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 12, 2025
Q1 2025
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
12.8K+ 3.16% |
$663K - $776K
|
417K
$26.8M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-14.1K- 4.12% |
$729K - $853K
|
327K
$21M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-43.4K- 8.86% |
$2.25M - $2.64M
|
446K
$28.6M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-4.51K- 3.97% |
$234K - $274K
|
109K
$7M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-6.13K- 11.48% |
$318K - $372K
|
47.3K
$3.03M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
193+ 105.46% |
$10K - $11.7K
|
376
$24.1K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.71K+ 20.35% |
$141K - $165K
|
16K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
47.3KNew |
$2.45M - $2.87M
|
47.3K
$3.03M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-40.9K- 1.2% |
$2.12M - $2.49M
|
3.38M
$217M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-173K- 9.85% |
$9M - $10.5M
|
1.59M
$102M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-525- 6.43% |
$27.2K - $31.9K
|
7.64K
$490K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
21.6K+ 20.41% |
$1.12M - $1.31M
|
127K
$8.16M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-180- 0.41% |
$9.34K - $10.9K
|
44.1K
$2.83M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
144+ 41.62% |
$7.47K - $8.75K
|
490
$31.4K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16.3K+ 18.41% |
$848K - $993K
|
105K
$6.75M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.32K+ 7.12% |
$120K - $141K
|
34.9K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-298- 2.46% |
$15.5K - $18.1K
|
11.8K
$757K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
500+ 107.53% |
$25.9K - $30.4K
|
965
$61.9K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.18K- 1.19% |
$113K - $132K
|
180K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.42K- 17.42% |
$333K - $390K
|
30.4K
$1.95M
|
|
|
May 09, 2025
Q1 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
4.67KNew |
$242K - $284K
|
4.67K
$300K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-467- 9.48% |
$24.2K - $28.4K
|
4.46K
$286K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-151K- 21.59% |
$7.83M - $9.16M
|
548K
$35.2M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.12K- 14.75% |
$58.1K - $68K
|
6.47K
$415K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-948- 14.84% |
$49.2K - $57.6K
|
5.44K
$349K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-7.62K- 18.19% |
$395K - $462K
|
34.2K
$2.2M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-2.12K- 38.65% |
$110K - $129K
|
3.37K
$216K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
17.1K+ 4.48% |
$887K - $1.04M
|
399K
$25.6M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
7.33K+ 57.84% |
$380K - $445K
|
20K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
29.3K+ 107.76% |
$1.52M - $1.78M
|
56.4K
$3.62M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-96.5K- 17.46% |
$5.01M - $5.86M
|
456K
$29.3M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-390- 0.37% |
$20.2K - $23.7K
|
105K
$6.76M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.91K- 0.49% |
$98.9K - $116K
|
383K
$24.6M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.08K+ 29.97% |
$108K - $126K
|
9K
$577K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10.7K- 6.9% |
$554K - $649K
|
144K
$9.24M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
9New |
$467 - $547
|
9
$578
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
10.4K+ 163.82% |
$538K - $630K
|
16.7K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.07KNew |
$55.5K - $64.9K
|
1.07K
$68.6K
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-178K- 85.16% |
$9.24M - $10.8M
|
31K
$1.99M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-159- 1.03% |
$8.25K - $9.66K
|
15.3K
$983K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
250KNew |
$12.9M - $15.2M
|
250K
$16M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-17Closed |
$882 - $1.03K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
53.2K+ 17.38% |
$2.76M - $3.23M
|
359K
$23.1M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
565+ 2.15% |
$29.3K - $34.3K
|
26.8K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
5.41K+ 24.95% |
$281K - $329K
|
27.1K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-317- 4.3% |
$16.4K - $19.3K
|
7.06K
$453K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.98K- 5.35% |
$103K - $120K
|
35K
$2.25M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.46KNew |
$180K - $210K
|
3.46K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8.13K- 20.99% |
$422K - $494K
|
30.6K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-539- 12.83% |
$28K - $32.7K
|
3.66K
$235K
|