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 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-51- 1.43% |
$2.65K - $3.1K
|
3.52K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.74KNew |
$194K - $227K
|
3.74K
$240K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
98New |
$5.08K - $5.95K
|
98
$6.29K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
10.4K+ 5.21% |
$538K - $630K
|
209K
$13.4M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-461- 0.62% |
$23.9K - $28K
|
73.3K
$4.7M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
53K+ 280.93% |
$2.75M - $3.22M
|
71.9K
$4.62M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.49K+ 6.45% |
$77.5K - $90.7K
|
24.7K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
100+ 0.83% |
$5.19K - $6.07K
|
12.2K
$782K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
158K+ 14.21% |
$8.2M - $9.6M
|
1.27M
$81.5M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.25K+ 106.69% |
$272K - $319K
|
10.2K
$652K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.54K- 2.44% |
$132K - $154K
|
101K
$6.5M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-946- 18.13% |
$49.1K - $57.5K
|
4.27K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.18K- 8.83% |
$61.4K - $71.9K
|
12.2K
$784K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-97.7K- 4.87% |
$5.07M - $5.93M
|
1.91M
$122M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-201- 3.0% |
$10.4K - $12.2K
|
6.51K
$418K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-682K- 49.63% |
$35.4M - $41.4M
|
693K
$44.4M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
547+ 3.0% |
$28.4K - $33.2K
|
18.8K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
480+ 3.57% |
$24.9K - $29.2K
|
13.9K
$895K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-5.28K- 11.27% |
$274K - $321K
|
41.6K
$2.67M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-13.7K- 21.71% |
$709K - $830K
|
49.3K
$3.16M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-523- 9.29% |
$27.1K - $31.8K
|
5.11K
$328K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-39.5K- 59.94% |
$2.05M - $2.4M
|
26.4K
$1.7M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-10.2K- 16.72% |
$529K - $619K
|
50.8K
$3.26M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
22+ 0.08% |
$1.14K - $1.34K
|
26.3K
$1.69M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-35.9K- 42.26% |
$1.86M - $2.18M
|
49K
$3.14M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-91- 1.1% |
$4.72K - $5.53K
|
8.2K
$526K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.1K+ 6.17% |
$213K - $249K
|
70.6K
$4.53M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
271K+ 2.12% |
$14.1M - $16.5M
|
13.1M
$839M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
181KNew |
$9.4M - $11M
|
181K
$11.6M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.75K- 15.44% |
$350K - $410K
|
37K
$2.37M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
221K+ 16.84% |
$11.5M - $13.4M
|
1.53M
$98.4M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
15+ 0.22% |
$778 - $911
|
6.98K
$448K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-350- 8.32% |
$18.2K - $21.3K
|
3.86K
$248K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-16.3K- 47.02% |
$847K - $992K
|
18.4K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-95.4K- 34.14% |
$4.95M - $5.8M
|
184K
$11.8M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-84.7K- 26.91% |
$4.39M - $5.14M
|
230K
$14.8M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-356K- 22.87% |
$18.4M - $21.6M
|
1.2M
$77M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.14M- 12.43% |
$111M - $130M
|
15.1M
$966M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.97KNew |
$206K - $241K
|
3.97K
$254K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-2.5K- 17.15% |
$130K - $152K
|
12.1K
$775K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
16.5K+ 8.89% |
$857K - $1M
|
202K
$13M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-6.84K- 9.94% |
$355K - $416K
|
62K
$3.98M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-4- 0.06% |
$208 - $243
|
6.49K
$416K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
3.65KNew |
$190K - $222K
|
3.65K
$234K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-1.92K- 35.39% |
$99.5K - $116K
|
3.5K
$225K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.24K- 27.8% |
$116K - $136K
|
5.83K
$374K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
44New |
$2.28K - $2.67K
|
44
$2.82K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
25.1K+ 16.27% |
$1.3M - $1.52M
|
179K
$11.5M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
481+ 1.23% |
$25K - $29.2K
|
39.4K
$2.53M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.78K- 2.65% |
$248K - $290K
|
176K
$11.3M
|