$1.83M - $2.05M
|
558K
$28.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.38K- 22.83% |
$71.5K - $80.2K
|
4.68K
$243K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
19+ 0.28% |
$983 - $1.1K
|
6.75K
$350K
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
BUY
|
- |
19.3K+ 4.36% |
$998K - $1.12M
|
462K
$24M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
106K+ 125.76% |
$5.47M - $6.13M
|
190K
$9.86M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.48K- 7.89% |
$76.5K - $85.8K
|
17.3K
$896K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.48K- 15.01% |
$180K - $202K
|
19.7K
$1.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-265- 7.37% |
$13.7K - $15.4K
|
3.33K
$173K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.66K- 12.31% |
$190K - $212K
|
26.1K
$1.35M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
346+ 5.31% |
$17.9K - $20.1K
|
6.86K
$356K
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
10.9KNew |
$563K - $631K
|
10.9K
$564K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
23.8K+ 18.3% |
$1.23M - $1.38M
|
154K
$7.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.94K- 26.5% |
$204K - $228K
|
10.9K
$566K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-167- 17.69% |
$8.64K - $9.68K
|
777
$40.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
143+ 0.66% |
$7.4K - $8.29K
|
21.9K
$1.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-115- 0.72% |
$5.95K - $6.67K
|
15.8K
$821K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
119K+ 157.19% |
$6.17M - $6.91M
|
195K
$10.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
48.1K+ 26.83% |
$2.49M - $2.79M
|
227K
$11.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.14M+ 103.4% |
$162M - $182M
|
6.18M
$321M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.3K+ 111.69% |
$634K - $711K
|
23.2K
$1.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
19.1K+ 121.42% |
$987K - $1.11M
|
34.8K
$1.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
39.8K+ 172.55% |
$2.06M - $2.31M
|
62.9K
$3.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-490- 1.93% |
$25.3K - $28.4K
|
24.9K
$1.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-64- 0.11% |
$3.31K - $3.71K
|
57.4K
$2.98M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
107New |
$5.53K - $6.2K
|
107
$5.55K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
55.4K+ 45.88% |
$2.86M - $3.21M
|
176K
$9.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
152+ 2.43% |
$7.86K - $8.81K
|
6.42K
$333K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
125K+ 99.07% |
$6.46M - $7.24M
|
251K
$13M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
50.1K+ 3.25% |
$2.59M - $2.91M
|
1.59M
$82.7M
|