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 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.46K- 20.3% |
$625K - $702K
|
25.4K
$2.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-74- 1.75% |
$7.17K - $8.05K
|
4.16K
$411K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.91K+ 4.8% |
$572K - $643K
|
129K
$12.8M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.1K- 6.23% |
$982K - $1.1M
|
153K
$15.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
168+ 0.59% |
$16.3K - $18.3K
|
28.6K
$2.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9+ 0.13% |
$872 - $979
|
6.69K
$661K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-28.7K- 22.98% |
$2.78M - $3.13M
|
96.3K
$9.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.42K+ 5.6% |
$428K - $480K
|
83.3K
$8.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-984- 1.76% |
$95.3K - $107K
|
55.1K
$5.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.6K- 3.09% |
$252K - $283K
|
81.5K
$8.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.81K- 13.04% |
$369K - $414K
|
25.4K
$2.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-615- 6.73% |
$59.6K - $66.9K
|
8.53K
$843K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
668+ 2.41% |
$64.7K - $72.7K
|
28.4K
$2.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
12.3K+ 64.7% |
$1.19M - $1.34M
|
31.3K
$3.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-579- 2.88% |
$56.1K - $63K
|
19.5K
$1.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
150+ 0.9% |
$14.5K - $16.3K
|
16.8K
$1.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
723+ 10.4% |
$70K - $78.6K
|
7.68K
$759K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3.02K- 3.33% |
$293K - $329K
|
87.8K
$8.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
274+ 3.95% |
$26.5K - $29.8K
|
7.21K
$712K
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
4.4K+ 28.64% |
$426K - $478K
|
19.8K
$1.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
498+ 1.21% |
$48.2K - $54.2K
|
41.7K
$4.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
98+ 0.27% |
$9.49K - $10.7K
|
36.2K
$3.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
31.5KNew |
$3.05M - $3.42M
|
31.5K
$3.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6.52K+ 54.58% |
$631K - $709K
|
18.5K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
10.7K+ 25.28% |
$1.04M - $1.17M
|
53.2K
$5.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
37+ 22.29% |
$3.58K - $4.02K
|
203
$20.1K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
17+ 0.69% |
$1.65K - $1.85K
|
2.48K
$245K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.6K- 4.65% |
$155K - $174K
|
32.9K
$3.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
11.4K+ 45.09% |
$1.11M - $1.25M
|
36.8K
$3.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
288+ 5.55% |
$27.9K - $31.3K
|
5.48K
$542K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.41K+ 16.17% |
$233K - $262K
|
17.3K
$1.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
152+ 1.82% |
$14.7K - $16.5K
|
8.49K
$839K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.93K+ 0.56% |
$187K - $210K
|
348K
$34.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
390+ 2.82% |
$37.8K - $42.4K
|
14.2K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-133- 0.34% |
$12.9K - $14.5K
|
39.1K
$3.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
37.1K+ 13.34% |
$3.6M - $4.04M
|
315K
$31.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-133- 2.94% |
$12.9K - $14.5K
|
4.39K
$434K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.88K+ 23.61% |
$570K - $640K
|
30.8K
$3.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.8K- 5.51% |
$174K - $195K
|
30.8K
$3.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-645- 16.37% |
$62.5K - $70.2K
|
3.29K
$326K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-82- 3.46% |
$7.94K - $8.92K
|
2.29K
$226K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
889+ 1.25% |
$86.1K - $96.7K
|
71.9K
$7.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
178+ 176.24% |
$17.2K - $19.4K
|
279
$27.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-102- 3.76% |
$9.88K - $11.1K
|
2.61K
$258K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
334+ 0.43% |
$32.3K - $36.3K
|
77.9K
$7.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
2.92KNew |
$282K - $317K
|
2.92K
$288K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.66KNew |
$161K - $181K
|
1.66K
$164K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
7.13KNew |
$690K - $776K
|
7.13K
$705K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
641+ 29.61% |
$62.1K - $69.7K
|
2.81K
$277K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-473- 3.97% |
$45.8K - $51.4K
|
11.4K
$1.13M
|