Purchases and Sales Made in Q1 2025 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 2025. 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 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
163K+ 210.5% |
$11.4M - $12.9M
|
240K
$19.8M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
147KNew |
$10.2M - $11.6M
|
147K
$12.1M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
134KNew |
$9.34M - $10.6M
|
134K
$11M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
133KNew |
$9.31M - $10.5M
|
133K
$11M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
125KNew |
$8.69M - $9.82M
|
125K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
84.5K+ 308.97% |
$5.9M - $6.67M
|
112K
$9.19M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
79.6K+ 20.87% |
$5.56M - $6.28M
|
461K
$37.9M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
77K+ 15.35% |
$5.38M - $6.08M
|
579K
$47.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
51.8KNew |
$3.62M - $4.09M
|
51.8K
$4.26M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
38.7K+ 1409.57% |
$2.71M - $3.06M
|
41.5K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
38.4K+ 587.83% |
$2.68M - $3.03M
|
45K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
37.8KNew |
$2.64M - $2.98M
|
37.8K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27.9K+ 28.05% |
$1.95M - $2.2M
|
127K
$10.5M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
27.8K+ 13.46% |
$1.94M - $2.19M
|
234K
$19.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
25.6K+ 116250.0% |
$1.79M - $2.02M
|
25.6K
$2.1M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20.7K+ 18.71% |
$1.44M - $1.63M
|
131K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
20.6K+ 1.24% |
$1.44M - $1.63M
|
1.69M
$139M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.3KNew |
$1.41M - $1.6M
|
20.3K
$1.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
20KNew |
$1.4M - $1.58M
|
20K
$1.64M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
19.9K+ 10.19% |
$1.39M - $1.57M
|
216K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
19.9K+ 344.11% |
$1.39M - $1.57M
|
25.7K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.2KNew |
$1.13M - $1.28M
|
16.2K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.5KNew |
$1.08M - $1.22M
|
15.5K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
15.4K+ 6.28% |
$1.08M - $1.21M
|
261K
$21.4M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
15.1K+ 5.01% |
$1.05M - $1.19M
|
316K
$26M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.5K+ 218.35% |
$1.01M - $1.15M
|
21.2K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.3KNew |
$997K - $1.13M
|
14.3K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.7K+ 4.09% |
$959K - $1.08M
|
349K
$28.7M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.2K+ 12.32% |
$923K - $1.04M
|
120K
$9.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$877K - $991K
|
12.6K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.4K+ 8.43% |
$864K - $976K
|
159K
$13.1M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
12.1KNew |
$843K - $952K
|
12.1K
$992K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.8K+ 255.17% |
$821K - $928K
|
16.4K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
10.8KNew |
$754K - $852K
|
10.8K
$888K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
9.85K+ 8.57% |
$688K - $777K
|
125K
$10.3M
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
9.67KNew |
$675K - $763K
|
9.67K
$794K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
8.91K+ 6.53% |
$622K - $703K
|
145K
$11.9M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.63KNew |
$603K - $681K
|
8.63K
$709K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.81K+ 1.89% |
$545K - $616K
|
420K
$34.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.65K+ 17.79% |
$534K - $604K
|
50.7K
$4.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
7.35K+ 7.45% |
$513K - $580K
|
106K
$8.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.07K+ 116.3% |
$494K - $558K
|
13.1K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7KNew |
$489K - $552K
|
7K
$575K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
6.91K+ 36.29% |
$483K - $545K
|
26K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
6.66KNew |
$465K - $526K
|
6.66K
$548K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.42K+ 7.68% |
$379K - $428K
|
76K
$6.25M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.4KNew |
$377K - $426K
|
5.4K
$443K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.18K+ 0.9% |
$361K - $408K
|
582K
$47.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.13K+ 2.6% |
$358K - $405K
|
203K
$16.7M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
5.12KNew |
$357K - $404K
|
5.12K
$420K
|