Latest Institutional Transactions on Msci Eafe Growth ETF (EFG)
This table provides information on the latest institutional transactions involving Msci Eafe Growth ETF (EFG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-40.5K- 16.55% |
$3.92M - $4.4M
|
204K
$19.9M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.12KNew |
$205K - $230K
|
2.12K
$207K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-24.9KClosed |
$2.41M - $2.7M
|
0
$0
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-605- 7.27% |
$58.6K - $65.8K
|
7.72K
$753K
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
33.3K+ 70.92% |
$3.23M - $3.62M
|
80.3K
$7.84M
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
739+ 3.13% |
$71.6K - $80.4K
|
24.4K
$2.38M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
112+ 294.74% |
$10.8K - $12.2K
|
150
$14.6K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
30+ 1.31% |
$2.91K - $3.26K
|
2.32K
$226K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.16MNew |
$112M - $126M
|
1.16M
$113M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
11.7KNew |
$1.14M - $1.28M
|
11.7K
$1.15M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-36.4K- 71.64% |
$3.53M - $3.96M
|
14.4K
$1.41M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
4.85K+ 9.86% |
$469K - $527K
|
54K
$5.27M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-886- 15.1% |
$85.8K - $96.4K
|
4.98K
$486K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-94.6K- 39.02% |
$9.16M - $10.3M
|
148K
$14.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
141New |
$13.7K - $15.3K
|
141
$13.8K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.68K+ 61.28% |
$647K - $726K
|
17.6K
$1.72M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-55.8K- 7.04% |
$5.41M - $6.07M
|
738K
$72M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-83.5K- 4.68% |
$8.08M - $9.08M
|
1.7M
$166M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-33- 1.98% |
$3.2K - $3.59K
|
1.63K
$159K
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
5.94KNew |
$575K - $646K
|
5.94K
$579K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
488+ 12.15% |
$47.3K - $53.1K
|
4.51K
$440K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-18.7K- 8.96% |
$1.81M - $2.04M
|
190K
$18.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16K- 8.81% |
$1.54M - $1.74M
|
165K
$16.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-932- 10.13% |
$90.3K - $101K
|
8.27K
$807K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-85.3K- 91.05% |
$8.26M - $9.27M
|
8.39K
$818K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-414- 2.78% |
$40.1K - $45K
|
14.5K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
19.7K+ 109.58% |
$1.91M - $2.15M
|
37.7K
$3.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-20.6K- 49.69% |
$1.99M - $2.24M
|
20.8K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
65.2K+ 304.36% |
$6.31M - $7.09M
|
86.6K
$8.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-56- 0.2% |
$5.42K - $6.09K
|
28.4K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.23K- 98.94% |
$216K - $243K
|
24
$2.34K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.75K- 28.71% |
$169K - $190K
|
4.33K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.88K- 4.45% |
$279K - $313K
|
61.8K
$6.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-410- 3.72% |
$39.7K - $44.6K
|
10.6K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-98- 0.09% |
$9.49K - $10.7K
|
113K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
28.1K+ 24.98% |
$2.72M - $3.06M
|
141K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-981- 6.1% |
$95K - $107K
|
15.1K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
100+ 6.85% |
$9.68K - $10.9K
|
1.56K
$152K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
1.88K+ 21.84% |
$182K - $204K
|
10.5K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-25.6K- 30.27% |
$2.47M - $2.78M
|
58.9K
$5.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
35.6K+ 3.52% |
$3.44M - $3.87M
|
1.05M
$102M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.53K+ 14.89% |
$148K - $166K
|
11.8K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7.85K- 8.27% |
$760K - $854K
|
87.1K
$8.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.83K+ 28.54% |
$468K - $525K
|
21.7K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39.5K+ 42.66% |
$3.82M - $4.29M
|
132K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-785- 10.2% |
$76K - $85.4K
|
6.91K
$674K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-336- 8.44% |
$32.5K - $36.5K
|
3.64K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-4.93K- 6.89% |
$478K - $536K
|
66.7K
$6.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.5K- 2.74% |
$1.11M - $1.25M
|
407K
$39.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.32K+ 4.32% |
$127K - $143K
|
31.8K
$3.1M
|