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 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.26K- 18.67% |
$220K - $232K
|
14.2K
$1.04M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.29K- 24.27% |
$222K - $234K
|
10.3K
$747K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-3.37K- 27.15% |
$227K - $239K
|
9.03K
$657K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.52K- 12.48% |
$238K - $251K
|
24.7K
$1.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-3.74K- 15.5% |
$252K - $266K
|
20.4K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.92K- 4.54% |
$264K - $279K
|
82.5K
$6.01M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.22K- 3.77% |
$285K - $300K
|
108K
$7.84M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.49K- 4.68% |
$303K - $320K
|
91.5K
$6.66M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.59K- 52.74% |
$310K - $327K
|
4.12K
$300K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.69K- 7.35% |
$316K - $334K
|
59.1K
$4.31M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.89K- 25.98% |
$330K - $348K
|
13.9K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-5.16K- 1.11% |
$348K - $367K
|
460K
$33.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.37K- 21.64% |
$362K - $382K
|
19.4K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.64K- 29.53% |
$380K - $401K
|
13.4K
$979K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-5.76K- 4.34% |
$389K - $410K
|
127K
$9.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-5.91K- 38.5% |
$399K - $421K
|
9.45K
$688K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7.04K- 22.01% |
$475K - $501K
|
24.9K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7.32K- 14.02% |
$494K - $521K
|
44.9K
$3.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.55K- 13.14% |
$509K - $537K
|
49.9K
$3.64M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-7.68K- 39.44% |
$518K - $547K
|
11.8K
$859K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.7K- 6.43% |
$519K - $548K
|
112K
$8.16M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.52K- 13.93% |
$575K - $606K
|
52.7K
$3.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-8.58K- 52.74% |
$579K - $611K
|
7.69K
$560K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-10.8K- 23.17% |
$730K - $769K
|
35.9K
$2.61M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11K- 2.65% |
$742K - $782K
|
403K
$29.4M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-11.2K- 11.6% |
$755K - $797K
|
85.3K
$6.21M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.5K- 6.27% |
$845K - $891K
|
187K
$13.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-12.8K- 1.14% |
$863K - $911K
|
1.11M
$81.1M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-13.8K- 26.97% |
$932K - $983K
|
37.4K
$2.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-14K- 8.97% |
$945K - $997K
|
142K
$10.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-14.6K- 4.78% |
$986K - $1.04M
|
291K
$21.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-14.9K- 51.98% |
$1M - $1.06M
|
13.7K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-15K- 46.44% |
$1.01M - $1.06M
|
17.2K
$1.26M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-16.8K- 19.73% |
$1.14M - $1.2M
|
68.5K
$4.99M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-17.3K- 66.86% |
$1.17M - $1.23M
|
8.56K
$623K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.5K- 12.76% |
$1.18M - $1.25M
|
120K
$8.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.1K- 4.84% |
$1.22M - $1.29M
|
357K
$26M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-19K- 18.67% |
$1.28M - $1.35M
|
82.7K
$6.02M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-19.2K- 51.23% |
$1.3M - $1.37M
|
18.3K
$1.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.9K- 13.06% |
$1.34M - $1.41M
|
132K
$9.62M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-21.8K- 31.4% |
$1.47M - $1.55M
|
47.5K
$3.46M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24.3K- 14.22% |
$1.64M - $1.73M
|
147K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-30.2K- 95.13% |
$2.04M - $2.15M
|
1.55K
$113K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-30.8K- 3.01% |
$2.08M - $2.19M
|
992K
$72.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-33.4K- 9.21% |
$2.25M - $2.38M
|
329K
$24M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-37.3K- 31.67% |
$2.52M - $2.66M
|
80.6K
$5.87M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-38.1K- 27.0% |
$2.57M - $2.71M
|
103K
$7.51M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.3K- 4.49% |
$2.72M - $2.87M
|
859K
$62.5M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-42.2K- 5.8% |
$2.85M - $3M
|
685K
$49.8M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-44.4K- 18.39% |
$2.99M - $3.16M
|
197K
$14.3M
|