Purchases and Sales Made in Q1 2023 in Ishares Msci Eafe Min Vol Fact (EFAV)

EFAV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Msci Eafe Min Vol Fact (EFAV) during Q1 2023. 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, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
6.73K
+ 28.62%
$429K - $455K
30.3K $2.22M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
6.66K
New
$425K - $451K
6.66K $488K
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
6.55K
+ 15.4%
$418K - $443K
49.1K $3.6M
May 15, 2023 Q1 2023
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
6.38K
New
$407K - $432K
6.38K $468K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
6.16K
+ 13.94%
$393K - $416K
50.3K $3.69M
Apr 13, 2023 Q1 2023
Burt Wealth Advisors

BUY
 -
5.85K
+ 2.39%
$373K - $396K
250K $18.3M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
5.79K
+ 7.08%
$369K - $392K
87.6K $6.42M
May 03, 2023 Q1 2023
Monumental Financial Group Inc.

BUY
 -
4.95K
+ 16.51%
$316K - $335K
34.9K $2.56M
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
4.88K
New
$311K - $330K
4.88K $358K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
4.82K
+ 95.46%
$308K - $326K
9.87K $724K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
4.42K
+ 10.31%
$282K - $299K
47.3K $3.47M
May 04, 2023 Q1 2023
Summit Global Investments

Bountiful, UT
BUY
 -
4.34K
New
$277K - $294K
4.34K $319K
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
4.23K
+ 13.85%
$270K - $286K
34.8K $2.55M
May 15, 2023 Q1 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
4.17K
New
$266K - $282K
4.17K $306K
May 15, 2023 Q1 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
3.81K
New
$243K - $258K
3.81K $279K
Apr 10, 2023 Q1 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
3.72K
+ 45.38%
$237K - $252K
11.9K $874K
May 09, 2023 Q1 2023
Y Intercept (Hong Kong) LTD

BUY
 -
3.37K
New
$215K - $228K
3.37K $247K
Apr 14, 2023 Q1 2023
Dakota Wealth Management

BUY
 -
3.28K
New
$209K - $222K
3.28K $240K
Apr 19, 2023 Q1 2023
Shufro Rose & CO LLC

BUY
 -
3.19K
+ 56.19%
$204K - $216K
8.87K $651K
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
3.16K
New
$201K - $214K
3.16K $232K
May 10, 2023 Q1 2023
Brandywine Oak Private Wealth LLC

BUY
 -
3.12K
New
$199K - $211K
3.12K $229K
May 04, 2023 Q1 2023
Peddock Capital Advisors, LLC

BUY
 -
3.09K
New
$197K - $209K
3.09K $226K
Apr 24, 2023 Q1 2023
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
3.08K
New
$197K - $208K
3.08K $226K
Apr 28, 2023 Q1 2023
Horst & Graben Wealth Management LLC

BUY
 -
3.06K
New
$195K - $207K
3.06K $224K
May 08, 2023 Q1 2023
Brown Advisory Inc

BUY
 -
3.06K
New
$195K - $207K
3.06K $224K
May 15, 2023 Q1 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
3.03K
New
$193K - $205K
3.03K $222K
May 15, 2023 Q1 2023
Northcape Wealth Management, LLC

Williamsville, NY
BUY
 -
3.01K
New
$192K - $204K
3.01K $221K
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
2.99K
New
$191K - $202K
2.99K $219K
May 04, 2023 Q1 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
2.98K
New
$190K - $202K
2.98K $219K
May 02, 2023 Q1 2023
V Wealth Advisors LLC

BUY
 -
2.97K
New
$189K - $201K
2.97K $218K
Apr 28, 2023 Q1 2023
Brickley Wealth Management

BUY
 -
2.87K
+ 10.1%
$183K - $194K
31.3K $2.3M
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

BUY
 -
2.63K
+ 28.03%
$168K - $178K
12K $880K
May 02, 2023 Q1 2023
Friedenthal Financial

BUY
 -
2.61K
+ 3.09%
$167K - $177K
87.2K $6.4M
May 09, 2023 Q1 2023
Armbruster Capital Management, Inc.

BUY
 -
2.61K
+ 1.4%
$166K - $176K
189K $13.8M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
2.56K
+ 17.99%
$163K - $173K
16.8K $1.23M
May 15, 2023 Q1 2023
Ima Wealth, Inc.

Wichita, KS
BUY
 -
2.44K
+ 5.38%
$156K - $165K
47.8K $3.5M
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
2.15K
+ 48.53%
$137K - $145K
6.58K $483K
May 12, 2023 Q1 2023
Pointe Capital Management LLC

BUY
 -
2.13K
New
$136K - $144K
2.13K $156K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
2.1K
New
$134K - $142K
2.1K $154K
Apr 19, 2023 Q1 2023
Patriot Investment Management Inc.

BUY
 -
2.01K
+ 23.03%
$128K - $136K
10.8K $789K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
1.77K
+ 722.86%
$113K - $120K
2.02K $148K
Apr 18, 2023 Q1 2023
Vaughan & CO Securities, Inc.

BUY
 -
1.59K
+ 1.31%
$101K - $107K
123K $9.02M
Apr 26, 2023 Q1 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
1.54K
+ 8.72%
$98.2K - $104K
19.2K $1.41M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.49K
New
$95.3K - $101K
1.49K $110K
Apr 14, 2023 Q1 2023
Pinnacle Bancorp, Inc.

BUY
 -
1.45K
+ 34.4%
$92.5K - $98.1K
5.67K $415K
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
1.44K
+ 9.87%
$91.7K - $97.2K
16K $1.17M
May 24, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
1.36K
+ 117.1%
$87K - $92.2K
2.53K $185K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
1.33K
+ 0.76%
$85K - $90.2K
177K $13M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
1.3K
New
$82.9K - $87.9K
1.3K $95.3K

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