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 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-373Closed |
$29.1K - $36.5K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-4.43KClosed |
$345K - $433K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
15New |
$1.17K - $1.47K
|
15
$1.55K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
93New |
$7.25K - $9.09K
|
93
$9.59K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-70Closed |
$5.46K - $6.84K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
21New |
$1.64K - $2.05K
|
21
$2.17K
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
5.02KNew |
$391K - $490K
|
5.02K
$517K
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.87% |
$2.96K - $3.72K
|
4.38K
$452K
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-657- 42.61% |
$51.2K - $64.2K
|
885
$91.3K
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-25.2K- 27.98% |
$1.97M - $2.47M
|
64.9K
$6.69M
|
|
Jul 07, 2022
Q2 2022
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-4.63KClosed |
$361K - $453K
|
0
$0
|
|
Q1 2022 | |||||||
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
SELL
|
- |
-12Closed |
$1.05K - $1.33K
|
0
$0
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-6.06KClosed |
$529K - $670K
|
0
$0
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-10.8KClosed |
$944K - $1.2M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
500KNew |
$43.7M - $55.3M
|
500K
$51.6M
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
972New |
$84.9K - $107K
|
972
$100K
|
|
May 16, 2022
Q1 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-19.5KClosed |
$1.7M - $2.15M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-782Closed |
$68.3K - $86.4K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-1.94KClosed |
$169K - $214K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.12KClosed |
$273K - $345K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-557Closed |
$48.6K - $61.6K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.86KClosed |
$249K - $316K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-375Closed |
$32.7K - $41.4K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
108KNew |
$9.44M - $12M
|
108K
$11.2M
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-13.4KClosed |
$1.17M - $1.48M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-20Closed |
$1.75K - $2.21K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-98Closed |
$8.56K - $10.8K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-145Closed |
$12.7K - $16K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-817Closed |
$71.3K - $90.3K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-15Closed |
$1.31K - $1.66K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-4.08KClosed |
$356K - $451K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-2.31KClosed |
$201K - $255K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-30Closed |
$2.62K - $3.32K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.01KClosed |
$263K - $333K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-5.38KClosed |
$469K - $594K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-967- 16.19% |
$84.4K - $107K
|
5.01K
$516K
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-125- 53.42% |
$10.9K - $13.8K
|
109
$11.2K
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.95KClosed |
$257K - $326K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Newton One Investments LLC
|
SELL
|
- |
-40- 50.0% |
$3.49K - $4.42K
|
40
$4.13K
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.34KClosed |
$117K - $148K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-472Closed |
$41.2K - $52.2K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-2.21KClosed |
$193K - $244K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-123Closed |
$10.7K - $13.6K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.55KClosed |
$223K - $282K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
SELL
|
- |
-6.2KClosed |
$541K - $685K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
SELL
|
- |
-2.37KClosed |
$207K - $262K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.95KClosed |
$170K - $216K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
714New |
$62.3K - $78.9K
|
714
$73.6K
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-12.4KClosed |
$1.09M - $1.37M
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-2.43KClosed |
$212K - $268K
|
0
$0
|