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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-412Closed |
$12.8K - $20.8K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4.28KClosed |
$133K - $216K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Ironwood Financial, LLC
|
SELL
|
- |
-606Closed |
$18.8K - $30.6K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-277Closed |
$8.58K - $14K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-2.67KClosed |
$82.7K - $135K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-4.68KClosed |
$145K - $236K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Pds Planning, Inc
|
SELL
|
- |
-12.9KClosed |
$399K - $650K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Charles Schwab Trust CO
|
SELL
|
- |
-4.19KClosed |
$130K - $211K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Tsfg, LLC
|
BUY
|
- |
1.35KNew |
$41.8K - $68.1K
|
1.35K
$73.6K
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Noked Capital LTD
Tel Aviv, L3 |
SELL
|
- |
-114KClosed |
$5.23M - $5.77M
|
0
$0
|
|
|
Feb 18, 2020
Q4 2019
|
Noked Israel LTD
Ramat Hasharon, L3 |
SELL
|
- |
-114KClosed |
$5.23M - $5.77M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-183Closed |
$8.4K - $9.26K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Evensky & Katz LLC
|
SELL
|
- |
-6KClosed |
$275K - $304K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.25KClosed |
$57.1K - $63K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-1.14KClosed |
$52.2K - $57.5K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Advisory Resource Group
|
SELL
|
- |
-4.29KClosed |
$197K - $217K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-148KClosed |
$6.77M - $7.47M
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
910New |
$41.8K - $46K
|
910
$49.6K
|
|
|
Feb 05, 2020
Q4 2019
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-10.2KClosed |
$468K - $516K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Rice Partnership, LLC
|
SELL
|
- |
-324Closed |
$14.9K - $16.4K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-368Closed |
$16.9K - $18.6K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-158KClosed |
$6.95M - $7.71M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-14Closed |
$614 - $682
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Smart Money Group LLC
|
SELL
|
- |
-1.2KClosed |
$52.5K - $58.3K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Narwhal Capital Management
|
SELL
|
- |
-14.5KClosed |
$634K - $704K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
First Premier Bank
|
SELL
|
- |
-1.58KClosed |
$69.1K - $76.7K
|
0
$0
|
|
| Q2 2019 | |||||||
|
May 10, 2024
Q2 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
11KNew |
$513K - $556K
|
11K
$599K
|
|
|
Aug 14, 2019
Q2 2019
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-6.13KClosed |
$286K - $310K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-49.2KClosed |
$2.3M - $2.49M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.06KClosed |
$49.5K - $53.7K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-529Closed |
$24.7K - $26.8K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.54KClosed |
$119K - $129K
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Requisite Capital Management, LLC
|
SELL
|
- |
-11Closed |
$513 - $556
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
2+ 2.78% |
$93.3 - $101
|
74
$4.03K
|
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-150Closed |
$7K - $7.59K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Claret Asset Management Corp
|
SELL
|
- |
-4.57KClosed |
$213K - $231K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-8.48KClosed |
$396K - $429K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.17KClosed |
$101K - $110K
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Old Port Advisors
|
SELL
|
- |
-4.19KClosed |
$196K - $212K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-76Closed |
$3.55K - $3.84K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-12.1KClosed |
$563K - $610K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-28Closed |
$1.26K - $1.39K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-73.9KClosed |
$3.32M - $3.68M
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-5.38KClosed |
$242K - $268K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Thornburg Investment Management Inc
|
SELL
|
- |
-6.9KClosed |
$310K - $344K
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4.61KClosed |
$207K - $230K
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
22.3KNew |
$999K - $1.11M
|
22.3K
$1.21M
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-555Closed |
$24.9K - $27.6K
|
0
$0
|
|
|
Apr 11, 2019
Q1 2019
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-33.4KClosed |
$1.5M - $1.66M
|
0
$0
|
|
|
Apr 11, 2019
Q1 2019
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-181KClosed |
$8.12M - $9.02M
|
0
$0
|
|