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 |
|---|---|---|---|---|---|---|---|
|
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
$54.1K
|
|
|
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
$654K
|
|
|
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
$4.4K
|
|
|
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
$1.32M
|
|
|
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
|
|
| Q4 2018 | |||||||
|
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
$3.01M
|
|
|
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
$26.8K
|
|