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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
9.13K+ 33.65% |
$856K - $958K
|
36.3K
$3.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
382New |
$35.8K - $40.1K
|
382
$39.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.81K+ 11.25% |
$264K - $295K
|
27.8K
$2.87M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-182- 5.04% |
$17.1K - $19.1K
|
3.43K
$354K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
248New |
$23.3K - $26K
|
248
$25.6K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2025
Q4 2023
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
45+ 1.63% |
$3.71K - $4.36K
|
2.81K
$290K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
55+ 5500.0% |
$4.54K - $5.33K
|
56
$5.78K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.89K- 32.42% |
$239K - $280K
|
6.03K
$621K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-90- 92.78% |
$7.43K - $8.73K
|
7
$722
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.36KNew |
$277K - $326K
|
3.36K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
14New |
$1.16K - $1.36K
|
14
$1.44K
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.1KNew |
$173K - $204K
|
2.1K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
58New |
$4.79K - $5.62K
|
58
$5.98K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
700New |
$57.8K - $67.9K
|
700
$72.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
780+ 21.45% |
$64.4K - $75.6K
|
4.42K
$456K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-55- 1.65% |
$4.54K - $5.33K
|
3.27K
$337K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
57KNew |
$4.7M - $5.53M
|
57K
$5.88M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-466- 22.46% |
$38.5K - $45.2K
|
1.61K
$166K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
51.9KNew |
$4.28M - $5.03M
|
51.9K
$5.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
9New |
$743 - $873
|
9
$928
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.18K- 35.2% |
$510K - $599K
|
11.4K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.37KNew |
$113K - $133K
|
1.37K
$141K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
30New |
$2.48K - $2.91K
|
30
$3.09K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.92K- 21.53% |
$158K - $186K
|
6.98K
$720K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.13K- 60.21% |
$258K - $304K
|
2.07K
$213K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.74K+ 10.74% |
$391K - $460K
|
48.9K
$5.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.58KNew |
$378K - $444K
|
4.58K
$472K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-140- 4.64% |
$11.6K - $13.6K
|
2.88K
$296K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-8.99K- 20.07% |
$742K - $871K
|
35.8K
$3.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-84- 45.65% |
$6.93K - $8.15K
|
100
$10.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
70New |
$5.78K - $6.79K
|
70
$7.22K
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-619- 6.89% |
$51.1K - $60K
|
8.37K
$863K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
2.16K+ 27.5% |
$178K - $209K
|
10K
$1.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.46KNew |
$203K - $239K
|
2.46K
$254K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4New |
$330 - $388
|
4
$413
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.72K- 56.92% |
$225K - $264K
|
2.06K
$212K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-55- 57.29% |
$4.54K - $5.33K
|
41
$4.23K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
260New |
$21.5K - $25.2K
|
260
$26.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
24New |
$1.98K - $2.33K
|
24
$2.48K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-12.2K- 37.15% |
$1.01M - $1.18M
|
20.7K
$2.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100- 58.48% |
$8.25K - $9.7K
|
71
$7.32K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
530New |
$43.7K - $51.4K
|
530
$54.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
286New |
$23.6K - $27.7K
|
286
$29.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1K+ 34.54% |
$82.6K - $97.1K
|
3.9K
$402K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-951- 3.47% |
$78.5K - $92.2K
|
26.4K
$2.73M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-6.06K- 49.03% |
$500K - $588K
|
6.3K
$650K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
100+ 0.17% |
$8.25K - $9.7K
|
60K
$6.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
500New |
$41.3K - $48.5K
|
500
$51.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$8.25K - $9.7K
|
100
$10.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-715- 16.63% |
$59K - $69.3K
|
3.59K
$370K
|
|