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 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-623- 12.82% |
$43.5K - $49.2K
|
4.24K
$339K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-671- 29.66% |
$46.8K - $52.9K
|
1.59K
$127K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-678- 3.52% |
$47.3K - $53.5K
|
18.6K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-694- 7.79% |
$48.4K - $54.8K
|
8.22K
$658K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-722- 3.8% |
$50.4K - $57K
|
18.3K
$1.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-844- 19.99% |
$58.9K - $66.6K
|
3.38K
$270K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-851- 40.91% |
$59.4K - $67.1K
|
1.23K
$98.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-915- 8.93% |
$63.9K - $72.2K
|
9.33K
$747K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-961- 6.46% |
$67.1K - $75.8K
|
13.9K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-966- 5.83% |
$67.4K - $76.2K
|
15.6K
$1.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.02K- 4.85% |
$71.2K - $80.5K
|
20K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.6K- 20.31% |
$111K - $126K
|
6.27K
$502K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-1.8K- 1.88% |
$125K - $142K
|
93.5K
$7.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.98K- 10.34% |
$208K - $235K
|
25.9K
$2.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.23K- 98.72% |
$226K - $255K
|
42
$3.36K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.62K- 50.97% |
$252K - $285K
|
3.48K
$279K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.97K- 35.88% |
$277K - $313K
|
7.09K
$567K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.62K- 38.37% |
$322K - $364K
|
7.41K
$593K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.21K- 34.46% |
$364K - $411K
|
9.91K
$793K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.33K- 45.8% |
$372K - $420K
|
6.31K
$505K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-7.1K- 48.66% |
$495K - $560K
|
7.49K
$599K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17.4K- 15.13% |
$1.21M - $1.37M
|
97.4K
$7.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-17.6K- 18.22% |
$1.23M - $1.39M
|
78.9K
$6.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-35.2K- 25.98% |
$2.46M - $2.78M
|
100K
$8.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-41.2K- 32.24% |
$2.88M - $3.25M
|
86.7K
$6.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-80.9K- 79.05% |
$5.65M - $6.38M
|
21.4K
$1.72M
|