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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-177- 11.25% |
$11.9K - $12.6K
|
1.4K
$102K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-189- 27.43% |
$12.7K - $13.4K
|
500
$36.4K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-190- 2.2% |
$12.8K - $13.5K
|
8.44K
$614K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-201- 13.19% |
$13.6K - $14.3K
|
1.32K
$96.3K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-208- 2.09% |
$14K - $14.8K
|
9.74K
$709K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-215- 86.0% |
$14.5K - $15.3K
|
35
$2.55K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-219- 0.79% |
$14.8K - $15.6K
|
27.5K
$2M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-220- 4.73% |
$14.8K - $15.7K
|
4.43K
$323K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-267- 4.98% |
$18K - $19K
|
5.09K
$371K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-283- 1.42% |
$19.1K - $20.1K
|
19.7K
$1.43M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-293- 24.66% |
$19.8K - $20.8K
|
895
$65.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-300- 1.2% |
$20.2K - $21.3K
|
24.7K
$1.8M
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-300- 6.76% |
$20.2K - $21.3K
|
4.14K
$301K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-309- 3.72% |
$20.8K - $22K
|
7.99K
$582K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-310- 4.5% |
$20.9K - $22.1K
|
6.57K
$479K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-346- 10.2% |
$23.3K - $24.6K
|
3.05K
$222K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-380- 1.48% |
$25.6K - $27K
|
25.2K
$1.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-389- 1.64% |
$26.2K - $27.7K
|
23.3K
$1.7M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-392- 1.51% |
$26.4K - $27.9K
|
25.5K
$1.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-403- 1.04% |
$27.2K - $28.7K
|
38.4K
$2.79M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-412Closed |
$27.8K - $29.3K
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-419- 1.7% |
$28.3K - $29.8K
|
24.2K
$1.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-424- 1.5% |
$28.6K - $30.2K
|
27.9K
$2.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-447- 8.99% |
$30.2K - $31.8K
|
4.53K
$330K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-447- 0.4% |
$30.2K - $31.8K
|
112K
$8.17M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-481- 8.67% |
$32.4K - $34.2K
|
5.07K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-481- 9.53% |
$32.4K - $34.2K
|
4.57K
$332K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-486- 7.63% |
$32.8K - $34.6K
|
5.89K
$429K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-487- 2.12% |
$32.9K - $34.7K
|
22.5K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-498- 2.08% |
$33.6K - $35.4K
|
23.5K
$1.71M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-503- 7.76% |
$33.9K - $35.8K
|
5.98K
$436K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-504- 9.36% |
$34K - $35.9K
|
4.88K
$356K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-511- 4.28% |
$34.5K - $36.4K
|
11.4K
$833K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-534- 1.07% |
$36K - $38K
|
49.6K
$3.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-535- 10.61% |
$36.1K - $38.1K
|
4.51K
$328K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-578- 14.05% |
$39K - $41.1K
|
3.54K
$258K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-587- 11.0% |
$39.6K - $41.8K
|
4.75K
$346K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-600- 0.59% |
$40.5K - $42.7K
|
101K
$7.33M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-615- 7.9% |
$41.5K - $43.8K
|
7.17K
$522K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-615- 22.82% |
$41.5K - $43.8K
|
2.08K
$151K
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-633- 7.64% |
$42.7K - $45K
|
7.65K
$557K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-635- 11.42% |
$42.8K - $45.2K
|
4.93K
$359K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-666- 74.16% |
$44.9K - $47.4K
|
232
$16.9K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-703- 15.12% |
$47.4K - $50K
|
3.95K
$287K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-712- 3.18% |
$48K - $50.7K
|
21.7K
$1.58M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-716- 18.24% |
$48.3K - $50.9K
|
3.21K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-733- 3.56% |
$49.4K - $52.2K
|
19.8K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-757- 0.72% |
$51.1K - $53.9K
|
104K
$7.59M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-759- 10.35% |
$51.2K - $54K
|
6.57K
$479K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-821- 91.63% |
$55.4K - $58.4K
|
75
$5.46K
|