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 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.41K+ 6.64% |
$125K - $138K
|
38.8K
$2.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.35K+ 150.61% |
$122K - $135K
|
3.92K
$215K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.24K+ 13.33% |
$116K - $128K
|
19K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.07K+ 16.59% |
$107K - $119K
|
14.6K
$800K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.04K+ 7296.43% |
$106K - $117K
|
2.07K
$114K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.98K+ 21.03% |
$103K - $113K
|
11.4K
$625K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.96K+ 8.43% |
$102K - $112K
|
25.3K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.92K+ 4.74% |
$99.5K - $110K
|
42.5K
$2.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.8K+ 1.53% |
$93K - $103K
|
119K
$6.53M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.8K+ 34.11% |
$92.9K - $103K
|
7.06K
$387K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.78K+ 9.02% |
$92.1K - $102K
|
21.5K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.62K+ 2.89% |
$83.7K - $92.4K
|
57.6K
$3.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.62K+ 43.42% |
$83.7K - $92.4K
|
5.34K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.58K+ 24.35% |
$82K - $90.5K
|
8.08K
$443K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.46K+ 1.47% |
$75.8K - $83.7K
|
101K
$5.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.41K+ 5.78% |
$73.1K - $80.7K
|
25.9K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.4K+ 2.38% |
$72.5K - $80K
|
60.2K
$3.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.31K+ 3.15% |
$67.6K - $74.6K
|
42.7K
$2.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.29K+ 1.65% |
$66.8K - $73.7K
|
79.4K
$4.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.27K+ 4.7% |
$65.7K - $72.5K
|
28.3K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.22K+ 5.88% |
$63K - $69.5K
|
21.9K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.21K+ 2.24% |
$62.5K - $69K
|
55K
$3.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.14K+ 21.63% |
$58.8K - $64.9K
|
6.38K
$350K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 17.0% |
$54.3K - $59.9K
|
7.21K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
933+ 17.27% |
$48.3K - $53.3K
|
6.34K
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
894+ 12.46% |
$46.3K - $51.1K
|
8.07K
$443K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
866+ 2.8% |
$44.8K - $49.5K
|
31.8K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
865+ 96.22% |
$44.8K - $49.4K
|
1.76K
$96.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
852+ 4.74% |
$44.1K - $48.7K
|
18.8K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
851+ 1025.3% |
$44.1K - $48.6K
|
934
$51.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
841+ 0.39% |
$43.5K - $48.1K
|
219K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
840+ 1.24% |
$43.5K - $48K
|
68.6K
$3.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
836+ 3.51% |
$43.3K - $47.8K
|
24.7K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
802New |
$41.5K - $45.8K
|
802
$44K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
799+ 1.27% |
$41.4K - $45.7K
|
64K
$3.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
787+ 4.98% |
$40.8K - $45K
|
16.6K
$911K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
753New |
$39K - $43K
|
753
$41.3K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
736+ 1.96% |
$38.1K - $42.1K
|
38.4K
$2.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
698+ 0.88% |
$36.1K - $39.9K
|
80.3K
$4.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
666New |
$34.5K - $38.1K
|
666
$36.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
651+ 18.59% |
$33.7K - $37.2K
|
4.15K
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
637+ 8.35% |
$33K - $36.4K
|
8.27K
$454K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
616+ 7.34% |
$31.9K - $35.2K
|
9.01K
$495K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
562+ 15.66% |
$29.1K - $32.1K
|
4.15K
$228K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
521+ 11.78% |
$27K - $29.8K
|
4.94K
$271K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
484+ 3.3% |
$25.1K - $27.7K
|
15.2K
$831K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
470+ 8.28% |
$24.3K - $26.9K
|
6.14K
$337K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
462+ 2.27% |
$23.9K - $26.4K
|
20.8K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
417+ 0.51% |
$21.6K - $23.8K
|
82.4K
$4.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
401+ 3.74% |
$20.8K - $22.9K
|
11.1K
$610K
|