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 |
---|---|---|---|---|---|---|---|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.54K+ 5.22% |
$79.8K - $89.4K
|
31.1K
$1.73M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.2K+ 19.81% |
$62.3K - $69.8K
|
7.28K
$405K
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.19K+ 21.28% |
$61.3K - $68.7K
|
6.75K
$376K
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
1.17K+ 0.6% |
$60.7K - $68K
|
197K
$10.9M
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.05KNew |
$54.5K - $61.1K
|
1.05K
$58.6K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.04KNew |
$53.8K - $60.3K
|
1.04K
$57.9K
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
961+ 1.86% |
$49.7K - $55.7K
|
52.7K
$2.93M
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
901New |
$46.6K - $52.2K
|
901
$50.1K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
898+ 18.29% |
$46.4K - $52K
|
5.81K
$323K
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
772+ 8.86% |
$39.9K - $44.7K
|
9.48K
$527K
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
733+ 12.78% |
$37.9K - $42.5K
|
6.47K
$360K
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
720+ 3.15% |
$37.2K - $41.7K
|
23.6K
$1.31M
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
705+ 1.91% |
$36.5K - $40.9K
|
37.7K
$2.09M
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
673+ 7.7% |
$34.8K - $39K
|
9.42K
$524K
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
545+ 4.36% |
$28.2K - $31.6K
|
13K
$726K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
455+ 8.5% |
$23.5K - $26.4K
|
5.81K
$323K
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
429New |
$22.2K - $24.9K
|
429
$23.9K
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
398+ 8.15% |
$20.6K - $23.1K
|
5.28K
$294K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
398+ 37.58% |
$20.6K - $23.1K
|
1.46K
$81K
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
356+ 5.42% |
$18.4K - $20.6K
|
6.92K
$385K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
346+ 5.31% |
$17.9K - $20.1K
|
6.86K
$381K
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
306New |
$15.8K - $17.7K
|
306
$17K
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
291+ 2.67% |
$15.1K - $16.9K
|
11.2K
$622K
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
277New |
$14.3K - $16.1K
|
277
$15.4K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
276+ 1.2% |
$14.3K - $16K
|
23.3K
$1.29M
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
253New |
$13.1K - $14.7K
|
253
$14.1K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
245New |
$12.7K - $14.2K
|
245
$13.6K
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
234New |
$12.1K - $13.6K
|
234
$13K
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
233New |
$12.1K - $13.5K
|
233
$13K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
215+ 2.16% |
$11.1K - $12.5K
|
10.2K
$565K
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
197New |
$10.2K - $11.4K
|
197
$11K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
179+ 1.55% |
$9.26K - $10.4K
|
11.7K
$650K
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
159New |
$8.22K - $9.22K
|
159
$8.84K
|
|
Nov 12, 2024
Q3 2024
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
155+ 0.97% |
$8.02K - $8.98K
|
16.2K
$899K
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
155+ 1.97% |
$8.02K - $8.98K
|
8.02K
$446K
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
128New |
$6.62K - $7.42K
|
128
$7.12K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
127New |
$6.57K - $7.36K
|
127
$7.06K
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
124New |
$6.41K - $7.19K
|
124
$6.89K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
107New |
$5.53K - $6.2K
|
107
$5.95K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
107New |
$5.53K - $6.2K
|
107
$5.95K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
102New |
$5.28K - $5.91K
|
102
$5.67K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
91+ 9.12% |
$4.71K - $5.27K
|
1.09K
$60.5K
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
89+ 2.1% |
$4.6K - $5.16K
|
4.33K
$241K
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
87+ 4.62% |
$4.5K - $5.04K
|
1.97K
$110K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
85New |
$4.4K - $4.93K
|
85
$4.73K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
85New |
$4.4K - $4.93K
|
85
$4.73K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
85New |
$4.4K - $4.93K
|
85
$4.73K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
66New |
$3.41K - $3.83K
|
66
$3.67K
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
54+ 4.26% |
$2.79K - $3.13K
|
1.32K
$73.5K
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
50New |
$2.59K - $2.9K
|
50
$2.78K
|