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 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11.4KClosed |
$839K - $883K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.6K- 3.57% |
$853K - $897K
|
314K
$22.6M
|
|
Aug 02, 2021
Q2 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-11.6KClosed |
$854K - $898K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-11.9K- 4.63% |
$875K - $920K
|
245K
$17.7M
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-12.8K- 10.5% |
$938K - $987K
|
109K
$7.84M
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-13K- 84.83% |
$952K - $1M
|
2.32K
$167K
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13.2K- 26.36% |
$967K - $1.02M
|
36.8K
$2.65M
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-14.6KClosed |
$1.08M - $1.13M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-15.9K- 1.21% |
$1.17M - $1.23M
|
1.3M
$93.4M
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-17.1K- 4.55% |
$1.26M - $1.32M
|
359K
$25.9M
|
|
Aug 16, 2021
Q2 2021
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-17.5KClosed |
$1.29M - $1.35M
|
0
$0
|
|
Aug 26, 2021
Q2 2021
|
Comerica Bank
|
SELL
|
- |
-17.5K- 10.7% |
$1.29M - $1.35M
|
146K
$10.5M
|
|
Aug 12, 2021
Q2 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-18.3K- 38.16% |
$1.35M - $1.42M
|
29.7K
$2.14M
|
|
Aug 16, 2021
Q2 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-19.4K- 10.23% |
$1.42M - $1.5M
|
170K
$12.2M
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.4K- 12.51% |
$1.43M - $1.5M
|
136K
$9.78M
|
|
Aug 13, 2021
Q2 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-19.9K- 12.75% |
$1.46M - $1.53M
|
136K
$9.79M
|
|
Aug 13, 2021
Q2 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-20.2K- 36.55% |
$1.48M - $1.56M
|
35.1K
$2.52M
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-20.8KClosed |
$1.53M - $1.61M
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-21.4K- 52.9% |
$1.57M - $1.65M
|
19K
$1.37M
|
|
Aug 11, 2021
Q2 2021
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-21.6K- 17.87% |
$1.58M - $1.67M
|
99.1K
$7.14M
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-22.4K- 33.81% |
$1.65M - $1.73M
|
43.9K
$3.16M
|
|
Jul 29, 2021
Q2 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-22.8K- 30.62% |
$1.67M - $1.76M
|
51.6K
$3.72M
|
|
Aug 11, 2021
Q2 2021
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-22.8K- 2.09% |
$1.68M - $1.76M
|
1.07M
$77M
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-24.4K- 29.01% |
$1.8M - $1.89M
|
59.8K
$4.31M
|
|
Aug 13, 2021
Q2 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-25.4KClosed |
$1.87M - $1.96M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-25.6K- 57.77% |
$1.88M - $1.98M
|
18.7K
$1.35M
|
|
Aug 16, 2021
Q2 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-26.3K- 53.26% |
$1.93M - $2.04M
|
23.1K
$1.66M
|
|
Aug 04, 2021
Q2 2021
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-29.2K- 86.83% |
$2.14M - $2.25M
|
4.42K
$318K
|
|
Mar 28, 2023
Q2 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-29.5K- 43.49% |
$2.16M - $2.28M
|
38.3K
$2.76M
|
|
Aug 13, 2021
Q2 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-30.7K- 49.11% |
$2.25M - $2.37M
|
31.8K
$2.29M
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-30.8K- 80.96% |
$2.27M - $2.38M
|
7.25K
$522K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-32.1K- 5.69% |
$2.36M - $2.48M
|
531K
$38.3M
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
SELL
|
- |
-32.3K- 49.58% |
$2.37M - $2.49M
|
32.8K
$2.36M
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-32.4K- 11.61% |
$2.38M - $2.51M
|
247K
$17.8M
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
SELL
|
- |
-33.2K- 99.67% |
$2.44M - $2.57M
|
109
$7.85K
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-35.5K- 15.51% |
$2.61M - $2.74M
|
193K
$13.9M
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-39.3K- 61.69% |
$2.89M - $3.04M
|
24.4K
$1.76M
|
|
Jan 28, 2022
Q2 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-42.5K- 85.34% |
$3.12M - $3.29M
|
7.3K
$526K
|
|
Jul 28, 2021
Q2 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-43.4KClosed |
$3.19M - $3.35M
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-44K- 81.47% |
$3.23M - $3.4M
|
10K
$720K
|
|
Jul 20, 2021
Q2 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-44.9K- 26.0% |
$3.3M - $3.47M
|
128K
$9.21M
|
|
Aug 04, 2021
Q2 2021
|
Empire Life Investments Inc.
|
SELL
|
- |
-45.5KClosed |
$3.35M - $3.52M
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-46.9K- 53.63% |
$3.44M - $3.62M
|
40.5K
$2.92M
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-48.1K- 90.47% |
$3.53M - $3.72M
|
5.07K
$365K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-50.7K- 21.97% |
$3.72M - $3.92M
|
180K
$13M
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-53.6K- 13.55% |
$3.94M - $4.14M
|
342K
$24.6M
|
|
Aug 16, 2021
Q2 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-53.8K- 85.45% |
$3.95M - $4.16M
|
9.16K
$660K
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-56.6K- 82.95% |
$4.16M - $4.37M
|
11.6K
$838K
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-57.1KClosed |
$4.2M - $4.42M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-64K- 67.68% |
$4.7M - $4.95M
|
30.6K
$2.2M
|