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 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
127+ 0.93% |
$12.3K - $13.8K
|
13.8K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.99KNew |
$193K - $216K
|
1.99K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
178New |
$17.2K - $19.4K
|
178
$17.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-51- 2.2% |
$4.94K - $5.55K
|
2.27K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
185+ 1.65% |
$17.9K - $20.1K
|
11.4K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
1.94KNew |
$188K - $211K
|
1.94K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
75New |
$7.26K - $8.16K
|
75
$7.56K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.04K- 44.13% |
$294K - $331K
|
3.85K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.29KNew |
$416K - $467K
|
4.29K
$433K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-8- 0.15% |
$775 - $870
|
5.51K
$555K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
32New |
$3.1K - $3.48K
|
32
$3.23K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-94- 0.54% |
$9.1K - $10.2K
|
17.3K
$1.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
53New |
$5.13K - $5.76K
|
53
$5.34K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
16.4K+ 33.02% |
$1.59M - $1.79M
|
66.1K
$6.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-22- 0.45% |
$2.13K - $2.39K
|
4.88K
$492K
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3.29KNew |
$319K - $358K
|
3.29K
$332K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-716- 18.15% |
$69.3K - $77.9K
|
3.23K
$326K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-581- 7.21% |
$56.3K - $63.2K
|
7.48K
$754K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-5- 0.03% |
$484 - $544
|
18K
$1.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
960New |
$93K - $104K
|
960
$96.8K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
56+ 1.87% |
$5.42K - $6.09K
|
3.04K
$307K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
7.19K+ 58.12% |
$696K - $782K
|
19.6K
$1.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-7.65K- 13.47% |
$740K - $832K
|
49.1K
$4.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-28- 20.14% |
$2.71K - $3.05K
|
111
$11.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-55- 3.79% |
$5.33K - $5.98K
|
1.4K
$141K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
122New |
$11.8K - $13.3K
|
122
$12.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.4KNew |
$232K - $261K
|
2.4K
$242K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
365New |
$35.3K - $39.7K
|
365
$36.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-965- 8.03% |
$93.5K - $105K
|
11.1K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.86KNew |
$180K - $202K
|
1.86K
$187K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
15.5K+ 49.47% |
$1.5M - $1.68M
|
46.7K
$4.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-68- 8.71% |
$6.59K - $7.4K
|
713
$71.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.06K- 10.71% |
$102K - $115K
|
8.81K
$888K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-202K- 66.99% |
$19.6M - $22M
|
99.6K
$10M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-57- 1.83% |
$5.52K - $6.2K
|
3.06K
$309K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-87- 0.28% |
$8.43K - $9.46K
|
31.2K
$3.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
95+ 2.7% |
$9.2K - $10.3K
|
3.62K
$365K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
49New |
$4.75K - $5.33K
|
49
$4.94K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.41KNew |
$331K - $371K
|
3.41K
$344K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1.09K- 0.84% |
$106K - $119K
|
129K
$13M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-4.21K- 39.72% |
$408K - $458K
|
6.39K
$644K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.18KNew |
$114K - $128K
|
1.18K
$119K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
51New |
$4.94K - $5.55K
|
51
$5.14K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-569- 21.29% |
$55.1K - $61.9K
|
2.1K
$212K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
36KNew |
$3.49M - $3.92M
|
36K
$3.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
819New |
$79.3K - $89.1K
|
819
$82.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1- 0.02% |
$96.8 - $109
|
4.98K
$502K
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.9KNew |
$184K - $207K
|
1.9K
$192K
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
275New |
$26.6K - $29.9K
|
275
$27.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-88- 2.07% |
$8.52K - $9.57K
|
4.17K
$421K
|