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 28, 2022
Q1 2022
|
Newton One Investments LLC
|
SELL
|
- |
-40- 50.0% |
$3.49K - $4.42K
|
40
$4.45K
|
|
|
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 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
$79.5K
|
|
|
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
|
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.83KClosed |
$159K - $202K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-4KClosed |
$349K - $442K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-108KClosed |
$9.41M - $11.9M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-282Closed |
$24.6K - $31.2K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.84KClosed |
$160K - $203K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.98KClosed |
$173K - $219K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-15.8KClosed |
$1.38M - $1.74M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.1KClosed |
$271K - $343K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-131Closed |
$11.4K - $14.5K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.99KClosed |
$173K - $220K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
87New |
$9.14K - $9.87K
|
87
$9.68K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
162New |
$17K - $18.4K
|
162
$18K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-589Closed |
$61.9K - $66.8K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
123New |
$12.9K - $14K
|
123
$13.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-174- 5.16% |
$18.3K - $19.7K
|
3.2K
$356K
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-1.09KClosed |
$115K - $124K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-130Closed |
$13.7K - $14.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
620New |
$65.1K - $70.3K
|
620
$69K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-98Closed |
$10.3K - $11.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.15KClosed |
$226K - $244K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.46KNew |
$364K - $393K
|
3.46K
$386K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
26New |
$2.73K - $2.95K
|
26
$2.89K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-9Closed |
$946 - $1.02K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-7.48KClosed |
$785K - $848K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.93KClosed |
$203K - $219K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-19Closed |
$2K - $2.16K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-113Closed |
$11.9K - $12.8K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-755KClosed |
$79.4M - $85.7M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-69.9KClosed |
$7.35M - $7.93M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-20KClosed |
$2.1M - $2.26M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
61New |
$6.41K - $6.92K
|
61
$6.79K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-45.5KClosed |
$4.78M - $5.16M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-47.3KClosed |
$4.97M - $5.37M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-10.8KClosed |
$1.14M - $1.23M
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-45Closed |
$4.73K - $5.1K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-8.64KClosed |
$908K - $980K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 18, 2023
Q3 2021
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.3KClosed |
$243K - $262K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.08KClosed |
$220K - $237K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-79.8KClosed |
$8.44M - $9.09M
|
0
$0
|
|