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 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
189K+ 81.81% |
$9.76M - $10.9M
|
419K
$21.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.75K- 2.63% |
$90.7K - $102K
|
65K
$3.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
50.8K+ 32.73% |
$2.63M - $2.94M
|
206K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.88KNew |
$356K - $399K
|
6.88K
$357K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.47K- 18.6% |
$128K - $143K
|
10.8K
$561K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.31M+ 90.57% |
$67.9M - $76.1M
|
2.76M
$143M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
74.7K+ 283.2% |
$3.86M - $4.33M
|
101K
$5.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
380K+ 225.14% |
$19.6M - $22M
|
548K
$28.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-7.79K- 7.15% |
$403K - $451K
|
101K
$5.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-26.7K- 5.33% |
$1.38M - $1.55M
|
475K
$24.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
79.7K+ 141.28% |
$4.12M - $4.62M
|
136K
$7.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.27KNew |
$324K - $363K
|
6.27K
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
961+ 1.86% |
$49.7K - $55.7K
|
52.7K
$2.74M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
63.3K+ 134.53% |
$3.28M - $3.67M
|
110K
$5.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-111K- 54.51% |
$5.76M - $6.45M
|
92.9K
$4.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.19K+ 21.28% |
$61.3K - $68.7K
|
6.75K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
429New |
$22.2K - $24.9K
|
429
$22.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.52KNew |
$182K - $204K
|
3.52K
$183K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
225K+ 9.91% |
$11.6M - $13M
|
2.5M
$130M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-45.3K- 9.68% |
$2.35M - $2.63M
|
423K
$22M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.35K+ 6.59% |
$122K - $136K
|
38K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
225K+ 70.63% |
$11.7M - $13.1M
|
544K
$28.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-139- 0.54% |
$7.19K - $8.06K
|
25.5K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-271- 0.63% |
$14K - $15.7K
|
42.5K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-8.3K- 14.55% |
$429K - $481K
|
48.8K
$2.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.65K+ 190.99% |
$396K - $444K
|
11.7K
$605K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19+ 0.08% |
$983 - $1.1K
|
23.5K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.72K+ 49.34% |
$141K - $158K
|
8.24K
$427K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7.24K+ 5.19% |
$374K - $419K
|
147K
$7.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.67K+ 14.6% |
$190K - $213K
|
28.8K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-2.15K- 1.61% |
$111K - $124K
|
131K
$6.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.99K- 2.47% |
$154K - $173K
|
118K
$6.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
28.7KNew |
$1.49M - $1.67M
|
28.7K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.79K- 3.85% |
$92.5K - $104K
|
44.7K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
357K+ 124.7% |
$18.5M - $20.7M
|
643K
$33.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.04K+ 70.72% |
$157K - $176K
|
7.35K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.11K- 4.47% |
$57.3K - $64.2K
|
23.7K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
84.7K+ 122.36% |
$4.38M - $4.91M
|
154K
$7.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-64.2K- 81.65% |
$3.32M - $3.72M
|
14.4K
$748K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-76- 0.57% |
$3.93K - $4.4K
|
13.3K
$689K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
31+ 0.53% |
$1.6K - $1.8K
|
5.86K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.8K- 3.11% |
$145K - $162K
|
87.1K
$4.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
9.29K+ 39.88% |
$481K - $539K
|
32.6K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-31.7K- 2.64% |
$1.64M - $1.83M
|
1.17M
$60.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-8.57K- 6.15% |
$443K - $497K
|
131K
$6.79M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
48.3K+ 1273.06% |
$2.5M - $2.8M
|
52.1K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-227- 1.53% |
$11.7K - $13.2K
|
14.6K
$756K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
842K+ 148.02% |
$43.6M - $48.8M
|
1.41M
$73.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.57K+ 1.73% |
$81.3K - $91.1K
|
92.3K
$4.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
39.5K+ 73.09% |
$2.04M - $2.29M
|
93.4K
$4.85M
|