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 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
1.78K+ 15.63% |
$172K - $194K
|
13.2K
$1.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-716- 18.15% |
$69.3K - $77.9K
|
3.23K
$319K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.1K+ 5.32% |
$106K - $119K
|
21.7K
$2.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.28K+ 1.26% |
$220K - $247K
|
183K
$18.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
971+ 18.72% |
$94K - $106K
|
6.16K
$609K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8.1K+ 37.21% |
$785K - $881K
|
29.9K
$2.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-8.17K- 4.46% |
$791K - $888K
|
175K
$17.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-378- 1.17% |
$36.6K - $41.1K
|
31.9K
$3.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-110- 11.34% |
$10.7K - $12K
|
860
$85K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-102K- 7.53% |
$9.91M - $11.1M
|
1.26M
$124M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
489+ 5.9% |
$47.4K - $53.2K
|
8.78K
$868K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-581- 7.21% |
$56.3K - $63.2K
|
7.48K
$739K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-15.6K- 13.52% |
$1.51M - $1.7M
|
99.9K
$9.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-5- 0.03% |
$484 - $544
|
18K
$1.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-1.08K- 4.74% |
$105K - $118K
|
21.8K
$2.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
960New |
$93K - $104K
|
960
$94.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
9.23K+ 16.31% |
$894K - $1M
|
65.8K
$6.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.43M- 5.39% |
$139M - $156M
|
25.2M
$2.49B
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-215- 0.82% |
$20.8K - $23.4K
|
26.1K
$2.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-2.34K- 13.2% |
$226K - $254K
|
15.4K
$1.52M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
56+ 1.87% |
$5.42K - $6.09K
|
3.04K
$301K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.1K+ 14.88% |
$204K - $229K
|
16.2K
$1.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-424- 10.07% |
$41.1K - $46.1K
|
3.79K
$374K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
61.6K+ 186.5% |
$5.97M - $6.7M
|
94.7K
$9.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-116- 1.56% |
$11.2K - $12.6K
|
7.3K
$721K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-4.92K- 11.17% |
$476K - $535K
|
39.1K
$3.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.13K- 9.27% |
$303K - $341K
|
30.7K
$3.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-391- 0.29% |
$37.9K - $42.5K
|
136K
$13.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2K+ 7.33% |
$194K - $218K
|
29.3K
$2.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
951+ 40.08% |
$92.1K - $103K
|
3.32K
$329K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
51+ 0.53% |
$4.94K - $5.55K
|
9.76K
$964K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.59K+ 5.86% |
$445K - $500K
|
82.9K
$8.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-755- 21.77% |
$73.1K - $82.1K
|
2.71K
$268K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
7.19K+ 58.12% |
$696K - $782K
|
19.6K
$1.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-5- 0.97% |
$484 - $544
|
513
$50.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8.95K- 17.53% |
$867K - $974K
|
42.1K
$4.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-165- 0.81% |
$16K - $17.9K
|
20.2K
$2M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.68K+ 14.8% |
$163K - $183K
|
13K
$1.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.94KNew |
$188K - $211K
|
1.94K
$192K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.86K- 3.25% |
$180K - $203K
|
55.4K
$5.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
406+ 1.34% |
$39.3K - $44.2K
|
30.8K
$3.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-165- 1.65% |
$16K - $17.9K
|
9.85K
$974K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-17.6K- 14.65% |
$1.71M - $1.92M
|
103K
$10.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-40- 0.49% |
$3.87K - $4.35K
|
8.13K
$803K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.08K- 19.57% |
$105K - $118K
|
4.45K
$440K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$96.8 - $109
|
1
$98.8
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
130New |
$12.6K - $14.1K
|
130
$12.8K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-291- 8.04% |
$28.2K - $31.7K
|
3.33K
$329K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.82K- 5.2% |
$177K - $198K
|
33.3K
$3.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.46K- 1.93% |
$239K - $268K
|
125K
$12.4M
|