Purchases and Sales Made in Q2 2024 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 2024. 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 |
---|---|---|---|---|---|---|---|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.32K+ 3.25% |
$225K - $241K
|
106K
$7.69M
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.09KNew |
$209K - $223K
|
3.09K
$225K
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
3KNew |
$203K - $217K
|
3K
$218K
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.78K+ 2.47% |
$188K - $201K
|
115K
$8.37M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.73K+ 6.33% |
$185K - $198K
|
45.9K
$3.34M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.42K+ 3.64% |
$164K - $175K
|
68.9K
$5.02M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.12K+ 4.45% |
$144K - $153K
|
49.7K
$3.62M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
2.04K+ 2.39% |
$138K - $148K
|
87.4K
$6.36M
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.94KNew |
$132K - $140K
|
1.94K
$141K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.75K+ 18.23% |
$118K - $126K
|
11.3K
$825K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.63K+ 1.62% |
$111K - $118K
|
102K
$7.45M
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
1.61K+ 1.75% |
$109K - $116K
|
93.1K
$6.78M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.55K+ 15.33% |
$105K - $112K
|
11.7K
$850K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.48K+ 184.12% |
$101K - $107K
|
2.29K
$167K
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.45K+ 21.43% |
$98.4K - $105K
|
8.22K
$599K
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.3K+ 34.48% |
$88.4K - $94.3K
|
5.08K
$370K
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.29K+ 20.07% |
$87.6K - $93.5K
|
7.73K
$563K
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
989+ 1.31% |
$67.1K - $71.6K
|
76.4K
$5.56M
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
986+ 9.62% |
$66.9K - $71.3K
|
11.2K
$818K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
985New |
$66.8K - $71.3K
|
985
$71.7K
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
977+ 7.22% |
$66.3K - $70.7K
|
14.5K
$1.06M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
977+ 26.06% |
$66.3K - $70.7K
|
4.73K
$344K
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
928+ 7.58% |
$62.9K - $67.2K
|
13.2K
$959K
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
896+ 2.33% |
$60.8K - $64.8K
|
39.3K
$2.86M
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
895+ 297.34% |
$60.7K - $64.8K
|
1.2K
$87.1K
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
892+ 4.5% |
$60.5K - $64.5K
|
20.7K
$1.51M
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
847+ 11.07% |
$57.4K - $61.3K
|
8.5K
$619K
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
822+ 10.58% |
$55.7K - $59.5K
|
8.6K
$626K
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
798+ 24.87% |
$54.1K - $57.7K
|
4.01K
$292K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
724New |
$49.1K - $52.4K
|
724
$52.7K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
681+ 0.46% |
$46.2K - $49.3K
|
147K
$10.7M
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
650+ 4.59% |
$44.1K - $47K
|
14.8K
$1.08M
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
649+ 14.4% |
$44K - $47K
|
5.16K
$376K
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
576+ 1.5% |
$39.1K - $41.7K
|
39K
$2.84M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
564+ 3.72% |
$38.3K - $40.8K
|
15.7K
$1.14M
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
543+ 2.07% |
$36.8K - $39.3K
|
26.7K
$1.95M
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
501+ 1.1% |
$34K - $36.3K
|
45.9K
$3.34M
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
485+ 12.25% |
$32.9K - $35.1K
|
4.44K
$324K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
482New |
$32.7K - $34.9K
|
482
$35.1K
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
473+ 3.25% |
$32.1K - $34.2K
|
15K
$1.09M
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
472New |
$32K - $34.2K
|
472
$34.4K
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
450+ 6.03% |
$30.5K - $32.6K
|
7.91K
$576K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
415New |
$28.1K - $30K
|
415
$30.2K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
405New |
$27.5K - $29.3K
|
405
$29.5K
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
403+ 2.62% |
$27.3K - $29.2K
|
15.8K
$1.15M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
389+ 5.92% |
$26.4K - $28.1K
|
6.96K
$507K
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
385+ 12.61% |
$26.1K - $27.9K
|
3.44K
$250K
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
377New |
$25.6K - $27.3K
|
377
$27.5K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
371+ 74.2% |
$25.2K - $26.8K
|
871
$63.4K
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
360+ 0.53% |
$24.4K - $26K
|
67.8K
$4.94M
|