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 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
666New |
$34.5K - $38.1K
|
666
$36.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-307K- 47.71% |
$15.9M - $17.5M
|
336K
$18.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.92K+ 4.74% |
$99.5K - $110K
|
42.5K
$2.32M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
52.5K+ 629.02% |
$2.72M - $3M
|
60.8K
$3.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.76K+ 8.68% |
$143K - $158K
|
34.6K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
5.15KNew |
$267K - $294K
|
5.15K
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
5.16K+ 3.15% |
$267K - $295K
|
169K
$9.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
59.9KNew |
$3.1M - $3.43M
|
59.9K
$3.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
18.3K+ 20.3% |
$948K - $1.05M
|
108K
$5.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
69K+ 4.35% |
$3.57M - $3.94M
|
1.65M
$90.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
19.7K+ 3.53% |
$1.02M - $1.12M
|
577K
$31.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.07K+ 14.07% |
$159K - $176K
|
24.9K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.04K+ 7296.43% |
$106K - $117K
|
2.07K
$113K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
5.77KNew |
$299K - $330K
|
5.77K
$314K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
98+ 1.76% |
$5.07K - $5.6K
|
5.67K
$309K
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
5.99K+ 7.75% |
$310K - $342K
|
83.3K
$4.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
6.36K+ 10.38% |
$329K - $364K
|
67.7K
$3.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.98K+ 21.03% |
$103K - $113K
|
11.4K
$621K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
368+ 2.55% |
$19.1K - $21K
|
14.8K
$806K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.33K- 6.83% |
$172K - $190K
|
45.4K
$2.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
174+ 3.6% |
$9.01K - $9.94K
|
5.01K
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-49- 0.23% |
$2.54K - $2.8K
|
21K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-547- 70.4% |
$28.3K - $31.3K
|
230
$12.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
220K+ 7.5% |
$11.4M - $12.6M
|
3.16M
$172M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-515- 15.2% |
$26.7K - $29.4K
|
2.87K
$157K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.78K+ 11.35% |
$403K - $444K
|
76.3K
$4.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.27K+ 4.7% |
$65.7K - $72.5K
|
28.3K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.78K- 4.22% |
$144K - $159K
|
63.2K
$3.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
236+ 5.02% |
$12.2K - $13.5K
|
4.94K
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
66.5KNew |
$3.44M - $3.8M
|
66.5K
$3.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
22.4KNew |
$1.16M - $1.28M
|
22.4K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-7.44K- 5.28% |
$385K - $425K
|
134K
$7.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-670- 0.84% |
$34.7K - $38.3K
|
79K
$4.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.35KNew |
$277K - $306K
|
5.35K
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-538- 5.1% |
$27.9K - $30.7K
|
10K
$546K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
12.5K+ 12.96% |
$645K - $712K
|
109K
$5.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
111KNew |
$5.77M - $6.37M
|
111K
$6.07M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.74K+ 7.43% |
$246K - $271K
|
68.6K
$3.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-690- 1.88% |
$35.7K - $39.4K
|
35.9K
$1.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
15.8K+ 225.26% |
$818K - $903K
|
22.8K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
274+ 1.05% |
$14.2K - $15.7K
|
26.4K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.5K+ 20.4% |
$544K - $600K
|
62K
$3.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-106- 1.97% |
$5.49K - $6.06K
|
5.28K
$288K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
349+ 0.46% |
$18.1K - $19.9K
|
75.5K
$4.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29.4KNew |
$1.52M - $1.68M
|
29.4K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
9.74K+ 0.83% |
$504K - $557K
|
1.19M
$64.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
229+ 2.83% |
$11.9K - $13.1K
|
8.32K
$453K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-59- 0.1% |
$3.06K - $3.37K
|
56.3K
$3.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
21K+ 192.38% |
$1.09M - $1.2M
|
31.9K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
102New |
$5.28K - $5.83K
|
102
$5.56K
|