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 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-12.8K- 32.57% |
$818K - $868K
|
26.6K
$1.93M
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-13.6K- 3.95% |
$868K - $921K
|
331K
$24.1M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-16.3K- 73.86% |
$1.04M - $1.11M
|
5.78K
$421K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.8K- 23.91% |
$1.2M - $1.27M
|
59.8K
$4.35M
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-20.3K- 7.5% |
$1.29M - $1.37M
|
250K
$18.2M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-20.9K- 0.97% |
$1.33M - $1.41M
|
2.12M
$155M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-25.9K- 11.97% |
$1.65M - $1.75M
|
190K
$13.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-27.1K- 13.25% |
$1.73M - $1.83M
|
177K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-31.6K- 77.34% |
$2.01M - $2.14M
|
9.25K
$674K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-34.4K- 13.16% |
$2.19M - $2.32M
|
227K
$16.5M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-36.7K- 2.26% |
$2.34M - $2.48M
|
1.59M
$116M
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-37.1K- 99.22% |
$2.36M - $2.51M
|
290
$21.1K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-37.1K- 27.88% |
$2.37M - $2.51M
|
96K
$6.99M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-37.6K- 33.11% |
$2.4M - $2.54M
|
75.9K
$5.53M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-38.6K- 99.63% |
$2.46M - $2.61M
|
143
$10.4K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-48.1K- 40.14% |
$3.07M - $3.26M
|
71.8K
$5.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-66.5K- 71.2% |
$4.24M - $4.5M
|
26.9K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-73.2K- 8.0% |
$4.67M - $4.95M
|
841K
$61.3M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-80.9K- 89.68% |
$5.16M - $5.47M
|
9.3K
$677K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-83K- 5.95% |
$5.29M - $5.61M
|
1.31M
$95.4M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-83K- 50.15% |
$5.3M - $5.61M
|
82.5K
$6.01M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-88.2K- 26.5% |
$5.63M - $5.97M
|
245K
$17.8M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-96.7K- 66.79% |
$6.17M - $6.54M
|
48.1K
$3.5M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-98.6K- 97.13% |
$6.29M - $6.67M
|
2.91K
$212K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-108K- 10.81% |
$6.9M - $7.31M
|
892K
$65M
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-114K- 82.35% |
$7.25M - $7.68M
|
24.3K
$1.77M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-137K- 80.21% |
$8.72M - $9.25M
|
33.7K
$2.46M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-145K- 15.84% |
$9.27M - $9.83M
|
772K
$56.2M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-160K- 14.01% |
$10.2M - $10.8M
|
979K
$71.3M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-161K- 3.16% |
$10.3M - $10.9M
|
4.95M
$360M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-189K- 36.05% |
$12.1M - $12.8M
|
336K
$24.5M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-205K- 84.24% |
$13.1M - $13.9M
|
38.4K
$2.8M
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-245K- 58.45% |
$15.7M - $16.6M
|
174K
$12.7M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.04M- 98.84% |
$66.4M - $70.4M
|
12.2K
$886K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.66M- 17.17% |
$425M - $451M
|
32.1M
$2.34B
|