Latest Institutional Purchases of Msci Eafe Value ETF (EFV)
This list provides information on the latest institutional transactions involving Msci Eafe Value ETF (EFV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
234New |
$12.1K - $13.6K
|
234
$16.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
233New |
$12.1K - $13.5K
|
233
$16.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
179+ 1.55% |
$9.26K - $10.4K
|
11.7K
$821K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
159New |
$8.22K - $9.22K
|
159
$11.2K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
128New |
$6.62K - $7.42K
|
128
$8.99K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
127New |
$6.57K - $7.36K
|
127
$8.92K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
124New |
$6.41K - $7.19K
|
124
$8.71K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
102New |
$5.28K - $5.91K
|
102
$7.17K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
91+ 9.12% |
$4.71K - $5.27K
|
1.09K
$76.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
85New |
$4.4K - $4.93K
|
85
$5.97K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
85New |
$4.4K - $4.93K
|
85
$5.97K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
85New |
$4.4K - $4.93K
|
85
$5.97K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
66New |
$3.41K - $3.83K
|
66
$4.64K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
54+ 4.26% |
$2.79K - $3.13K
|
1.32K
$92.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
50New |
$2.59K - $2.9K
|
50
$3.51K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
36New |
$1.86K - $2.09K
|
36
$2.53K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
641KNew |
$33.5M - $36.2M
|
641K
$45M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
53.9KNew |
$2.82M - $3.04M
|
53.9K
$3.79M
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
44.7KNew |
$2.34M - $2.52M
|
44.7K
$3.14M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
21.4KNew |
$1.12M - $1.21M
|
21.4K
$1.5M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
9.85KNew |
$515K - $555K
|
9.85K
$692K
|
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.6KNew |
$293K - $316K
|
5.6K
$394K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
4.08KNew |
$214K - $230K
|
4.08K
$287K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3.74K+ 1000.0% |
$196K - $211K
|
4.11K
$289K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.24KNew |
$170K - $183K
|
3.24K
$228K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.36KNew |
$124K - $133K
|
2.36K
$166K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
2.29KNew |
$120K - $129K
|
2.29K
$161K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.45KNew |
$76K - $81.9K
|
1.45K
$102K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
723+ 4.05% |
$37.8K - $40.8K
|
18.6K
$1.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
601New |
$31.5K - $33.9K
|
601
$42.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
559+ 291.15% |
$29.3K - $31.5K
|
751
$52.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
430New |
$22.5K - $24.3K
|
430
$30.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
420+ 10.38% |
$22K - $23.7K
|
4.47K
$314K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
380+ 40.64% |
$19.9K - $21.4K
|
1.32K
$92.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
198New |
$10.4K - $11.2K
|
198
$13.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
183New |
$9.58K - $10.3K
|
183
$12.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
180New |
$9.42K - $10.2K
|
180
$12.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
178New |
$9.32K - $10K
|
178
$12.5K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
168New |
$8.79K - $9.48K
|
168
$11.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
101+ 1.63% |
$5.29K - $5.7K
|
6.29K
$442K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
59New |
$3.09K - $3.33K
|
59
$4.15K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
56New |
$2.93K - $3.16K
|
56
$3.93K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
30New |
$1.57K - $1.69K
|
30
$2.11K
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
27New |
$1.41K - $1.52K
|
27
$1.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
15+ 3.01% |
$785 - $846
|
513
$36K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 2.58% |
$262 - $282
|
199
$14K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
228KNew |
$11.5M - $12.4M
|
228K
$16M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
130KNew |
$6.55M - $7.08M
|
130K
$9.13M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
129KNew |
$6.49M - $7.01M
|
129K
$9.04M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
17.1KNew |
$864K - $934K
|
17.1K
$1.2M
|
|