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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Tanaka Capital Management Inc
New York, NY |
BUY
|
- |
81New |
$8.27K - $8.86K
|
81
$9.17K
|
|
|
Aug 12, 2021
Q2 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-2.56KClosed |
$261K - $279K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-408Closed |
$41.6K - $44.6K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-3.53KClosed |
$360K - $386K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-861Closed |
$87.9K - $94.2K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.1KClosed |
$214K - $230K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.95KClosed |
$301K - $323K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-69- 86.25% |
$7.04K - $7.55K
|
11
$1.25K
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 80.97% |
$20.4K - $21.9K
|
447
$50.6K
|
|
|
Jul 29, 2021
Q2 2021
|
Tufton Capital Management
|
SELL
|
- |
-2.1KClosed |
$214K - $230K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-168KClosed |
$17.1M - $18.4M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
3.25KNew |
$332K - $355K
|
3.25K
$368K
|
|
|
Jul 15, 2021
Q2 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.26KClosed |
$230K - $247K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 07, 2022
Q1 2021
|
True North Advisors, LLC
|
BUY
|
- |
3.51KNew |
$341K - $370K
|
3.51K
$398K
|
|
|
Sep 08, 2021
Q1 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-6Closed |
$583 - $632
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-595Closed |
$57.8K - $62.7K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-26.2KClosed |
$2.55M - $2.76M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-5.51KClosed |
$535K - $580K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2Closed |
$194 - $211
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-1.59KClosed |
$155K - $168K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
422New |
$41K - $44.5K
|
422
$47.8K
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-176Closed |
$17.1K - $18.5K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-486Closed |
$47.2K - $51.2K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-11.5KClosed |
$1.11M - $1.21M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-543Closed |
$52.8K - $57.2K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-55.6KClosed |
$5.4M - $5.86M
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-58Closed |
$5.64K - $6.11K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.8KClosed |
$272K - $295K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
311New |
$30.2K - $32.8K
|
311
$35.2K
|
|
|
Apr 14, 2021
Q1 2021
|
Gleason Group, Inc.
|
SELL
|
- |
-10- 66.67% |
$972 - $1.05K
|
5
$566
|
|
|
Apr 13, 2021
Q1 2021
|
Rfg Holdings, Inc.
|
SELL
|
- |
-2.76KClosed |
$268K - $291K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-4.16KClosed |
$404K - $438K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 17, 2021
Q4 2020
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.32KClosed |
$200K - $235K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-322Closed |
$27.8K - $32.7K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-3.45KClosed |
$297K - $350K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
399New |
$34.4K - $40.5K
|
399
$45.2K
|
|
|
Feb 09, 2021
Q4 2020
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-94.4KClosed |
$8.14M - $9.58M
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-31.7KClosed |
$2.74M - $3.22M
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Sequent Asset Management, LLC
|
SELL
|
- |
-14KClosed |
$1.21M - $1.42M
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-19.9KClosed |
$1.72M - $2.02M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Jun 17, 2024
Q3 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-105KClosed |
$8.79M - $9.65M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-3KClosed |
$251K - $275K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-3.35KClosed |
$280K - $308K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Ironwood Financial, LLC
|
SELL
|
- |
-140Closed |
$11.7K - $12.9K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
305New |
$25.5K - $28K
|
305
$34.5K
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
81KNew |
$6.77M - $7.44M
|
81K
$9.17M
|
|
|
Oct 13, 2020
Q3 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.37KClosed |
$449K - $493K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.59K- 3.28% |
$109K - $135K
|
46.8K
$5.3M
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-524Closed |
$35.8K - $44.4K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Cambiar Investors LLC
|
SELL
|
- |
-12.5KClosed |
$856K - $1.06M
|
0
$0
|
|