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 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-452- 6.25% |
$23.4K - $26.2K
|
6.78K
$352K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
153K+ 113.11% |
$7.91M - $8.86M
|
288K
$14.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.95K+ 7.83% |
$515K - $577K
|
137K
$7.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.92K+ 78.5% |
$203K - $227K
|
8.91K
$462K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-49- 34.51% |
$2.53K - $2.84K
|
93
$4.82K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2- 0.03% |
$103 - $116
|
6.07K
$315K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
197New |
$10.2K - $11.4K
|
197
$10.2K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.54K+ 97.5% |
$183K - $205K
|
7.18K
$372K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.02K- 0.63% |
$363K - $407K
|
1.11M
$57.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.53KNew |
$234K - $263K
|
4.53K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-10.9K- 3.4% |
$564K - $632K
|
310K
$16.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
89.9K+ 137.69% |
$4.65M - $5.21M
|
155K
$8.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
12.4K+ 7.42% |
$639K - $716K
|
179K
$9.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
57.3K+ 140.92% |
$2.96M - $3.32M
|
98K
$5.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
45.7K+ 114.19% |
$2.36M - $2.65M
|
85.6K
$4.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
26.6K+ 74.38% |
$1.38M - $1.54M
|
62.3K
$3.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
73+ 0.12% |
$3.78K - $4.23K
|
63.2K
$3.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.68K- 3.95% |
$190K - $213K
|
89.5K
$4.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
14.6K+ 5.25% |
$755K - $847K
|
293K
$15.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-154- 1.09% |
$7.96K - $8.93K
|
13.9K
$723K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-541- 1.62% |
$28K - $31.4K
|
32.9K
$1.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-571- 3.36% |
$29.5K - $33.1K
|
16.4K
$852K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
127New |
$6.57K - $7.36K
|
127
$6.59K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.92K+ 19.58% |
$203K - $227K
|
23.9K
$1.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
154K+ 140.79% |
$7.99M - $8.95M
|
264K
$13.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
22.5K+ 73.91% |
$1.16M - $1.3M
|
52.8K
$2.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
66New |
$3.41K - $3.83K
|
66
$3.42K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-835- 30.31% |
$43.2K - $48.4K
|
1.92K
$99.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
6.59K+ 37.92% |
$341K - $382K
|
24K
$1.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
403New |
$20.8K - $23.4K
|
403
$20.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
72+ 0.53% |
$3.72K - $4.17K
|
13.7K
$713K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
418+ 6.96% |
$21.6K - $24.2K
|
6.43K
$333K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-939- 12.5% |
$48.6K - $54.4K
|
6.57K
$341K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
9.23K+ 284.93% |
$477K - $535K
|
12.5K
$647K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-55- 0.65% |
$2.84K - $3.19K
|
8.4K
$436K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
382K+ 112.7% |
$19.7M - $22.1M
|
720K
$37.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-102- 13.78% |
$5.28K - $5.91K
|
638
$33.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
253New |
$13.1K - $14.7K
|
253
$13.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
65.9K+ 166.42% |
$3.41M - $3.82M
|
105K
$5.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
15.2K+ 9.84% |
$785K - $879K
|
169K
$8.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-801- 0.17% |
$41.4K - $46.4K
|
471K
$24.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.96K- 14.94% |
$205K - $230K
|
22.5K
$1.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-48.7K- 34.56% |
$2.52M - $2.82M
|
92.2K
$4.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
299KNew |
$15.5M - $17.3M
|
299K
$15.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
236+ 2.43% |
$12.2K - $13.7K
|
9.93K
$515K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-58- 0.07% |
$3K - $3.36K
|
85.3K
$4.42M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
250+ 0.17% |
$12.9K - $14.5K
|
144K
$7.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
374+ 0.82% |
$19.3K - $21.7K
|
45.9K
$2.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.12K- 4.27% |
$57.8K - $64.8K
|
25.1K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-10.4K- 2.62% |
$540K - $606K
|
388K
$20.1M
|