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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.01K- 0.2% |
$48.1K - $50.7K
|
497K
$29.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-307- 83.65% |
$14.6K - $15.4K
|
60
$3.57K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-3.03K- 40.23% |
$144K - $152K
|
4.51K
$268K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
61New |
$2.9K - $3.06K
|
61
$3.63K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
599New |
$28.5K - $30.1K
|
599
$35.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.24K+ 6.21% |
$106K - $112K
|
38.2K
$2.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.24K+ 2.64% |
$59.1K - $62.3K
|
48.2K
$2.87M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-909- 52.03% |
$43.3K - $45.7K
|
838
$49.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
29New |
$1.38K - $1.46K
|
29
$1.72K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-918- 1.13% |
$43.7K - $46.1K
|
80.1K
$4.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-145K- 11.03% |
$6.89M - $7.28M
|
1.17M
$69.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-26.7K- 48.42% |
$1.27M - $1.34M
|
28.4K
$1.69M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3.8K+ 36.89% |
$181K - $191K
|
14.1K
$838K
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-2- 0.04% |
$95.2 - $100
|
4.6K
$274K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-85- 1.18% |
$4.05K - $4.27K
|
7.1K
$422K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.13K- 31.63% |
$101K - $107K
|
4.6K
$273K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
375New |
$17.9K - $18.8K
|
375
$22.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-519- 1.09% |
$24.7K - $26.1K
|
47.1K
$2.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
250New |
$11.9K - $12.6K
|
250
$14.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-1K- 65.57% |
$47.6K - $50.2K
|
525
$31.2K
|
|
| Q1 2023 | |||||||
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-27Closed |
$1.23K - $1.35K
|
0
$0
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-9.82K- 27.62% |
$448K - $491K
|
25.7K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-84- 53.85% |
$3.83K - $4.2K
|
72
$4.28K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
971+ 1.12% |
$44.3K - $48.6K
|
87.4K
$5.2M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
19.8KNew |
$905K - $992K
|
19.8K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
285New |
$13K - $14.3K
|
285
$16.9K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
923New |
$42.1K - $46.2K
|
923
$54.9K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
2.92K+ 3.88% |
$133K - $146K
|
78.2K
$4.65M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
347+ 6.79% |
$15.8K - $17.4K
|
5.46K
$325K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.4KNew |
$246K - $270K
|
5.4K
$321K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
82New |
$3.74K - $4.1K
|
82
$4.88K
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
186New |
$8.48K - $9.3K
|
186
$11.1K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.64KNew |
$74.6K - $81.8K
|
1.64K
$97.3K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.81MNew |
$82.5M - $90.5M
|
1.81M
$108M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-23- 11.22% |
$1.05K - $1.15K
|
182
$10.8K
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
106K+ 222.45% |
$4.85M - $5.32M
|
154K
$9.17M
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
5.92KNew |
$270K - $296K
|
5.92K
$352K
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
465+ 8.46% |
$21.2K - $23.3K
|
5.96K
$354K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
237New |
$10.8K - $11.9K
|
237
$14.1K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
219+ 1152.63% |
$9.99K - $11K
|
238
$14.2K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
238New |
$10.9K - $11.9K
|
238
$14.2K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-81- 3.6% |
$3.69K - $4.05K
|
2.17K
$129K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
45New |
$2.05K - $2.25K
|
45
$2.68K
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
27.6KNew |
$1.26M - $1.38M
|
27.6K
$1.64M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
15.3KNew |
$696K - $763K
|
15.3K
$907K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6.08KNew |
$277K - $304K
|
6.08K
$361K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
53+ 0.25% |
$2.42K - $2.65K
|
21.2K
$1.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
322New |
$14.7K - $16.1K
|
322
$19.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-8- 2.97% |
$365 - $400
|
261
$15.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-908- 14.84% |
$41.4K - $45.4K
|
5.21K
$310K
|
|