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 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
650+ 1.38% |
$62.9K - $70.7K
|
47.6K
$4.74M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.4K- 13.18% |
$329K - $370K
|
22.4K
$2.23M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-250- 2.94% |
$24.2K - $27.2K
|
8.26K
$823K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
4.88K+ 1.14% |
$472K - $530K
|
432K
$43.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 1.26% |
$678 - $761
|
561
$55.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
7.8K+ 13.45% |
$756K - $849K
|
65.8K
$6.56M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
95+ 3.38% |
$9.2K - $10.3K
|
2.91K
$290K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.11K+ 3.48% |
$108K - $121K
|
33.1K
$3.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
13.7KNew |
$1.33M - $1.49M
|
13.7K
$1.36M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
198+ 2.46% |
$19.2K - $21.5K
|
8.25K
$822K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
11.7KNew |
$1.13M - $1.27M
|
11.7K
$1.17M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
31New |
$3K - $3.37K
|
31
$3.09K
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-1.78K- 5.77% |
$172K - $193K
|
29K
$2.89M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-271K- 10.18% |
$26.2M - $29.5M
|
2.39M
$238M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.94KNew |
$188K - $211K
|
1.94K
$193K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-410- 4.04% |
$39.7K - $44.6K
|
9.75K
$971K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-153- 3.67% |
$14.8K - $16.6K
|
4.02K
$400K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
936New |
$90.6K - $102K
|
936
$93.3K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.62K+ 3.41% |
$156K - $176K
|
49K
$4.89M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.02K- 47.75% |
$487K - $546K
|
5.5K
$548K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-147- 4.67% |
$14.2K - $16K
|
3K
$299K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
229New |
$22.2K - $24.9K
|
229
$22.8K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.05K- 10.65% |
$102K - $111K
|
8.77K
$874K
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-567- 7.32% |
$55.1K - $60.2K
|
7.18K
$716K
|
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-2.98KClosed |
$290K - $317K
|
0
$0
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-13.4KClosed |
$1.3M - $1.42M
|
0
$0
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-5- 31.25% |
$486 - $531
|
11
$1.1K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-51.4K- 17.38% |
$5M - $5.47M
|
245K
$24.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
12.3KNew |
$1.19M - $1.3M
|
12.3K
$1.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
38New |
$3.69K - $4.04K
|
38
$3.79K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-49- 4.54% |
$4.76K - $5.21K
|
1.03K
$103K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.65K- 45.38% |
$160K - $175K
|
1.99K
$198K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
47+ 42.73% |
$4.57K - $4.99K
|
157
$15.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.99K+ 11.04% |
$194K - $212K
|
20.1K
$2M
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
77+ 0.88% |
$7.48K - $8.18K
|
8.87K
$884K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.79K+ 18.46% |
$174K - $190K
|
11.5K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2+ 1.22% |
$194 - $213
|
166
$16.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
147+ 3.66% |
$14.3K - $15.6K
|
4.16K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-24.4K- 20.32% |
$2.37M - $2.59M
|
95.7K
$9.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-5.47K- 69.38% |
$531K - $581K
|
2.41K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
5New |
$486 - $531
|
5
$498
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.36KNew |
$229K - $250K
|
2.36K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
142+ 12.91% |
$13.8K - $15.1K
|
1.24K
$124K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
757+ 24.9% |
$73.6K - $80.4K
|
3.8K
$378K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-17- 94.44% |
$1.65K - $1.81K
|
1
$99.7
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
27.2K+ 46.08% |
$2.65M - $2.89M
|
86.3K
$8.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
462+ 3.95% |
$44.9K - $49.1K
|
12.2K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.2K+ 8.98% |
$117K - $128K
|
14.6K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.69KNew |
$358K - $392K
|
3.69K
$368K
|
|