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 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-59- 44.7% |
$5.73K - $6.27K
|
73
$7.28K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
27New |
$2.62K - $2.87K
|
27
$2.69K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
34New |
$3.3K - $3.61K
|
34
$3.39K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 0.31% |
$97.2 - $106
|
322
$32.1K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-140- 32.04% |
$13.6K - $14.9K
|
297
$29.6K
|
|
| Q1 2024 | |||||||
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.17KNew |
$204K - $228K
|
2.17K
$216K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
34New |
$3.19K - $3.56K
|
34
$3.39K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.01K- 34.49% |
$188K - $210K
|
3.81K
$380K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
382K+ 58046.81% |
$35.8M - $40M
|
383K
$38.1M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
28New |
$2.63K - $2.94K
|
28
$2.79K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-985- 30.54% |
$92.4K - $103K
|
2.24K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-24- 70.59% |
$2.25K - $2.52K
|
10
$997
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
128KNew |
$12M - $13.4M
|
128K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
128KNew |
$12M - $13.4M
|
128K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
2.47KNew |
$232K - $259K
|
2.47K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
9.26KNew |
$868K - $971K
|
9.26K
$923K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-23.9K- 88.38% |
$2.24M - $2.5M
|
3.14K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-52- 14.73% |
$4.88K - $5.45K
|
301
$30K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.52KNew |
$236K - $264K
|
2.52K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
27+ 1.51% |
$2.53K - $2.83K
|
1.82K
$181K
|
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-15- 0.61% |
$1.41K - $1.57K
|
2.46K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.3KNew |
$309K - $346K
|
3.3K
$329K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.54K- 80.39% |
$238K - $266K
|
619
$61.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
43.7K+ 13.51% |
$4.1M - $4.59M
|
368K
$36.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
57K+ 40.09% |
$5.35M - $5.98M
|
199K
$19.9M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
28+ 2.59% |
$2.63K - $2.94K
|
1.11K
$111K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-50- 6.14% |
$4.69K - $5.24K
|
764
$76.2K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.1KNew |
$947K - $1.06M
|
10.1K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.05K- 9.69% |
$98.7K - $110K
|
9.82K
$979K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
42+ 12.65% |
$3.94K - $4.4K
|
374
$37.3K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.02KNew |
$189K - $212K
|
2.02K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
77New |
$7.22K - $8.07K
|
77
$7.68K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6New |
$563 - $629
|
6
$598
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.04K- 10.65% |
$97.4K - $109K
|
8.72K
$869K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
40New |
$3.75K - $4.19K
|
40
$3.99K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
24+ 0.78% |
$2.25K - $2.52K
|
3.1K
$309K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.78M+ 56912.29% |
$261M - $292M
|
2.79M
$278M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
2.02KNew |
$189K - $212K
|
2.02K
$201K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
13.5KNew |
$1.26M - $1.41M
|
13.5K
$1.34M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.88KNew |
$363K - $406K
|
3.88K
$386K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
229+ 1.53% |
$21.5K - $24K
|
15.2K
$1.52M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-5.54K- 40.8% |
$519K - $580K
|
8.03K
$801K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.8K+ 30.62% |
$1.11M - $1.24M
|
50.5K
$5.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
393+ 0.73% |
$36.9K - $41.2K
|
54.5K
$5.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
256New |
$24K - $26.8K
|
256
$25.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.14K+ 3.42% |
$107K - $119K
|
34.3K
$3.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
143+ 3.22% |
$13.4K - $15K
|
4.59K
$457K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
688+ 4.48% |
$64.5K - $72.1K
|
16K
$1.6M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
478+ 3.86% |
$44.8K - $50.1K
|
12.9K
$1.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
250New |
$23.4K - $26.2K
|
250
$24.9K
|
|