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 |
---|---|---|---|---|---|---|---|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
21.8KNew |
$1.8M - $2.11M
|
21.8K
$2.15M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
24New |
$1.98K - $2.33K
|
24
$2.37K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-12.2K- 37.15% |
$1.01M - $1.18M
|
20.7K
$2.04M
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100- 58.48% |
$8.25K - $9.7K
|
71
$7.02K
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
530New |
$43.7K - $51.4K
|
530
$52.4K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-74- 7.73% |
$6.11K - $7.18K
|
883
$87.3K
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
286New |
$23.6K - $27.7K
|
286
$28.3K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1K+ 34.54% |
$82.6K - $97.1K
|
3.9K
$385K
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-2.35K- 14.85% |
$194K - $228K
|
13.5K
$1.33M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-951- 3.47% |
$78.5K - $92.2K
|
26.4K
$2.61M
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-6.06K- 49.03% |
$500K - $588K
|
6.3K
$623K
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
6.69KNew |
$552K - $648K
|
6.69K
$661K
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
100+ 0.17% |
$8.25K - $9.7K
|
60K
$5.93M
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-7.53K- 70.49% |
$621K - $730K
|
3.15K
$312K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
500New |
$41.3K - $48.5K
|
500
$49.4K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$8.25K - $9.7K
|
100
$9.88K
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-715- 16.63% |
$59K - $69.3K
|
3.59K
$354K
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
308+ 11.05% |
$25.4K - $29.9K
|
3.1K
$306K
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
6New |
$495 - $582
|
6
$593
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-56- 93.33% |
$4.62K - $5.43K
|
4
$395
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
371New |
$30.6K - $36K
|
371
$36.7K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
237New |
$19.6K - $23K
|
237
$23.4K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-141K- 26.5% |
$11.6M - $13.7M
|
391K
$38.7M
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.71KNew |
$224K - $263K
|
2.71K
$268K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.18K+ 8.49% |
$180K - $211K
|
27.8K
$2.75M
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.29K+ 17.81% |
$272K - $319K
|
21.8K
$2.15M
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-200- 3.28% |
$16.5K - $19.4K
|
5.91K
$584K
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-2.47K- 4.03% |
$204K - $239K
|
58.9K
$5.82M
|
|
Q3 2023 | |||||||
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
438+ 695.24% |
$37.5K - $42.7K
|
501
$49.5K
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-83Closed |
$7.1K - $8.08K
|
0
$0
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-4.59K- 48.41% |
$392K - $447K
|
4.89K
$483K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-44K- 13.01% |
$3.77M - $4.29M
|
294K
$29.1M
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1- 0.02% |
$85.6 - $97.4
|
4.62K
$456K
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.13K- 9.37% |
$96.4K - $110K
|
10.9K
$1.08M
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21.1KNew |
$1.81M - $2.06M
|
21.1K
$2.09M
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
127New |
$10.9K - $12.4K
|
127
$12.6K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-65- 23.64% |
$5.56K - $6.33K
|
210
$20.8K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.46K+ 1.14% |
$211K - $240K
|
218K
$21.5M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
587+ 3.15% |
$50.2K - $57.2K
|
19.2K
$1.9M
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-39- 0.52% |
$3.34K - $3.8K
|
7.43K
$734K
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.62KNew |
$310K - $353K
|
3.62K
$358K
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
157New |
$13.4K - $15.3K
|
157
$15.5K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-14.5K- 61.4% |
$1.24M - $1.41M
|
9.11K
$900K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-96.7KClosed |
$8.28M - $9.42M
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
37.1KNew |
$3.17M - $3.61M
|
37.1K
$3.66M
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
21New |
$1.8K - $2.05K
|
21
$2.08K
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100New |
$8.56K - $9.74K
|
100
$9.88K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
18.5K+ 3869.87% |
$1.58M - $1.8M
|
19K
$1.88M
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
26.6KNew |
$2.28M - $2.59M
|
26.6K
$2.63M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-64K- 15.36% |
$5.47M - $6.23M
|
352K
$34.8M
|