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 |
---|---|---|---|---|---|---|---|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
2.55KNew |
$184K - $225K
|
2.55K
$251K
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-88- 2.66% |
$6.35K - $7.76K
|
3.22K
$316K
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
21.6KNew |
$1.56M - $1.9M
|
21.6K
$2.12M
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.7KNew |
$339K - $414K
|
4.7K
$461K
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.68K- 81.29% |
$121K - $148K
|
386
$37.9K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-79- 10.73% |
$5.7K - $6.96K
|
657
$64.6K
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.69KNew |
$194K - $237K
|
2.69K
$265K
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.51KNew |
$181K - $221K
|
2.51K
$246K
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2.8KNew |
$202K - $247K
|
2.8K
$275K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
682New |
$49.2K - $60.1K
|
682
$67K
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-718- 9.01% |
$51.8K - $63.3K
|
7.25K
$713K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
34New |
$2.45K - $3K
|
34
$3.34K
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
SELL
|
- |
-812- 21.87% |
$58.6K - $71.6K
|
2.9K
$285K
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
145New |
$10.5K - $12.8K
|
145
$14.2K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-2.19K- 24.73% |
$158K - $193K
|
6.67K
$655K
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-35- 2.63% |
$2.53K - $3.08K
|
1.3K
$127K
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
1.13K+ 0.94% |
$81.2K - $99.2K
|
120K
$11.8M
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
46New |
$3.32K - $4.05K
|
46
$4.52K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.97KNew |
$142K - $173K
|
1.97K
$193K
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
9.49KNew |
$685K - $836K
|
9.49K
$932K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
285New |
$20.6K - $25.1K
|
285
$28K
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
16.3KNew |
$1.17M - $1.43M
|
16.3K
$1.6M
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
BUY
|
- |
20.4KNew |
$1.47M - $1.8M
|
20.4K
$2M
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
34New |
$2.45K - $3K
|
34
$3.34K
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
5.82K+ 38.61% |
$420K - $513K
|
20.9K
$2.05M
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
127KNew |
$9.19M - $11.2M
|
127K
$12.5M
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
SELL
|
- |
-50.2K- 29.94% |
$3.62M - $4.42M
|
117K
$11.5M
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
437New |
$31.6K - $38.5K
|
437
$42.9K
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-604- 16.16% |
$43.6K - $53.2K
|
3.13K
$308K
|
|
Q3 2022 | |||||||
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-13.3K- 8.0% |
$957K - $1.17M
|
153K
$15M
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
2New |
$144 - $176
|
2
$197
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
98+ 31.21% |
$7.05K - $8.63K
|
412
$40.5K
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.19K+ 15.67% |
$85.3K - $104K
|
8.76K
$860K
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
24+ 3.46% |
$1.73K - $2.11K
|
717
$70.5K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
55New |
$3.95K - $4.85K
|
55
$5.4K
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
270+ 10.57% |
$19.4K - $23.8K
|
2.83K
$278K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
47+ 1.57% |
$3.38K - $4.14K
|
3.04K
$299K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
361K+ 23.39% |
$26M - $31.8M
|
1.9M
$187M
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
376+ 142.97% |
$27K - $33.1K
|
639
$62.8K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
309New |
$22.2K - $27.2K
|
309
$30.4K
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-188- 0.85% |
$13.5K - $16.6K
|
22K
$2.16M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
12.4K+ 62.81% |
$892K - $1.09M
|
32.2K
$3.16M
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
15New |
$1.08K - $1.32K
|
15
$1.47K
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-210- 58.33% |
$15.1K - $18.5K
|
150
$14.7K
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-3.04KClosed |
$219K - $268K
|
0
$0
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-55.1K- 56.46% |
$3.96M - $4.85M
|
42.5K
$4.17M
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-8.49K- 55.21% |
$610K - $748K
|
6.89K
$677K
|
|
Nov 07, 2022
Q3 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-17.7K- 75.1% |
$1.27M - $1.56M
|
5.85K
$575K
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
461New |
$33.1K - $40.6K
|
461
$45.3K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
107KNew |
$7.7M - $9.44M
|
107K
$10.5M
|