Purchases and Sales Made in Q1 2021 in Ishares Msci Eafe Min Vol Fact (EFAV)
This table provides information about the institutional ownership of Ishares Msci Eafe Min Vol Fact (EFAV) during Q1 2021. The information is specifically focused on institutions that hold shares of ISHARES MSCI EAFE MIN VOL FACT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
882K+ 960.12% |
$62.5M - $65.8M
|
973K
$68.6M
|
|
|
Mar 23, 2023
Q1 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
773K+ 21.0% |
$54.8M - $57.7M
|
4.45M
$314M
|
|
|
May 14, 2021
Q1 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
741KNew |
$52.6M - $55.4M
|
741K
$52.3M
|
|
|
Jan 09, 2024
Q1 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
361K+ 7199.24% |
$25.6M - $27M
|
366K
$25.8M
|
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
197K+ 161.75% |
$14M - $14.7M
|
319K
$22.5M
|
|
|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
168K+ 11.65% |
$11.9M - $12.5M
|
1.61M
$113M
|
|
|
May 12, 2021
Q1 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
150K+ 66.31% |
$10.6M - $11.2M
|
376K
$26.5M
|
|
|
Apr 13, 2021
Q1 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
116K+ 99.17% |
$8.24M - $8.68M
|
233K
$16.5M
|
|
|
Apr 29, 2021
Q1 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
84.1K+ 20.57% |
$5.97M - $6.28M
|
493K
$34.8M
|
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
74.9K+ 18.13% |
$5.31M - $5.59M
|
488K
$34.4M
|
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
57.1KNew |
$4.05M - $4.27M
|
57.1K
$4.03M
|
|
|
May 10, 2021
Q1 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
53.2KNew |
$3.77M - $3.97M
|
53.2K
$3.75M
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.6K+ 126.05% |
$3.59M - $3.78M
|
90.8K
$6.4M
|
|
|
Jan 27, 2022
Q1 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
49.8KNew |
$3.53M - $3.72M
|
49.8K
$3.51M
|
|
|
Apr 19, 2021
Q1 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
44KNew |
$3.12M - $3.29M
|
44K
$3.1M
|
|
|
Jun 08, 2021
Q1 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
43.1KNew |
$3.06M - $3.22M
|
43.1K
$3.04M
|
|
|
May 14, 2021
Q1 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
41.8K+ 59.68% |
$2.96M - $3.12M
|
112K
$7.88M
|
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
40.2K+ 56.39% |
$2.85M - $3M
|
111K
$7.86M
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38.4K+ 13.6% |
$2.72M - $2.87M
|
321K
$22.6M
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
37.8KNew |
$2.68M - $2.82M
|
37.8K
$2.66M
|
|
|
May 10, 2021
Q1 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
35.8K+ 3.39% |
$2.54M - $2.67M
|
1.09M
$77M
|
|
|
Apr 12, 2021
Q1 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
27.8KNew |
$1.97M - $2.08M
|
27.8K
$1.96M
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
24.4K+ 62.0% |
$1.73M - $1.82M
|
63.7K
$4.49M
|
|
|
May 06, 2021
Q1 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
24.3K+ 3.1% |
$1.73M - $1.82M
|
810K
$57.1M
|
|
|
Apr 28, 2021
Q1 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
22.9K+ 6.71% |
$1.62M - $1.71M
|
364K
$25.6M
|
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
19.7K+ 18.42% |
$1.39M - $1.47M
|
126K
$8.91M
|
|
|
May 13, 2021
Q1 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
19.4K+ 1403.91% |
$1.37M - $1.45M
|
20.8K
$1.46M
|
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18.9K+ 4180.09% |
$1.34M - $1.41M
|
19.3K
$1.36M
|
|
|
Apr 16, 2021
Q1 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
17.5K+ 3.75% |
$1.24M - $1.31M
|
485K
$34.2M
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16.7K+ 21.41% |
$1.18M - $1.24M
|
94.5K
$6.66M
|
|
|
Apr 14, 2021
Q1 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
15.1K+ 17.75% |
$1.07M - $1.13M
|
100K
$7.07M
|
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.3K+ 26.47% |
$1.01M - $1.07M
|
68.2K
$4.81M
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
BUY
|
- |
11.1K+ 2.32% |
$786K - $828K
|
489K
$34.5M
|
|
|
May 14, 2021
Q1 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10.4KNew |
$734K - $773K
|
10.4K
$730K
|
|
|
May 28, 2021
Q1 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 10.54% |
$715K - $753K
|
106K
$7.46M
|
|
|
Mar 28, 2023
Q1 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
9.8K+ 16.91% |
$695K - $732K
|
67.8K
$4.78M
|
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
9.55K+ 110.29% |
$677K - $713K
|
18.2K
$1.28M
|
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
BUY
|
- |
9.02KNew |
$640K - $674K
|
9.02K
$636K
|
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.84K+ 11.69% |
$627K - $660K
|
84.5K
$5.96M
|
|
|
May 14, 2021
Q1 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
8.28K+ 20.8% |
$587K - $618K
|
48.1K
$3.39M
|
|
|
May 14, 2021
Q1 2021
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
8.24K+ 9.4% |
$584K - $615K
|
95.9K
$6.76M
|
|
|
Sep 10, 2024
Q1 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.16K+ 4.84% |
$578K - $609K
|
177K
$12.5M
|
|
|
May 14, 2021
Q1 2021
|
Monumental Financial Group Inc.
|
BUY
|
- |
7.98KNew |
$566K - $596K
|
7.98K
$563K
|
|
|
Apr 29, 2021
Q1 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
7.75K+ 4.88% |
$550K - $579K
|
167K
$11.7M
|
|
|
Apr 23, 2021
Q1 2021
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
7.69K+ 15.71% |
$545K - $574K
|
56.6K
$3.99M
|
|
|
May 17, 2021
Q1 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
7.58K+ 12.91% |
$538K - $566K
|
66.3K
$4.67M
|
|
|
May 05, 2021
Q1 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
7.15K+ 21.85% |
$507K - $534K
|
39.9K
$2.81M
|
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.11KNew |
$504K - $531K
|
7.11K
$501K
|
|
|
May 05, 2021
Q1 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7.06K+ 125.94% |
$501K - $528K
|
12.7K
$893K
|
|
|
May 07, 2021
Q1 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
7.01K+ 3.45% |
$497K - $524K
|
210K
$14.8M
|