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 |
---|---|---|---|---|---|---|---|
Apr 26, 2021
Q1 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-110Closed |
$7.8K - $8.21K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-116Closed |
$8.23K - $8.66K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-117Closed |
$8.3K - $8.74K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-119- 0.41% |
$8.44K - $8.89K
|
29.2K
$2.07M
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-124- 4.11% |
$8.79K - $9.26K
|
2.9K
$205K
|
|
May 14, 2021
Q1 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-125- 1.33% |
$8.87K - $9.34K
|
9.27K
$656K
|
|
Apr 19, 2021
Q1 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-130- 3.72% |
$9.22K - $9.71K
|
3.36K
$238K
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-134- 4.39% |
$9.5K - $10K
|
2.92K
$207K
|
|
May 12, 2021
Q1 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-135- 1.93% |
$9.57K - $10.1K
|
6.87K
$486K
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
SELL
|
- |
-135- 0.21% |
$9.57K - $10.1K
|
65.1K
$4.61M
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-154Closed |
$10.9K - $11.5K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-185- 1.36% |
$13.1K - $13.8K
|
13.4K
$948K
|
|
Apr 20, 2021
Q1 2021
|
Pds Planning, Inc
|
SELL
|
- |
-189- 1.89% |
$13.4K - $14.1K
|
9.81K
$695K
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-190- 11.92% |
$13.5K - $14.2K
|
1.4K
$99.4K
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-198- 3.45% |
$14K - $14.8K
|
5.55K
$393K
|
|
May 17, 2021
Q1 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-205- 1.39% |
$14.5K - $15.3K
|
14.5K
$1.03M
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-222- 14.1% |
$15.7K - $16.6K
|
1.35K
$95.8K
|
|
Feb 22, 2022
Q1 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-225- 6.02% |
$16K - $16.8K
|
3.51K
$249K
|
|
May 17, 2021
Q1 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-245- 2.35% |
$17.4K - $18.3K
|
10.2K
$722K
|
|
May 06, 2021
Q1 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-259- 3.94% |
$18.4K - $19.3K
|
6.31K
$447K
|
|
May 11, 2021
Q1 2021
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-263- 3.21% |
$18.7K - $19.6K
|
7.94K
$562K
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-267Closed |
$18.9K - $19.9K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-281- 45.4% |
$19.9K - $21K
|
338
$23.9K
|
|
May 10, 2021
Q1 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-300- 1.96% |
$21.3K - $22.4K
|
15K
$1.06M
|
|
May 07, 2021
Q1 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-300- 1.85% |
$21.3K - $22.4K
|
15.9K
$1.13M
|
|
May 10, 2021
Q1 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-300- 20.69% |
$21.3K - $22.4K
|
1.15K
$81.4K
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-302Closed |
$21.4K - $22.6K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-320- 16.75% |
$22.7K - $23.9K
|
1.59K
$113K
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-327- 7.85% |
$23.2K - $24.4K
|
3.84K
$272K
|
|
Jun 21, 2021
Q1 2021
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-334- 2.0% |
$23.7K - $24.9K
|
16.3K
$1.16M
|
|
Apr 27, 2021
Q1 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-343- 5.88% |
$24.3K - $25.6K
|
5.5K
$389K
|
|
May 13, 2021
Q1 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-349- 11.03% |
$24.8K - $26.1K
|
2.82K
$199K
|
|
May 12, 2021
Q1 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-365- 0.82% |
$25.9K - $27.3K
|
44.2K
$3.13M
|
|
May 07, 2021
Q1 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-366- 4.8% |
$26K - $27.3K
|
7.26K
$514K
|
|
Apr 14, 2021
Q1 2021
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-370Closed |
$26.2K - $27.6K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-373- 10.89% |
$26.5K - $27.9K
|
3.05K
$216K
|
|
May 14, 2021
Q1 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-409- 15.89% |
$29K - $30.5K
|
2.17K
$153K
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-419- 20.64% |
$29.7K - $31.3K
|
1.61K
$114K
|
|
Apr 14, 2021
Q1 2021
|
Private Capital Management LLC
|
SELL
|
- |
-424- 1.98% |
$30.1K - $31.7K
|
21K
$1.49M
|
|
May 04, 2021
Q1 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-429- 15.23% |
$30.4K - $32K
|
2.39K
$169K
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-450Closed |
$31.9K - $33.6K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-469Closed |
$33.3K - $35K
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-486- 1.88% |
$34.5K - $36.3K
|
25.4K
$1.8M
|
|
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-502- 3.32% |
$35.6K - $37.5K
|
14.6K
$1.04M
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-503- 11.25% |
$35.7K - $37.6K
|
3.97K
$281K
|
|
May 13, 2021
Q1 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-530- 10.45% |
$37.6K - $39.6K
|
4.54K
$321K
|
|
Apr 09, 2021
Q1 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-585- 19.69% |
$41.5K - $43.7K
|
2.39K
$169K
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-594- 39.1% |
$42.1K - $44.4K
|
925
$65.5K
|
|
May 07, 2021
Q1 2021
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-600- 15.65% |
$42.6K - $44.8K
|
3.24K
$229K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-609- 0.41% |
$43.2K - $45.5K
|
147K
$10.4M
|