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 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.33K+ 70.79% |
$449K - $473K
|
15.3K
$1.08M
|
|
|
Apr 29, 2021
Q1 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
6.27K+ 10.48% |
$445K - $469K
|
66.1K
$4.68M
|
|
|
May 06, 2021
Q1 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.25KNew |
$443K - $467K
|
6.25K
$442K
|
|
|
May 05, 2021
Q1 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.23K+ 16.42% |
$442K - $465K
|
44.2K
$3.13M
|
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.52K+ 3.53% |
$392K - $413K
|
162K
$11.5M
|
|
|
May 12, 2021
Q1 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
5.47KNew |
$388K - $408K
|
5.47K
$387K
|
|
|
May 11, 2021
Q1 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.35K+ 0.86% |
$379K - $400K
|
629K
$44.5M
|
|
|
May 17, 2021
Q1 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.15K+ 95.87% |
$365K - $385K
|
10.5K
$745K
|
|
|
Apr 26, 2021
Q1 2021
|
Hardy Reed LLC
|
BUY
|
- |
5.05K+ 12.0% |
$358K - $377K
|
47.1K
$3.34M
|
|
|
May 13, 2021
Q1 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.72K+ 79.18% |
$335K - $353K
|
10.7K
$757K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.62K+ 2.65% |
$328K - $345K
|
179K
$12.7M
|
|
|
Apr 13, 2021
Q1 2021
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
4.61K+ 0.64% |
$327K - $344K
|
729K
$51.6M
|
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.49KNew |
$319K - $336K
|
4.49K
$318K
|
|
|
Apr 14, 2021
Q1 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.48K+ 59.24% |
$318K - $335K
|
12K
$853K
|
|
|
Apr 29, 2021
Q1 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.42K+ 3.26% |
$313K - $330K
|
140K
$9.9M
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.34K+ 2.83% |
$307K - $324K
|
158K
$11.2M
|
|
|
May 14, 2021
Q1 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
4.27KNew |
$303K - $319K
|
4.27K
$302K
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.2K+ 14.06% |
$298K - $314K
|
34.1K
$2.41M
|
|
|
Apr 27, 2021
Q1 2021
|
Ledyard National Bank
|
BUY
|
- |
4.18K+ 11.68% |
$296K - $312K
|
40K
$2.83M
|
|
|
May 14, 2021
Q1 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4.13K+ 9.23% |
$293K - $308K
|
48.8K
$3.46M
|
|
|
May 11, 2021
Q1 2021
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
3.8KNew |
$269K - $283K
|
3.8K
$269K
|
|
|
May 05, 2021
Q1 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.71K+ 2.46% |
$263K - $277K
|
154K
$10.9M
|
|
|
May 05, 2021
Q1 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
3.61K+ 2.53% |
$256K - $269K
|
146K
$10.3M
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.52K+ 158.35% |
$249K - $263K
|
5.74K
$406K
|
|
|
May 03, 2021
Q1 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
3.29K+ 1.88% |
$234K - $246K
|
179K
$12.7M
|
|
|
May 17, 2021
Q1 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.23K+ 44.51% |
$229K - $241K
|
10.5K
$741K
|
|
|
May 04, 2021
Q1 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
3.08KNew |
$218K - $230K
|
3.08K
$218K
|
|
|
Apr 23, 2021
Q1 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.97K+ 2.15% |
$211K - $222K
|
141K
$10M
|
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.89K+ 10.03% |
$205K - $216K
|
31.7K
$2.24M
|
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.82K+ 7.24% |
$200K - $210K
|
41.7K
$2.95M
|
|
|
Apr 09, 2021
Q1 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
2.74K+ 1.73% |
$194K - $204K
|
161K
$11.4M
|
|
|
Apr 30, 2021
Q1 2021
|
Family Capital Trust CO
|
BUY
|
- |
2.71K+ 1.69% |
$192K - $202K
|
164K
$11.6M
|
|
|
Apr 09, 2021
Q1 2021
|
Family Legacy, Inc.
|
BUY
|
- |
2.69K+ 6.61% |
$191K - $201K
|
43.4K
$3.07M
|
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.67KNew |
$189K - $199K
|
2.67K
$189K
|
|
|
Apr 15, 2021
Q1 2021
|
Apella Capital, LLC
|
BUY
|
- |
2.62K+ 16.35% |
$186K - $196K
|
18.6K
$1.32M
|
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.43K+ 27.04% |
$172K - $182K
|
11.4K
$809K
|
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.17K+ 67.66% |
$154K - $162K
|
5.39K
$381K
|
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
2.17K+ 35.98% |
$154K - $162K
|
8.19K
$580K
|
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
BUY
|
- |
2.12K+ 48.32% |
$150K - $158K
|
6.51K
$461K
|
|
|
May 06, 2021
Q1 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
2.11K+ 6.82% |
$150K - $158K
|
33.1K
$2.34M
|
|
|
May 14, 2021
Q1 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.1K+ 24.17% |
$149K - $157K
|
10.8K
$764K
|
|
|
May 17, 2021
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.03K+ 3.14% |
$144K - $152K
|
66.7K
$4.72M
|
|
|
Jan 27, 2023
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.03K+ 3.14% |
$144K - $152K
|
66.7K
$4.72M
|
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.94K+ 45.64% |
$138K - $145K
|
6.2K
$439K
|
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.93K+ 5.2% |
$137K - $144K
|
39K
$2.76M
|
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.83K+ 5.54% |
$130K - $137K
|
34.9K
$2.47M
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.81K+ 77.35% |
$128K - $135K
|
4.14K
$293K
|
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.59K+ 0.9% |
$113K - $119K
|
178K
$12.6M
|
|
|
May 13, 2021
Q1 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.59K+ 13.15% |
$113K - $119K
|
13.7K
$968K
|
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.55K+ 11.83% |
$110K - $116K
|
14.6K
$1.04M
|