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 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-96- 1.18% |
$6.7K - $7.57K
|
8.07K
$663K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-100- 0.74% |
$6.98K - $7.89K
|
13.5K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-100- 0.57% |
$6.98K - $7.89K
|
17.6K
$1.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-100- 0.47% |
$6.98K - $7.89K
|
21K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-103- 1.93% |
$7.19K - $8.13K
|
5.24K
$431K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-108- 6.48% |
$7.54K - $8.52K
|
1.56K
$128K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-113- 2.19% |
$7.89K - $8.92K
|
5.04K
$414K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-119- 2.72% |
$8.31K - $9.39K
|
4.25K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-125- 0.69% |
$8.73K - $9.86K
|
17.9K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-128- 3.07% |
$8.94K - $10.1K
|
4.05K
$333K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-134- 1.41% |
$9.35K - $10.6K
|
9.37K
$770K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-140- 6.85% |
$9.77K - $11K
|
1.91K
$157K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-147- 1.68% |
$10.3K - $11.6K
|
8.63K
$709K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-150- 2.36% |
$10.5K - $11.8K
|
6.21K
$510K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-151- 2.01% |
$10.5K - $11.9K
|
7.36K
$605K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-154- 0.53% |
$10.8K - $12.2K
|
28.8K
$2.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-161- 0.86% |
$11.2K - $12.7K
|
18.5K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-168- 4.19% |
$11.7K - $13.3K
|
3.84K
$316K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-174- 2.79% |
$12.1K - $13.7K
|
6.07K
$499K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-190- 86.76% |
$13.3K - $15K
|
29
$2.38K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-196- 0.24% |
$13.7K - $15.5K
|
82.5K
$6.78M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-200- 1.23% |
$14K - $15.8K
|
16K
$1.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-206- 3.1% |
$14.4K - $16.3K
|
6.44K
$529K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-217- 5.43% |
$15.1K - $17.1K
|
3.78K
$311K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-224- 7.5% |
$15.6K - $17.7K
|
2.76K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-230- 7.64% |
$16.1K - $18.1K
|
2.78K
$229K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-233- 4.33% |
$16.3K - $18.4K
|
5.15K
$423K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-235- 0.16% |
$16.4K - $18.5K
|
148K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-237- 1.15% |
$16.5K - $18.7K
|
20.4K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-260- 1.58% |
$18.2K - $20.5K
|
16.1K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-272- 1.4% |
$19K - $21.5K
|
19.1K
$1.57M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-282- 8.23% |
$19.7K - $22.2K
|
3.14K
$258K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-283- 1.51% |
$19.8K - $22.3K
|
18.5K
$1.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-288- 50.0% |
$20.1K - $22.7K
|
288
$23.7K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-289- 2.38% |
$20.2K - $22.8K
|
11.8K
$973K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-300- 2.38% |
$20.9K - $23.7K
|
12.3K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-314- 6.95% |
$21.9K - $24.8K
|
4.21K
$346K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-318- 1.16% |
$22.2K - $25.1K
|
27.1K
$2.23M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-322- 8.74% |
$22.5K - $25.4K
|
3.36K
$276K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-326- 10.86% |
$22.8K - $25.7K
|
2.68K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-330- 34.59% |
$23K - $26K
|
624
$51.3K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-334- 11.18% |
$23.3K - $26.4K
|
2.65K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-335- 8.28% |
$23.4K - $26.4K
|
3.71K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-350- 93.33% |
$24.4K - $27.6K
|
25
$2.06K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-352- 15.43% |
$24.6K - $27.8K
|
1.93K
$159K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-362- 5.98% |
$25.3K - $28.6K
|
5.7K
$468K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-443- 70.21% |
$30.9K - $35K
|
188
$15.5K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-457- 36.8% |
$31.9K - $36.1K
|
785
$64.5K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-490- 2.76% |
$34.2K - $38.7K
|
17.3K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-491- 0.81% |
$34.3K - $38.7K
|
60K
$4.93M
|