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
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.54K+ 23.22% |
$109K - $115K
|
8.18K
$579K
|
|
|
Apr 07, 2021
Q1 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.52K+ 8.01% |
$108K - $113K
|
20.5K
$1.45M
|
|
|
Apr 15, 2021
Q1 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
1.42K+ 7.13% |
$101K - $106K
|
21.4K
$1.51M
|
|
|
May 14, 2021
Q1 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.41K+ 6.49% |
$100K - $105K
|
23.1K
$1.64M
|
|
|
Apr 15, 2021
Q1 2021
|
G&S Capital LLC
|
BUY
|
- |
1.4K+ 7.77% |
$99.3K - $105K
|
19.4K
$1.37M
|
|
|
May 13, 2021
Q1 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.35K+ 3.66% |
$95.8K - $101K
|
38.3K
$2.71M
|
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.34K+ 4.91% |
$95K - $100K
|
28.6K
$2.03M
|
|
|
May 27, 2021
Q1 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.26K+ 5.32% |
$89.3K - $94K
|
24.9K
$1.77M
|
|
|
Apr 21, 2021
Q1 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.22KNew |
$86.2K - $90.8K
|
1.22K
$86.1K
|
|
|
May 14, 2021
Q1 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.13K+ 3.28% |
$80.4K - $84.7K
|
35.7K
$2.53M
|
|
|
May 17, 2021
Q1 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.13K+ 41.35% |
$80.1K - $84.4K
|
3.86K
$274K
|
|
|
May 17, 2021
Q1 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.1K+ 4.62% |
$77.8K - $81.9K
|
24.9K
$1.76M
|
|
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.05K+ 3.34% |
$74.2K - $78.1K
|
32.4K
$2.29M
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.05K+ 10.02% |
$74.2K - $78.1K
|
11.5K
$813K
|
|
|
May 14, 2021
Q1 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
997+ 14.39% |
$70.7K - $74.5K
|
7.93K
$561K
|
|
|
May 13, 2021
Q1 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
931+ 0.95% |
$66K - $69.5K
|
99.3K
$7.03M
|
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
914+ 19.8% |
$64.8K - $68.3K
|
5.53K
$392K
|
|
|
Apr 12, 2021
Q1 2021
|
Courier Capital LLC
|
BUY
|
- |
898+ 2.76% |
$63.7K - $67.1K
|
33.4K
$2.36M
|
|
|
Apr 13, 2021
Q1 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
874+ 11.81% |
$62K - $65.3K
|
8.28K
$586K
|
|
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
724+ 5.62% |
$51.3K - $54.1K
|
13.6K
$964K
|
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
702+ 2.42% |
$49.8K - $52.4K
|
29.7K
$2.11M
|
|
|
May 13, 2021
Q1 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
690+ 0.52% |
$48.9K - $51.5K
|
132K
$9.38M
|
|
|
Apr 19, 2021
Q1 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
647+ 12.12% |
$45.9K - $48.3K
|
5.98K
$424K
|
|
|
Apr 15, 2021
Q1 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
622+ 0.27% |
$44.1K - $46.5K
|
232K
$16.4M
|
|
|
May 17, 2021
Q1 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
621+ 0.25% |
$44K - $46.4K
|
250K
$17.7M
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
606+ 13.4% |
$43K - $45.3K
|
5.13K
$363K
|
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
594+ 2.84% |
$42.1K - $44.4K
|
21.5K
$1.52M
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
576+ 0.29% |
$40.8K - $43K
|
203K
$14.3M
|
|
|
May 04, 2021
Q1 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
516+ 3.5% |
$36.6K - $38.5K
|
15.3K
$1.08M
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
509New |
$36.1K - $38K
|
509
$36K
|
|
|
May 13, 2021
Q1 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
500New |
$35.5K - $37.3K
|
500
$35.4K
|
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
476+ 52.37% |
$33.8K - $35.5K
|
1.39K
$98.1K
|
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
452New |
$32.1K - $33.8K
|
452
$32K
|
|
|
Apr 26, 2021
Q1 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
405New |
$28.7K - $30.2K
|
405
$28.7K
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
370New |
$26.2K - $27.6K
|
370
$26.2K
|
|
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
330+ 1.03% |
$23.4K - $24.6K
|
32.4K
$2.29M
|
|
|
Aug 11, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
299+ 4.51% |
$21.2K - $22.3K
|
6.93K
$491K
|
|
|
Apr 16, 2021
Q1 2021
|
Hya Advisors, Inc
|
BUY
|
- |
295+ 0.53% |
$20.9K - $22K
|
55.8K
$3.95M
|
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
288New |
$20.4K - $21.5K
|
288
$20.4K
|
|
|
Apr 14, 2021
Q1 2021
|
Cva Family Office, LLC
|
BUY
|
- |
275+ 0.47% |
$19.5K - $20.5K
|
59.3K
$4.2M
|
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
BUY
|
- |
254New |
$18K - $19K
|
254
$18K
|
|
|
May 17, 2021
Q1 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
251New |
$17.8K - $18.7K
|
251
$17.8K
|
|
|
Apr 14, 2021
Q1 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
250New |
$17.7K - $18.7K
|
250
$17.7K
|
|
|
May 06, 2021
Q1 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
242+ 2.68% |
$17.2K - $18.1K
|
9.27K
$657K
|
|
|
May 13, 2021
Q1 2021
|
Ckw Financial Group
|
BUY
|
- |
226+ 151.68% |
$16K - $16.9K
|
375
$26.6K
|
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
218+ 0.76% |
$15.5K - $16.3K
|
29K
$2.05M
|
|
|
May 10, 2021
Q1 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
209New |
$14.8K - $15.6K
|
209
$14.8K
|
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
BUY
|
- |
155New |
$11K - $11.6K
|
155
$11K
|
|
|
Nov 12, 2021
Q1 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
153+ 2.02% |
$10.9K - $11.4K
|
7.73K
$548K
|
|
|
Jun 25, 2021
Q1 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
145+ 3.17% |
$10.3K - $10.8K
|
4.72K
$334K
|