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 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
19+ 0.28% |
$983 - $1.1K
|
6.75K
$368K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
106K+ 125.76% |
$5.47M - $6.13M
|
190K
$10.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.48K- 7.89% |
$76.5K - $85.8K
|
17.3K
$941K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-265- 7.37% |
$13.7K - $15.4K
|
3.33K
$182K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
346+ 5.31% |
$17.9K - $20.1K
|
6.86K
$374K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
23.8K+ 18.3% |
$1.23M - $1.38M
|
154K
$8.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
143+ 0.66% |
$7.4K - $8.29K
|
21.9K
$1.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
48.1K+ 26.83% |
$2.49M - $2.79M
|
227K
$12.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.14M+ 103.4% |
$162M - $182M
|
6.18M
$337M
|
|
|
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
$1.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
39.8K+ 172.55% |
$2.06M - $2.31M
|
62.9K
$3.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
107New |
$5.53K - $6.2K
|
107
$5.83K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-641- 14.1% |
$33.2K - $37.2K
|
3.91K
$213K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
179+ 1.55% |
$9.26K - $10.4K
|
11.7K
$637K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11K+ 1.31% |
$568K - $637K
|
849K
$46.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.37K+ 82.66% |
$484K - $543K
|
20.7K
$1.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.19K- 2.01% |
$113K - $127K
|
107K
$5.83M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-258- 0.74% |
$13.3K - $15K
|
34.7K
$1.89M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.58K- 0.84% |
$81.7K - $91.6K
|
185K
$10.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
398+ 37.58% |
$20.6K - $23.1K
|
1.46K
$79.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
3.92K+ 37.37% |
$203K - $227K
|
14.4K
$785K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.17KNew |
$216K - $242K
|
4.17K
$227K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
128New |
$6.62K - $7.42K
|
128
$6.98K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-150- 2.19% |
$7.76K - $8.69K
|
6.69K
$365K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
234New |
$12.1K - $13.6K
|
234
$12.8K
|
|
| Q2 2024 | |||||||
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-6.37KClosed |
$334K - $359K
|
0
$0
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
9.85KNew |
$515K - $555K
|
9.85K
$537K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-320K- 94.29% |
$16.8M - $18.1M
|
19.4K
$1.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
21.4KNew |
$1.12M - $1.21M
|
21.4K
$1.17M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-85- 91.4% |
$4.45K - $4.79K
|
8
$436
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-11- 0.17% |
$576 - $621
|
6.39K
$348K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
751+ 14.82% |
$39.3K - $42.4K
|
5.82K
$317K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
137+ 72.49% |
$7.17K - $7.73K
|
326
$17.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
477KNew |
$25M - $26.9M
|
477K
$26M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-381- 5.72% |
$19.9K - $21.5K
|
6.28K
$342K
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-18K- 95.3% |
$945K - $1.02M
|
890
$48.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-47.8K- 80.13% |
$2.5M - $2.7M
|
11.9K
$646K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-324K- 88.4% |
$17M - $18.3M
|
42.6K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
32.7K+ 56.28% |
$1.71M - $1.85M
|
90.8K
$4.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Geisinger Health
Danville, PA |
SELL
|
- |
-112K- 70.13% |
$5.87M - $6.33M
|
47.8K
$2.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-47.4K- 41.86% |
$2.48M - $2.68M
|
65.9K
$3.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
15+ 3.01% |
$785 - $846
|
513
$28K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1K- 57.14% |
$52.3K - $56.4K
|
750
$40.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.98KClosed |
$208K - $224K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.42K+ 5.54% |
$127K - $137K
|
46.1K
$2.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.78K- 2.63% |
$93.3K - $101K
|
65.9K
$3.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-31.2K- 25.96% |
$1.63M - $1.76M
|
88.9K
$4.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
53.9KNew |
$2.82M - $3.04M
|
53.9K
$2.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
571+ 0.24% |
$29.9K - $32.2K
|
238K
$13M
|
|
|
Aug 13, 2024
Q2 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
641KNew |
$33.5M - $36.2M
|
641K
$34.9M
|
|