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 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
62+ 52.54% |
$4.33K - $4.89K
|
180
$14.8K
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
44+ 0.62% |
$3.07K - $3.47K
|
7.11K
$585K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
42+ 0.91% |
$2.93K - $3.31K
|
4.67K
$384K
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
40+ 1.26% |
$2.79K - $3.16K
|
3.22K
$265K
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
37+ 0.12% |
$2.58K - $2.92K
|
31.2K
$2.56M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
33New |
$2.3K - $2.6K
|
33
$2.71K
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
32+ 0.93% |
$2.23K - $2.52K
|
3.49K
$287K
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
30New |
$2.09K - $2.37K
|
30
$2.47K
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
30New |
$2.09K - $2.37K
|
30
$2.47K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
30New |
$2.09K - $2.37K
|
30
$2.47K
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
27New |
$1.88K - $2.13K
|
27
$2.22K
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
27New |
$1.88K - $2.13K
|
27
$2.22K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
27+ 0.44% |
$1.88K - $2.13K
|
6.13K
$503K
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
27+ 0.75% |
$1.88K - $2.13K
|
3.64K
$299K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
23New |
$1.61K - $1.81K
|
23
$1.89K
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
17New |
$1.19K - $1.34K
|
17
$1.4K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12+ 2.6% |
$838 - $947
|
474
$39K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9+ 0.89% |
$628 - $710
|
1.02K
$84K
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9+ 0.17% |
$628 - $710
|
5.27K
$433K
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
5+ 0.04% |
$349 - $395
|
11.7K
$961K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.2% |
$349 - $395
|
2.57K
$211K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.13% |
$69.8 - $78.9
|
740
$60.8K
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-5- 0.12% |
$349 - $395
|
4.24K
$348K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6- 0.18% |
$419 - $473
|
3.26K
$268K
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-6- 0.09% |
$419 - $473
|
6.84K
$562K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-7- 0.09% |
$489 - $552
|
8.02K
$659K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-13- 0.33% |
$908 - $1.03K
|
3.98K
$327K
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-17- 0.12% |
$1.19K - $1.34K
|
14.4K
$1.18M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-18- 0.18% |
$1.26K - $1.42K
|
10.2K
$839K
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.65% |
$1.4K - $1.58K
|
3.08K
$253K
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-23- 0.43% |
$1.61K - $1.81K
|
5.29K
$435K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-24- 0.75% |
$1.68K - $1.89K
|
3.19K
$262K
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-25- 2.78% |
$1.75K - $1.97K
|
875
$71.9K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-25- 0.32% |
$1.75K - $1.97K
|
7.77K
$638K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-26- 2.15% |
$1.82K - $2.05K
|
1.18K
$97.2K
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-28- 0.19% |
$1.95K - $2.21K
|
15K
$1.23M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-32- 0.14% |
$2.23K - $2.52K
|
23.1K
$1.9M
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-38- 0.85% |
$2.65K - $3K
|
4.45K
$366K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-39- 0.84% |
$2.72K - $3.08K
|
4.58K
$376K
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-41- 0.92% |
$2.86K - $3.23K
|
4.42K
$363K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-42- 0.94% |
$2.93K - $3.31K
|
4.41K
$362K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-52- 2.25% |
$3.63K - $4.1K
|
2.26K
$186K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-55- 13.58% |
$3.84K - $4.34K
|
350
$28.8K
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-55Closed |
$3.84K - $4.34K
|
0
$0
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-70- 1.72% |
$4.89K - $5.52K
|
4K
$329K
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-70- 0.17% |
$4.89K - $5.52K
|
41.4K
$3.4M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-76- 0.81% |
$5.31K - $6K
|
9.3K
$764K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-82- 4.36% |
$5.72K - $6.47K
|
1.8K
$148K
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-88- 49.72% |
$6.14K - $6.94K
|
89
$7.32K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-89- 53.61% |
$6.21K - $7.02K
|
77
$6.33K
|