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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
13.2KNew |
$683K - $765K
|
13.2K
$725K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
13K+ 191.39% |
$673K - $754K
|
19.8K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
12.9K+ 7.64% |
$668K - $748K
|
182K
$9.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
12.9K+ 132.0% |
$667K - $748K
|
22.7K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
12.5K+ 23.47% |
$648K - $727K
|
66K
$3.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
12.4K+ 7.42% |
$639K - $716K
|
179K
$9.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
11.8K+ 27.11% |
$611K - $685K
|
55.4K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
11.7KNew |
$606K - $679K
|
11.7K
$643K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
10.6K+ 141.88% |
$549K - $616K
|
18.1K
$993K
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
9.64KNew |
$499K - $559K
|
9.64K
$529K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.6KNew |
$497K - $556K
|
9.6K
$527K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.58K+ 33.33% |
$495K - $555K
|
38.3K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
9.29K+ 39.88% |
$481K - $539K
|
32.6K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.24K+ 13.28% |
$478K - $535K
|
78.8K
$4.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
9.23K+ 284.93% |
$477K - $535K
|
12.5K
$684K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
9.05K+ 152.95% |
$468K - $525K
|
15K
$821K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
8.63K+ 56.66% |
$446K - $500K
|
23.9K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
8.6KNew |
$445K - $498K
|
8.6K
$472K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
8.36KNew |
$432K - $485K
|
8.36K
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.32K+ 140.64% |
$430K - $482K
|
14.2K
$781K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.24K+ 83.29% |
$426K - $477K
|
18.1K
$994K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
7.93K+ 4.8% |
$410K - $460K
|
173K
$9.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
7.78K+ 11.66% |
$402K - $451K
|
74.5K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.76KNew |
$401K - $450K
|
7.76K
$426K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.75K+ 45.93% |
$401K - $449K
|
24.6K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.65K+ 190.99% |
$396K - $444K
|
11.7K
$640K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.62K+ 65.35% |
$394K - $442K
|
19.3K
$1.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.62K+ 87.66% |
$394K - $442K
|
16.3K
$895K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.54K+ 35.68% |
$390K - $437K
|
28.7K
$1.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
7.37KNew |
$381K - $427K
|
7.37K
$404K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
7.36K+ 3.49% |
$381K - $427K
|
218K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7.24K+ 5.19% |
$374K - $419K
|
147K
$8.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.06K+ 0.5% |
$365K - $409K
|
1.42M
$77.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.98K+ 1.29% |
$361K - $404K
|
548K
$30M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.88KNew |
$356K - $399K
|
6.88K
$378K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.71K+ 14.37% |
$347K - $389K
|
53.4K
$2.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6.66K+ 125.54% |
$344K - $386K
|
12K
$656K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
6.59K+ 37.92% |
$341K - $382K
|
24K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
6.56K+ 2.39% |
$339K - $380K
|
281K
$15.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.27KNew |
$324K - $363K
|
6.27K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
6.18K+ 134.13% |
$320K - $358K
|
10.8K
$592K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
5.93K+ 131.46% |
$306K - $343K
|
10.4K
$572K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.67K+ 25.03% |
$293K - $329K
|
28.3K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.54K+ 22.83% |
$286K - $321K
|
29.8K
$1.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
5.52K+ 2.29% |
$285K - $320K
|
246K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.43K+ 118.56% |
$281K - $315K
|
10K
$549K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.31K+ 122.3% |
$275K - $308K
|
9.66K
$530K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
5.2KNew |
$269K - $302K
|
5.2K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.19KNew |
$268K - $301K
|
5.19K
$285K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
5.03K+ 3.28% |
$260K - $291K
|
158K
$8.68M
|