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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.12KClosed |
$273K - $345K
|
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
$12.5M
|
|
|
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 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
$580K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-125- 53.42% |
$10.9K - $13.8K
|
109
$12.6K
|
|
|
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
$4.64K
|
|
|
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
$82.8K
|
|
|
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
|
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
$10.1K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
162New |
$17K - $18.4K
|
162
$18.8K
|
|
|
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
$14.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-174- 5.16% |
$18.3K - $19.7K
|
3.2K
$371K
|
|
|
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
$71.9K
|
|
|
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
$401K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
26New |
$2.73K - $2.95K
|
26
$3.01K
|
|
|
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
|
|