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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-647- 0.38% |
$41.3K - $43.8K
|
168K
$12.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-667- 66.77% |
$42.6K - $45.1K
|
332
$24.2K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-678- 5.15% |
$43.3K - $45.9K
|
12.5K
$909K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-717- 81.57% |
$45.7K - $48.5K
|
162
$11.8K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-722- 2.31% |
$46.1K - $48.8K
|
30.5K
$2.22M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-722- 2.31% |
$46.1K - $48.8K
|
30.5K
$2.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-747- 58.5% |
$47.7K - $50.5K
|
530
$38.6K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-777- 2.03% |
$49.6K - $52.6K
|
37.5K
$2.73M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-783- 2.9% |
$50K - $53K
|
26.2K
$1.91M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-785- 1.55% |
$50.1K - $53.1K
|
49.7K
$3.62M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-801- 0.68% |
$51.1K - $54.2K
|
117K
$8.55M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-835- 0.59% |
$53.3K - $56.5K
|
141K
$10.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-848- 31.94% |
$54.1K - $57.4K
|
1.81K
$132K
|
|
|
May 15, 2023
Q1 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-853- 2.6% |
$54.4K - $57.7K
|
32K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-861- 8.14% |
$54.9K - $58.2K
|
9.72K
$708K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-870- 13.84% |
$55.5K - $58.9K
|
5.42K
$394K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-929- 6.61% |
$59.3K - $62.8K
|
13.1K
$955K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-936- 3.97% |
$59.7K - $63.3K
|
22.6K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-985- 8.95% |
$62.8K - $66.6K
|
10K
$730K
|
|
|
Apr 17, 2023
Q1 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1K- 2.08% |
$64.1K - $67.9K
|
47.2K
$3.43M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.05K- 4.15% |
$66.9K - $71K
|
24.2K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-1.06K- 24.91% |
$67.4K - $71.4K
|
3.18K
$232K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.07K- 22.05% |
$68K - $72.1K
|
3.77K
$274K
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.12K- 10.5% |
$71.2K - $75.5K
|
9.52K
$693K
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.12K- 7.0% |
$71.5K - $75.8K
|
14.9K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.14K- 4.22% |
$72.7K - $77.1K
|
25.8K
$1.88M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.18K- 4.53% |
$75.3K - $79.8K
|
24.9K
$1.81M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.19K- 7.96% |
$75.6K - $80.2K
|
13.7K
$998K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.21K- 10.63% |
$77.3K - $81.9K
|
10.2K
$741K
|
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.23K- 16.95% |
$78.3K - $83K
|
6.01K
$438K
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
SELL
|
- |
-1.23K- 14.45% |
$78.4K - $83.1K
|
7.27K
$530K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.23K- 7.67% |
$78.4K - $83.1K
|
14.8K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.3K- 4.37% |
$82.6K - $87.6K
|
28.3K
$2.06M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.38K- 27.81% |
$87.9K - $93.2K
|
3.58K
$260K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.46K- 55.59% |
$93K - $98.6K
|
1.16K
$84.8K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.53K- 3.99% |
$97.5K - $103K
|
36.7K
$2.68M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.55K- 1.03% |
$99.1K - $105K
|
149K
$10.9M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.58K- 11.29% |
$101K - $107K
|
12.4K
$906K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.74K- 24.4% |
$111K - $118K
|
5.38K
$392K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.84K- 3.17% |
$118K - $125K
|
56.4K
$4.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.97K- 9.54% |
$126K - $133K
|
18.7K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2K- 5.31% |
$128K - $136K
|
35.7K
$2.6M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.08K- 26.27% |
$133K - $141K
|
5.83K
$425K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.1K- 25.19% |
$134K - $142K
|
6.24K
$454K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.15K- 3.53% |
$137K - $146K
|
58.8K
$4.28M
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-2.25K- 14.55% |
$143K - $152K
|
13.2K
$960K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.35K- 76.16% |
$150K - $159K
|
735
$53.5K
|
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-2.4K- 2.8% |
$153K - $162K
|
83.4K
$6.07M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.52K- 6.3% |
$161K - $170K
|
37.5K
$2.73M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.55K- 8.49% |
$163K - $173K
|
27.5K
$2M
|