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 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.97K+ 53.08% |
$347K - $392K
|
14.3K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
4.65K+ 21.52% |
$325K - $367K
|
26.3K
$2.16M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.28K+ 30.04% |
$299K - $337K
|
18.5K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.89KNew |
$271K - $307K
|
3.89K
$319K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.75K+ 62.5% |
$262K - $296K
|
9.75K
$801K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.54KNew |
$247K - $279K
|
3.54K
$291K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
3.52K+ 4.59% |
$246K - $277K
|
80.1K
$6.58M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.47KNew |
$242K - $274K
|
3.47K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.31KNew |
$231K - $261K
|
3.31K
$272K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.25KNew |
$227K - $256K
|
3.25K
$267K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.24K+ 10458.06% |
$226K - $256K
|
3.27K
$269K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.16K+ 6.0% |
$221K - $250K
|
55.9K
$4.59M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.11K+ 18.95% |
$217K - $245K
|
19.5K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.08K+ 28.62% |
$215K - $243K
|
13.8K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.01KNew |
$210K - $237K
|
3.01K
$247K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3KNew |
$210K - $237K
|
3K
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.97K+ 8.79% |
$207K - $234K
|
36.7K
$3.02M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.82KNew |
$197K - $222K
|
2.82K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.79KNew |
$195K - $220K
|
2.79K
$229K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
2.79KNew |
$195K - $220K
|
2.79K
$229K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
2.75KNew |
$192K - $217K
|
2.75K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.74KNew |
$191K - $216K
|
2.74K
$225K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.73KNew |
$191K - $215K
|
2.73K
$224K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.73KNew |
$190K - $215K
|
2.73K
$224K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.72KNew |
$190K - $215K
|
2.72K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.72KNew |
$190K - $214K
|
2.72K
$223K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.71K+ 36.29% |
$189K - $214K
|
10.2K
$838K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.63KNew |
$184K - $208K
|
2.63K
$216K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.62KNew |
$183K - $206K
|
2.62K
$215K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.6KNew |
$182K - $205K
|
2.6K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.59KNew |
$181K - $204K
|
2.59K
$213K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.13K+ 1.89% |
$149K - $168K
|
115K
$9.45M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.05K+ 2.62% |
$143K - $162K
|
80.4K
$6.61M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.92K+ 23.02% |
$134K - $151K
|
10.2K
$842K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.84K+ 4.07% |
$129K - $145K
|
47.2K
$3.88M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.72KNew |
$120K - $135K
|
1.72K
$141K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.65K+ 6.48% |
$115K - $130K
|
27.1K
$2.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.63K+ 5.13% |
$114K - $129K
|
33.4K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.59K+ 2.91% |
$111K - $125K
|
56.2K
$4.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.58K+ 0.59% |
$110K - $125K
|
269K
$22.1M
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.54K+ 0.76% |
$107K - $121K
|
203K
$16.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.48K+ 2.75% |
$103K - $117K
|
55.1K
$4.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
1.42K+ 1.31% |
$99.1K - $112K
|
110K
$9.02M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.38K+ 13.11% |
$96.1K - $109K
|
11.9K
$976K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.23K+ 1.15% |
$85.6K - $96.7K
|
108K
$8.85M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.16KNew |
$80.9K - $91.4K
|
1.16K
$95.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.02K+ 6.21% |
$70.9K - $80.1K
|
17.4K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
879+ 3.49% |
$61.4K - $69.4K
|
26K
$2.14M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
817+ 35.83% |
$57K - $64.5K
|
3.1K
$255K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
759+ 26.47% |
$53K - $59.9K
|
3.63K
$298K
|