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 |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.68K+ 136.09% |
$87.9K - $108K
|
2.91K
$187K
|
|
| Q1 2025 | |||||||
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
3.24K+ 35.29% |
$168K - $196K
|
12.4K
$796K
|
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-930- 20.24% |
$48.2K - $56.5K
|
3.67K
$235K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-30- 0.71% |
$1.56K - $1.82K
|
4.17K
$268K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-5.7KClosed |
$296K - $346K
|
0
$0
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-191K- 56.62% |
$9.92M - $11.6M
|
147K
$9.4M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
38+ 0.05% |
$1.97K - $2.31K
|
70.6K
$4.53M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
22.4K+ 16.76% |
$1.16M - $1.36M
|
156K
$10M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-7.2K- 11.54% |
$374K - $437K
|
55.2K
$3.54M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
395K+ 4.19% |
$20.5M - $24M
|
9.82M
$630M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
6.75K+ 25.8% |
$350K - $410K
|
32.9K
$2.11M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-56.5K- 26.5% |
$2.93M - $3.43M
|
157K
$10.1M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.82K- 2.6% |
$94.6K - $111K
|
68.4K
$4.39M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-29- 2.87% |
$1.5K - $1.76K
|
982
$63K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
85.9K+ 19.9% |
$4.46M - $5.22M
|
518K
$33.2M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
21.6K+ 86.1% |
$1.12M - $1.31M
|
46.8K
$3M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-109K- 35.03% |
$5.67M - $6.63M
|
203K
$13M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
200+ 9.59% |
$10.4K - $12.1K
|
2.29K
$147K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-4.52K- 24.49% |
$235K - $275K
|
13.9K
$895K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.1K- 19.88% |
$57.3K - $67K
|
4.45K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
33.6K+ 1.32% |
$1.74M - $2.04M
|
2.58M
$166M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-16.1K- 8.71% |
$835K - $977K
|
169K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
950+ 879.63% |
$49.3K - $57.7K
|
1.06K
$67.9K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.3K+ 1.66% |
$223K - $261K
|
264K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.5K+ 7.64% |
$1.16M - $1.36M
|
316K
$20.3M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
6K+ 3.93% |
$311K - $364K
|
159K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-5.88K- 26.74% |
$305K - $357K
|
16.1K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
1.58MNew |
$81.8M - $95.8M
|
1.58M
$101M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.31K- 11.96% |
$68.2K - $79.8K
|
9.68K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
88.9KNew |
$4.61M - $5.4M
|
88.9K
$5.7M
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-609- 5.36% |
$31.6K - $37K
|
10.8K
$691K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.35K+ 0.35% |
$226K - $264K
|
1.25M
$80M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
16.1KNew |
$834K - $976K
|
16.1K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-43.1K- 14.58% |
$2.23M - $2.61M
|
252K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
9.94K+ 62.12% |
$516K - $603K
|
25.9K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.73K- 1.25% |
$89.6K - $105K
|
137K
$8.79M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.87K- 12.21% |
$201K - $235K
|
27.8K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-74.6K- 18.95% |
$3.87M - $4.53M
|
319K
$20.5M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.05K- 15.61% |
$469K - $549K
|
48.9K
$3.14M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-493K- 22.97% |
$25.6M - $29.9M
|
1.65M
$106M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-15.8K- 4.95% |
$819K - $959K
|
303K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-116K- 36.68% |
$6.03M - $7.06M
|
201K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-12K- 53.12% |
$621K - $726K
|
10.6K
$678K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-9.79K- 1.87% |
$508K - $594K
|
514K
$33M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
9.57K+ 138.76% |
$496K - $581K
|
16.5K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-83.5K- 14.08% |
$4.33M - $5.07M
|
510K
$32.7M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
516+ 5.46% |
$26.8K - $31.3K
|
9.96K
$639K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-729K- 7.71% |
$37.8M - $44.3M
|
8.72M
$560M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-804K- 8.18% |
$41.7M - $48.8M
|
9.03M
$579M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3.18K+ 67.02% |
$165K - $193K
|
7.93K
$509K
|
|