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 |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
302KNew |
$13.8M - $16.1M
|
302K
$17.4M
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
63KNew |
$2.88M - $3.36M
|
63K
$3.64M
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
17.7KNew |
$809K - $945K
|
17.7K
$1.02M
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
4.13KNew |
$189K - $220K
|
4.13K
$239K
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
437+ 2.37% |
$19.9K - $23.3K
|
18.9K
$1.09M
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
263New |
$12K - $14K
|
263
$15.2K
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
BUY
|
- |
48New |
$2.19K - $2.56K
|
48
$2.77K
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
100KNew |
$4.88M - $5.26M
|
100K
$5.78M
|
|
Feb 17, 2022
Q4 2021
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
11.1KNew |
$541K - $583K
|
11.1K
$641K
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.84KNew |
$285K - $307K
|
5.84K
$337K
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.01KNew |
$49.4K - $53.2K
|
1.01K
$58.5K
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
990New |
$48.3K - $52K
|
990
$57.2K
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
140New |
$6.83K - $7.36K
|
140
$8.09K
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
110New |
$5.37K - $5.78K
|
110
$6.35K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
5.56KNew |
$277K - $295K
|
5.56K
$321K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.35KNew |
$117K - $124K
|
2.35K
$136K
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
BUY
|
- |
135New |
$6.72K - $7.15K
|
135
$7.8K
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
51New |
$2.54K - $2.7K
|
51
$2.95K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.83KNew |
$299K - $319K
|
5.83K
$337K
|
|
Aug 13, 2021
Q2 2021
|
Middleton & CO Inc
|
BUY
|
- |
875+ 16.75% |
$44.9K - $47.9K
|
6.1K
$352K
|
|
Q1 2021 | |||||||
May 04, 2021
Q1 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
77New |
$3.61K - $3.98K
|
77
$4.45K
|
|
Q4 2020 | |||||||
Feb 10, 2021
Q4 2020
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
35KNew |
$1.35M - $1.67M
|
35K
$2.02M
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
234New |
$9.03K - $11.2K
|
234
$13.5K
|
|
Q3 2020 | |||||||
Nov 10, 2020
Q3 2020
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
2.06K+ 15.77% |
$81.9K - $87.9K
|
15.1K
$872K
|
|
Oct 06, 2020
Q3 2020
|
Optimum Investment Advisors
|
BUY
|
- |
301New |
$12K - $12.9K
|
301
$17.4K
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
118New |
$4.7K - $5.05K
|
118
$6.82K
|
|
Q2 2020 | |||||||
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
65New |
$2.21K - $2.84K
|
65
$3.76K
|
|
Q1 2020 | |||||||
Apr 08, 2020
Q1 2020
|
Tsfg, LLC
|
BUY
|
- |
1.35KNew |
$41.8K - $68.1K
|
1.35K
$78K
|
|
Q4 2019 | |||||||
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
910New |
$41.8K - $46K
|
910
$52.6K
|
|
Q2 2019 | |||||||
May 10, 2024
Q2 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
11KNew |
$513K - $556K
|
11K
$635K
|
|
Aug 01, 2019
Q2 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
2+ 2.78% |
$93.3 - $101
|
74
$4.27K
|
|
Q1 2019 | |||||||
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
22.3KNew |
$999K - $1.11M
|
22.3K
$1.29M
|
|
Q3 2018 | |||||||
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
50.6KNew |
$2.51M - $2.68M
|
50.6K
$2.92M
|
|
Nov 14, 2018
Q3 2018
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
450New |
$22.4K - $23.8K
|
450
$26K
|
|
Q4 2017 | |||||||
Feb 14, 2018
Q4 2017
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
10.4KNew |
$563K - $580K
|
10.4K
$601K
|
|
Feb 14, 2018
Q4 2017
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.76K+ 63.39% |
$420K - $433K
|
20K
$1.16M
|
|
Q3 2017 | |||||||
Nov 09, 2023
Q3 2017
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.45KNew |
$78.2K - $79.2K
|
1.45K
$83.8K
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$54 - $54.6
|
1
$57.8
|
|
Q2 2017 | |||||||
Aug 17, 2017
Q2 2017
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
36.4KNew |
N/A
|
36.4K
$2.1M
|