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 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
5.96K+ 44.45% |
$577K - $637K
|
19.4K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
351KNew |
$34M - $37.5M
|
351K
$36.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
2.11KNew |
$204K - $225K
|
2.11K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
13.1KNew |
$1.27M - $1.4M
|
13.1K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
407K+ 8.97% |
$39.4M - $43.5M
|
4.94M
$510M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-18.8K- 61.49% |
$1.83M - $2.01M
|
11.8K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
81.2K+ 192.96% |
$7.87M - $8.68M
|
123K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
7.49K+ 11.89% |
$726K - $801K
|
70.5K
$7.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12.8K+ 3.22% |
$1.24M - $1.36M
|
409K
$42.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
723+ 5.22% |
$70K - $77.3K
|
14.6K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
125+ 5.59% |
$12.1K - $13.4K
|
2.36K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.01K- 0.83% |
$194K - $214K
|
240K
$24.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-1.4K- 2.58% |
$136K - $150K
|
52.9K
$5.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.54KNew |
$245K - $271K
|
2.54K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.77K+ 16.44% |
$171K - $189K
|
12.5K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.26K+ 17.58% |
$800K - $883K
|
55.3K
$5.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.09K- 11.1% |
$106K - $117K
|
8.76K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.74K+ 43.95% |
$169K - $186K
|
5.7K
$588K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.33KNew |
$322K - $356K
|
3.33K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-744K- 89.04% |
$72M - $79.5M
|
91.5K
$9.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.32K+ 22.61% |
$128K - $141K
|
7.17K
$739K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3.33KNew |
$322K - $356K
|
3.33K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.27K+ 3.97% |
$704K - $777K
|
191K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.6% |
$96.8 - $107
|
167
$17.2K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.47K+ 41.94% |
$529K - $584K
|
18.5K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2+ 0.09% |
$194 - $214
|
2.16K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.01K+ 218.31% |
$776K - $857K
|
11.7K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
56+ 1.24% |
$5.42K - $5.99K
|
4.56K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.14K+ 20.21% |
$110K - $121K
|
6.76K
$697K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
171New |
$16.6K - $18.3K
|
171
$17.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.99K- 9.94% |
$193K - $213K
|
18.1K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.94K- 0.76% |
$188K - $207K
|
252K
$26M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
22.5K+ 972.65% |
$2.18M - $2.41M
|
24.9K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
7.07K+ 4.39% |
$685K - $756K
|
168K
$17.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-41- 0.45% |
$3.97K - $4.38K
|
9.01K
$930K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
227+ 18.28% |
$22K - $24.3K
|
1.47K
$151K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
53K+ 250.68% |
$5.13M - $5.66M
|
74.1K
$7.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
18.4K+ 21.09% |
$1.78M - $1.96M
|
105K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.01K- 5.8% |
$485K - $535K
|
81.3K
$8.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
102K+ 13.45% |
$9.87M - $10.9M
|
860K
$88.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-116- 4.97% |
$11.2K - $12.4K
|
2.22K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
1.79K+ 7.36% |
$174K - $192K
|
26.2K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-60- 0.61% |
$5.81K - $6.41K
|
9.79K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
120New |
$11.6K - $12.8K
|
120
$12.4K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-8.84K- 55.64% |
$856K - $945K
|
7.05K
$727K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.99K+ 6.37% |
$289K - $319K
|
49.9K
$5.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
6.95KNew |
$673K - $743K
|
6.95K
$717K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
19New |
$1.84K - $2.03K
|
19
$1.96K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.01K- 4.69% |
$97.6K - $108K
|
20.5K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
55.1KNew |
$5.33M - $5.89M
|
55.1K
$5.68M
|