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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$8.25K - $9.7K
|
100
$10.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-715- 16.63% |
$59K - $69.3K
|
3.59K
$365K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
308+ 11.05% |
$25.4K - $29.9K
|
3.1K
$315K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
6New |
$495 - $582
|
6
$611
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-56- 93.33% |
$4.62K - $5.43K
|
4
$407
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
371New |
$30.6K - $36K
|
371
$37.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
237New |
$19.6K - $23K
|
237
$24.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-141K- 26.5% |
$11.6M - $13.7M
|
391K
$39.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.18K+ 8.49% |
$180K - $211K
|
27.8K
$2.83M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.29K+ 17.81% |
$272K - $319K
|
21.8K
$2.22M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-200- 3.28% |
$16.5K - $19.4K
|
5.91K
$601K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-2.47K- 4.03% |
$204K - $239K
|
58.9K
$5.99M
|
|
| Q3 2023 | |||||||
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.27KClosed |
$194K - $221K
|
0
$0
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
438+ 695.24% |
$37.5K - $42.7K
|
501
$51K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-83Closed |
$7.1K - $8.08K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-4.59K- 48.41% |
$392K - $447K
|
4.89K
$498K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-44K- 13.01% |
$3.77M - $4.29M
|
294K
$30M
|
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1- 0.02% |
$85.6 - $97.4
|
4.62K
$470K
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.13K- 9.37% |
$96.4K - $110K
|
10.9K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
127New |
$10.9K - $12.4K
|
127
$12.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.46K+ 1.14% |
$211K - $240K
|
218K
$22.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
587+ 3.15% |
$50.2K - $57.2K
|
19.2K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
157New |
$13.4K - $15.3K
|
157
$16K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-14.5K- 61.4% |
$1.24M - $1.41M
|
9.11K
$927K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-96.7KClosed |
$8.28M - $9.42M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
37.1KNew |
$3.17M - $3.61M
|
37.1K
$3.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
21New |
$1.8K - $2.05K
|
21
$2.14K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100New |
$8.56K - $9.74K
|
100
$10.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
26.6KNew |
$2.28M - $2.59M
|
26.6K
$2.71M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-64K- 15.36% |
$5.47M - $6.23M
|
352K
$35.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.66K- 92.81% |
$227K - $259K
|
206
$21K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-17- 0.7% |
$1.45K - $1.66K
|
2.43K
$247K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
18.1KNew |
$1.55M - $1.77M
|
18.1K
$1.85M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
67New |
$5.73K - $6.53K
|
67
$6.82K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-38- 65.52% |
$3.25K - $3.7K
|
20
$2.04K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
11.4K+ 3.54% |
$977K - $1.11M
|
334K
$34M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-28K- 23.45% |
$2.39M - $2.73M
|
91.4K
$9.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
300New |
$25.7K - $29.2K
|
300
$30.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
12.3K+ 337.36% |
$1.06M - $1.2M
|
16K
$1.63M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
1.18K+ 28.93% |
$101K - $115K
|
5.25K
$535K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
943New |
$80.7K - $91.8K
|
943
$96K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-19- 14.73% |
$1.63K - $1.85K
|
110
$11.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
28New |
$2.4K - $2.73K
|
28
$2.85K
|
|
|
Oct 19, 2023
Q3 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
2.36KNew |
$202K - $230K
|
2.36K
$241K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
2.41KNew |
$206K - $234K
|
2.41K
$245K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-59- 57.84% |
$5.05K - $5.75K
|
43
$4.38K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
15New |
$1.28K - $1.46K
|
15
$1.53K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-223- 77.97% |
$19.1K - $21.7K
|
63
$6.41K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
79New |
$6.76K - $7.69K
|
79
$8.04K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-13.2KClosed |
$1.23M - $1.28M
|
0
$0
|
|