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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.8MNew |
$93.1M - $103M
|
1.8M
$100M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.31MNew |
$68M - $75M
|
1.31M
$73M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
481K+ 3.91% |
$24.9M - $27.5M
|
12.8M
$712M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
466K+ 8.15% |
$24.1M - $26.6M
|
6.18M
$343M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
436K+ 4690.22% |
$22.6M - $24.9M
|
445K
$24.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
365K+ 565.33% |
$18.9M - $20.9M
|
430K
$23.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
253KNew |
$13.1M - $14.5M
|
253K
$14.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
239K+ 154.07% |
$12.4M - $13.7M
|
395K
$21.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
220K+ 7.5% |
$11.4M - $12.6M
|
3.16M
$176M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
193K+ 12.28% |
$9.99M - $11M
|
1.76M
$98M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
186K+ 25.5% |
$9.64M - $10.6M
|
916K
$50.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
166K+ 11.97% |
$8.61M - $9.5M
|
1.55M
$86.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
149K+ 64.31% |
$7.7M - $8.5M
|
380K
$21.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
141KNew |
$7.31M - $8.07M
|
141K
$7.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
138K+ 179.49% |
$7.16M - $7.9M
|
215K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
111KNew |
$5.77M - $6.37M
|
111K
$6.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
104K+ 98.41% |
$5.38M - $5.93M
|
209K
$11.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
102KNew |
$5.28M - $5.83M
|
102K
$5.67M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
94.8KNew |
$4.91M - $5.42M
|
94.8K
$5.27M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
91.7KNew |
$4.75M - $5.24M
|
91.7K
$5.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
87.3K+ 11.91% |
$4.52M - $4.99M
|
820K
$45.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
84.3K+ 148.25% |
$4.36M - $4.82M
|
141K
$7.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
84.1K+ 12.22% |
$4.35M - $4.81M
|
772K
$42.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
81.8KNew |
$4.23M - $4.67M
|
81.8K
$4.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
69.1K+ 66.35% |
$3.58M - $3.95M
|
173K
$9.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
69K+ 4.35% |
$3.57M - $3.94M
|
1.65M
$91.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
68.2KNew |
$3.53M - $3.9M
|
68.2K
$3.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
66.5K+ 690.83% |
$3.44M - $3.8M
|
76.1K
$4.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
66.5KNew |
$3.44M - $3.8M
|
66.5K
$3.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
59.9KNew |
$3.1M - $3.43M
|
59.9K
$3.33M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
52.5K+ 629.02% |
$2.72M - $3M
|
60.8K
$3.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52K+ 8.05% |
$2.7M - $2.97M
|
699K
$38.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
50.7KNew |
$2.63M - $2.9M
|
50.7K
$2.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
50.2K+ 2.57% |
$2.6M - $2.87M
|
2M
$111M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
47.4KNew |
$2.45M - $2.71M
|
47.4K
$2.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
46.9K+ 2.25% |
$2.43M - $2.68M
|
2.14M
$119M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
44.1KNew |
$2.28M - $2.52M
|
44.1K
$2.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
43.5K+ 154.47% |
$2.25M - $2.49M
|
71.7K
$3.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
40.7K+ 23.14% |
$2.11M - $2.33M
|
217K
$12.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
40.6K+ 7.42% |
$2.1M - $2.32M
|
588K
$32.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36.7K+ 15.71% |
$1.9M - $2.1M
|
271K
$15M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
36KNew |
$1.87M - $2.06M
|
36K
$2M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
35.7KNew |
$1.85M - $2.04M
|
35.7K
$1.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
33.5K+ 3.95% |
$1.73M - $1.91M
|
882K
$49M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
33.2K+ 1398.36% |
$1.72M - $1.9M
|
35.6K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
33K+ 9.61% |
$1.71M - $1.89M
|
377K
$20.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
32.7K+ 4.13% |
$1.69M - $1.87M
|
825K
$45.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
31.5K+ 156.48% |
$1.63M - $1.8M
|
51.6K
$2.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
30.6K+ 16.5% |
$1.58M - $1.75M
|
216K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29.4KNew |
$1.52M - $1.68M
|
29.4K
$1.63M
|