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
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.68K- 11.36% |
$171K - $181K
|
20.9K
$1.52M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.73K- 2.68% |
$174K - $185K
|
99.3K
$7.23M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.8K- 1.13% |
$178K - $189K
|
244K
$17.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-2.9K- 2.66% |
$185K - $196K
|
106K
$7.72M
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-2.95K- 25.0% |
$188K - $200K
|
8.86K
$645K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-2.99K- 87.93% |
$191K - $203K
|
411
$29.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.24K- 4.17% |
$207K - $219K
|
74.4K
$5.42M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-3.46K- 39.07% |
$221K - $234K
|
5.39K
$393K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.48K- 5.95% |
$222K - $235K
|
54.9K
$4M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.51K- 19.8% |
$224K - $237K
|
14.2K
$1.03M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-3.51K- 15.14% |
$224K - $238K
|
19.7K
$1.43M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.55K- 3.03% |
$226K - $240K
|
113K
$8.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-3.61K- 99.67% |
$230K - $244K
|
12
$874
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-3.62KClosed |
$231K - $245K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.77K- 17.98% |
$241K - $255K
|
17.2K
$1.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4.27K- 11.77% |
$272K - $289K
|
32K
$2.33M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.35K- 97.78% |
$278K - $294K
|
99
$7.21K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.42K- 1.94% |
$282K - $299K
|
223K
$16.2M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-4.68K- 50.37% |
$299K - $317K
|
4.61K
$336K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.82K- 0.99% |
$307K - $326K
|
481K
$35M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.48K- 9.13% |
$350K - $371K
|
54.6K
$3.97M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-5.69K- 28.19% |
$363K - $385K
|
14.5K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.89K- 5.19% |
$376K - $398K
|
108K
$7.83M
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-6.13K- 15.85% |
$391K - $415K
|
32.6K
$2.37M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.23K- 3.98% |
$397K - $421K
|
150K
$10.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-6.54K- 32.68% |
$417K - $442K
|
13.5K
$981K
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-6.6K- 58.66% |
$421K - $446K
|
4.65K
$339K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.88K- 8.47% |
$439K - $466K
|
74.3K
$5.41M
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-6.88K- 29.48% |
$439K - $466K
|
16.5K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.9K- 65.96% |
$440K - $467K
|
3.56K
$259K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.74K- 9.98% |
$494K - $524K
|
69.8K
$5.08M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-7.99K- 1.73% |
$510K - $540K
|
454K
$33.1M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.29K- 9.31% |
$529K - $561K
|
80.7K
$5.88M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-8.39K- 2.23% |
$535K - $568K
|
368K
$26.8M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.4K- 6.43% |
$536K - $569K
|
122K
$8.91M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-8.83K- 53.91% |
$563K - $597K
|
7.55K
$550K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.91K- 60.05% |
$569K - $603K
|
5.93K
$432K
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-8.98K- 15.27% |
$573K - $607K
|
49.8K
$3.63M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-9.02K- 19.38% |
$576K - $610K
|
37.5K
$2.73M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-9.03K- 5.16% |
$576K - $611K
|
166K
$12.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-9.29K- 4.67% |
$593K - $629K
|
190K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.38K- 17.67% |
$599K - $635K
|
43.7K
$3.18M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.4K- 10.1% |
$664K - $704K
|
92.6K
$6.74M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.7K- 4.3% |
$680K - $721K
|
237K
$17.3M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-11.2K- 15.84% |
$711K - $754K
|
59.3K
$4.32M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12K- 2.73% |
$764K - $810K
|
427K
$31.1M
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-12.1K- 32.41% |
$775K - $822K
|
25.3K
$1.84M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.2K- 6.31% |
$779K - $826K
|
181K
$13.2M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-12.6K- 24.25% |
$805K - $854K
|
39.4K
$2.87M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-12.7K- 11.5% |
$811K - $860K
|
97.8K
$7.12M
|