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 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.14K+ 21.63% |
$58.8K - $64.9K
|
6.38K
$348K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
14.8K+ 154.48% |
$767K - $847K
|
24.4K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
15+ 2.35% |
$777 - $857
|
653
$35.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-132- 1.95% |
$6.83K - $7.54K
|
6.65K
$362K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.29K- 3.86% |
$274K - $302K
|
132K
$7.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
239K+ 154.07% |
$12.4M - $13.7M
|
395K
$21.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.44K+ 15.11% |
$333K - $368K
|
49K
$2.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
72+ 0.11% |
$3.73K - $4.11K
|
64.3K
$3.5M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-120- 0.99% |
$6.21K - $6.86K
|
12K
$653K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 17.0% |
$54.3K - $59.9K
|
7.21K
$393K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
44.1KNew |
$2.28M - $2.52M
|
44.1K
$2.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.74K+ 33.55% |
$246K - $271K
|
18.9K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.07K- 12.93% |
$55.2K - $61K
|
7.18K
$391K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.92K+ 44.84% |
$255K - $281K
|
15.9K
$865K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.24K+ 13.33% |
$116K - $128K
|
19K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
103+ 1.75% |
$5.33K - $5.89K
|
5.99K
$326K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
933+ 17.27% |
$48.3K - $53.3K
|
6.34K
$345K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
400New |
$20.7K - $22.9K
|
400
$21.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
253KNew |
$13.1M - $14.5M
|
253K
$13.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
184+ 0.53% |
$9.53K - $10.5K
|
35K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
12.3KNew |
$638K - $704K
|
12.3K
$671K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
417+ 0.51% |
$21.6K - $23.8K
|
82.4K
$4.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
521+ 11.78% |
$27K - $29.8K
|
4.94K
$269K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
466K+ 8.15% |
$24.1M - $26.6M
|
6.18M
$337M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.8K+ 1.53% |
$93K - $103K
|
119K
$6.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.35K+ 150.61% |
$122K - $135K
|
3.92K
$213K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-281- 80.98% |
$14.6K - $16.1K
|
66
$3.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-19.4K- 10.1% |
$1M - $1.11M
|
173K
$9.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.49K+ 24.88% |
$181K - $200K
|
17.5K
$955K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
29+ 0.39% |
$1.5K - $1.66K
|
7.47K
$407K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-8.89K- 35.65% |
$460K - $508K
|
16K
$874K
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
3.83K+ 0.83% |
$198K - $219K
|
466K
$25.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
616+ 7.34% |
$31.9K - $35.2K
|
9.01K
$491K
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-9.95K- 25.6% |
$515K - $568K
|
28.9K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
5.41K+ 56.56% |
$280K - $309K
|
15K
$816K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
254+ 0.44% |
$13.2K - $14.5K
|
57.7K
$3.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
20.8K+ 452.04% |
$1.08M - $1.19M
|
25.4K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
40.7K+ 23.14% |
$2.11M - $2.33M
|
217K
$11.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
6.01KNew |
$311K - $344K
|
6.01K
$328K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-10.8K- 5.52% |
$558K - $616K
|
184K
$10M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
5.99K+ 29.36% |
$310K - $342K
|
26.4K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
17+ 0.27% |
$880 - $972
|
6.4K
$349K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
11+ 1.72% |
$570 - $629
|
649
$35.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-10- 0.1% |
$518 - $572
|
10.4K
$569K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.16K+ 4.91% |
$164K - $181K
|
67.5K
$3.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-325- 3.96% |
$16.8K - $18.6K
|
7.88K
$429K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
90+ 27.78% |
$4.66K - $5.14K
|
414
$22.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3.04K+ 22.89% |
$157K - $173K
|
16.3K
$888K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-43.3K- 2.72% |
$2.24M - $2.48M
|
1.55M
$84.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
12.5K+ 13.01% |
$647K - $714K
|
108K
$5.91M
|