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 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-41.2K- 32.24% |
$2.88M - $3.25M
|
86.7K
$7.34M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-42.4K- 64.64% |
$2.96M - $3.34M
|
23.2K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-44.6K- 43.74% |
$3.12M - $3.52M
|
57.4K
$4.86M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-45.3K- 31.06% |
$3.16M - $3.57M
|
101K
$8.52M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-54.3K- 57.34% |
$3.79M - $4.29M
|
40.4K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-61.9K- 8.9% |
$4.32M - $4.88M
|
633K
$53.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-70.3K- 3.32% |
$4.91M - $5.55M
|
2.05M
$174M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-80.9K- 79.05% |
$5.65M - $6.38M
|
21.4K
$1.82M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-82.9K- 8.81% |
$5.79M - $6.54M
|
858K
$72.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-98K- 34.73% |
$6.84M - $7.73M
|
184K
$15.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-108K- 77.29% |
$7.51M - $8.49M
|
31.6K
$2.68M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-144K- 60.0% |
$10.1M - $11.4M
|
96.2K
$8.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-146K- 8.55% |
$10.2M - $11.5M
|
1.56M
$132M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.7M- 81.37% |
$1.31B - $1.48B
|
4.28M
$363M
|