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 14, 2021
Q1 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-668- 18.25% |
$47.4K - $49.9K
|
2.99K
$212K
|
|
May 10, 2021
Q1 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-693- 14.22% |
$49.1K - $51.8K
|
4.18K
$296K
|
|
May 03, 2021
Q1 2021
|
Acg Wealth
|
SELL
|
- |
-698- 8.75% |
$49.5K - $52.1K
|
7.28K
$515K
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
SELL
|
- |
-712- 1.36% |
$50.5K - $53.2K
|
51.5K
$3.65M
|
|
May 19, 2021
Q1 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-753- 2.26% |
$53.4K - $56.2K
|
32.5K
$2.3M
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-789- 3.23% |
$56K - $58.9K
|
23.6K
$1.67M
|
|
May 14, 2021
Q1 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-825- 6.65% |
$58.5K - $61.6K
|
11.6K
$820K
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-843- 17.12% |
$59.8K - $63K
|
4.08K
$289K
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-848Closed |
$60.1K - $63.3K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-890- 73.31% |
$63.1K - $66.5K
|
324
$22.9K
|
|
May 25, 2021
Q1 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-938- 15.26% |
$66.5K - $70K
|
5.21K
$369K
|
|
Apr 28, 2021
Q1 2021
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-948- 0.3% |
$67.2K - $70.8K
|
315K
$22.3M
|
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-965- 3.45% |
$68.4K - $72.1K
|
27K
$1.91M
|
|
May 11, 2021
Q1 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-982- 18.17% |
$69.6K - $73.3K
|
4.42K
$313K
|
|
May 14, 2021
Q1 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-994Closed |
$70.5K - $74.2K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1KClosed |
$71K - $74.8K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Appleton Partners Inc
|
SELL
|
- |
-1.05K- 6.29% |
$74.1K - $78K
|
15.6K
$1.1M
|
|
Apr 20, 2021
Q1 2021
|
First Command Bank
|
SELL
|
- |
-1.07KClosed |
$76K - $80.1K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.07KClosed |
$76K - $80.1K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.14K- 2.58% |
$80.6K - $84.8K
|
42.9K
$3.04M
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.19K- 80.07% |
$84.3K - $88.8K
|
296
$21K
|
|
May 21, 2021
Q1 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.22K- 16.49% |
$86.6K - $91.2K
|
6.18K
$438K
|
|
May 10, 2021
Q1 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.23K- 10.48% |
$87.2K - $91.9K
|
10.5K
$744K
|
|
May 17, 2021
Q1 2021
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-1.27K- 25.76% |
$89.8K - $94.5K
|
3.65K
$258K
|
|
Jan 02, 2024
Q1 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.27K- 23.64% |
$90.4K - $95.1K
|
4.12K
$291K
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.36K- 6.88% |
$96.5K - $102K
|
18.4K
$1.3M
|
|
May 11, 2021
Q1 2021
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.45K- 9.45% |
$103K - $108K
|
13.9K
$982K
|
|
Apr 19, 2021
Q1 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.45K- 28.96% |
$103K - $109K
|
3.56K
$252K
|
|
Apr 13, 2021
Q1 2021
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.48K- 27.98% |
$105K - $111K
|
3.81K
$270K
|
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.53K- 23.69% |
$108K - $114K
|
4.91K
$348K
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.54K- 15.13% |
$109K - $115K
|
8.61K
$610K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.54K- 9.58% |
$109K - $115K
|
14.5K
$1.03M
|
|
May 17, 2021
Q1 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-1.57K- 3.71% |
$111K - $117K
|
40.7K
$2.88M
|
|
Apr 06, 2021
Q1 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.6K- 1.76% |
$113K - $119K
|
89.4K
$6.33M
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.61K- 4.05% |
$114K - $120K
|
38.1K
$2.7M
|
|
May 10, 2021
Q1 2021
|
Friedenthal Financial
|
SELL
|
- |
-1.64K- 2.7% |
$116K - $122K
|
59K
$4.18M
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.74K- 14.42% |
$123K - $130K
|
10.3K
$730K
|
|
May 11, 2021
Q1 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.74K- 75.65% |
$124K - $130K
|
561
$39.7K
|
|
May 17, 2021
Q1 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.75K- 12.29% |
$124K - $131K
|
12.5K
$886K
|
|
Mar 14, 2023
Q1 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.75K- 12.29% |
$124K - $131K
|
12.5K
$886K
|
|
May 06, 2021
Q1 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.76K- 29.09% |
$125K - $131K
|
4.28K
$303K
|
|
May 12, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.79K- 21.26% |
$127K - $134K
|
6.64K
$470K
|
|
May 12, 2021
Q1 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-1.8K- 1.68% |
$128K - $134K
|
105K
$7.45M
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.84K- 3.55% |
$130K - $137K
|
49.9K
$3.53M
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Inc
|
SELL
|
- |
-1.95K- 7.52% |
$138K - $146K
|
24K
$1.7M
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.95KClosed |
$139K - $146K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.96KClosed |
$139K - $146K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-1.96K- 5.19% |
$139K - $146K
|
35.8K
$2.53M
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.98K- 4.15% |
$140K - $148K
|
45.6K
$3.23M
|
|
Apr 14, 2021
Q1 2021
|
Moneywise, Inc.
|
SELL
|
- |
-2.02K- 28.31% |
$143K - $151K
|
5.11K
$362K
|