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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
146KNew |
$7.57M - $8.48M
|
146K
$8.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.92KNew |
$203K - $227K
|
3.92K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
85New |
$4.4K - $4.93K
|
85
$4.91K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-16- 1.73% |
$828 - $927
|
907
$52.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
85New |
$4.4K - $4.93K
|
85
$4.91K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
245New |
$12.7K - $14.2K
|
245
$14.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-90- 2.36% |
$4.65K - $5.22K
|
3.72K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
22.4KNew |
$1.16M - $1.3M
|
22.4K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.27KNew |
$324K - $363K
|
6.27K
$362K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.52KNew |
$182K - $204K
|
3.52K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-271- 0.63% |
$14K - $15.7K
|
42.5K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.41KNew |
$228K - $255K
|
4.41K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
8.36KNew |
$432K - $485K
|
8.36K
$483K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.05KNew |
$54.5K - $61.1K
|
1.05K
$60.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.6KNew |
$497K - $556K
|
9.6K
$555K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
5.2KNew |
$269K - $302K
|
5.2K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.64K- 59.61% |
$84.8K - $95.1K
|
1.11K
$64.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-112- 89.6% |
$5.79K - $6.49K
|
13
$751
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4.58KNew |
$237K - $266K
|
4.58K
$265K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
88KNew |
$4.55M - $5.1M
|
88K
$5.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
107New |
$5.53K - $6.2K
|
107
$6.18K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
356+ 5.42% |
$18.4K - $20.6K
|
6.92K
$400K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-155- 1.99% |
$8.02K - $8.98K
|
7.65K
$442K
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-89- 2.32% |
$4.6K - $5.16K
|
3.75K
$216K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
3.67KNew |
$190K - $213K
|
3.67K
$212K
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.51K- 33.49% |
$130K - $145K
|
4.98K
$288K
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-57.7K- 94.08% |
$2.99M - $3.35M
|
3.63K
$210K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-814- 5.64% |
$42.1K - $47.2K
|
13.6K
$787K
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
1.17K+ 0.6% |
$60.7K - $68K
|
197K
$11.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.76KNew |
$195K - $218K
|
3.76K
$217K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
26.7K+ 56.69% |
$1.38M - $1.55M
|
73.8K
$4.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-211- 4.85% |
$10.9K - $12.2K
|
4.14K
$239K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
233New |
$12.1K - $13.5K
|
233
$13.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.53KNew |
$234K - $263K
|
4.53K
$262K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
57.3K+ 140.92% |
$2.96M - $3.32M
|
98K
$5.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
127New |
$6.57K - $7.36K
|
127
$7.34K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
66New |
$3.41K - $3.83K
|
66
$3.81K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
6.59K+ 37.92% |
$341K - $382K
|
24K
$1.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
253New |
$13.1K - $14.7K
|
253
$14.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
12.9K+ 132.0% |
$667K - $748K
|
22.7K
$1.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
32.4K+ 24.79% |
$1.67M - $1.88M
|
163K
$9.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
50New |
$2.59K - $2.9K
|
50
$2.89K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
15.3KNew |
$791K - $886K
|
15.3K
$883K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-90- 1.37% |
$4.65K - $5.22K
|
6.47K
$373K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
91+ 9.12% |
$4.71K - $5.27K
|
1.09K
$62.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-957- 9.46% |
$49.5K - $55.5K
|
9.16K
$529K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-399- 0.96% |
$20.6K - $23.1K
|
41.3K
$2.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-261- 10.55% |
$13.5K - $15.1K
|
2.21K
$128K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
37New |
$1.91K - $2.14K
|
37
$2.14K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-3.57K- 2.49% |
$185K - $207K
|
140K
$8.09M
|