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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11New |
$512 - $575
|
11
$664
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
1+ 0.21% |
$46.6 - $52.3
|
472
$28.5K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
396KNew |
$18.9M - $20.2M
|
396K
$23.9M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
152K+ 24.28% |
$7.27M - $7.78M
|
780K
$47M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
150K+ 33.4% |
$7.17M - $7.67M
|
600K
$36.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
82.2KNew |
$3.92M - $4.2M
|
82.2K
$4.96M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
67K+ 43.84% |
$3.19M - $3.42M
|
220K
$13.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
66KNew |
$3.15M - $3.37M
|
66K
$3.98M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
58.8K+ 299.3% |
$2.8M - $3M
|
78.4K
$4.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
33.3KNew |
$1.59M - $1.7M
|
33.3K
$2.01M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
31.9K+ 5.28% |
$1.52M - $1.63M
|
635K
$38.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
30KNew |
$1.43M - $1.53M
|
30K
$1.81M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.5KNew |
$786K - $841K
|
16.5K
$994K
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
12KNew |
$574K - $615K
|
12K
$726K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.07KNew |
$337K - $361K
|
7.07K
$426K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
5.63KNew |
$269K - $288K
|
5.63K
$340K
|
|
|
Oct 19, 2023
Q3 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
5.24KNew |
$250K - $267K
|
5.24K
$316K
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
2K+ 7.2% |
$95.4K - $102K
|
29.8K
$1.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.79KNew |
$85.4K - $91.4K
|
1.79K
$108K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
810New |
$38.6K - $41.4K
|
810
$48.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
513New |
$24.5K - $26.2K
|
513
$30.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
302New |
$14.4K - $15.4K
|
302
$18.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
248New |
$11.8K - $12.7K
|
248
$15K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
168+ 0.49% |
$8.02K - $8.58K
|
34.5K
$2.08M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
159New |
$7.59K - $8.12K
|
159
$9.59K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
111New |
$5.3K - $5.67K
|
111
$6.7K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
84New |
$4.01K - $4.29K
|
84
$5.07K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
78New |
$3.72K - $3.98K
|
78
$4.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
73+ 3.63% |
$3.48K - $3.73K
|
2.09K
$126K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
66+ 0.78% |
$3.15K - $3.37K
|
8.58K
$517K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
54New |
$2.58K - $2.76K
|
54
$3.26K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
48New |
$2.29K - $2.45K
|
48
$2.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
47New |
$2.24K - $2.4K
|
47
$2.84K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
47New |
$2.24K - $2.4K
|
47
$2.84K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
46New |
$2.19K - $2.35K
|
46
$2.77K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
23New |
$1.1K - $1.17K
|
23
$1.39K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7+ 0.04% |
$334 - $357
|
19.5K
$1.17M
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
23.4KNew |
$1.12M - $1.18M
|
23.4K
$1.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
8.23KNew |
$392K - $414K
|
8.23K
$497K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3.8K+ 36.89% |
$181K - $191K
|
14.1K
$850K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.77KNew |
$132K - $139K
|
2.77K
$167K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.24K+ 6.21% |
$106K - $112K
|
38.2K
$2.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.24K+ 2.64% |
$59.1K - $62.3K
|
48.2K
$2.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
894+ 15.41% |
$42.6K - $44.9K
|
6.7K
$404K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
599New |
$28.5K - $30.1K
|
599
$36.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
375New |
$17.9K - $18.8K
|
375
$22.6K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
280New |
$13.3K - $14.1K
|
280
$16.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
250New |
$11.9K - $12.6K
|
250
$15.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
150New |
$7.14K - $7.54K
|
150
$9.05K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
61New |
$2.9K - $3.06K
|
61
$3.68K
|
|