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 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
382KNew |
$19.8M - $21.8M
|
382K
$23.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
174New |
$9.01K - $9.94K
|
174
$10.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
22.5KNew |
$1.17M - $1.29M
|
22.5K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
136K+ 1.4% |
$7.02M - $7.75M
|
9.83M
$597M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
157K+ 698.35% |
$8.15M - $8.99M
|
180K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
10.1K+ 5.85% |
$524K - $579K
|
183K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.42K- 0.53% |
$73.7K - $81.3K
|
269K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-16- 0.07% |
$828 - $914
|
24.2K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
10.3KNew |
$535K - $590K
|
10.3K
$627K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
632+ 14.61% |
$32.7K - $36.1K
|
4.96K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.35K- 1.27% |
$277K - $306K
|
418K
$25.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
85.1KNew |
$4.41M - $4.87M
|
85.1K
$5.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.66K+ 21.03% |
$189K - $209K
|
21K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.8K+ 15.01% |
$612K - $676K
|
90.6K
$5.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.46K+ 52.9% |
$231K - $255K
|
12.9K
$782K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.45K+ 12.13% |
$75.1K - $82.9K
|
13.4K
$814K
|
|
|
Feb 14, 2025
Q4 2024
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
625K+ 15.77% |
$32.4M - $35.7M
|
4.59M
$279M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
189+ 5.13% |
$9.79K - $10.8K
|
3.87K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-227K- 96.55% |
$11.7M - $13M
|
8.11K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
31.1K+ 2.57% |
$1.61M - $1.78M
|
1.24M
$75.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
133New |
$6.89K - $7.6K
|
133
$8.08K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
1.35KNew |
$69.8K - $77K
|
1.35K
$81.9K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.2K+ 30.93% |
$425K - $469K
|
34.7K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-289- 87.84% |
$15K - $16.5K
|
40
$2.43K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
105K+ 38.96% |
$5.42M - $5.99M
|
374K
$22.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
105+ 1.33% |
$5.44K - $6K
|
8.02K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-562- 5.93% |
$29.1K - $32.1K
|
8.92K
$542K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.81K+ 653.79% |
$93.8K - $103K
|
2.09K
$127K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.96K+ 18.17% |
$102K - $112K
|
12.8K
$774K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
4.49KNew |
$233K - $257K
|
4.49K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
314New |
$16.3K - $17.9K
|
314
$19.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
17.8K+ 5.91% |
$922K - $1.02M
|
319K
$19.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
22.5KNew |
$1.17M - $1.29M
|
22.5K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.91K+ 2.33% |
$203K - $224K
|
172K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.2K+ 23.86% |
$62.1K - $68.6K
|
6.23K
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-651- 8.24% |
$33.7K - $37.2K
|
7.25K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
102K+ 123.01% |
$5.3M - $5.85M
|
185K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
18.7K+ 10.5% |
$968K - $1.07M
|
197K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
49.8K+ 56.02% |
$2.58M - $2.85M
|
139K
$8.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
56.9K+ 5.64% |
$2.94M - $3.25M
|
1.06M
$64.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
24.9K+ 8.83% |
$1.29M - $1.42M
|
306K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
3.93K+ 8.97% |
$204K - $225K
|
47.7K
$2.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
3.38K+ 1.35% |
$175K - $193K
|
254K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-17.9K- 56.62% |
$928K - $1.02M
|
13.7K
$834K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.56K+ 5.36% |
$236K - $260K
|
89.5K
$5.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
35New |
$1.81K - $2K
|
35
$2.13K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
940+ 2.47% |
$48.7K - $53.7K
|
39K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
122+ 2.1% |
$6.32K - $6.97K
|
5.93K
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.81K+ 9.43% |
$145K - $160K
|
32.6K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.22K+ 0.44% |
$62.9K - $69.4K
|
279K
$17M
|