Purchases and Sales Made in Q1 2022 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q1 2022. The information is specifically focused on institutions that hold shares of MSCI EAFE VALUE ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
22.8K+ 52.02% |
$1.04M - $1.21M
|
66.5K
$3.57M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
22.4K+ 80.6% |
$1.02M - $1.19M
|
50.1K
$2.69M
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
22.2K+ 6.85% |
$1.01M - $1.18M
|
346K
$18.6M
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
22KNew |
$1M - $1.17M
|
22K
$1.18M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
21.8K+ 120.82% |
$994K - $1.16M
|
39.8K
$2.14M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
21.5K+ 28.0% |
$982K - $1.15M
|
98.3K
$5.28M
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
21.2K+ 331.87% |
$970K - $1.13M
|
27.6K
$1.48M
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
21K+ 12.44% |
$958K - $1.12M
|
190K
$10.2M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
21K+ 332.53% |
$956K - $1.12M
|
27.3K
$1.46M
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
19.3K+ 4.08% |
$881K - $1.03M
|
493K
$26.5M
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
19K+ 1.39% |
$866K - $1.01M
|
1.38M
$74.2M
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.6K+ 27.67% |
$848K - $991K
|
85.7K
$4.6M
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
18.3KNew |
$837K - $979K
|
18.3K
$985K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
18.2K+ 8.51% |
$833K - $974K
|
233K
$12.5M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.9K+ 18.39% |
$819K - $957K
|
116K
$6.2M
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
17.9K+ 220.91% |
$816K - $953K
|
26K
$1.39M
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
17.7KNew |
$809K - $945K
|
17.7K
$951K
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.4K+ 4.47% |
$795K - $929K
|
408K
$21.9M
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
17.4K+ 16.24% |
$794K - $929K
|
125K
$6.69M
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
17.3K+ 2.88% |
$791K - $925K
|
619K
$33.3M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17K+ 21.13% |
$778K - $909K
|
97.7K
$5.25M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17K+ 78.08% |
$777K - $908K
|
38.8K
$2.08M
|
|
Apr 11, 2022
Q1 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
16.8K+ 20.43% |
$766K - $895K
|
98.9K
$5.31M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
16.5K+ 10.64% |
$753K - $880K
|
172K
$9.22M
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16.2K+ 207.36% |
$739K - $864K
|
24K
$1.29M
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
16K+ 7.11% |
$728K - $852K
|
240K
$12.9M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
15.9KNew |
$726K - $849K
|
15.9K
$855K
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
15.8K+ 7.15% |
$721K - $843K
|
237K
$12.7M
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
14.7K+ 39.58% |
$671K - $784K
|
51.9K
$2.79M
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
14.7K+ 11.29% |
$670K - $783K
|
145K
$7.77M
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13.6K+ 1.59% |
$621K - $726K
|
871K
$46.8M
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
BUY
|
- |
13.5K+ 19.38% |
$617K - $722K
|
83.3K
$4.48M
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
13.4K+ 63.14% |
$611K - $714K
|
34.6K
$1.86M
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
13.2KNew |
$601K - $703K
|
13.2K
$708K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.1K+ 4.1% |
$599K - $700K
|
334K
$17.9M
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
13K+ 11.62% |
$595K - $696K
|
125K
$6.73M
|
|
May 10, 2022
Q1 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
13K+ 8.96% |
$595K - $696K
|
159K
$8.52M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13K+ 299.79% |
$593K - $694K
|
17.3K
$931K
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
BUY
|
- |
12.7K+ 2.88% |
$581K - $679K
|
455K
$24.4M
|
|
May 09, 2022
Q1 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
12.7K+ 7.82% |
$577K - $675K
|
174K
$9.37M
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
12.3K+ 49.69% |
$564K - $659K
|
37.2K
$2M
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12.3K+ 74.5% |
$563K - $658K
|
28.9K
$1.55M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
11.7KNew |
$536K - $626K
|
11.7K
$631K
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
11.6K+ 37.4% |
$528K - $617K
|
42.5K
$2.28M
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
11.5KNew |
$526K - $615K
|
11.5K
$619K
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
11.1KNew |
$508K - $594K
|
11.1K
$598K
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
11.1K+ 2.35% |
$507K - $593K
|
484K
$26M
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
10.8KNew |
$492K - $575K
|
10.8K
$579K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.6K+ 22.08% |
$485K - $567K
|
58.7K
$3.15M
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
10.5K+ 172.62% |
$481K - $562K
|
16.6K
$894K
|