Purchases and Sales Made in Q2 2022 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q2 2022. The information is specifically focused on institutions that hold shares of MSCI EAFE VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
2.97K+ 2.2% |
$129K - $151K
|
138K
$7.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.97K+ 6.2% |
$129K - $151K
|
50.9K
$2.82M
|
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.89K+ 23.02% |
$125K - $147K
|
15.5K
$857K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.87K+ 8.12% |
$124K - $146K
|
38.2K
$2.12M
|
|
|
Aug 26, 2024
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.86K+ 19.8% |
$124K - $145K
|
17.3K
$958K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.67K+ 5.63% |
$116K - $136K
|
50.1K
$2.78M
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.67K+ 5.63% |
$116K - $136K
|
50.1K
$2.78M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.66K+ 2533.33% |
$115K - $135K
|
2.77K
$153K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
2.66K+ 2533.33% |
$115K - $135K
|
2.77K
$153K
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
2.58K+ 10.05% |
$112K - $131K
|
28.2K
$1.56M
|
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.52K+ 0.65% |
$109K - $128K
|
393K
$21.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.45K+ 5.9% |
$106K - $125K
|
44K
$2.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.33K+ 10.12% |
$101K - $118K
|
25.4K
$1.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
2.32K+ 5.46% |
$100K - $118K
|
44.8K
$2.48M
|
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.32K+ 1.46% |
$100K - $118K
|
161K
$8.92M
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.27K+ 2.71% |
$98.3K - $115K
|
86.1K
$4.77M
|
|
|
Aug 07, 2024
Q2 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
2.25K+ 7.43% |
$97.7K - $114K
|
32.6K
$1.81M
|
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.24K+ 10.04% |
$97.2K - $114K
|
24.6K
$1.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.2K+ 23.31% |
$95.5K - $112K
|
11.7K
$646K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.19K+ 33.59% |
$95K - $111K
|
8.72K
$483K
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.98K+ 3.67% |
$85.8K - $100K
|
56K
$3.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.96K+ 4.35% |
$84.8K - $99.3K
|
46.9K
$2.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.93K+ 552.15% |
$83.5K - $97.9K
|
2.28K
$126K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.89K+ 35.07% |
$81.9K - $95.9K
|
7.28K
$403K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.87K+ 24.59% |
$81K - $95K
|
9.48K
$525K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.87K+ 24.59% |
$81K - $95K
|
9.48K
$525K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.8K+ 3.06% |
$77.8K - $91.2K
|
60.5K
$3.35M
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
1.78K+ 27.93% |
$77.2K - $90.5K
|
8.16K
$452K
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
1.78K+ 39.18% |
$77.1K - $90.3K
|
6.32K
$350K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.76K+ 3.64% |
$76.1K - $89.2K
|
50K
$2.77M
|
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.72K+ 15.03% |
$74.4K - $87.2K
|
13.1K
$728K
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.72K+ 7.46% |
$74.3K - $87.1K
|
24.7K
$1.37M
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.65K+ 226.58% |
$71.3K - $83.5K
|
2.37K
$131K
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.6K+ 0.66% |
$69.4K - $81.3K
|
245K
$13.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.55K+ 19.28% |
$67.3K - $78.9K
|
9.61K
$532K
|
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
BUY
|
- |
1.52K+ 16.18% |
$66K - $77.3K
|
10.9K
$606K
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.48K+ 5.97% |
$64.3K - $75.3K
|
26.3K
$1.46M
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.48K+ 3.55% |
$64.3K - $75.3K
|
43.3K
$2.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.47K+ 17.72% |
$63.8K - $74.7K
|
9.78K
$542K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.46K+ 5.11% |
$63.2K - $74K
|
30K
$1.66M
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.41K+ 2.73% |
$60.9K - $71.3K
|
52.8K
$2.93M
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.36K+ 1.7% |
$58.9K - $69.1K
|
81.1K
$4.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.33K+ 1.82% |
$57.6K - $67.5K
|
74.2K
$4.11M
|
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.28K+ 10.69% |
$55.6K - $65.2K
|
13.3K
$736K
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.28K+ 1.94% |
$55.5K - $65K
|
67.3K
$3.73M
|
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.26K+ 2.99% |
$54.6K - $64K
|
43.5K
$2.41M
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.26K+ 6.75% |
$54.6K - $64K
|
19.9K
$1.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.25K+ 4.3% |
$54.2K - $63.5K
|
30.3K
$1.68M
|
|
|
Jul 20, 2022
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.16K+ 7.5% |
$50.2K - $58.8K
|
16.6K
$919K
|
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.07K+ 15.05% |
$46.3K - $54.3K
|
8.17K
$453K
|