Latest Institutional Purchases of Msci Eafe Value ETF (EFV)

EFV Quotes by TradingView

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
May 10, 2024 Q1 2024
Esl Trust Services, LLC

BUY
 -
180
New
$9.08K - $9.81K
180 $10.9K
Jun 28, 2024 Q1 2024
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
167
+ 85.2%
$8.43K - $9.1K
363 $21.9K
May 08, 2024 Q1 2024
New Square Capital LLC

BUY
 -
103
New
$5.2K - $5.61K
103 $6.21K
Apr 18, 2024 Q1 2024
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
102
New
$5.15K - $5.56K
102 $6.15K
Apr 11, 2024 Q1 2024
City State Bank

Norwalk, IA
BUY
 -
99
New
$5K - $5.4K
99 $5.97K
May 15, 2024 Q1 2024
Pacific Capital Wealth Advisors, Inc

BUY
 -
85
New
$4.29K - $4.63K
85 $5.13K
Apr 11, 2024 Q1 2024
Soundmark Wealth Management, LLC

BUY
 -
77
+ 0.45%
$3.89K - $4.2K
17.2K $1.04M
Apr 19, 2024 Q1 2024
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
60
+ 1200.0%
$3.03K - $3.27K
65 $3.92K
May 29, 2024 Q1 2024
Clean Yield Group

BUY
 -
53
New
$2.67K - $2.89K
53 $3.2K
Apr 18, 2024 Q1 2024
Apcm Wealth Management For Individuals

BUY
 -
3
New
$151 - $164
3 $181
Q4 2023
Feb 13, 2024 Q4 2023
Benchmark Investment Advisors LLC

Chicago, IL
BUY
 -
172K
New
$8.02M - $9M
172K $10.4M
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
137K
New
$6.39M - $7.17M
137K $8.28M
Feb 08, 2024 Q4 2023
Credit Suisse Ag

Zurich, V8
BUY
 -
55.4K
New
$2.58M - $2.9M
55.4K $3.34M
Feb 15, 2024 Q4 2023
Dagco, Inc.

BUY
 -
49.5K
New
$2.3M - $2.58M
49.5K $2.98M
Jan 31, 2024 Q4 2023
Xponance, Inc.

BUY
 -
36K
New
$1.68M - $1.88M
36K $2.17M
Jan 29, 2024 Q4 2023
Sawtooth Solutions, LLC

BUY
 -
22.3K
New
$1.04M - $1.17M
22.3K $1.35M
Jan 24, 2024 Q4 2023
Cfo4 Life Group, LLC

BUY
 -
21.7K
New
$1.01M - $1.13M
21.7K $1.31M
Jan 26, 2024 Q4 2023
Turtle Creek Wealth Advisors, LLC

Dallas, TX
BUY
 -
10.2K
New
$475K - $533K
10.2K $616K
Jan 09, 2024 Q4 2023
Dfpg Investments, LLC

BUY
 -
9.87K
+ 14.16%
$460K - $516K
79.6K $4.8M
Feb 05, 2024 Q4 2023
Citizens Business Bank

Ontario, CA
BUY
 -
7.76K
New
$361K - $405K
7.76K $468K
Feb 12, 2024 Q4 2023
3 Chopt Investment Partners, LLC

Richmond, VA
BUY
 -
6.01K
New
$280K - $314K
6.01K $363K
Jan 30, 2024 Q4 2023
Peirce Capital Management, LLC

The Woodlands, TX
BUY
 -
5.88K
New
$274K - $307K
5.88K $355K
Feb 06, 2024 Q4 2023
Summit Global Investments

Bountiful, UT
BUY
 -
5.41K
New
$252K - $283K
5.41K $327K
Jan 30, 2024 Q4 2023
Crescent Grove Advisors, LLC

BUY
 -
5.26K
New
$245K - $275K
5.26K $317K
Feb 07, 2024 Q4 2023
Agf Management LTD

Toronto Ontario Canada, A6
BUY
 -
4.97K
New
$231K - $260K
4.97K $300K
Feb 13, 2024 Q4 2023
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
4.66K
New
$217K - $244K
4.66K $281K
Feb 06, 2024 Q4 2023
Sawgrass Asset Management LLC

BUY
 -
4.6K
New
$214K - $240K
4.6K $277K
Jan 22, 2024 Q4 2023
Foundry Financial Group, Inc.

Laconia, NH
BUY
 -
4.3K
New
$200K - $225K
4.3K $259K
Jan 25, 2024 Q4 2023
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
3.9K
New
$181K - $204K
3.9K $235K
Feb 05, 2024 Q4 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
3.85K
New
$179K - $201K
3.85K $232K
Feb 14, 2024 Q4 2023
Bos Asset Management, LLC

Springfield, IL
BUY
 -
3.75K
+ 39.68%
$175K - $196K
13.2K $797K
Jan 23, 2024 Q4 2023
Strateg Iq Financial Group, LLC

BUY
 -
2.1K
+ 0.96%
$97.6K - $110K
220K $13.3M
Jan 25, 2024 Q4 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
1.85K
+ 32.36%
$86.1K - $96.6K
7.56K $456K
Jan 24, 2024 Q4 2023
Advisors Preferred, LLC

Rockville, MD
BUY
 -
862
New
$40.1K - $45K
862 $52K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
839
New
$39.1K - $43.8K
839 $50.6K
Jan 18, 2024 Q4 2023
Cutler Group LP

BUY
 -
600
New
$27.9K - $31.4K
600 $36.2K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
467
New
$21.7K - $24.4K
467 $28.2K
Jan 12, 2024 Q4 2023
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
463
New
$21.6K - $24.2K
463 $27.9K
Jan 25, 2024 Q4 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
371
New
$17.3K - $19.4K
371 $22.4K
Feb 13, 2024 Q4 2023
First Manhattan CO

New York, NY
BUY
 -
358
+ 22.03%
$16.7K - $18.7K
1.98K $120K
Jan 16, 2024 Q4 2023
Pacer Advisors, Inc.

Malvern, PA
BUY
 -
330
New
$15.4K - $17.2K
330 $19.9K
Jan 18, 2024 Q4 2023
Cutler Group LP

BUY
 CALL
300
New
$14K - $15.7K
300 $18.1K
Feb 08, 2024 Q4 2023
Robinson Capital Management, LLC

BUY
 -
250
New
$11.6K - $13.1K
250 $15.1K
Feb 01, 2024 Q4 2023
Telemus Capital, LLC

BUY
 -
216
+ 0.39%
$10.1K - $11.3K
55.4K $3.34M
Feb 05, 2024 Q4 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
115
New
$5.36K - $6.01K
115 $6.94K
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
87
New
$4.05K - $4.55K
87 $5.25K
Jan 25, 2024 Q4 2023
Hanson & Doremus Investment Management

BUY
 -
87
New
$4.05K - $4.55K
87 $5.25K
Feb 12, 2024 Q4 2023
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
84
New
$3.91K - $4.39K
84 $5.07K
Jan 08, 2024 Q4 2023
Bartlett & Co. LLC

BUY
 -
52
+ 1.81%
$2.42K - $2.72K
2.92K $176K

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