Purchases and Sales Made in Q2 2022 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 2022. 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 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
69+ 1.4% |
$4.23K - $5.01K
|
4.99K
$366K
|
|
|
Aug 12, 2022
Q2 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
67+ 1.76% |
$4.1K - $4.87K
|
3.87K
$284K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
66New |
$4.04K - $4.8K
|
66
$4.84K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
62+ 0.99% |
$3.8K - $4.51K
|
6.35K
$466K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
53+ 8.58% |
$3.25K - $3.85K
|
671
$49.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
49New |
$3K - $3.56K
|
49
$3.59K
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
45+ 1.01% |
$2.76K - $3.27K
|
4.5K
$330K
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
BUY
|
- |
40+ 1.2% |
$2.45K - $2.91K
|
3.37K
$247K
|
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
38New |
$2.33K - $2.76K
|
38
$2.79K
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
38+ 1.04% |
$2.33K - $2.76K
|
3.7K
$271K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
35New |
$2.14K - $2.54K
|
35
$2.57K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27+ 0.72% |
$1.65K - $1.96K
|
3.77K
$276K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
23+ 20.72% |
$1.41K - $1.67K
|
134
$9.83K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
18+ 0.04% |
$1.1K - $1.31K
|
45.5K
$3.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
13+ 1.79% |
$796 - $945
|
738
$54.1K
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
13+ 1.79% |
$796 - $945
|
738
$54.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12New |
$735 - $872
|
12
$880
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 1.0% |
$674 - $799
|
1.12K
$81.8K
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
10+ 0.8% |
$612 - $727
|
1.27K
$92.8K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
10+ 1.91% |
$612 - $727
|
534
$39.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
9+ 0.08% |
$551 - $654
|
10.9K
$799K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
7+ 0.19% |
$429 - $509
|
3.76K
$276K
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7+ 1.92% |
$429 - $509
|
371
$27.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
6+ 1.69% |
$367 - $436
|
361
$26.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
5+ 1.82% |
$306 - $363
|
279
$20.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
4+ 0.05% |
$245 - $291
|
7.58K
$556K
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.06% |
$184 - $218
|
5.45K
$399K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 1.84% |
$184 - $218
|
166
$12.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 2.5% |
$61.2 - $72.7
|
41
$3.01K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-4- 7.69% |
$245 - $291
|
48
$3.52K
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-5Closed |
$306 - $363
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-10- 50.0% |
$612 - $727
|
10
$733
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-18- 0.09% |
$1.1K - $1.31K
|
20.9K
$1.53M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-18- 52.94% |
$1.1K - $1.31K
|
16
$1.17K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-20- 0.26% |
$1.22K - $1.45K
|
7.7K
$565K
|
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-25- 5.81% |
$1.53K - $1.82K
|
405
$29.7K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-26- 10.88% |
$1.59K - $1.89K
|
213
$15.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34- 0.12% |
$2.08K - $2.47K
|
27.6K
$2.02M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-37- 5.67% |
$2.27K - $2.69K
|
615
$45.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-40- 0.67% |
$2.45K - $2.91K
|
5.92K
$434K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-43Closed |
$2.63K - $3.13K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-44- 36.97% |
$2.69K - $3.2K
|
75
$5.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-55- 4.57% |
$3.37K - $4K
|
1.15K
$84.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-57- 1.23% |
$3.49K - $4.14K
|
4.58K
$336K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-58- 9.15% |
$3.55K - $4.22K
|
576
$42.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-58- 9.15% |
$3.55K - $4.22K
|
576
$42.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-60- 0.8% |
$3.67K - $4.36K
|
7.41K
$543K
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-60- 1.33% |
$3.67K - $4.36K
|
4.46K
$327K
|
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-66- 0.37% |
$4.04K - $4.8K
|
17.9K
$1.31M
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-68Closed |
$4.16K - $4.94K
|
0
$0
|