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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
100New |
$9.72K - $10.6K
|
100
$9.97K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
182+ 9.95% |
$17.7K - $19.3K
|
2.01K
$201K
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-132- 7.74% |
$12.8K - $14K
|
1.57K
$157K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-63- 63.64% |
$6.12K - $6.69K
|
36
$3.59K
|
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
619New |
$60.1K - $65.8K
|
619
$61.7K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11.9K+ 24.14% |
$1.16M - $1.27M
|
61.4K
$6.12M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-436- 9.41% |
$42.4K - $46.3K
|
4.2K
$418K
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
520New |
$50.5K - $55.3K
|
520
$51.8K
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.07KNew |
$298K - $326K
|
3.07K
$306K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-252- 7.69% |
$24.5K - $26.8K
|
3.03K
$302K
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
21+ 0.73% |
$2.04K - $2.23K
|
2.9K
$289K
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-735- 15.96% |
$71.4K - $78.1K
|
3.87K
$386K
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5+ 0.07% |
$486 - $531
|
7K
$697K
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
2.86KNew |
$278K - $304K
|
2.86K
$285K
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.71KNew |
$263K - $288K
|
2.71K
$270K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
12+ 35.29% |
$1.17K - $1.28K
|
46
$4.59K
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$97.2 - $106
|
1
$99.7
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
44+ 0.69% |
$4.28K - $4.68K
|
6.46K
$644K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-105- 0.16% |
$10.2K - $11.2K
|
67.1K
$6.69M
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 1.59% |
$97.2 - $106
|
64
$6.38K
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-148- 3.47% |
$14.4K - $15.7K
|
4.12K
$411K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
4.13K+ 4.06% |
$401K - $438K
|
106K
$10.5M
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-29- 1.17% |
$2.82K - $3.08K
|
2.45K
$244K
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-964- 30.13% |
$93.7K - $102K
|
2.24K
$223K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
24+ 0.85% |
$2.33K - $2.55K
|
2.84K
$283K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
559New |
$54.3K - $59.4K
|
559
$55.7K
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-166- 3.22% |
$16.1K - $17.6K
|
4.99K
$498K
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
260+ 2.04% |
$25.3K - $27.6K
|
13K
$1.29M
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.02KNew |
$196K - $215K
|
2.02K
$201K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
55New |
$5.34K - $5.84K
|
55
$5.48K
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.74KNew |
$266K - $291K
|
2.74K
$273K
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
2.05KNew |
$199K - $217K
|
2.05K
$204K
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-134- 5.45% |
$13K - $14.2K
|
2.32K
$232K
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
69.9KNew |
$6.79M - $7.43M
|
69.9K
$6.97M
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-22- 0.61% |
$2.14K - $2.34K
|
3.59K
$358K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
274+ 80.12% |
$26.6K - $29.1K
|
616
$61.4K
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-27- 0.57% |
$2.62K - $2.87K
|
4.67K
$466K
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
38New |
$3.69K - $4.04K
|
38
$3.79K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-11- 29.73% |
$1.07K - $1.17K
|
26
$2.59K
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
749New |
$72.8K - $79.6K
|
749
$74.7K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
25New |
$2.43K - $2.66K
|
25
$2.49K
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
19+ 0.86% |
$1.85K - $2.02K
|
2.23K
$223K
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.76% |
$486 - $531
|
666
$66.4K
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.04KNew |
$198K - $216K
|
2.04K
$203K
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.65KNew |
$258K - $282K
|
2.65K
$265K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
133+ 8.85% |
$12.9K - $14.1K
|
1.64K
$163K
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-132- 3.63% |
$12.8K - $14K
|
3.51K
$349K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
6New |
$583 - $638
|
6
$598
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
935New |
$90.9K - $99.3K
|
935
$93.2K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
823New |
$80K - $87.4K
|
823
$82K
|