Purchases and Sales Made in Q1 2023 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 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 |
---|---|---|---|---|---|---|---|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
1.29K+ 0.84% |
$82.6K - $87.5K
|
156K
$11.3M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.21K+ 40300.0% |
$77.1K - $81.8K
|
1.21K
$88.3K
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.16K+ 3.0% |
$73.8K - $78.3K
|
39.7K
$2.89M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.15KNew |
$73.4K - $77.8K
|
1.15K
$83.7K
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.08K+ 0.98% |
$68.8K - $73K
|
111K
$8.11M
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
955+ 29.92% |
$60.9K - $64.6K
|
4.15K
$302K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
858New |
$54.7K - $58K
|
858
$62.5K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
847+ 3.39% |
$54K - $57.3K
|
25.8K
$1.88M
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
825+ 5.23% |
$52.6K - $55.8K
|
16.6K
$1.21M
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
818+ 1.15% |
$52.2K - $55.3K
|
72.1K
$5.25M
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
803+ 1.61% |
$51.2K - $54.3K
|
50.6K
$3.69M
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
763+ 1.64% |
$48.7K - $51.6K
|
47.3K
$3.44M
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
725+ 1.74% |
$46.3K - $49K
|
42.4K
$3.09M
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
628+ 6.47% |
$40.1K - $42.5K
|
10.3K
$753K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
605New |
$38.6K - $40.9K
|
605
$44.1K
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
599+ 2.04% |
$38.2K - $40.5K
|
29.9K
$2.18M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
579+ 12.24% |
$36.9K - $39.2K
|
5.31K
$387K
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
561+ 1.1% |
$35.8K - $38K
|
51.5K
$3.75M
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
558+ 1.44% |
$35.6K - $37.7K
|
39.2K
$2.86M
|
|
Apr 21, 2023
Q1 2023
|
Family Capital Trust CO
|
BUY
|
- |
515+ 0.29% |
$32.9K - $34.8K
|
178K
$13M
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
494+ 13.24% |
$31.5K - $33.4K
|
4.23K
$308K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
453+ 21.1% |
$28.9K - $30.6K
|
2.6K
$189K
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
389+ 7.29% |
$24.8K - $26.3K
|
5.73K
$417K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
387New |
$24.7K - $26.2K
|
387
$28.2K
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
385+ 18.92% |
$24.6K - $26K
|
2.42K
$176K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
382+ 74.17% |
$24.4K - $25.8K
|
897
$65.3K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
355New |
$22.6K - $24K
|
355
$25.9K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
349+ 1.71% |
$22.3K - $23.6K
|
20.7K
$1.51M
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
327New |
$20.9K - $22.1K
|
327
$23.8K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
288+ 157.38% |
$18.4K - $19.5K
|
471
$34.3K
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
216New |
$13.8K - $14.6K
|
216
$15.7K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
200+ 2.58% |
$12.8K - $13.5K
|
7.95K
$579K
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
186+ 0.93% |
$11.9K - $12.6K
|
20.1K
$1.46M
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
153+ 0.66% |
$9.76K - $10.4K
|
23.5K
$1.71M
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
149+ 113.74% |
$9.51K - $10.1K
|
280
$20.4K
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
145+ 3.76% |
$9.25K - $9.81K
|
4K
$292K
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
140+ 1.57% |
$8.93K - $9.47K
|
9.05K
$659K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
131+ 1.07% |
$8.36K - $8.86K
|
12.4K
$904K
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
129+ 3.22% |
$8.23K - $8.73K
|
4.14K
$301K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
120+ 1333.33% |
$7.66K - $8.12K
|
129
$9.39K
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
115New |
$7.34K - $7.78K
|
115
$8.37K
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
111+ 1.77% |
$7.08K - $7.51K
|
6.39K
$465K
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
102+ 0.25% |
$6.51K - $6.9K
|
40.9K
$2.98M
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
98New |
$6.25K - $6.63K
|
98
$7.14K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
90+ 1.87% |
$5.74K - $6.09K
|
4.9K
$357K
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
87+ 23.32% |
$5.55K - $5.89K
|
460
$33.5K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
83+ 105.06% |
$5.3K - $5.61K
|
162
$11.8K
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
83+ 2.55% |
$5.3K - $5.61K
|
3.33K
$243K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
76+ 4.78% |
$4.85K - $5.14K
|
1.67K
$121K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
74+ 18.64% |
$4.72K - $5.01K
|
471
$34.3K
|