Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-64.3K- 25.7% |
$4.72M - $4.97M
|
186K
$13.4M
|
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-66.7KClosed |
$4.9M - $5.16M
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
SELL
|
- |
-67.9K- 48.32% |
$4.99M - $5.25M
|
72.7K
$5.23M
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-68.5KClosed |
$5.03M - $5.29M
|
0
$0
|
|
|
Aug 30, 2021
Q2 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-68.6K- 37.72% |
$5.04M - $5.31M
|
113K
$8.16M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-71.7K- 22.35% |
$5.27M - $5.55M
|
249K
$18M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-75.1K- 5.78% |
$5.52M - $5.8M
|
1.22M
$88.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-86.5K- 87.08% |
$6.36M - $6.69M
|
12.8K
$925K
|
|
|
Jul 21, 2021
Q2 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-90.3KClosed |
$6.63M - $6.98M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-90.3K- 37.61% |
$6.64M - $6.98M
|
150K
$10.8M
|
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-103K- 80.91% |
$7.54M - $7.93M
|
24.2K
$1.74M
|
|
|
Aug 12, 2021
Q2 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-104K- 99.12% |
$7.67M - $8.06M
|
921
$66.3K
|
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-108K- 97.04% |
$7.97M - $8.38M
|
3.3K
$238K
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-110K- 69.93% |
$8.1M - $8.52M
|
47.4K
$3.42M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-116K- 3.89% |
$8.49M - $8.93M
|
2.86M
$206M
|
|
|
Jul 15, 2021
Q2 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-117K- 50.01% |
$8.58M - $9.02M
|
117K
$8.41M
|
|
|
Jul 27, 2021
Q2 2021
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-120KClosed |
$8.8M - $9.26M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-136K- 84.14% |
$10M - $10.5M
|
25.7K
$1.85M
|
|
|
Jul 09, 2021
Q2 2021
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-146KClosed |
$10.7M - $11.3M
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
SELL
|
- |
-147K- 35.94% |
$10.8M - $11.4M
|
263K
$18.9M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-148K- 15.89% |
$10.9M - $11.4M
|
783K
$56.4M
|
|
|
Sep 10, 2024
Q2 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-162K- 91.62% |
$11.9M - $12.5M
|
14.8K
$1.07M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-165K- 11.69% |
$12.2M - $12.8M
|
1.25M
$89.9M
|
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-180K- 98.69% |
$13.2M - $13.9M
|
2.39K
$172K
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-183K- 10.94% |
$13.4M - $14.1M
|
1.49M
$107M
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-190K- 98.68% |
$14M - $14.7M
|
2.55K
$184K
|
|
|
Jul 14, 2021
Q2 2021
|
Verde Capital Management
|
SELL
|
- |
-211K- 87.86% |
$15.5M - $16.3M
|
29.2K
$2.1M
|
|
|
Aug 06, 2021
Q2 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-228K- 36.32% |
$16.8M - $17.7M
|
400K
$28.8M
|
|
|
Aug 10, 2021
Q2 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-314K- 94.69% |
$23.1M - $24.3M
|
17.6K
$1.27M
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-336KClosed |
$24.7M - $26M
|
0
$0
|
|
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-361K- 98.64% |
$26.5M - $27.9M
|
4.98K
$359K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-370K- 19.3% |
$27.2M - $28.6M
|
1.55M
$111M
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-374K- 66.83% |
$27.5M - $28.9M
|
186K
$13.4M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-600K- 16.05% |
$44.1M - $46.4M
|
3.14M
$226M
|
|
|
Jul 20, 2021
Q2 2021
|
First Business Financial Services, Inc.
|
SELL
|
- |
-623K- 98.97% |
$45.8M - $48.2M
|
6.48K
$467K
|
|
|
Aug 02, 2021
Q2 2021
|
Shelter Ins Retirement Plan
|
SELL
|
- |
-817KClosed |
$60M - $63.1M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-890K- 91.39% |
$65.4M - $68.8M
|
83.8K
$6.03M
|
|
|
Mar 23, 2023
Q2 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.83M- 41.02% |
$134M - $141M
|
2.63M
$189M
|