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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
51.8KNew |
$3.62M - $4.09M
|
51.8K
$4.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
25.6K+ 116250.0% |
$1.79M - $2.02M
|
25.6K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
20KNew |
$1.4M - $1.58M
|
20K
$1.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
8.91K+ 6.53% |
$622K - $703K
|
145K
$11.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.65K+ 17.79% |
$534K - $604K
|
50.7K
$4.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.07K+ 116.3% |
$494K - $558K
|
13.1K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
6.91K+ 36.29% |
$483K - $545K
|
26K
$2.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.13K+ 2.6% |
$358K - $405K
|
203K
$16.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
4.65K+ 21.52% |
$325K - $367K
|
26.3K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.25KNew |
$227K - $256K
|
3.25K
$260K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.24K+ 10458.06% |
$226K - $256K
|
3.27K
$262K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
2.75KNew |
$192K - $217K
|
2.75K
$220K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.74KNew |
$191K - $216K
|
2.74K
$219K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.73KNew |
$191K - $215K
|
2.73K
$219K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.73KNew |
$190K - $215K
|
2.73K
$218K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.63KNew |
$184K - $208K
|
2.63K
$211K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.62KNew |
$183K - $206K
|
2.62K
$209K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.23K+ 1.15% |
$85.6K - $96.7K
|
108K
$8.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
590+ 3.25% |
$41.2K - $46.6K
|
18.7K
$1.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
412New |
$28.8K - $32.5K
|
412
$33K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
362New |
$25.3K - $28.6K
|
362
$29K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
325+ 1.71% |
$22.7K - $25.6K
|
19.3K
$1.55M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
237+ 16.18% |
$16.5K - $18.7K
|
1.7K
$136K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
155+ 1.72% |
$10.8K - $12.2K
|
9.19K
$735K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
111+ 2.94% |
$7.75K - $8.76K
|
3.89K
$312K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
80+ 1.23% |
$5.58K - $6.31K
|
6.56K
$525K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
62+ 52.54% |
$4.33K - $4.89K
|
180
$14.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
44+ 0.62% |
$3.07K - $3.47K
|
7.11K
$569K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
5+ 0.04% |
$349 - $395
|
11.7K
$936K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-5- 0.12% |
$349 - $395
|
4.24K
$339K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6- 0.18% |
$419 - $473
|
3.26K
$261K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-7- 0.09% |
$489 - $552
|
8.02K
$642K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.65% |
$1.4K - $1.58K
|
3.08K
$246K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-25- 2.78% |
$1.75K - $1.97K
|
875
$70.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-39- 0.84% |
$2.72K - $3.08K
|
4.58K
$367K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-42- 0.94% |
$2.93K - $3.31K
|
4.41K
$353K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-89- 53.61% |
$6.21K - $7.02K
|
77
$6.16K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-100- 0.47% |
$6.98K - $7.89K
|
21K
$1.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-108- 6.48% |
$7.54K - $8.52K
|
1.56K
$125K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-113- 2.19% |
$7.89K - $8.92K
|
5.04K
$403K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-134- 1.41% |
$9.35K - $10.6K
|
9.37K
$750K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-147- 1.68% |
$10.3K - $11.6K
|
8.63K
$691K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-217- 5.43% |
$15.1K - $17.1K
|
3.78K
$303K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-282- 8.23% |
$19.7K - $22.2K
|
3.14K
$252K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-300- 2.38% |
$20.9K - $23.7K
|
12.3K
$985K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-322- 8.74% |
$22.5K - $25.4K
|
3.36K
$269K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-326- 10.86% |
$22.8K - $25.7K
|
2.68K
$214K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-362- 5.98% |
$25.3K - $28.6K
|
5.7K
$456K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-443- 70.21% |
$30.9K - $35K
|
188
$15.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-621- 10.86% |
$43.4K - $49K
|
5.1K
$408K
|