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 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
155K+ 101.76% |
$8.03M - $9M
|
308K
$16M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
85New |
$4.4K - $4.93K
|
85
$4.41K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
2.74KNew |
$142K - $159K
|
2.74K
$142K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.24K+ 83.29% |
$426K - $477K
|
18.1K
$940K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
277New |
$14.3K - $16.1K
|
277
$14.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
22.2K+ 115.44% |
$1.15M - $1.29M
|
41.5K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11.4K- 27.13% |
$591K - $662K
|
30.7K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
67.2K+ 502.89% |
$3.48M - $3.9M
|
80.6K
$4.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-25.8K- 48.44% |
$1.34M - $1.5M
|
27.5K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
98.9K+ 567.21% |
$5.12M - $5.73M
|
116K
$6.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
21.3K+ 62.22% |
$1.1M - $1.24M
|
55.6K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
77.9KNew |
$4.03M - $4.51M
|
77.9K
$4.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.36KNew |
$225K - $253K
|
4.36K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63.2K+ 127.04% |
$3.27M - $3.66M
|
113K
$5.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
276+ 1.2% |
$14.3K - $16K
|
23.3K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-800- 0.2% |
$41.4K - $46.4K
|
391K
$20.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
54+ 4.26% |
$2.79K - $3.13K
|
1.32K
$68.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-333- 1.61% |
$17.2K - $19.3K
|
20.4K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
43.2K+ 44.26% |
$2.24M - $2.51M
|
141K
$7.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
149K+ 5.65% |
$7.69M - $8.62M
|
2.78M
$144M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-19.4K- 14.49% |
$1M - $1.13M
|
115K
$5.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
110K+ 160.43% |
$5.68M - $6.36M
|
178K
$9.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-322K- 60.94% |
$16.6M - $18.7M
|
206K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
198K+ 649.77% |
$10.2M - $11.5M
|
228K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.32K+ 140.64% |
$430K - $482K
|
14.2K
$738K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-47- 0.91% |
$2.43K - $2.72K
|
5.14K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
19+ 0.35% |
$983 - $1.1K
|
5.42K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-79.1K- 92.11% |
$4.09M - $4.58M
|
6.77K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
3.49KNew |
$181K - $202K
|
3.49K
$181K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-381K- 37.48% |
$19.7M - $22.1M
|
635K
$33M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
1.17MNew |
$60.6M - $67.9M
|
1.17M
$60.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.98K+ 1.29% |
$361K - $404K
|
548K
$28.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.31K+ 5.15% |
$171K - $192K
|
67.7K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
93.4K+ 78.11% |
$4.83M - $5.41M
|
213K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
142K+ 26.4% |
$7.35M - $8.23M
|
680K
$35.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-23.6K- 66.5% |
$1.22M - $1.37M
|
11.9K
$617K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.9K+ 4.44% |
$1.08M - $1.21M
|
493K
$25.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.31K+ 122.3% |
$275K - $308K
|
9.66K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.19KNew |
$268K - $301K
|
5.19K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
996K+ 131.2% |
$51.5M - $57.7M
|
1.76M
$91.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
301KNew |
$15.6M - $17.5M
|
301K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-610- 3.65% |
$31.5K - $35.4K
|
16.1K
$835K
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
6.56K+ 2.39% |
$339K - $380K
|
281K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-54.3K- 99.23% |
$2.81M - $3.15M
|
423
$21.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-387- 3.4% |
$20K - $22.4K
|
11K
$571K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-30.6K- 57.27% |
$1.58M - $1.78M
|
22.9K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.73K- 2.36% |
$89.5K - $100K
|
71.7K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.6K- 22.99% |
$82.7K - $92.7K
|
5.36K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
48.3K+ 22.34% |
$2.5M - $2.8M
|
264K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.76M- 50.42% |
$195M - $218M
|
3.7M
$192M
|