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 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
33+ 0.77% |
$1.71K - $1.89K
|
4.31K
$249K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-16.9K- 5.88% |
$876K - $967K
|
271K
$15.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.49KNew |
$284K - $313K
|
5.49K
$317K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.47K+ 27.81% |
$180K - $198K
|
15.9K
$921K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-27.7K- 45.73% |
$1.43M - $1.58M
|
32.8K
$1.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-19.6K- 43.25% |
$1.01M - $1.12M
|
25.7K
$1.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-6.52K- 43.64% |
$338K - $373K
|
8.42K
$487K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
15.8K+ 40.45% |
$818K - $903K
|
54.9K
$3.17M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.75K- 3.15% |
$298K - $328K
|
177K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11K+ 49.01% |
$572K - $631K
|
33.6K
$1.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.24K+ 180.55% |
$64.4K - $71.1K
|
1.93K
$112K
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
146+ 0.03% |
$7.56K - $8.34K
|
472K
$27.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
8.54K+ 15.08% |
$442K - $488K
|
65.2K
$3.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-9.31K- 9.89% |
$482K - $532K
|
84.8K
$4.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
71+ 0.26% |
$3.68K - $4.06K
|
27.2K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
8.68K+ 15.89% |
$450K - $496K
|
63.3K
$3.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3+ 0.71% |
$155 - $171
|
426
$24.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.04K+ 5.33% |
$106K - $117K
|
40.4K
$2.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
365K+ 565.33% |
$18.9M - $20.9M
|
430K
$24.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
50.7KNew |
$2.63M - $2.9M
|
50.7K
$2.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-769- 2.94% |
$39.8K - $43.9K
|
25.4K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
46.9K+ 2.25% |
$2.43M - $2.68M
|
2.14M
$123M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
217New |
$11.2K - $12.4K
|
217
$12.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
238+ 0.52% |
$12.3K - $13.6K
|
46.1K
$2.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-6.32K- 50.0% |
$327K - $361K
|
6.32K
$365K
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
91.7KNew |
$4.75M - $5.24M
|
91.7K
$5.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
32.7K+ 4.13% |
$1.69M - $1.87M
|
825K
$47.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
31.5K+ 156.48% |
$1.63M - $1.8M
|
51.6K
$2.98M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-34- 0.24% |
$1.76K - $1.94K
|
14K
$811K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52K+ 8.05% |
$2.7M - $2.97M
|
699K
$40.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
24.8K+ 150.86% |
$1.28M - $1.42M
|
41.2K
$2.38M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-5.83K- 18.21% |
$302K - $333K
|
26.2K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.25K- 0.49% |
$64.9K - $71.7K
|
255K
$14.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-324- 0.65% |
$16.8K - $18.5K
|
49.7K
$2.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
30.6K+ 16.5% |
$1.58M - $1.75M
|
216K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
20KNew |
$1.03M - $1.14M
|
20K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-57- 0.07% |
$2.95K - $3.26K
|
77K
$4.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.8K+ 19.0% |
$976K - $1.08M
|
118K
$6.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.07K+ 16.59% |
$107K - $119K
|
14.6K
$842K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
26.6K+ 10.2% |
$1.38M - $1.52M
|
287K
$16.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-33- 0.73% |
$1.71K - $1.89K
|
4.49K
$259K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
270+ 3.37% |
$14K - $15.4K
|
8.29K
$479K
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
36KNew |
$1.87M - $2.06M
|
36K
$2.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3.86K+ 3.82% |
$200K - $221K
|
105K
$6.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-2.99K- 22.28% |
$155K - $171K
|
10.4K
$602K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
39+ 0.8% |
$2.02K - $2.23K
|
4.92K
$284K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-910- 7.93% |
$47.1K - $52K
|
10.6K
$610K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12.6K+ 4.21% |
$653K - $721K
|
312K
$18M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.62K- 2.34% |
$84K - $92.8K
|
67.7K
$3.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-16- 0.26% |
$828 - $914
|
6.06K
$350K
|