Purchases and Sales Made in Q1 2025 in Ishares Msci Eafe Min Vol Fact (EFAV)

EFAV Quotes by TradingView

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 13, 2025 Q1 2025
Coldstream Capital Management Inc

BUY
 -
743
New
$51.9K - $58.6K
743 $61.1K
May 15, 2025 Q1 2025
Advisory Services Network, LLC

BUY
 -
657
+ 1.69%
$45.9K - $51.8K
39.5K $3.25M
Apr 16, 2025 Q1 2025
Aries Wealth Management

BUY
 -
590
+ 3.25%
$41.2K - $46.6K
18.7K $1.54M
Apr 29, 2025 Q1 2025
Capital Investment Advisory Services, LLC

BUY
 -
569
+ 241.1%
$39.7K - $44.9K
805 $66.2K
Apr 23, 2025 Q1 2025
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
566
+ 5660.0%
$39.5K - $44.7K
576 $47.3K
May 15, 2025 Q1 2025
Prospera Financial Services Inc

BUY
 -
547
+ 8.57%
$38.2K - $43.2K
6.93K $569K
May 15, 2025 Q1 2025
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
519
+ 0.75%
$36.2K - $40.9K
69.9K $5.74M
May 05, 2025 Q1 2025
Private Advisor Group, LLC

BUY
 -
506
+ 1.25%
$35.3K - $39.9K
40.9K $3.36M
Apr 30, 2025 Q1 2025
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
492
New
$34.3K - $38.8K
492 $40.4K
May 06, 2025 Q1 2025
Richardson Financial Services Inc.

Medway, MA
BUY
 -
483
+ 17.46%
$33.7K - $38.1K
3.25K $267K
May 14, 2025 Q1 2025
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
422
+ 1.18%
$29.5K - $33.3K
36.1K $2.97M
Apr 15, 2025 Q1 2025
Cx Institutional

BUY
 -
412
New
$28.8K - $32.5K
412 $33.9K
May 15, 2025 Q1 2025
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
376
+ 2.82%
$26.2K - $29.7K
13.7K $1.13M
Apr 17, 2025 Q1 2025
Hanson & Doremus Investment Management

BUY
 -
362
New
$25.3K - $28.6K
362 $29.8K
Apr 10, 2025 Q1 2025
Breakwater Capital Group

Paramus, NJ
BUY
 -
325
+ 1.71%
$22.7K - $25.6K
19.3K $1.59M
Apr 25, 2025 Q1 2025
K2 Financial Inc.

Glendora, CA
BUY
 -
320
+ 7.33%
$22.3K - $25.2K
4.68K $385K
May 13, 2025 Q1 2025
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
317
+ 2.95%
$22.1K - $25K
11.1K $910K
May 15, 2025 Q1 2025
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
293
+ 109.74%
$20.5K - $23.1K
560 $46K
May 12, 2025 Q1 2025
Sandy Spring Bank

BUY
 -
288
+ 98.63%
$20.1K - $22.7K
580 $47.7K
May 08, 2025 Q1 2025
Glassman Wealth Services

BUY
 -
268
New
$18.7K - $21.1K
268 $22K
May 08, 2025 Q1 2025
Valley Forge Investment Consultants Inc Adv

BUY
 -
260
+ 1.93%
$18.2K - $20.5K
13.7K $1.13M
May 01, 2025 Q1 2025
Quest 10 Wealth Builders, Inc.

Fuquay Varina, VA
BUY
 -
260
New
$18.2K - $20.5K
260 $21.4K
May 14, 2025 Q1 2025
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
255
+ 2.02%
$17.8K - $20.1K
12.9K $1.06M
Apr 22, 2025 Q1 2025
Flagship Harbor Advisors, LLC

BUY
 -
252
+ 5.06%
$17.6K - $19.9K
5.23K $430K
May 01, 2025 Q1 2025
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
251
New
$17.5K - $19.8K
251 $20.6K
May 15, 2025 Q1 2025
Wiley Bros. Aintree Capital, LLC

BUY
 -
247
+ 2.8%
$17.2K - $19.5K
9.06K $744K
May 09, 2025 Q1 2025
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
243
+ 6.36%
$17K - $19.2K
4.06K $334K
Apr 07, 2025 Q1 2025
Advisor Net Financial, Inc

BUY
 -
237
+ 16.18%
$16.5K - $18.7K
1.7K $140K
Apr 29, 2025 Q1 2025
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
206
New
$14.4K - $16.3K
206 $16.9K
May 02, 2025 Q1 2025
Transce3nd, LLC

Kyle, TX
BUY
 -
203
+ 15.54%
$14.2K - $16K
1.51K $124K
May 14, 2025 Q1 2025
Brown Brothers Harriman & CO

New York, NY
BUY
 -
177
+ 70.24%
$12.4K - $14K
429 $35.3K
Apr 23, 2025 Q1 2025
Goldstein Advisors, LLC

Madison, WI
BUY
 -
173
+ 3.41%
$12.1K - $13.6K
5.25K $432K
May 08, 2025 Q1 2025
North Rock Partners, LLC

BUY
 -
171
+ 123.91%
$11.9K - $13.5K
309 $25.4K
Apr 16, 2025 Q1 2025
Patriot Investment Management Inc.

BUY
 -
155
+ 1.72%
$10.8K - $12.2K
9.19K $755K
May 14, 2025 Q1 2025
Svb Wealth LLC

Boston, MA
BUY
 -
150
New
$10.5K - $11.8K
150 $12.3K
May 13, 2025 Q1 2025
Cowa, LLC

Tulsa, OK
BUY
 -
150
+ 3.35%
$10.5K - $11.8K
4.63K $381K
May 09, 2025 Q1 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
148
+ 35.84%
$10.3K - $11.7K
561 $46.1K
May 01, 2025 Q1 2025
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
137
+ 4.02%
$9.56K - $10.8K
3.55K $291K
May 13, 2025 Q1 2025
Ever Source Wealth Advisors, LLC

BUY
 -
125
+ 357.14%
$8.73K - $9.86K
160 $13.2K
Apr 17, 2025 Q1 2025
Brighton Jones LLC

BUY
 -
111
+ 2.94%
$7.75K - $8.76K
3.89K $320K
May 02, 2025 Q1 2025
First Command Advisory Services, Inc.

BUY
 -
104
New
$7.26K - $8.21K
104 $8.55K
Apr 22, 2025 Q1 2025
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
103
New
$7.19K - $8.13K
103 $8.47K
May 09, 2025 Q1 2025
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
99
+ 2.53%
$6.91K - $7.81K
4.01K $330K
Apr 29, 2025 Q1 2025
Synergy Investment Management, LLC

Altamonte Springs, FL
BUY
 -
97
New
$6.77K - $7.65K
97 $7.97K
May 14, 2025 Q1 2025
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
94
+ 0.27%
$6.56K - $7.42K
34.7K $2.85M
May 29, 2025 Q1 2025
Apeiron Ria LLC

BUY
 -
82
+ 2.77%
$5.72K - $6.47K
3.04K $250K
Apr 14, 2025 Q1 2025
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
80
+ 1.23%
$5.58K - $6.31K
6.56K $539K
May 14, 2025 Q1 2025
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
66
+ 0.2%
$4.61K - $5.21K
32.3K $2.66M
May 07, 2025 Q1 2025
Bellwether Advisors, LLC

BUY
 -
62
+ 0.36%
$4.33K - $4.89K
17.1K $1.4M

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