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 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.5KNew |
$181K - $203K
|
3.5K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
17.4KNew |
$899K - $1.01M
|
17.4K
$947K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.24K+ 13.28% |
$478K - $535K
|
78.8K
$4.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18.7K+ 7.17% |
$966K - $1.08M
|
279K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
144KNew |
$7.45M - $8.35M
|
144K
$7.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-9.06K- 51.82% |
$469K - $525K
|
8.42K
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
30.2K+ 7.74% |
$1.56M - $1.75M
|
420K
$22.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
401K+ 245.96% |
$20.7M - $23.2M
|
563K
$30.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
4.31KNew |
$223K - $250K
|
4.31K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-118- 3.35% |
$6.1K - $6.84K
|
3.4K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
6.18K+ 134.13% |
$320K - $358K
|
10.8K
$588K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-92- 0.23% |
$4.76K - $5.33K
|
40K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-352K- 65.48% |
$18.2M - $20.4M
|
185K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.7KNew |
$87.7K - $98.2K
|
1.7K
$92.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
9.64KNew |
$499K - $559K
|
9.64K
$525K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.71K- 18.07% |
$502K - $563K
|
44K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-138K- 12.46% |
$7.14M - $8.01M
|
970K
$52.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.63M- 99.67% |
$84.1M - $94.2M
|
5.46K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
146KNew |
$7.57M - $8.48M
|
146K
$7.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
772+ 8.86% |
$39.9K - $44.7K
|
9.48K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.92KNew |
$203K - $227K
|
3.92K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2+ 0.26% |
$103 - $116
|
773
$42.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
85New |
$4.4K - $4.93K
|
85
$4.63K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-16- 1.73% |
$828 - $927
|
907
$49.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
175K+ 28.39% |
$9.07M - $10.2M
|
793K
$43.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
291+ 2.67% |
$15.1K - $16.9K
|
11.2K
$609K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-337- 0.41% |
$17.4K - $19.5K
|
82.6K
$4.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
85New |
$4.4K - $4.93K
|
85
$4.63K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
3.95K+ 26.32% |
$204K - $229K
|
19K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.07K+ 40.7% |
$211K - $236K
|
14.1K
$767K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
134K+ 163.75% |
$6.92M - $7.76M
|
216K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-238K- 58.6% |
$12.3M - $13.8M
|
168K
$9.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
677+ 0.37% |
$35K - $39.2K
|
181K
$9.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
11.7KNew |
$606K - $679K
|
11.7K
$638K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
245New |
$12.7K - $14.2K
|
245
$13.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
33.8K+ 2.8% |
$1.75M - $1.96M
|
1.24M
$67.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-360- 2.03% |
$18.6K - $20.9K
|
17.4K
$946K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
47.4K+ 103.62% |
$2.45M - $2.75M
|
93.1K
$5.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-8.42K- 92.7% |
$435K - $488K
|
663
$36.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.39K+ 14.31% |
$175K - $197K
|
27.1K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$51.7 - $58
|
3.02K
$164K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
290+ 4.41% |
$15K - $16.8K
|
6.87K
$374K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-900- 4.9% |
$46.5K - $52.2K
|
17.5K
$951K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
673+ 7.7% |
$34.8K - $39K
|
9.42K
$513K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-73.4K- 14.44% |
$3.79M - $4.25M
|
435K
$23.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
34.1K+ 120.68% |
$1.76M - $1.98M
|
62.4K
$3.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-821- 10.06% |
$42.5K - $47.6K
|
7.34K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3KNew |
$155K - $174K
|
3K
$164K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-550K- 61.87% |
$28.4M - $31.9M
|
339K
$18.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.8K+ 1.77% |
$2.01M - $2.25M
|
2.24M
$122M
|