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 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.32K- 2.71% |
$157K - $178K
|
83.2K
$6.06M
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-2.37K- 7.86% |
$160K - $181K
|
27.7K
$2.02M
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-2.38K- 18.66% |
$161K - $183K
|
10.4K
$756K
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.39K- 5.95% |
$162K - $183K
|
37.8K
$2.75M
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-2.45K- 16.97% |
$166K - $188K
|
12K
$873K
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.52K- 7.41% |
$170K - $193K
|
31.5K
$2.29M
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-2.61KClosed |
$177K - $200K
|
0
$0
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.68K- 32.06% |
$181K - $205K
|
5.68K
$413K
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-2.71KClosed |
$183K - $207K
|
0
$0
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.72KClosed |
$184K - $208K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-2.72KClosed |
$184K - $208K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.72K- 8.92% |
$184K - $209K
|
27.8K
$2.02M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.72K- 9.16% |
$184K - $209K
|
27K
$1.97M
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.74K- 43.71% |
$185K - $210K
|
3.53K
$257K
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.74KClosed |
$186K - $210K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.75KClosed |
$186K - $211K
|
0
$0
|
|
May 19, 2022
Q1 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-2.83K- 27.17% |
$191K - $217K
|
7.58K
$552K
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.84K- 19.9% |
$192K - $218K
|
11.4K
$832K
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-2.87K- 2.14% |
$194K - $220K
|
131K
$9.53M
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.92K- 23.24% |
$198K - $224K
|
9.64K
$702K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.95K- 0.94% |
$200K - $226K
|
310K
$22.6M
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.96KClosed |
$200K - $227K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-2.99KClosed |
$202K - $229K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.05KClosed |
$207K - $234K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.06KClosed |
$207K - $235K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-3.09K- 29.65% |
$209K - $237K
|
7.33K
$534K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.12K- 7.28% |
$211K - $239K
|
39.7K
$2.89M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.13KClosed |
$212K - $240K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.15K- 5.85% |
$213K - $241K
|
50.7K
$3.69M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.15K- 1.78% |
$213K - $241K
|
174K
$12.7M
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.23K- 10.47% |
$219K - $248K
|
27.6K
$2.01M
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.28KClosed |
$222K - $251K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-3.29KClosed |
$223K - $252K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-3.3KClosed |
$223K - $253K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-3.31K- 3.67% |
$224K - $254K
|
86.9K
$6.33M
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-3.35K- 13.18% |
$227K - $257K
|
22.1K
$1.61M
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.49KClosed |
$237K - $268K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
SELL
|
- |
-3.54K- 20.13% |
$240K - $271K
|
14K
$1.02M
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.59K- 36.52% |
$243K - $275K
|
6.23K
$454K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.59K- 37.12% |
$243K - $275K
|
6.09K
$443K
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.63KClosed |
$246K - $278K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.76K- 4.38% |
$255K - $288K
|
82.2K
$5.98M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.79K- 3.48% |
$257K - $291K
|
105K
$7.65M
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3.79K- 43.64% |
$257K - $291K
|
4.9K
$357K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.81K- 30.16% |
$258K - $292K
|
8.82K
$642K
|
|
Apr 19, 2022
Q1 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-3.81KClosed |
$258K - $292K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-3.84KClosed |
$260K - $294K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-3.87KClosed |
$262K - $297K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.98K- 52.1% |
$270K - $305K
|
3.66K
$267K
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.01KClosed |
$271K - $307K
|
0
$0
|