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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-575- 4.72% |
$55.7K - $61.5K
|
11.6K
$1.2M
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
4.17KNew |
$404K - $446K
|
4.17K
$430K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
87.8K+ 6.62% |
$8.5M - $9.38M
|
1.41M
$146M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.63K+ 25.02% |
$158K - $174K
|
8.14K
$839K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.37M+ 21.32% |
$520M - $574M
|
30.5M
$3.15B
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.02K+ 22.28% |
$99.1K - $109K
|
5.61K
$579K
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
72New |
$6.97K - $7.7K
|
72
$7.43K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
238+ 26.44% |
$23K - $25.4K
|
1.14K
$117K
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-50- 6.12% |
$4.84K - $5.34K
|
767
$79.1K
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
17+ 0.68% |
$1.65K - $1.82K
|
2.52K
$259K
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
9.61K+ 13.98% |
$930K - $1.03M
|
78.3K
$8.08M
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-10- 0.02% |
$968 - $1.07K
|
45.7K
$4.72M
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.76K+ 19.2% |
$171K - $188K
|
10.9K
$1.13M
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 16.7% |
$1M - $1.1M
|
72.1K
$7.44M
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.53K+ 68.76% |
$148K - $163K
|
3.74K
$386K
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
757+ 10.19% |
$73.3K - $80.9K
|
8.18K
$844K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
611+ 3.48% |
$59.2K - $65.3K
|
18.2K
$1.88M
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
14.1K+ 9.07% |
$1.37M - $1.51M
|
170K
$17.5M
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
7.18K+ 130.4% |
$695K - $767K
|
12.7K
$1.31M
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
200New |
$19.4K - $21.4K
|
200
$20.6K
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
50.7K+ 53.91% |
$4.91M - $5.42M
|
145K
$14.9M
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
9.14K+ 21.08% |
$885K - $977K
|
52.5K
$5.42M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-68.1K- 16.71% |
$6.59M - $7.28M
|
339K
$35M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
208KNew |
$20.1M - $22.2M
|
208K
$21.4M
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-49- 0.29% |
$4.74K - $5.24K
|
16.8K
$1.73M
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-14.1K- 48.28% |
$1.37M - $1.51M
|
15.2K
$1.56M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
57.7K+ 9.02% |
$5.59M - $6.17M
|
698K
$71.9M
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$96.8 - $107
|
8.03K
$828K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.87M+ 45.71% |
$278M - $307M
|
9.15M
$944M
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
10K+ 5.01% |
$971K - $1.07M
|
210K
$21.7M
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
983+ 50.59% |
$95.2K - $105K
|
2.93K
$302K
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-290- 1.34% |
$28.1K - $31K
|
21.3K
$2.2M
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
5.81K+ 20.16% |
$563K - $621K
|
34.6K
$3.57M
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.86K+ 15.2% |
$277K - $306K
|
21.7K
$2.23M
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.4K- 36.87% |
$136K - $150K
|
2.4K
$247K
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-212K- 81.63% |
$20.6M - $22.7M
|
47.8K
$4.93M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
74.1K+ 10.53% |
$7.18M - $7.92M
|
778K
$80.3M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
30.7K+ 189.39% |
$2.98M - $3.29M
|
47K
$4.85M
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-649- 3.07% |
$62.8K - $69.4K
|
20.5K
$2.11M
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.37K- 9.04% |
$133K - $146K
|
13.8K
$1.42M
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-1.2K- 15.16% |
$117K - $129K
|
6.74K
$695K
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
303+ 125.21% |
$29.3K - $32.4K
|
545
$56.2K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
24+ 0.83% |
$2.32K - $2.57K
|
2.93K
$302K
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-535- 3.7% |
$51.8K - $57.2K
|
13.9K
$1.43M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
783+ 34.68% |
$75.8K - $83.7K
|
3.04K
$314K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
902New |
$87.3K - $96.4K
|
902
$93K
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-250- 32.51% |
$24.2K - $26.7K
|
519
$53.5K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61.5K+ 8.22% |
$5.96M - $6.58M
|
810K
$83.6M
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-150- 5.45% |
$14.5K - $16K
|
2.6K
$268K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.7K+ 6.39% |
$2.3M - $2.54M
|
395K
$40.8M
|