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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
3.39K+ 4.77% |
$328K - $369K
|
74.5K
$7.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
855+ 4.35% |
$82.8K - $93K
|
20.5K
$2.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-57- 1.83% |
$5.52K - $6.2K
|
3.06K
$303K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.4K+ 48.0% |
$1.11M - $1.24M
|
35.2K
$3.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
826+ 2.04% |
$80K - $89.8K
|
41.3K
$4.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.59K- 2.15% |
$154K - $173K
|
72.5K
$7.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-506- 6.37% |
$49K - $55K
|
7.44K
$735K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.3K+ 13.65% |
$1.97M - $2.21M
|
169K
$16.7M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-87- 0.28% |
$8.43K - $9.46K
|
31.2K
$3.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.22K- 42.52% |
$409K - $459K
|
5.7K
$564K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-49- 0.42% |
$4.75K - $5.33K
|
11.7K
$1.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
95+ 2.7% |
$9.2K - $10.3K
|
3.62K
$357K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 0.88% |
$153K - $172K
|
178K
$17.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
49New |
$4.75K - $5.33K
|
49
$4.84K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.4K- 84.62% |
$1.39M - $1.56M
|
2.61K
$258K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.17K+ 5.52% |
$210K - $236K
|
41.5K
$4.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.41KNew |
$331K - $371K
|
3.41K
$337K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.87K- 4.73% |
$277K - $312K
|
57.7K
$5.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.75K+ 8.84% |
$654K - $734K
|
83.1K
$8.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.25K- 6.54% |
$315K - $354K
|
46.5K
$4.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8+ 0.36% |
$775 - $870
|
2.24K
$221K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1.09K- 0.84% |
$106K - $119K
|
129K
$12.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-4.21K- 39.72% |
$408K - $458K
|
6.39K
$631K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
225+ 833.33% |
$21.8K - $24.5K
|
252
$24.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.75K+ 13.75% |
$363K - $408K
|
31.1K
$3.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
300+ 2.66% |
$29.1K - $32.6K
|
11.6K
$1.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-10.7K- 5.25% |
$1.03M - $1.16M
|
192K
$19M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-6.27K- 59.9% |
$607K - $682K
|
4.19K
$415K
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-766- 1.14% |
$74.2K - $83.3K
|
66.5K
$6.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.09KNew |
$202K - $227K
|
2.09K
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-449- 4.23% |
$43.5K - $48.8K
|
10.2K
$1M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-330- 15.06% |
$32K - $35.9K
|
1.86K
$184K
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1.7K+ 85.24% |
$164K - $185K
|
3.69K
$365K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.18KNew |
$114K - $128K
|
1.18K
$117K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
96+ 1.89% |
$9.3K - $10.4K
|
5.18K
$512K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-315- 1.85% |
$30.5K - $34.3K
|
16.7K
$1.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
4.19KNew |
$405K - $455K
|
4.19K
$414K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.91KNew |
$282K - $317K
|
2.91K
$288K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.48K- 53.94% |
$530K - $596K
|
4.68K
$462K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-8.12K- 3.4% |
$786K - $883K
|
231K
$22.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-4.34K- 29.12% |
$420K - $472K
|
10.6K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-281- 0.8% |
$27.2K - $30.6K
|
34.6K
$3.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-665- 0.83% |
$64.4K - $72.3K
|
79.1K
$7.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
50+ 1.95% |
$4.84K - $5.44K
|
2.62K
$259K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
51New |
$4.94K - $5.55K
|
51
$5.04K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.07K- 12.69% |
$200K - $225K
|
14.2K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-569- 21.29% |
$55.1K - $61.9K
|
2.1K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-678- 2.46% |
$65.7K - $73.7K
|
26.9K
$2.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
36KNew |
$3.49M - $3.92M
|
36K
$3.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
878+ 5.91% |
$85K - $95.5K
|
15.7K
$1.56M
|