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 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
16.3KNew |
$1.17M - $1.43M
|
16.3K
$1.84M
|
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
BUY
|
- |
20.4KNew |
$1.47M - $1.8M
|
20.4K
$2.31M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
34New |
$2.45K - $3K
|
34
$3.85K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
5.82K+ 38.61% |
$420K - $513K
|
20.9K
$2.37M
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
SELL
|
- |
-50.2K- 29.94% |
$3.62M - $4.42M
|
117K
$13.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
437New |
$31.6K - $38.5K
|
437
$49.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-604- 16.16% |
$43.6K - $53.2K
|
3.13K
$355K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-13.3K- 8.0% |
$957K - $1.17M
|
153K
$17.3M
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
2New |
$144 - $176
|
2
$227
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
98+ 31.21% |
$7.05K - $8.63K
|
412
$46.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.19K+ 15.67% |
$85.3K - $104K
|
8.76K
$992K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
24+ 3.46% |
$1.73K - $2.11K
|
717
$81.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
55New |
$3.95K - $4.85K
|
55
$6.23K
|
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
270+ 10.57% |
$19.4K - $23.8K
|
2.83K
$320K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
47+ 1.57% |
$3.38K - $4.14K
|
3.04K
$344K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
361K+ 23.39% |
$26M - $31.8M
|
1.9M
$216M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
376+ 142.97% |
$27K - $33.1K
|
639
$72.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
309New |
$22.2K - $27.2K
|
309
$35K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-188- 0.85% |
$13.5K - $16.6K
|
22K
$2.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
12.4K+ 62.81% |
$892K - $1.09M
|
32.2K
$3.64M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-210- 58.33% |
$15.1K - $18.5K
|
150
$17K
|
|
|
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
$4.81M
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-8.49K- 55.21% |
$610K - $748K
|
6.89K
$780K
|
|
|
Nov 07, 2022
Q3 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-17.7K- 75.1% |
$1.27M - $1.56M
|
5.85K
$663K
|
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
461New |
$33.1K - $40.6K
|
461
$52.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
107KNew |
$7.7M - $9.44M
|
107K
$12.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-52- 45.22% |
$3.74K - $4.58K
|
63
$7.14K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
514+ 9.43% |
$37K - $45.3K
|
5.96K
$675K
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
2.34K+ 66.06% |
$168K - $206K
|
5.89K
$667K
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
298+ 5.85% |
$21.4K - $26.3K
|
5.4K
$611K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-736- 5.42% |
$52.9K - $64.8K
|
12.8K
$1.45M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-253- 1.8% |
$18.2K - $22.3K
|
13.8K
$1.56M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.9KNew |
$352K - $432K
|
4.9K
$555K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
17New |
$1.22K - $1.5K
|
17
$1.93K
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-53- 1.6% |
$3.81K - $4.67K
|
3.27K
$370K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
42.3K+ 20.92% |
$3.04M - $3.73M
|
244K
$27.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-278- 14.72% |
$20K - $24.5K
|
1.61K
$182K
|
|
|
Oct 21, 2022
Q3 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
4.83KNew |
$347K - $425K
|
4.83K
$547K
|
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-2.14K- 13.71% |
$154K - $189K
|
13.5K
$1.53M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-75- 90.36% |
$5.39K - $6.61K
|
8
$906
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
190New |
$13.7K - $16.7K
|
190
$21.5K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.76K- 34.69% |
$199K - $243K
|
5.2K
$589K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
86+ 430.0% |
$6.18K - $7.58K
|
106
$12K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
49+ 24.5% |
$3.52K - $4.32K
|
249
$28.2K
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.29KClosed |
$100K - $126K
|
0
$0
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-15- 17.24% |
$1.17K - $1.47K
|
72
$8.15K
|
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-19.5KClosed |
$1.52M - $1.9M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-29Closed |
$2.26K - $2.84K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-483KClosed |
$37.6M - $47.2M
|
0
$0
|
|