Purchases and Sales Made in Q2 2023 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 2023. 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 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.24K+ 5.99% |
$82.8K - $87.9K
|
22K
$1.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.21K+ 21.11% |
$80.7K - $85.7K
|
6.94K
$505K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.16K+ 77.91% |
$77.7K - $82.5K
|
2.66K
$194K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.15K+ 3.86% |
$77K - $81.7K
|
31.1K
$2.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
1.15K+ 8.51% |
$76.5K - $81.2K
|
14.6K
$1.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.1K+ 5.49% |
$73.6K - $78.1K
|
21.2K
$1.54M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.1K+ 3.61% |
$73.4K - $77.9K
|
31.6K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.1K+ 3.61% |
$73.4K - $77.9K
|
31.6K
$2.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
990+ 9.85% |
$66.1K - $70.1K
|
11K
$804K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
978+ 14.86% |
$65.3K - $69.3K
|
7.56K
$550K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
967+ 2.62% |
$64.5K - $68.5K
|
37.9K
$2.76M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
964+ 7.76% |
$64.3K - $68.3K
|
13.4K
$975K
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
945+ 821.74% |
$63.1K - $67K
|
1.06K
$77.2K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
932+ 817.54% |
$62.2K - $66K
|
1.05K
$76.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
918+ 3.03% |
$61.3K - $65K
|
31.2K
$2.27M
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
917+ 14.38% |
$61.2K - $65K
|
7.3K
$531K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
884+ 32.23% |
$59K - $62.6K
|
3.63K
$264K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
867+ 0.76% |
$57.9K - $61.4K
|
114K
$8.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
833+ 0.34% |
$55.6K - $59K
|
249K
$18.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
800+ 24.01% |
$53.4K - $56.7K
|
4.13K
$301K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
795+ 46.79% |
$53.1K - $56.3K
|
2.49K
$182K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
746New |
$49.8K - $52.9K
|
746
$54.3K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
739+ 0.64% |
$49.3K - $52.4K
|
116K
$8.48M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
659+ 4.81% |
$44K - $46.7K
|
14.4K
$1.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
639+ 3.85% |
$42.7K - $45.3K
|
17.2K
$1.25M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
634+ 2.67% |
$42.3K - $44.9K
|
24.4K
$1.78M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
618+ 3.22% |
$41.3K - $43.8K
|
19.8K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
606New |
$40.5K - $42.9K
|
606
$44.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
600+ 2.96% |
$40.1K - $42.5K
|
20.8K
$1.52M
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
BUY
|
- |
575+ 0.66% |
$38.4K - $40.7K
|
87.8K
$6.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
568+ 4.67% |
$37.9K - $40.2K
|
12.7K
$928K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
536+ 0.16% |
$35.8K - $38K
|
331K
$24.1M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
533+ 4.28% |
$35.6K - $37.8K
|
13K
$945K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
509+ 3.75% |
$34K - $36.1K
|
14.1K
$1.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
489+ 1.93% |
$32.6K - $34.6K
|
25.9K
$1.89M
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
487+ 11.53% |
$32.5K - $34.5K
|
4.71K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
452+ 9.27% |
$30.2K - $32K
|
5.33K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
393+ 3.92% |
$26.2K - $27.8K
|
10.4K
$758K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
386+ 0.26% |
$25.8K - $27.3K
|
150K
$10.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
351+ 1.36% |
$23.4K - $24.9K
|
26.1K
$1.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
306+ 2550.0% |
$20.4K - $21.7K
|
318
$23.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
303+ 0.89% |
$20.2K - $21.5K
|
34.3K
$2.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
291+ 1.55% |
$19.4K - $20.6K
|
19K
$1.39M
|
|
|
Jul 14, 2023
Q2 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
285+ 0.6% |
$19K - $20.2K
|
47.4K
$3.45M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
278+ 0.56% |
$18.6K - $19.7K
|
50K
$3.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
240+ 7.12% |
$16K - $17K
|
3.61K
$263K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
239+ 1.59% |
$16K - $16.9K
|
15.3K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
237+ 4.71% |
$15.8K - $16.8K
|
5.27K
$384K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
235+ 0.2% |
$15.7K - $16.6K
|
119K
$8.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
207+ 2.55% |
$13.8K - $14.7K
|
8.32K
$606K
|