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 14, 2022
Q3 2022
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
10K+ 38.91% |
$385K - $452K
|
35.7K
$2.35M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
9.58K+ 18.84% |
$369K - $434K
|
60.4K
$3.97M
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
6.13K+ 4.79% |
$236K - $277K
|
134K
$8.81M
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
5.87KNew |
$226K - $265K
|
5.87K
$386K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.49K+ 2.12% |
$211K - $249K
|
264K
$17.4M
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
BUY
|
- |
5.22KNew |
$201K - $236K
|
5.22K
$343K
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
4.67K+ 12.54% |
$180K - $211K
|
41.9K
$2.76M
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.16KNew |
$44.8K - $52.7K
|
1.16K
$76.5K
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
727+ 643.36% |
$28K - $32.9K
|
840
$55.2K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
698New |
$26.8K - $31.6K
|
698
$45.9K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
527New |
$20.3K - $23.8K
|
527
$34.6K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
449New |
$17.3K - $20.3K
|
449
$29.5K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
303+ 41.11% |
$11.7K - $13.7K
|
1.04K
$68.4K
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
293New |
$11.3K - $13.3K
|
293
$19.3K
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
200+ 0.96% |
$7.69K - $9.05K
|
21K
$1.38M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
43New |
$1.65K - $1.95K
|
43
$2.83K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
318K+ 203.09% |
$13.8M - $16.1M
|
474K
$31.2M
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
200KNew |
$8.68M - $10.2M
|
200K
$13.2M
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
40KNew |
$1.73M - $2.03M
|
40K
$2.63M
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
13.2KNew |
$574K - $672K
|
13.2K
$870K
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
13KNew |
$561K - $658K
|
13K
$852K
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
8.21KNew |
$356K - $417K
|
8.21K
$540K
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.97K+ 6.69% |
$259K - $303K
|
95.2K
$6.26M
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
4.98KNew |
$216K - $253K
|
4.98K
$327K
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
4.75KNew |
$206K - $241K
|
4.75K
$312K
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
3.86KNew |
$167K - $196K
|
3.86K
$254K
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.67K+ 5.63% |
$116K - $136K
|
50.1K
$3.3M
|
|
Jul 06, 2022
Q2 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
1.02KNew |
$44K - $51.6K
|
1.02K
$66.8K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
945New |
$40.9K - $48K
|
945
$62.1K
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
871New |
$37.7K - $44.2K
|
871
$57.3K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
738New |
$32K - $37.5K
|
738
$48.5K
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
648New |
$28.1K - $32.9K
|
648
$42.6K
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
382+ 3.16% |
$16.6K - $19.4K
|
12.5K
$819K
|
|
Jul 18, 2022
Q2 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
357+ 7.63% |
$15.5K - $18.1K
|
5.04K
$331K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
346New |
$15K - $17.6K
|
346
$22.7K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
200New |
$8.67K - $10.2K
|
200
$13.1K
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
191+ 0.52% |
$8.28K - $9.7K
|
37.1K
$2.44M
|
|
Aug 10, 2022
Q2 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
183+ 3.16% |
$7.93K - $9.29K
|
5.98K
$393K
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
128+ 2.63% |
$5.55K - $6.5K
|
5K
$328K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
104New |
$4.51K - $5.28K
|
104
$6.84K
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
63New |
$2.73K - $3.2K
|
63
$4.14K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
59New |
$2.56K - $3K
|
59
$3.88K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
41New |
$1.78K - $2.08K
|
41
$2.7K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
36New |
$1.56K - $1.83K
|
36
$2.37K
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$43.3 - $50.8
|
1
$65.7
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.38% |
$43.3 - $50.8
|
267
$17.6K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
302KNew |
$13.8M - $16.1M
|
302K
$19.8M
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
63KNew |
$2.88M - $3.36M
|
63K
$4.14M
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
17.7KNew |
$809K - $945K
|
17.7K
$1.16M
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
4.13KNew |
$189K - $220K
|
4.13K
$272K
|