Purchases and Sales Made in Q3 2024 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
898+ 18.29% |
$46.4K - $52K
|
5.81K
$308K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
876+ 127.51% |
$45.3K - $50.8K
|
1.56K
$82.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
856+ 0.57% |
$44.3K - $49.6K
|
151K
$8.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
835+ 3.62% |
$43.2K - $48.4K
|
23.9K
$1.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
828+ 2.17% |
$42.8K - $48K
|
39.1K
$2.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
825+ 1.05% |
$42.7K - $47.8K
|
79.7K
$4.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
787+ 702.68% |
$40.7K - $45.6K
|
899
$47.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
772+ 8.86% |
$39.9K - $44.7K
|
9.48K
$502K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
733+ 12.78% |
$37.9K - $42.5K
|
6.47K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
720+ 3.15% |
$37.2K - $41.7K
|
23.6K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
705+ 1.91% |
$36.5K - $40.9K
|
37.7K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
677+ 0.37% |
$35K - $39.2K
|
181K
$9.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
673+ 7.7% |
$34.8K - $39K
|
9.42K
$499K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
664+ 3.01% |
$34.3K - $38.5K
|
22.8K
$1.21M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
646+ 0.8% |
$33.4K - $37.4K
|
81.6K
$4.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
616+ 11.55% |
$31.9K - $35.7K
|
5.95K
$315K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
613+ 12.8% |
$31.7K - $35.5K
|
5.4K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
611+ 0.8% |
$31.6K - $35.4K
|
77.3K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
606+ 6.42% |
$31.3K - $35.1K
|
10K
$532K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
605+ 10.88% |
$31.3K - $35.1K
|
6.16K
$327K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
588+ 9.31% |
$30.4K - $34.1K
|
6.91K
$366K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
551+ 0.9% |
$28.5K - $31.9K
|
61.6K
$3.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
545+ 4.36% |
$28.2K - $31.6K
|
13K
$691K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
521+ 13.36% |
$26.9K - $30.2K
|
4.42K
$234K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
511+ 0.32% |
$26.4K - $29.6K
|
162K
$8.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
510+ 5.08% |
$26.4K - $29.6K
|
10.6K
$559K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
472+ 2.02% |
$24.4K - $27.4K
|
23.8K
$1.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
455+ 8.5% |
$23.5K - $26.4K
|
5.81K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
429New |
$22.2K - $24.9K
|
429
$22.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
423+ 0.83% |
$21.9K - $24.5K
|
51.4K
$2.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
418+ 6.96% |
$21.6K - $24.2K
|
6.43K
$340K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
417+ 3.77% |
$21.6K - $24.2K
|
11.5K
$608K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
410+ 1.69% |
$21.2K - $23.8K
|
24.7K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
403New |
$20.8K - $23.4K
|
403
$21.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
398+ 8.15% |
$20.6K - $23.1K
|
5.28K
$280K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
398+ 37.58% |
$20.6K - $23.1K
|
1.46K
$77.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
374+ 0.82% |
$19.3K - $21.7K
|
45.9K
$2.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
356+ 5.42% |
$18.4K - $20.6K
|
6.92K
$367K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
353+ 3.9% |
$18.3K - $20.5K
|
9.41K
$499K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
346+ 5.31% |
$17.9K - $20.1K
|
6.86K
$363K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
326+ 0.11% |
$16.9K - $18.9K
|
306K
$16.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
306New |
$15.8K - $17.7K
|
306
$16.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
291+ 2.67% |
$15.1K - $16.9K
|
11.2K
$592K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
290+ 4.41% |
$15K - $16.8K
|
6.87K
$364K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
285+ 2.02% |
$14.7K - $16.5K
|
14.4K
$763K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
277New |
$14.3K - $16.1K
|
277
$14.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
276+ 1.2% |
$14.3K - $16K
|
23.3K
$1.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
270+ 2.21% |
$14K - $15.6K
|
12.5K
$662K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
256+ 48.58% |
$13.2K - $14.8K
|
783
$41.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
253New |
$13.1K - $14.7K
|
253
$13.4K
|