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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2020
Q4 2018
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-126Closed |
$5.5K - $6.55K
|
0
$0
|
|
|
Feb 15, 2019
Q4 2018
|
Trellis Advisors, LLC
|
SELL
|
- |
-53.8KClosed |
$2.35M - $2.8M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-20.6KClosed |
$899K - $1.07M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.38KClosed |
$191K - $228K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-600Closed |
$26.2K - $31.2K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-85.3KClosed |
$3.72M - $4.43M
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Summit Rock Advisors, LP
|
SELL
|
- |
-190KClosed |
$8.31M - $9.9M
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.5KClosed |
$109K - $130K
|
0
$0
|
|
|
Jan 07, 2019
Q4 2018
|
Boltwood Capital Management
|
SELL
|
- |
-5.25KClosed |
$229K - $273K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
50.6KNew |
$2.51M - $2.68M
|
50.6K
$2.76M
|
|
|
Nov 14, 2018
Q3 2018
|
Archford Capital Strategies, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-580Closed |
$28.8K - $30.7K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-22Closed |
$1.09K - $1.16K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
450New |
$22.4K - $23.8K
|
450
$24.5K
|
|
|
Nov 13, 2018
Q3 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-75Closed |
$3.73K - $3.97K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-667Closed |
$33.1K - $35.3K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-102Closed |
$5.07K - $5.4K
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-4.27KClosed |
$212K - $226K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.4KClosed |
$69.4K - $73.9K
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Destination Wealth Management
|
SELL
|
- |
-36Closed |
$1.79K - $1.9K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-212Closed |
$10.5K - $11.2K
|
0
$0
|
|
|
Oct 31, 2018
Q3 2018
|
First National Trust CO
|
SELL
|
- |
-4.12KClosed |
$204K - $218K
|
0
$0
|
|
|
Oct 26, 2018
Q3 2018
|
First Command Financial Services, Inc.
|
SELL
|
- |
-362Closed |
$18K - $19.2K
|
0
$0
|
|
|
Oct 22, 2018
Q3 2018
|
First Command Bank
|
SELL
|
- |
-362Closed |
$18K - $19.2K
|
0
$0
|
|
|
Oct 17, 2018
Q3 2018
|
Ford Financial Group, LLC
|
SELL
|
- |
-53.4KClosed |
$2.65M - $2.83M
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-253Closed |
$12.9K - $14.3K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-5.83KClosed |
$296K - $328K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Camelot Portfolios, LLC
|
SELL
|
- |
-3.75KClosed |
$191K - $211K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-163Closed |
$8.29K - $9.19K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-93.9KClosed |
$4.77M - $5.29M
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Glassman Wealth Services
|
SELL
|
- |
-55Closed |
$2.8K - $3.1K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Highland Private Wealth Management
|
SELL
|
- |
-93.6KClosed |
$4.76M - $5.27M
|
0
$0
|
|
|
Jul 27, 2018
Q2 2018
|
S&Co Inc
Boston, MA |
SELL
|
- |
-4.31KClosed |
$219K - $243K
|
0
$0
|
|
|
Jul 25, 2018
Q2 2018
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-5.91KClosed |
$300K - $333K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 16, 2018
Q1 2018
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-6.38KClosed |
$339K - $380K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-133KClosed |
$7.08M - $7.93M
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Coastal Bridge Advisors, LLC
|
SELL
|
PUT |
-79.4KClosed |
$4.22M - $4.73M
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.1KClosed |
$58.2K - $65.2K
|
0
$0
|
|
|
May 03, 2018
Q1 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-17.4KClosed |
$923K - $1.03M
|
0
$0
|
|
|
Apr 27, 2018
Q1 2018
|
Copperwynd Financial, LLC
|
SELL
|
- |
-16.1KClosed |
$856K - $959K
|
0
$0
|
|
|
Apr 18, 2018
Q1 2018
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-300- 24.29% |
$16K - $17.9K
|
935
$51K
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-102Closed |
$5.42K - $6.08K
|
0
$0
|
|
|
Apr 13, 2018
Q1 2018
|
Calamos Wealth Management LLC
|
SELL
|
- |
-4.21KClosed |
$224K - $251K
|
0
$0
|
|
|
Apr 12, 2018
Q1 2018
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-12- 3.16% |
$638 - $715
|
368
$20.1K
|
|
|
Apr 12, 2018
Q1 2018
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.7KClosed |
$197K - $220K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 15, 2018
Q4 2017
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-4.72KClosed |
$255K - $263K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.76K+ 63.39% |
$420K - $433K
|
20K
$1.09M
|
|
|
Feb 14, 2018
Q4 2017
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
10.4KNew |
$563K - $580K
|
10.4K
$567K
|
|
|
Feb 02, 2018
Q4 2017
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-191KClosed |
$10.3M - $10.7M
|
0
$0
|
|
|
Feb 02, 2018
Q4 2017
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.06KClosed |
$57.1K - $58.8K
|
0
$0
|
|