Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
347+ 0.1% |
$23.4K - $24.7K
|
354K
$25.8M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
336+ 4.3% |
$22.7K - $23.9K
|
8.15K
$593K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
335+ 3.85% |
$22.6K - $23.8K
|
9.04K
$658K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
327+ 1.66% |
$22.1K - $23.3K
|
20.1K
$1.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
310New |
$20.9K - $22.1K
|
310
$22.6K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
290+ 935.48% |
$19.6K - $20.6K
|
321
$23.4K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
286+ 0.88% |
$19.3K - $20.3K
|
32.6K
$2.37M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
283+ 5.59% |
$19.1K - $20.1K
|
5.34K
$389K
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
278+ 5.8% |
$18.8K - $19.8K
|
5.07K
$369K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
277+ 0.83% |
$18.7K - $19.7K
|
33.7K
$2.45M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
269New |
$18.1K - $19.1K
|
269
$19.6K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
264+ 1.36% |
$17.8K - $18.8K
|
19.6K
$1.43M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
264+ 3.18% |
$17.8K - $18.8K
|
8.56K
$623K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
260+ 2.09% |
$17.5K - $18.5K
|
12.7K
$925K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
243New |
$16.4K - $17.3K
|
243
$17.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
213+ 113.9% |
$14.4K - $15.2K
|
400
$29.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
199+ 4.99% |
$13.4K - $14.2K
|
4.19K
$305K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
179+ 3.28% |
$12.1K - $12.7K
|
5.63K
$410K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
179+ 0.36% |
$12.1K - $12.7K
|
49.9K
$3.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
177New |
$11.9K - $12.6K
|
177
$12.9K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
152New |
$10.3K - $10.8K
|
152
$11.1K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
144+ 1.87% |
$9.71K - $10.2K
|
7.83K
$570K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
140+ 3.12% |
$9.44K - $9.96K
|
4.63K
$337K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
129New |
$8.7K - $9.18K
|
129
$9.39K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
128+ 193.94% |
$8.63K - $9.11K
|
194
$14.1K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
121+ 930.77% |
$8.16K - $8.61K
|
134
$9.76K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
121New |
$8.16K - $8.61K
|
121
$8.81K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
119New |
$8.03K - $8.47K
|
119
$8.67K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
115New |
$7.76K - $8.18K
|
115
$8.37K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
110New |
$7.42K - $7.83K
|
110
$8.01K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
110+ 2200.0% |
$7.42K - $7.83K
|
115
$8.37K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
91+ 1.13% |
$6.14K - $6.47K
|
8.18K
$596K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
85New |
$5.73K - $6.05K
|
85
$6.19K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
75New |
$5.06K - $5.34K
|
75
$5.46K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
64New |
$4.32K - $4.55K
|
64
$4.66K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
62+ 0.34% |
$4.18K - $4.41K
|
18.3K
$1.33M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
62New |
$4.18K - $4.41K
|
62
$4.51K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
59+ 9.13% |
$3.98K - $4.2K
|
705
$51.3K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
52New |
$3.51K - $3.7K
|
52
$3.79K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
50+ 8.7% |
$3.37K - $3.56K
|
625
$45.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
45+ 0.18% |
$3.04K - $3.2K
|
25.2K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
43+ 32.09% |
$2.9K - $3.06K
|
177
$12.9K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
38New |
$2.56K - $2.7K
|
38
$2.77K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
38+ 0.46% |
$2.56K - $2.7K
|
8.32K
$605K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
21New |
$1.42K - $1.49K
|
21
$1.53K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
19New |
$1.28K - $1.35K
|
19
$1.38K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
18+ 37.5% |
$1.21K - $1.28K
|
66
$4.81K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
14+ 0.27% |
$944 - $996
|
5.23K
$381K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12+ 0.27% |
$810 - $854
|
4.51K
$328K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5+ 0.06% |
$337 - $356
|
8.5K
$619K
|