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 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-829- 4.58% |
$55.9K - $59K
|
17.3K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-841- 3.5% |
$56.7K - $59.8K
|
23.2K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-858- 14.9% |
$57.9K - $61K
|
4.9K
$357K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-862- 16.62% |
$58.2K - $61.3K
|
4.33K
$315K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-943- 10.97% |
$63.6K - $67.1K
|
7.65K
$557K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-966- 8.81% |
$65.2K - $68.7K
|
10K
$728K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-976- 19.45% |
$65.8K - $69.4K
|
4.04K
$294K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-993- 18.64% |
$67K - $70.7K
|
4.33K
$316K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-998- 2.98% |
$67.3K - $71K
|
32.5K
$2.36M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.05K- 6.46% |
$70.6K - $74.4K
|
15.2K
$1.1M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.16K- 10.77% |
$78.1K - $82.3K
|
9.59K
$698K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.24K- 1.02% |
$83.3K - $87.9K
|
120K
$8.74M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.31K- 16.23% |
$88.5K - $93.3K
|
6.77K
$493K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.43K- 12.52% |
$96.6K - $102K
|
10K
$729K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.46K- 10.45% |
$98.8K - $104K
|
12.6K
$914K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.47K- 1.69% |
$99.4K - $105K
|
85.8K
$6.25M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.49K- 1.37% |
$100K - $106K
|
107K
$7.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.49K- 3.3% |
$100K - $106K
|
43.6K
$3.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.54K- 2.21% |
$104K - $110K
|
68.3K
$4.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 6.13% |
$105K - $110K
|
23.8K
$1.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.61K- 2.94% |
$108K - $114K
|
53K
$3.86M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.61K- 3.22% |
$108K - $114K
|
48.3K
$3.51M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.61K- 12.63% |
$109K - $115K
|
11.1K
$811K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.63K- 4.03% |
$110K - $116K
|
38.8K
$2.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.64K- 31.68% |
$111K - $117K
|
3.54K
$258K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.64K- 36.34% |
$111K - $117K
|
2.88K
$209K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.68K- 5.33% |
$113K - $119K
|
29.8K
$2.17M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.68K- 38.93% |
$113K - $120K
|
2.64K
$192K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-1.69K- 1.67% |
$114K - $120K
|
99.2K
$7.23M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.72K- 15.41% |
$116K - $122K
|
9.41K
$685K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.73K- 13.09% |
$116K - $123K
|
11.5K
$834K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.74K- 1.13% |
$118K - $124K
|
153K
$11.1M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.8K- 21.3% |
$122K - $128K
|
6.66K
$485K
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.82K- 32.99% |
$123K - $129K
|
3.69K
$269K
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.89K- 27.47% |
$128K - $135K
|
5K
$364K
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-2.22K- 16.25% |
$150K - $158K
|
11.4K
$833K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.24K- 1.54% |
$151K - $159K
|
143K
$10.4M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.27K- 2.18% |
$153K - $161K
|
102K
$7.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.31K- 18.59% |
$156K - $164K
|
10.1K
$737K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.32K- 15.39% |
$157K - $165K
|
12.8K
$930K
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-2.35K- 5.75% |
$158K - $167K
|
38.4K
$2.8M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.45K- 1.45% |
$165K - $174K
|
166K
$12.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.45K- 13.65% |
$165K - $174K
|
15.5K
$1.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.62K- 12.9% |
$176K - $186K
|
17.6K
$1.29M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.68K- 2.57% |
$181K - $191K
|
102K
$7.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.8K- 10.2% |
$189K - $200K
|
24.7K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.91K- 20.43% |
$196K - $207K
|
11.3K
$826K
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.93K- 22.27% |
$198K - $209K
|
10.2K
$746K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.95K- 23.2% |
$199K - $210K
|
9.77K
$712K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.98K- 97.8% |
$201K - $212K
|
67
$4.88K
|