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 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
294+ 5.04% |
$28.5K - $32K
|
6.12K
$605K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
19.6K+ 7.0% |
$1.9M - $2.14M
|
300K
$29.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.49K- 9.9% |
$144K - $162K
|
13.5K
$1.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-644- 7.92% |
$62.4K - $70K
|
7.49K
$740K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.39K- 51.26% |
$232K - $260K
|
2.28K
$225K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-161- 3.69% |
$15.6K - $17.5K
|
4.2K
$415K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.91KNew |
$185K - $207K
|
1.91K
$188K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.3K- 8.24% |
$804K - $903K
|
92.4K
$9.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-141- 6.22% |
$13.7K - $15.3K
|
2.13K
$210K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.61K- 10.79% |
$253K - $284K
|
21.6K
$2.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.82K+ 12.98% |
$273K - $307K
|
24.6K
$2.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-4.48K- 9.3% |
$434K - $487K
|
43.6K
$4.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.89K- 5.53% |
$183K - $206K
|
32.4K
$3.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-799- 13.52% |
$77.4K - $86.9K
|
5.11K
$505K
|
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
759+ 2.88% |
$73.5K - $82.6K
|
27.1K
$2.68M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
242+ 9.98% |
$23.4K - $26.3K
|
2.67K
$264K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-748- 4.63% |
$72.4K - $81.4K
|
15.4K
$1.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-524- 17.34% |
$50.7K - $57K
|
2.5K
$247K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
202+ 4.98% |
$19.6K - $22K
|
4.26K
$421K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.66K- 10.78% |
$935K - $1.05M
|
79.9K
$7.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
54+ 1.42% |
$5.23K - $5.87K
|
3.86K
$382K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
102+ 17.96% |
$9.88K - $11.1K
|
670
$66.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.8K- 25.23% |
$271K - $304K
|
8.3K
$820K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.57K+ 5.42% |
$152K - $171K
|
30.6K
$3.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.97K- 1.96% |
$191K - $214K
|
98.6K
$9.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-149- 1.83% |
$14.4K - $16.2K
|
8.01K
$792K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-230K- 8.31% |
$22.3M - $25M
|
2.54M
$251M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
580+ 4.91% |
$56.2K - $63.1K
|
12.4K
$1.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-658- 3.73% |
$63.7K - $71.6K
|
17K
$1.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.99K- 5.51% |
$290K - $325K
|
51.3K
$5.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-579- 1.38% |
$56.1K - $63K
|
41.4K
$4.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-20- 0.05% |
$1.94K - $2.18K
|
41.7K
$4.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.56K- 3.63% |
$442K - $496K
|
121K
$12M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2+ 0.08% |
$194 - $218
|
2.64K
$261K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-210- 4.58% |
$20.3K - $22.8K
|
4.37K
$432K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
12K+ 7.94% |
$1.16M - $1.31M
|
163K
$16.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
443+ 7.16% |
$42.9K - $48.2K
|
6.63K
$656K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.21K+ 6.52% |
$214K - $240K
|
36K
$3.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.93K+ 4.13% |
$574K - $645K
|
150K
$14.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-3.36K- 8.6% |
$325K - $365K
|
35.7K
$3.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.9K- 67.71% |
$765K - $860K
|
3.77K
$372K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
456K+ 9.17% |
$44.1M - $49.6M
|
5.42M
$536M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8.3K+ 1.98% |
$804K - $903K
|
427K
$42.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.26K- 26.13% |
$316K - $354K
|
9.21K
$911K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.07K+ 16.01% |
$298K - $334K
|
22.3K
$2.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-230- 10.38% |
$22.3K - $25K
|
1.99K
$196K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-135- 4.07% |
$13.1K - $14.7K
|
3.18K
$315K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
650+ 1.38% |
$62.9K - $70.7K
|
47.6K
$4.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.4K- 13.18% |
$329K - $370K
|
22.4K
$2.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-250- 2.94% |
$24.2K - $27.2K
|
8.26K
$816K
|