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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
15.6K+ 102.97% |
$806K - $903K
|
30.7K
$1.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
15.3KNew |
$791K - $886K
|
15.3K
$840K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
15.3K+ 15286.0% |
$791K - $886K
|
15.4K
$845K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
15.2K+ 9.84% |
$785K - $879K
|
169K
$9.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15K+ 74.47% |
$776K - $869K
|
35.1K
$1.93M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
14.9K+ 30.4% |
$769K - $862K
|
63.8K
$3.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
14.6K+ 5.25% |
$755K - $847K
|
293K
$16.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
14.5K+ 19.22% |
$752K - $842K
|
90.2K
$4.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.3K+ 63.36% |
$741K - $830K
|
36.9K
$2.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
14.2K+ 56.29% |
$735K - $824K
|
39.5K
$2.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
13.3KNew |
$686K - $769K
|
13.3K
$728K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
13.2KNew |
$683K - $765K
|
13.2K
$725K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
13K+ 191.39% |
$673K - $754K
|
19.8K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
12.9K+ 7.64% |
$668K - $748K
|
182K
$9.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
12.9K+ 132.0% |
$667K - $748K
|
22.7K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
12.5K+ 23.47% |
$648K - $727K
|
66K
$3.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
12.4K+ 7.42% |
$639K - $716K
|
179K
$9.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
12.3K+ 43.43% |
$635K - $712K
|
40.6K
$2.23M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.3K+ 111.69% |
$634K - $711K
|
23.2K
$1.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
11.9K+ 8.32% |
$617K - $692K
|
155K
$8.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
11.8K+ 27.11% |
$611K - $685K
|
55.4K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
11.7KNew |
$606K - $679K
|
11.7K
$643K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
11.5K+ 111.93% |
$596K - $668K
|
21.8K
$1.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11K+ 1.31% |
$568K - $637K
|
849K
$46.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
10.9KNew |
$563K - $631K
|
10.9K
$598K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
10.6K+ 141.88% |
$549K - $616K
|
18.1K
$994K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.95K+ 7.83% |
$515K - $577K
|
137K
$7.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
9.64KNew |
$499K - $559K
|
9.64K
$529K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.6KNew |
$497K - $556K
|
9.6K
$527K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.58K+ 33.33% |
$495K - $555K
|
38.3K
$2.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.37K+ 82.66% |
$484K - $543K
|
20.7K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
9.29K+ 39.88% |
$481K - $539K
|
32.6K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.24K+ 13.28% |
$478K - $535K
|
78.8K
$4.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
9.23K+ 284.93% |
$477K - $535K
|
12.5K
$685K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
9.05K+ 152.95% |
$468K - $525K
|
15K
$822K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
8.96K+ 60.21% |
$463K - $519K
|
23.8K
$1.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
8.96K+ 39.18% |
$463K - $519K
|
31.8K
$1.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.89K+ 3.36% |
$460K - $515K
|
274K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
8.6KNew |
$445K - $498K
|
8.6K
$472K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
8.36KNew |
$432K - $485K
|
8.36K
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.32K+ 140.64% |
$430K - $482K
|
14.2K
$781K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.24K+ 83.29% |
$426K - $477K
|
18.1K
$995K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
8.24K+ 193.18% |
$426K - $477K
|
12.5K
$687K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
7.93K+ 4.8% |
$410K - $460K
|
173K
$9.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
7.91KNew |
$409K - $459K
|
7.91K
$434K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.85K+ 63.9% |
$406K - $455K
|
20.1K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
7.78K+ 11.66% |
$402K - $451K
|
74.5K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.76KNew |
$401K - $450K
|
7.76K
$426K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.75K+ 45.93% |
$401K - $449K
|
24.6K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
7.7K+ 24.72% |
$398K - $446K
|
38.9K
$2.13M
|