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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-5.66K- 35.82% |
$294K - $344K
|
10.1K
$651K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-45.6K- 18.98% |
$2.36M - $2.77M
|
195K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
23+ 0.59% |
$1.19K - $1.4K
|
3.95K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.76K- 23.74% |
$91.3K - $107K
|
5.65K
$363K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-341K- 23.24% |
$17.7M - $20.7M
|
1.13M
$72.2M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-7.9K- 13.85% |
$410K - $480K
|
49.1K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-383- 1.65% |
$19.9K - $23.3K
|
22.8K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
4.1KNew |
$213K - $249K
|
4.1K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-367K- 20.43% |
$19.1M - $22.3M
|
1.43M
$91.8M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.81K+ 1.01% |
$94K - $110K
|
182K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-56.2K- 1.93% |
$2.92M - $3.42M
|
2.85M
$183M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-747- 12.07% |
$38.8K - $45.4K
|
5.44K
$349K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.9K- 7.93% |
$567K - $664K
|
127K
$8.15M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.05K- 7.67% |
$262K - $307K
|
60.8K
$3.9M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
274K+ 5832.81% |
$14.2M - $16.6M
|
278K
$17.9M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-241K- 18.63% |
$12.5M - $14.6M
|
1.05M
$67.4M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.67K- 1.29% |
$86.7K - $101K
|
128K
$8.21M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-11K- 5.53% |
$571K - $668K
|
188K
$12.1M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-54- 2.81% |
$2.8K - $3.28K
|
1.87K
$120K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
46+ 0.83% |
$2.39K - $2.79K
|
5.59K
$358K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15.6K+ 267.41% |
$810K - $948K
|
21.4K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.75K+ 27.34% |
$90.5K - $106K
|
8.13K
$522K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-147K- 17.86% |
$7.6M - $8.9M
|
674K
$43.2M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.57K- 12.7% |
$445K - $521K
|
59K
$3.78M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
3.4KNew |
$176K - $206K
|
3.4K
$218K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.03M- 14.17% |
$105M - $123M
|
12.3M
$789M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
6.43KNew |
$334K - $390K
|
6.43K
$413K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4.55K- 3.44% |
$236K - $277K
|
128K
$8.2M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-35.4K- 19.88% |
$1.84M - $2.15M
|
143K
$9.15M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.26K+ 60.36% |
$169K - $198K
|
8.67K
$556K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-8.43K- 24.27% |
$437K - $512K
|
26.3K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-131- 1.18% |
$6.8K - $7.96K
|
11K
$705K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-392- 0.38% |
$20.3K - $23.8K
|
103K
$6.6M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
11.9K+ 93.02% |
$615K - $720K
|
24.6K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-62.8K- 18.68% |
$3.26M - $3.82M
|
274K
$17.6M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-261K- 74.24% |
$13.6M - $15.9M
|
90.7K
$5.82M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.23KNew |
$220K - $257K
|
4.23K
$272K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
529+ 8.49% |
$27.4K - $32.1K
|
6.76K
$434K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
35+ 4.87% |
$1.82K - $2.13K
|
754
$48.4K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.27K- 17.12% |
$65.8K - $77.1K
|
6.14K
$394K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
900+ 0.72% |
$46.7K - $54.7K
|
126K
$8.1M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.63K- 2.61% |
$84.8K - $99.2K
|
60.9K
$3.91M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
16.1K+ 334.3% |
$834K - $976K
|
20.9K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.1K- 15.66% |
$213K - $249K
|
22.1K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-37K- 15.27% |
$1.92M - $2.25M
|
205K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
404K+ 380.06% |
$20.9M - $24.5M
|
510K
$32.7M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
429+ 3.16% |
$22.3K - $26.1K
|
14K
$899K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-17.2K- 44.05% |
$891K - $1.04M
|
21.8K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-26.1K- 27.51% |
$1.35M - $1.58M
|
68.7K
$4.41M
|
|
|
May 12, 2025
Q1 2025
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-49- 0.48% |
$2.54K - $2.98K
|
10.1K
$651K
|