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 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
40.6K+ 7.42% |
$2.1M - $2.32M
|
588K
$32.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-216K- 5.95% |
$11.2M - $12.4M
|
3.42M
$190M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
84.1K+ 12.22% |
$4.35M - $4.81M
|
772K
$42.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
9.39KNew |
$486K - $537K
|
9.39K
$522K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.84K+ 5.25% |
$251K - $277K
|
97.1K
$5.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
743+ 4.56% |
$38.5K - $42.5K
|
17.1K
$948K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
35New |
$1.81K - $2K
|
35
$1.95K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
12.7KNew |
$657K - $726K
|
12.7K
$706K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-1.68K- 11.65% |
$87K - $96K
|
12.7K
$709K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
19.8KNew |
$1.03M - $1.13M
|
19.8K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
601+ 4.04% |
$31.1K - $34.3K
|
15.5K
$860K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
186K+ 25.5% |
$9.64M - $10.6M
|
916K
$50.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8.34K- 5.04% |
$432K - $476K
|
157K
$8.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.61K- 2.76% |
$187K - $206K
|
127K
$7.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-164- 3.75% |
$8.49K - $9.37K
|
4.21K
$234K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.55K+ 13.1% |
$235K - $260K
|
39.3K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-148K- 95.86% |
$7.64M - $8.43M
|
6.37K
$354K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-640- 6.57% |
$33.1K - $36.6K
|
9.11K
$506K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.26% |
$259 - $286
|
1.93K
$107K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-173- 1.31% |
$8.96K - $9.89K
|
13K
$725K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
718+ 11.17% |
$37.2K - $41K
|
7.15K
$397K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-745- 8.93% |
$38.6K - $42.6K
|
7.6K
$423K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
75+ 0.06% |
$3.88K - $4.29K
|
125K
$6.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-436- 1.21% |
$22.6K - $24.9K
|
35.6K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
13K+ 7.27% |
$674K - $744K
|
192K
$10.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
81.8KNew |
$4.23M - $4.67M
|
81.8K
$4.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.97K+ 45.16% |
$102K - $113K
|
6.34K
$352K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
9.8K+ 14.86% |
$507K - $560K
|
75.8K
$4.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.74K- 6.18% |
$297K - $328K
|
87.2K
$4.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
436K+ 4690.22% |
$22.6M - $24.9M
|
445K
$24.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.28K- 0.66% |
$170K - $187K
|
490K
$27.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.29KNew |
$429K - $474K
|
8.29K
$461K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
138K+ 179.49% |
$7.16M - $7.9M
|
215K
$12M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-24.8K- 0.95% |
$1.28M - $1.42M
|
2.58M
$143M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
10.7K+ 0.76% |
$554K - $612K
|
1.43M
$79.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-5.08K- 41.32% |
$263K - $290K
|
7.21K
$401K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.45K+ 2.2% |
$75.3K - $83.1K
|
67.6K
$3.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
130+ 1.31% |
$6.73K - $7.43K
|
10.1K
$559K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-349- 4.5% |
$18.1K - $19.9K
|
7.41K
$412K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
8.27K+ 8.85% |
$428K - $472K
|
102K
$5.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
5.14KNew |
$266K - $294K
|
5.14K
$286K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27.2K+ 12.79% |
$1.41M - $1.56M
|
240K
$13.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
314+ 1.44% |
$16.3K - $17.9K
|
22.2K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-844- 0.42% |
$43.7K - $48.2K
|
199K
$11.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
68.2KNew |
$3.53M - $3.9M
|
68.2K
$3.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.53K- 0.65% |
$131K - $145K
|
385K
$21.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
84.3K+ 148.25% |
$4.36M - $4.82M
|
141K
$7.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
4.96K+ 19.77% |
$257K - $284K
|
30.1K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
202+ 0.33% |
$10.5K - $11.5K
|
61.8K
$3.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
564+ 1.8% |
$29.2K - $32.2K
|
32K
$1.78M
|