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 |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.36K+ 8.45% |
$70.4K - $77.7K
|
17.5K
$1.03M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
26.2KNew |
$1.36M - $1.5M
|
26.2K
$1.55M
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
213KNew |
$11M - $12.2M
|
213K
$12.6M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
6.16KNew |
$319K - $352K
|
6.16K
$363K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
4.01KNew |
$207K - $229K
|
4.01K
$236K
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
90K+ 127.17% |
$4.66M - $5.14M
|
161K
$9.49M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
146New |
$7.56K - $8.34K
|
146
$8.61K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
48.3KNew |
$2.5M - $2.76M
|
48.3K
$2.85M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-488- 5.88% |
$25.3K - $27.9K
|
7.81K
$461K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-891- 7.4% |
$46.1K - $50.9K
|
11.2K
$658K
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
57.6KNew |
$2.98M - $3.29M
|
57.6K
$3.4M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
4.64KNew |
$240K - $265K
|
4.64K
$274K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.46K+ 20.07% |
$75.7K - $83.6K
|
8.75K
$516K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
710+ 1.54% |
$36.8K - $40.6K
|
46.8K
$2.76M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
38.8KNew |
$2.01M - $2.21M
|
38.8K
$2.29M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-100K- 41.2% |
$5.19M - $5.73M
|
143K
$8.44M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.03KNew |
$209K - $231K
|
4.03K
$238K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-300- 1.28% |
$15.5K - $17.1K
|
23.2K
$1.37M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
150New |
$7.77K - $8.57K
|
150
$8.85K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.82K- 11.91% |
$198K - $218K
|
28.2K
$1.67M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
8.08KNew |
$418K - $462K
|
8.08K
$477K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
35K+ 11.55% |
$1.81M - $2M
|
338K
$19.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.37K+ 13.67% |
$70.8K - $78.2K
|
11.4K
$671K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
27New |
$1.4K - $1.54K
|
27
$1.59K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-6.86K- 1.96% |
$355K - $392K
|
344K
$20.3M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5.14KNew |
$266K - $294K
|
5.14K
$303K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.71K- 57.52% |
$347K - $383K
|
4.95K
$292K
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
12.7KNew |
$656K - $724K
|
12.7K
$748K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.86K+ 3.57% |
$252K - $278K
|
141K
$8.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
9.26K+ 17.89% |
$479K - $529K
|
61K
$3.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.24KNew |
$64.4K - $71.1K
|
1.24K
$73.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
43.7K+ 5.8% |
$2.26M - $2.5M
|
798K
$47.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
68.3K+ 58.73% |
$3.54M - $3.91M
|
185K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.8K+ 2.67% |
$1.08M - $1.19M
|
798K
$47.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.58K+ 13.0% |
$185K - $204K
|
31.1K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.76K- 1.8% |
$246K - $272K
|
259K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
65.7K+ 28.78% |
$3.4M - $3.75M
|
294K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-64- 0.28% |
$3.31K - $3.66K
|
23.2K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
36+ 0.7% |
$1.86K - $2.06K
|
5.17K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
132K+ 33.84% |
$6.85M - $7.56M
|
523K
$30.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
153K+ 3815775.0% |
$7.9M - $8.72M
|
153K
$9.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.44K+ 63.49% |
$178K - $196K
|
8.85K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.66K+ 48.9% |
$86.1K - $95K
|
5.06K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
53.5KNew |
$2.77M - $3.06M
|
53.5K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.14M+ 13.76% |
$59.2M - $65.3M
|
9.45M
$557M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
283+ 3.29% |
$14.7K - $16.2K
|
8.88K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.75KNew |
$246K - $271K
|
4.75K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
114KNew |
$5.88M - $6.5M
|
114K
$6.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.12K+ 2.27% |
$213K - $235K
|
186K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-739- 14.96% |
$38.3K - $42.2K
|
4.2K
$248K
|