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 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
472New |
$45.7K - $51.3K
|
472
$46.7K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
22.1KNew |
$2.14M - $2.4M
|
22.1K
$2.18M
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
6.7K+ 94.55% |
$649K - $729K
|
13.8K
$1.36M
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-191- 7.5% |
$18.5K - $20.8K
|
2.36K
$233K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.1K- 1.48% |
$982K - $1.1M
|
676K
$66.8M
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
3.59K+ 3.83% |
$348K - $391K
|
97.3K
$9.62M
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.03K- 7.28% |
$99.6K - $112K
|
13.1K
$1.29M
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-8.43K- 4.18% |
$816K - $917K
|
193K
$19.1M
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-480- 14.49% |
$46.5K - $52.2K
|
2.83K
$280K
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
245+ 6.65% |
$23.7K - $26.6K
|
3.93K
$388K
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
985+ 27.01% |
$95.4K - $107K
|
4.63K
$458K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-66.1K- 8.11% |
$6.4M - $7.19M
|
749K
$74M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.8K- 1.34% |
$465K - $522K
|
354K
$34.9M
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-6.57K- 9.14% |
$637K - $715K
|
65.4K
$6.46M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.04K+ 4.16% |
$876K - $984K
|
226K
$22.4M
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
539+ 30.25% |
$52.2K - $58.6K
|
2.32K
$229K
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-47- 2.73% |
$4.55K - $5.11K
|
1.67K
$165K
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
244+ 3.89% |
$23.6K - $26.5K
|
6.51K
$643K
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.55K- 15.11% |
$344K - $386K
|
19.9K
$1.97M
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-544- 1.2% |
$52.7K - $59.2K
|
44.9K
$4.44M
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.8K+ 11.19% |
$368K - $414K
|
37.8K
$3.73M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
670+ 0.62% |
$64.9K - $72.9K
|
109K
$10.8M
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-10K- 8.11% |
$971K - $1.09M
|
114K
$11.2M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
700+ 20.63% |
$67.8K - $76.1K
|
4.09K
$405K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8.6K+ 2.22% |
$832K - $935K
|
396K
$39.1M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.55K+ 26.05% |
$150K - $168K
|
7.49K
$740K
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.34K+ 2.6% |
$130K - $146K
|
52.9K
$5.23M
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 0.55% |
$291 - $326
|
545
$53.9K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-154- 4.0% |
$14.9K - $16.8K
|
3.69K
$365K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.54K+ 201.57% |
$149K - $168K
|
2.31K
$228K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-83K- 51.87% |
$8.03M - $9.02M
|
77K
$7.61M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
64.8K+ 62.48% |
$6.27M - $7.05M
|
168K
$16.6M
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
1.41K+ 16.61% |
$136K - $153K
|
9.86K
$975K
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-24.9K- 37.69% |
$2.41M - $2.71M
|
41.1K
$4.07M
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.59KNew |
$347K - $390K
|
3.59K
$354K
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
5.89KNew |
$570K - $641K
|
5.89K
$582K
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
8.14K+ 162.35% |
$788K - $886K
|
13.2K
$1.3M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.41K+ 5.69% |
$330K - $371K
|
63.3K
$6.26M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
65.1K+ 626.73% |
$6.3M - $7.08M
|
75.5K
$7.46M
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.9KNew |
$184K - $207K
|
1.9K
$188K
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
145+ 2.78% |
$14K - $15.8K
|
5.36K
$530K
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.72K- 2.45% |
$360K - $404K
|
148K
$14.6M
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
381+ 12.59% |
$36.9K - $41.4K
|
3.41K
$337K
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-354- 2.6% |
$34.3K - $38.5K
|
13.3K
$1.31M
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2K+ 4.08% |
$193K - $217K
|
51K
$5.04M
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
24+ 3.38% |
$2.32K - $2.61K
|
735
$72.6K
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-60- 0.25% |
$5.81K - $6.53K
|
23.9K
$2.37M
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.55K+ 54.99% |
$150K - $169K
|
4.38K
$433K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
239New |
$23.1K - $26K
|
239
$23.6K
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-6- 0.26% |
$581 - $653
|
2.29K
$226K
|