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 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1New |
$67.5 - $71.2
|
1
$72.8
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1- -0.0% |
$67.5 - $71.2
|
26.2K
$1.91M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1- 0.01% |
$67.5 - $71.2
|
7.61K
$554K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3- 2.29% |
$202 - $213
|
128
$9.32K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3- 0.08% |
$202 - $213
|
3.56K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6- 0.01% |
$405 - $427
|
41K
$2.99M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-6- 0.3% |
$405 - $427
|
1.99K
$145K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9- 1.02% |
$607 - $640
|
873
$63.6K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-14- 0.04% |
$944 - $996
|
34.2K
$2.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-15- 0.45% |
$1.01K - $1.07K
|
3.29K
$239K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-17- 28.81% |
$1.15K - $1.21K
|
42
$3.06K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-18- 0.4% |
$1.21K - $1.28K
|
4.52K
$329K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-19- 0.81% |
$1.28K - $1.35K
|
2.33K
$170K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-21- 0.19% |
$1.42K - $1.49K
|
11K
$798K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-22- 0.56% |
$1.48K - $1.57K
|
3.92K
$285K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-26- 9.92% |
$1.75K - $1.85K
|
236
$17.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-26- 1.96% |
$1.75K - $1.85K
|
1.3K
$94.5K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-28- 50.91% |
$1.89K - $1.99K
|
27
$1.97K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-29- 0.81% |
$1.96K - $2.06K
|
3.56K
$259K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-30- 4.49% |
$2.02K - $2.13K
|
638
$46.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-32- 0.16% |
$2.16K - $2.28K
|
19.9K
$1.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-35- 6.01% |
$2.36K - $2.49K
|
547
$39.8K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-38- 0.54% |
$2.56K - $2.7K
|
6.99K
$509K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-41- 2.29% |
$2.77K - $2.92K
|
1.75K
$128K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-50- 0.84% |
$3.37K - $3.56K
|
5.92K
$431K
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-53- 0.71% |
$3.58K - $3.77K
|
7.46K
$543K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-68- 9.14% |
$4.59K - $4.84K
|
676
$49.2K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-93- 1.63% |
$6.27K - $6.62K
|
5.62K
$409K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-94- 1.61% |
$6.34K - $6.69K
|
5.75K
$419K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 19.8% |
$6.75K - $7.12K
|
405
$29.5K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-100- 4.08% |
$6.75K - $7.12K
|
2.35K
$171K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-111- 3.0% |
$7.49K - $7.9K
|
3.59K
$261K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-113- 2.58% |
$7.62K - $8.04K
|
4.27K
$311K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-119- 1.12% |
$8.03K - $8.47K
|
10.5K
$767K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-121- 1.52% |
$8.16K - $8.61K
|
7.86K
$572K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-121- 2.47% |
$8.16K - $8.61K
|
4.78K
$348K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-125- 1.96% |
$8.43K - $8.89K
|
6.24K
$454K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-125- 0.3% |
$8.43K - $8.89K
|
41.1K
$2.99M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-125- 4.49% |
$8.43K - $8.89K
|
2.66K
$194K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-132- 2.78% |
$8.9K - $9.39K
|
4.62K
$336K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-140- 1.68% |
$9.44K - $9.96K
|
8.19K
$596K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-141- 14.86% |
$9.51K - $10K
|
808
$58.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-142- 2.91% |
$9.58K - $10.1K
|
4.74K
$345K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-144- 5.57% |
$9.71K - $10.2K
|
2.44K
$178K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-151- 3.45% |
$10.2K - $10.7K
|
4.23K
$308K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-152- 0.63% |
$10.3K - $10.8K
|
23.9K
$1.74M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-156- 0.37% |
$10.5K - $11.1K
|
42K
$3.06M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-166- 2.75% |
$11.2K - $11.8K
|
5.86K
$427K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-174- 4.36% |
$11.7K - $12.4K
|
3.82K
$278K
|