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 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.3K+ 2160.65% |
$537K - $565K
|
7.64K
$550K
|
|
Aug 13, 2021
Q2 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
7.28K+ 14.91% |
$535K - $563K
|
56.1K
$4.04M
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
7.18K+ 40.22% |
$528K - $555K
|
25K
$1.8M
|
|
Aug 10, 2021
Q2 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
7.08K+ 3.37% |
$521K - $548K
|
218K
$15.7M
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.5K+ 0.54% |
$478K - $503K
|
1.21M
$86.8M
|
|
Aug 11, 2021
Q2 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
6.49K+ 18.17% |
$477K - $502K
|
42.2K
$3.04M
|
|
Jul 28, 2021
Q2 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
6.39K+ 2.77% |
$470K - $494K
|
237K
$17.1M
|
|
Jul 27, 2021
Q2 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
6.15K+ 3.69% |
$452K - $475K
|
173K
$12.4M
|
|
Jul 27, 2021
Q2 2021
|
Ledyard National Bank
|
BUY
|
- |
5.83K+ 14.6% |
$429K - $451K
|
45.8K
$3.3M
|
|
Jan 18, 2022
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
4.94K+ 24.07% |
$363K - $382K
|
25.5K
$1.83M
|
|
Aug 09, 2021
Q2 2021
|
Foster Group, Inc.
|
BUY
|
- |
4.84KNew |
$356K - $374K
|
4.84K
$349K
|
|
Aug 09, 2021
Q2 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.68K+ 10.59% |
$344K - $362K
|
48.9K
$3.52M
|
|
Aug 06, 2021
Q2 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.4K+ 2.84% |
$323K - $340K
|
159K
$11.4M
|
|
Jul 14, 2021
Q2 2021
|
Burt Wealth Advisors
|
BUY
|
- |
4.35K+ 0.89% |
$320K - $336K
|
493K
$35.5M
|
|
Aug 16, 2021
Q2 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.01KNew |
$294K - $310K
|
4.01K
$288K
|
|
Jul 07, 2021
Q2 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
3.93K+ 2.2% |
$289K - $304K
|
183K
$13.2M
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
3.9KNew |
$287K - $302K
|
3.9K
$281K
|
|
Aug 12, 2021
Q2 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.78K+ 0.32% |
$277K - $292K
|
1.17M
$84.2M
|
|
Jul 14, 2021
Q2 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.6K+ 3.4% |
$265K - $278K
|
109K
$7.88M
|
|
Aug 10, 2021
Q2 2021
|
Brighton Jones LLC
|
BUY
|
- |
3.57KNew |
$262K - $276K
|
3.57K
$257K
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
3.51K+ 34.33% |
$258K - $271K
|
13.7K
$989K
|
|
Aug 09, 2021
Q2 2021
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
3.43KNew |
$252K - $265K
|
3.43K
$247K
|
|
Jul 21, 2021
Q2 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
3.02KNew |
$222K - $233K
|
3.02K
$217K
|
|
Aug 10, 2021
Q2 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
3.01KNew |
$221K - $233K
|
3.01K
$217K
|
|
Aug 16, 2021
Q2 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
3K+ 2.99% |
$221K - $232K
|
103K
$7.44M
|
|
Jul 20, 2021
Q2 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.96KNew |
$217K - $228K
|
2.96K
$213K
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.93K+ 4.28% |
$216K - $227K
|
71.5K
$5.15M
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.89K+ 203.66% |
$213K - $224K
|
4.31K
$311K
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
2.89K+ 32.03% |
$212K - $223K
|
11.9K
$858K
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
2.84KNew |
$209K - $220K
|
2.84K
$205K
|
|
Aug 13, 2021
Q2 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.83KNew |
$208K - $218K
|
2.83K
$204K
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
2.72K+ 1.06% |
$200K - $210K
|
260K
$18.7M
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.7KNew |
$199K - $209K
|
2.7K
$195K
|
|
Jul 19, 2021
Q2 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.69K+ 10.8% |
$198K - $208K
|
27.6K
$1.99M
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.55K+ 24.77% |
$188K - $197K
|
12.9K
$926K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.53K+ 7.26% |
$186K - $196K
|
37.4K
$2.69M
|
|
Aug 06, 2021
Q2 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.46K+ 1.38% |
$181K - $190K
|
180K
$13M
|
|
Jul 23, 2021
Q2 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.36K+ 5.37% |
$174K - $183K
|
46.4K
$3.34M
|
|
Aug 26, 2021
Q2 2021
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
2.36K+ 8.56% |
$173K - $182K
|
29.9K
$2.15M
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.18K+ 42.54% |
$160K - $169K
|
7.31K
$526K
|
|
Aug 12, 2021
Q2 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.05K+ 16.18% |
$151K - $158K
|
14.7K
$1.06M
|
|
Aug 13, 2021
Q2 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.01K+ 5.26% |
$148K - $156K
|
40.3K
$2.9M
|
|
Jan 02, 2024
Q2 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.01K+ 6.2% |
$147K - $155K
|
34.4K
$2.47M
|
|
Jul 02, 2021
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
1.89K+ 10.12% |
$139K - $146K
|
20.5K
$1.48M
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.77K+ 15.14% |
$130K - $137K
|
13.5K
$971K
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.77K+ 127.51% |
$130K - $137K
|
3.15K
$227K
|
|
Jul 28, 2021
Q2 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.73K+ 11.56% |
$127K - $134K
|
16.7K
$1.2M
|
|
Aug 10, 2021
Q2 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.68K+ 52.02% |
$124K - $130K
|
4.92K
$354K
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.63K+ 23.55% |
$119K - $126K
|
8.52K
$614K
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.59K+ 6.14% |
$117K - $123K
|
27.5K
$1.98M
|