Purchases and Sales Made in Q1 2022 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 2022. 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 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.92K+ 11.52% |
$604K - $683K
|
86.3K
$6.29M
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
8.42KNew |
$570K - $645K
|
8.42K
$613K
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.36KNew |
$566K - $641K
|
8.36K
$609K
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
8.04K+ 130.53% |
$545K - $616K
|
14.2K
$1.03M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.79KNew |
$528K - $597K
|
7.79K
$567K
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
BUY
|
- |
6.86KNew |
$465K - $526K
|
6.86K
$500K
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.64KNew |
$450K - $509K
|
6.64K
$484K
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
6.52K+ 3.23% |
$442K - $500K
|
208K
$15.2M
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6.28K+ 1.74% |
$425K - $481K
|
367K
$26.7M
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6.08K+ 6.2% |
$412K - $466K
|
104K
$7.59M
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.98K+ 1.81% |
$405K - $459K
|
336K
$24.4M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
5.93K+ 2.05% |
$401K - $454K
|
295K
$21.5M
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.72K+ 19.49% |
$388K - $439K
|
35.1K
$2.56M
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.45K+ 0.33% |
$369K - $417K
|
1.64M
$120M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.96K+ 8.73% |
$336K - $380K
|
61.8K
$4.5M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.93K+ 1.45% |
$334K - $378K
|
346K
$25.2M
|
|
May 12, 2022
Q1 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
4.66K+ 4.05% |
$315K - $357K
|
120K
$8.72M
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
4.54KNew |
$307K - $348K
|
4.54K
$331K
|
|
Apr 14, 2022
Q1 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
4.22K+ 17.73% |
$286K - $324K
|
28K
$2.04M
|
|
Apr 18, 2022
Q1 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
4.22KNew |
$286K - $324K
|
4.22K
$307K
|
|
May 11, 2022
Q1 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
4.15K+ 26.7% |
$281K - $318K
|
19.7K
$1.43M
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.14KNew |
$280K - $317K
|
4.14K
$301K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.02K+ 21.96% |
$272K - $308K
|
22.3K
$1.62M
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.81KNew |
$258K - $292K
|
3.81K
$277K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.76K+ 1.29% |
$254K - $288K
|
296K
$21.6M
|
|
Apr 22, 2022
Q1 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.57K+ 8.25% |
$242K - $274K
|
46.9K
$3.41M
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
3.51K+ 3.07% |
$238K - $269K
|
118K
$8.6M
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.38K+ 15.17% |
$229K - $259K
|
25.7K
$1.87M
|
|
May 19, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.24KNew |
$219K - $248K
|
3.24K
$236K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.23K+ 10.81% |
$219K - $248K
|
33.1K
$2.41M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
3.23K+ 27.12% |
$219K - $248K
|
15.1K
$1.1M
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.23K+ 44.79% |
$218K - $247K
|
10.4K
$759K
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.22K+ 7.63% |
$218K - $247K
|
45.5K
$3.31M
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.22K+ 7.63% |
$218K - $247K
|
45.5K
$3.31M
|
|
Apr 22, 2022
Q1 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
3.21K+ 8.68% |
$218K - $246K
|
40.2K
$2.93M
|
|
May 10, 2022
Q1 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
3.08K+ 0.39% |
$209K - $236K
|
794K
$57.8M
|
|
Apr 21, 2022
Q1 2022
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
2.97K+ 2.55% |
$201K - $228K
|
120K
$8.7M
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
2.91K+ 2.48% |
$197K - $223K
|
120K
$8.77M
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
2.84K+ 7.0% |
$192K - $217K
|
43.4K
$3.16M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.72K+ 24.64% |
$184K - $208K
|
13.7K
$1M
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.58K+ 55.49% |
$175K - $198K
|
7.22K
$526K
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2.39K+ 1.06% |
$162K - $183K
|
227K
$16.5M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.24K+ 2.69% |
$152K - $172K
|
85.5K
$6.23M
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
2.21K+ 2.18% |
$149K - $169K
|
103K
$7.53M
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.09K+ 5.11% |
$142K - $160K
|
43K
$3.13M
|
|
Apr 12, 2022
Q1 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
2.04K+ 1.07% |
$138K - $156K
|
192K
$14M
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.99K+ 4.06% |
$135K - $152K
|
50.9K
$3.71M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.95K+ 3.64% |
$132K - $149K
|
55.5K
$4.04M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.78K+ 1.65% |
$120K - $136K
|
109K
$7.94M
|
|
Apr 08, 2022
Q1 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.77K+ 2.52% |
$120K - $136K
|
71.9K
$5.24M
|