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 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
900New |
$46.7K - $54.7K
|
900
$57.8K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.01K- 1.21% |
$52.3K - $61.2K
|
82.6K
$5.3M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-19K- 16.55% |
$986K - $1.15M
|
95.8K
$6.15M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3K- 3.08% |
$155K - $182K
|
94.1K
$6.04M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-2K- 25.79% |
$104K - $121K
|
5.76K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.21K- 5.19% |
$115K - $134K
|
40.4K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.24MNew |
$168M - $197M
|
3.24M
$208M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
6.32K+ 99.98% |
$328K - $384K
|
12.6K
$812K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.07KNew |
$315K - $369K
|
6.07K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.15K+ 2.21% |
$59.5K - $69.7K
|
53K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-134K- 28.67% |
$6.96M - $8.15M
|
334K
$21.4M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-27- 0.49% |
$1.4K - $1.64K
|
5.53K
$355K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
40.8K+ 106.27% |
$2.12M - $2.48M
|
79.2K
$5.08M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
21.3KNew |
$1.1M - $1.29M
|
21.3K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-46.2K- 1.13% |
$2.4M - $2.8M
|
4.04M
$259M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
490+ 257.89% |
$25.4K - $29.8K
|
680
$43.6K
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
16.2KNew |
$840K - $983K
|
16.2K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-4.54K- 22.76% |
$235K - $276K
|
15.4K
$989K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.23K- 2.06% |
$168K - $196K
|
154K
$9.88M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-13.6K- 5.49% |
$707K - $827K
|
234K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-664- 2.08% |
$34.4K - $40.3K
|
31.3K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-15.2K- 24.47% |
$790K - $925K
|
47K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
7.1K+ 32.0% |
$368K - $431K
|
29.3K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
157K+ 74.53% |
$8.13M - $9.52M
|
367K
$23.5M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-40K- 3.3% |
$2.08M - $2.43M
|
1.17M
$75.2M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-737K- 30.04% |
$38.3M - $44.8M
|
1.72M
$110M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
190KNew |
$9.88M - $11.6M
|
190K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-209K- 90.44% |
$10.8M - $12.7M
|
22.1K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-936- 2.25% |
$48.6K - $56.8K
|
40.7K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3.95K+ 9.24% |
$205K - $240K
|
46.6K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.41K+ 142.06% |
$281K - $329K
|
9.23K
$592K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
12.1K+ 163.42% |
$628K - $736K
|
19.5K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
23.5K+ 39.6% |
$1.22M - $1.43M
|
82.9K
$5.32M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-29.3K- 15.96% |
$1.52M - $1.78M
|
154K
$9.89M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-4.23K- 2.83% |
$219K - $257K
|
145K
$9.31M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.12K+ 72.26% |
$265K - $311K
|
12.2K
$782K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.07K- 8.31% |
$211K - $247K
|
45K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.18K- 0.93% |
$61.3K - $71.7K
|
126K
$8.12M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
838+ 30.57% |
$43.5K - $50.9K
|
3.58K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
157KNew |
$8.13M - $9.52M
|
157K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-834- 4.78% |
$43.3K - $50.6K
|
16.6K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-45.5K- 26.6% |
$2.36M - $2.77M
|
126K
$8.06M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-379K- 10.09% |
$19.7M - $23M
|
3.38M
$217M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
27.8KNew |
$1.44M - $1.69M
|
27.8K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.03K- 10.13% |
$53.2K - $62.3K
|
9.1K
$584K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.66K+ 5.9% |
$138K - $162K
|
47.7K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
1.35MNew |
$70.2M - $82.2M
|
1.35M
$86.9M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8.61K+ 113.35% |
$447K - $523K
|
16.2K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-561- 6.23% |
$29.1K - $34.1K
|
8.44K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.72K- 12.94% |
$141K - $165K
|
18.3K
$1.18M
|