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 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-678- 2.46% |
$65.7K - $73.7K
|
26.9K
$2.68M
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
36KNew |
$3.49M - $3.92M
|
36K
$3.59M
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
878+ 5.91% |
$85K - $95.5K
|
15.7K
$1.57M
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.24K+ 62.19% |
$120K - $135K
|
3.23K
$322K
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-55- 0.75% |
$5.33K - $5.98K
|
7.28K
$725K
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.94K+ 3.51% |
$381K - $428K
|
116K
$11.6M
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
819New |
$79.3K - $89.1K
|
819
$81.6K
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-24- 0.48% |
$2.32K - $2.61K
|
4.98K
$496K
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1- 0.02% |
$96.8 - $109
|
4.98K
$497K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.51K+ 33.23% |
$146K - $164K
|
6.03K
$601K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
420+ 1.59% |
$40.7K - $45.7K
|
26.9K
$2.68M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.6K- 12.83% |
$542K - $609K
|
38.1K
$3.79M
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
12.1K+ 45.74% |
$1.17M - $1.31M
|
38.4K
$3.83M
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.46K- 28.39% |
$142K - $159K
|
3.69K
$368K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
42+ 11.54% |
$4.07K - $4.57K
|
406
$40.5K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-256- 1.37% |
$24.8K - $27.8K
|
18.5K
$1.84M
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-152- 1.03% |
$14.7K - $16.5K
|
14.6K
$1.45M
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.64K- 7.14% |
$449K - $505K
|
60.3K
$6.01M
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.9KNew |
$184K - $207K
|
1.9K
$189K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.33K- 43.0% |
$226K - $254K
|
3.09K
$308K
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
4.56K+ 1.98% |
$441K - $496K
|
235K
$23.4M
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
6.89K+ 4.2% |
$667K - $749K
|
171K
$17M
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-3.92K- 1.8% |
$380K - $426K
|
214K
$21.3M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.89K- 1.85% |
$280K - $315K
|
153K
$15.3M
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
275New |
$26.6K - $29.9K
|
275
$27.4K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-776- 9.7% |
$75.1K - $84.4K
|
7.23K
$720K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
28.9K+ 45.02% |
$2.8M - $3.14M
|
93.1K
$9.28M
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.63K+ 16.81% |
$158K - $178K
|
11.3K
$1.13M
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.76K- 7.33% |
$171K - $192K
|
22.3K
$2.22M
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.6K+ 5.36% |
$252K - $283K
|
51.1K
$5.1M
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-343- 7.41% |
$33.2K - $37.3K
|
4.29K
$427K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.92K+ 2.03% |
$283K - $318K
|
147K
$14.6M
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.44KNew |
$623K - $700K
|
6.44K
$642K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9.13K- 15.77% |
$884K - $993K
|
48.8K
$4.86M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.95K+ 11.86% |
$383K - $430K
|
37.3K
$3.72M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.13K- 2.09% |
$109K - $123K
|
52.7K
$5.26M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
78.6KNew |
$7.61M - $8.55M
|
78.6K
$7.83M
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
8.34K+ 16.15% |
$807K - $907K
|
59.9K
$5.98M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-88- 2.07% |
$8.52K - $9.57K
|
4.17K
$416K
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-159- 45.82% |
$15.4K - $17.3K
|
188
$18.7K
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.92KNew |
$186K - $209K
|
1.92K
$192K
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-14K- 6.64% |
$1.36M - $1.53M
|
197K
$19.7M
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-359- 1.85% |
$34.8K - $39K
|
19K
$1.9M
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
30.1K+ 15270.56% |
$2.91M - $3.27M
|
30.3K
$3.02M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.4K+ 109.96% |
$1.3M - $1.46M
|
25.7K
$2.56M
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.36K+ 6.79% |
$229K - $257K
|
37.2K
$3.7M
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-3.82K- 12.72% |
$369K - $415K
|
26.2K
$2.61M
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
46+ 0.16% |
$4.45K - $5K
|
29.1K
$2.9M
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-23.9K- 40.53% |
$2.31M - $2.59M
|
35K
$3.49M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
421KNew |
$40.7M - $45.8M
|
421K
$41.9M
|