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 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-841- 25.14% |
$70.9K - $78.8K
|
2.5K
$290K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.19KClosed |
$438K - $487K
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
10+ 1000.0% |
$844 - $937
|
11
$1.28K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-400- 7.55% |
$33.7K - $37.5K
|
4.9K
$568K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
9.51K+ 22.27% |
$802K - $891K
|
52.2K
$6.05M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-750- 89.39% |
$63.3K - $70.3K
|
89
$10.3K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
186New |
$15.7K - $17.4K
|
186
$21.6K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.59KNew |
$303K - $336K
|
3.59K
$416K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-2.32K- 78.38% |
$195K - $217K
|
639
$74.1K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
19New |
$1.6K - $1.78K
|
19
$2.2K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-12.6K- 23.87% |
$1.06M - $1.18M
|
40.1K
$4.65M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
84New |
$7.09K - $7.87K
|
84
$9.74K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
61New |
$5.15K - $5.71K
|
61
$7.07K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
332+ 6.99% |
$28K - $31.1K
|
5.08K
$589K
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
7.16KNew |
$604K - $671K
|
7.16K
$830K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.59KNew |
$134K - $149K
|
1.59K
$184K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.2MNew |
$101M - $112M
|
1.2M
$139M
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
64.2K+ 339.85% |
$5.41M - $6.01M
|
83K
$9.62M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
8New |
$675 - $749
|
8
$927
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.21KNew |
$271K - $301K
|
3.21K
$372K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-147- 61.76% |
$12.4K - $13.8K
|
91
$10.5K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
91New |
$7.68K - $8.52K
|
91
$10.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-556- 20.23% |
$46.9K - $52.1K
|
2.19K
$254K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-59- 49.17% |
$4.98K - $5.53K
|
61
$7.07K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
877+ 9.66% |
$74K - $82.2K
|
9.95K
$1.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3.54KNew |
$299K - $332K
|
3.54K
$410K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
5.92K+ 14.94% |
$500K - $555K
|
45.6K
$5.28M
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-637- 20.74% |
$53.7K - $59.7K
|
2.44K
$282K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
8.89KNew |
$750K - $833K
|
8.89K
$1.03M
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
130New |
$9.39K - $11.5K
|
130
$15.1K
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-10K- 79.56% |
$725K - $885K
|
2.58K
$299K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
444New |
$32.1K - $39.1K
|
444
$51.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
569+ 59.02% |
$41.1K - $50.2K
|
1.53K
$178K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
6New |
$433 - $529
|
6
$695
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.16KNew |
$228K - $279K
|
3.16K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-23- 4.66% |
$1.66K - $2.03K
|
471
$54.6K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-165- 49.55% |
$11.9K - $14.5K
|
168
$19.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-921- 14.15% |
$66.5K - $81.2K
|
5.59K
$648K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-98.3K- 97.04% |
$7.1M - $8.66M
|
3K
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
29New |
$2.09K - $2.56K
|
29
$3.36K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
27New |
$1.95K - $2.38K
|
27
$3.13K
|
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.06KNew |
$221K - $270K
|
3.06K
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
40.2K+ 330.5% |
$2.91M - $3.55M
|
52.4K
$6.08M
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
12KNew |
$867K - $1.06M
|
12K
$1.39M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-34.5K- 81.13% |
$2.49M - $3.04M
|
8.01K
$929K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-56.6K- 93.39% |
$4.09M - $4.99M
|
4.01K
$465K
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.48KNew |
$324K - $395K
|
4.48K
$520K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
3.28KNew |
$237K - $289K
|
3.28K
$380K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
480New |
$34.7K - $42.3K
|
480
$55.6K
|
|