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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-671- 4.3% |
$34.7K - $38.3K
|
14.9K
$862K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
60New |
$3.11K - $3.43K
|
60
$3.47K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
193K+ 12.28% |
$9.99M - $11M
|
1.76M
$102M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
836+ 3.51% |
$43.3K - $47.8K
|
24.7K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
346New |
$17.9K - $19.8K
|
346
$20K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
7.47KNew |
$387K - $427K
|
7.47K
$431K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
17K+ 6.03% |
$882K - $974K
|
300K
$17.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.45K- 22.02% |
$74.9K - $82.7K
|
5.13K
$296K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.96K+ 8.43% |
$102K - $112K
|
25.3K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.11KNew |
$316K - $349K
|
6.11K
$353K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.22K+ 5.88% |
$63K - $69.5K
|
21.9K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
233New |
$12.1K - $13.3K
|
233
$13.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
188New |
$9.73K - $10.7K
|
188
$10.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
27.5K+ 8.18% |
$1.42M - $1.57M
|
363K
$21M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
207New |
$10.7K - $11.8K
|
207
$12K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
865+ 96.22% |
$44.8K - $49.4K
|
1.76K
$102K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
8.31KNew |
$430K - $475K
|
8.31K
$480K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
18.7K+ 61.3% |
$970K - $1.07M
|
49.3K
$2.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.4K+ 2.38% |
$72.5K - $80K
|
60.2K
$3.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
637+ 8.35% |
$33K - $36.4K
|
8.27K
$478K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
377+ 0.73% |
$19.5K - $21.5K
|
51.8K
$2.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
16.6KNew |
$862K - $951K
|
16.6K
$962K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
462+ 2.27% |
$23.9K - $26.4K
|
20.8K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.35K+ 6.95% |
$174K - $192K
|
51.6K
$2.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-50- 0.32% |
$2.59K - $2.86K
|
15.3K
$886K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
401+ 3.74% |
$20.8K - $22.9K
|
11.1K
$642K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
87.3K+ 11.91% |
$4.52M - $4.99M
|
820K
$47.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
17.2K+ 10.94% |
$893K - $985K
|
175K
$10.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.31K+ 3.15% |
$67.6K - $74.6K
|
42.7K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
327New |
$16.9K - $18.7K
|
327
$18.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.86K+ 15.82% |
$252K - $278K
|
35.6K
$2.05M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
10.2K+ 7.08% |
$528K - $583K
|
154K
$8.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
58+ 1.19% |
$3K - $3.31K
|
4.92K
$284K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
101+ 177.19% |
$5.23K - $5.77K
|
158
$9.13K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-2.56K- 33.98% |
$133K - $146K
|
4.97K
$287K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
736+ 1.96% |
$38.1K - $42.1K
|
38.4K
$2.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.11K+ 28.04% |
$316K - $349K
|
27.9K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
13.5K+ 10.29% |
$701K - $774K
|
145K
$8.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-552- 1.17% |
$28.6K - $31.5K
|
46.6K
$2.69M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
33K+ 9.61% |
$1.71M - $1.89M
|
377K
$21.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.29K+ 1.65% |
$66.8K - $73.7K
|
79.4K
$4.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
19.7KNew |
$1.02M - $1.12M
|
19.7K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
166K+ 11.97% |
$8.61M - $9.5M
|
1.55M
$89.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4.82K+ 37.02% |
$250K - $275K
|
17.8K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
380+ 0.98% |
$19.7K - $21.7K
|
39K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.1K- 4.21% |
$57.1K - $63K
|
25.1K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-348- 0.61% |
$18K - $19.9K
|
57K
$3.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.63K+ 4.22% |
$240K - $265K
|
114K
$6.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.46K+ 1.47% |
$75.8K - $83.7K
|
101K
$5.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.6K- 6.36% |
$83K - $91.6K
|
23.6K
$1.36M
|