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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
327+ 4.28% |
$31.7K - $35.6K
|
7.96K
$782K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-463- 1.49% |
$44.8K - $50.4K
|
30.5K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
13.5K+ 70.84% |
$1.31M - $1.47M
|
32.6K
$3.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
884+ 1.29% |
$85.6K - $96.2K
|
69.2K
$6.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
33.7K+ 30.47% |
$3.26M - $3.67M
|
144K
$14.2M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.18K- 12.1% |
$308K - $346K
|
23.1K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.62K+ 5.64% |
$254K - $285K
|
49.1K
$4.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.29KNew |
$416K - $467K
|
4.29K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-1.28K- 5.6% |
$124K - $139K
|
21.6K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-474K- 99.02% |
$45.9M - $51.5M
|
4.67K
$459K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-252- 1.01% |
$24.4K - $27.4K
|
24.6K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.33K+ 12.39% |
$226K - $254K
|
21.1K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
867+ 15.92% |
$84K - $94.3K
|
6.31K
$620K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
491+ 5.43% |
$47.5K - $53.4K
|
9.54K
$937K
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
579+ 0.85% |
$56.1K - $63K
|
68.7K
$6.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
143+ 170.24% |
$13.8K - $15.6K
|
227
$22.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.45K- 2.02% |
$237K - $266K
|
119K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
210+ 3.42% |
$20.3K - $22.8K
|
6.36K
$625K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
545+ 5.03% |
$52.8K - $59.3K
|
11.4K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-8- 0.15% |
$775 - $870
|
5.51K
$541K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-27- 0.06% |
$2.61K - $2.94K
|
47.9K
$4.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13.3K+ 18.03% |
$1.28M - $1.44M
|
86.8K
$8.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
532+ 5.89% |
$51.5K - $57.9K
|
9.56K
$939K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
544+ 2.62% |
$52.7K - $59.2K
|
21.3K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-13.3K- 12.4% |
$1.29M - $1.45M
|
94K
$9.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.16KClosed |
$113K - $126K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-179- 4.47% |
$17.3K - $19.5K
|
3.83K
$376K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
220K+ 2.94% |
$21.3M - $23.9M
|
7.69M
$756M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.19K- 36.44% |
$212K - $238K
|
3.82K
$376K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
11.8K+ 22.6% |
$1.14M - $1.28M
|
64.1K
$6.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-665- 8.83% |
$64.4K - $72.3K
|
6.87K
$675K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
4.38K+ 17.93% |
$424K - $477K
|
28.8K
$2.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
845+ 12.18% |
$81.8K - $91.9K
|
7.78K
$765K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-619- 4.96% |
$59.9K - $67.3K
|
11.9K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 2.59% |
$128K - $144K
|
49.6K
$4.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.1K- 2.86% |
$785K - $881K
|
275K
$27M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.54K+ 28.85% |
$342K - $385K
|
15.8K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-20K- 46.52% |
$1.94M - $2.17M
|
23K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.2K- 66.43% |
$407K - $457K
|
2.12K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
113New |
$10.9K - $12.3K
|
113
$11.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.38K- 6.22% |
$424K - $477K
|
66.1K
$6.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.12KNew |
$206K - $231K
|
2.12K
$209K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-48.6K- 3.92% |
$4.7M - $5.28M
|
1.19M
$117M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
772New |
$74.8K - $84K
|
772
$75.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.62K+ 3.15% |
$157K - $176K
|
53.1K
$5.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.67K- 5.93% |
$161K - $181K
|
26.4K
$2.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-232K- 3.77% |
$22.5M - $25.3M
|
5.93M
$583M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
4.41KNew |
$427K - $480K
|
4.41K
$433K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-165- 14.72% |
$16K - $17.9K
|
956
$93.9K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-4- 11.43% |
$387 - $435
|
31
$3.05K
|