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 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
41New |
$2.12K - $2.38K
|
41
$2.28K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
37New |
$1.91K - $2.14K
|
37
$2.06K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
36+ 0.46% |
$1.86K - $2.09K
|
7.9K
$439K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
36New |
$1.86K - $2.09K
|
36
$2K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
31+ 0.53% |
$1.6K - $1.8K
|
5.86K
$326K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
29+ 2.95% |
$1.5K - $1.68K
|
1.01K
$56.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
27+ 0.36% |
$1.4K - $1.56K
|
7.5K
$417K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
21New |
$1.09K - $1.22K
|
21
$1.17K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
19+ 0.35% |
$983 - $1.1K
|
5.42K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19+ 0.08% |
$983 - $1.1K
|
23.5K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
10+ 0.18% |
$517 - $580
|
5.61K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2+ 0.26% |
$103 - $116
|
773
$43K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
641KNew |
$33.5M - $36.2M
|
641K
$35.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
477KNew |
$25M - $26.9M
|
477K
$26.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
53.9KNew |
$2.82M - $3.04M
|
53.9K
$3M
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
44.7KNew |
$2.34M - $2.52M
|
44.7K
$2.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
32.7K+ 56.28% |
$1.71M - $1.85M
|
90.8K
$5.05M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
21.4KNew |
$1.12M - $1.21M
|
21.4K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
17.8KNew |
$931K - $1M
|
17.8K
$989K
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
12.8KNew |
$671K - $724K
|
12.8K
$713K
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
9.85KNew |
$515K - $555K
|
9.85K
$547K
|
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.6KNew |
$293K - $316K
|
5.6K
$311K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
4.08KNew |
$214K - $230K
|
4.08K
$227K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3.74K+ 1000.0% |
$196K - $211K
|
4.11K
$229K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.24KNew |
$170K - $183K
|
3.24K
$180K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.42K+ 5.54% |
$127K - $137K
|
46.1K
$2.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.36KNew |
$124K - $133K
|
2.36K
$131K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
2.29KNew |
$120K - $129K
|
2.29K
$127K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.75KNew |
$91.5K - $98.6K
|
1.75K
$97.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.45KNew |
$76K - $81.9K
|
1.45K
$80.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
BUY
|
- |
1.45K+ 36.33% |
$75.8K - $81.7K
|
5.44K
$302K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.37K+ 1343.14% |
$71.7K - $77.3K
|
1.47K
$81.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
916New |
$47.9K - $51.7K
|
916
$50.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
751+ 14.82% |
$39.3K - $42.4K
|
5.82K
$324K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
723+ 4.05% |
$37.8K - $40.8K
|
18.6K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
601New |
$31.5K - $33.9K
|
601
$33.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
571+ 0.24% |
$29.9K - $32.2K
|
238K
$13.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
565+ 65.39% |
$29.6K - $31.9K
|
1.43K
$79.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
559+ 291.15% |
$29.3K - $31.5K
|
751
$41.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
430New |
$22.5K - $24.3K
|
430
$23.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
420+ 10.38% |
$22K - $23.7K
|
4.47K
$248K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
380+ 40.64% |
$19.9K - $21.4K
|
1.32K
$73.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
198New |
$10.4K - $11.2K
|
198
$11K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
183New |
$9.58K - $10.3K
|
183
$10.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
180New |
$9.42K - $10.2K
|
180
$10K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
178New |
$9.32K - $10K
|
178
$9.9K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
168New |
$8.79K - $9.48K
|
168
$9.34K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
137+ 72.49% |
$7.17K - $7.73K
|
326
$18.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
129New |
$6.75K - $7.28K
|
129
$7.17K
|
|
|
Jul 19, 2024
Q2 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
101+ 1.63% |
$5.29K - $5.7K
|
6.29K
$350K
|
|