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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.85K+ 32.36% |
$86.1K - $96.6K
|
7.56K
$531K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
862New |
$40.1K - $45K
|
862
$60.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
839New |
$39.1K - $43.8K
|
839
$58.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
600New |
$27.9K - $31.4K
|
600
$42.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
467New |
$21.7K - $24.4K
|
467
$32.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
371New |
$17.3K - $19.4K
|
371
$26.1K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
358+ 22.03% |
$16.7K - $18.7K
|
1.98K
$139K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
330New |
$15.4K - $17.2K
|
330
$23.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
300New |
$14K - $15.7K
|
300
$21.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
250New |
$11.6K - $13.1K
|
250
$17.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
216+ 0.39% |
$10.1K - $11.3K
|
55.4K
$3.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
115New |
$5.36K - $6.01K
|
115
$8.08K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
87New |
$4.05K - $4.55K
|
87
$6.11K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
84New |
$3.91K - $4.39K
|
84
$5.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
52+ 1.81% |
$2.42K - $2.72K
|
2.92K
$205K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
1+ 0.21% |
$46.6 - $52.3
|
472
$33.2K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
396KNew |
$18.9M - $20.2M
|
396K
$27.9M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
152K+ 24.28% |
$7.27M - $7.78M
|
780K
$54.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
150K+ 33.4% |
$7.17M - $7.67M
|
600K
$42.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
82.2KNew |
$3.92M - $4.2M
|
82.2K
$5.77M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
67K+ 43.84% |
$3.19M - $3.42M
|
220K
$15.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
58.8K+ 299.3% |
$2.8M - $3M
|
78.4K
$5.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
33.3KNew |
$1.59M - $1.7M
|
33.3K
$2.34M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
31.9K+ 5.28% |
$1.52M - $1.63M
|
635K
$44.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.5KNew |
$786K - $841K
|
16.5K
$1.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
12KNew |
$574K - $615K
|
12K
$846K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.07KNew |
$337K - $361K
|
7.07K
$496K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
5.63KNew |
$269K - $288K
|
5.63K
$396K
|
|
|
Oct 19, 2023
Q3 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
5.24KNew |
$250K - $267K
|
5.24K
$368K
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
2K+ 7.2% |
$95.4K - $102K
|
29.8K
$2.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.79KNew |
$85.4K - $91.4K
|
1.79K
$126K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
810New |
$38.6K - $41.4K
|
810
$56.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
513New |
$24.5K - $26.2K
|
513
$36K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
302New |
$14.4K - $15.4K
|
302
$21.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
248New |
$11.8K - $12.7K
|
248
$17.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
168+ 0.49% |
$8.02K - $8.58K
|
34.5K
$2.43M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
159New |
$7.59K - $8.12K
|
159
$11.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
111New |
$5.3K - $5.67K
|
111
$7.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
66+ 0.78% |
$3.15K - $3.37K
|
8.58K
$603K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
54New |
$2.58K - $2.76K
|
54
$3.79K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
48New |
$2.29K - $2.45K
|
48
$3.37K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
47New |
$2.24K - $2.4K
|
47
$3.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
47New |
$2.24K - $2.4K
|
47
$3.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
46New |
$2.19K - $2.35K
|
46
$3.23K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
23New |
$1.1K - $1.17K
|
23
$1.62K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7+ 0.04% |
$334 - $357
|
19.5K
$1.37M
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
8.23KNew |
$392K - $414K
|
8.23K
$578K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3.8K+ 36.89% |
$181K - $191K
|
14.1K
$990K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
894+ 15.41% |
$42.6K - $44.9K
|
6.7K
$471K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
599New |
$28.5K - $30.1K
|
599
$42.1K
|
|