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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 1.87% |
$339 - $362
|
273
$19.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$339 - $362
|
5
$364
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4New |
$271 - $289
|
4
$291
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3+ 0.08% |
$203 - $217
|
3.56K
$259K
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$67.8 - $72.4
|
4.74K
$345K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 2.38% |
$67.8 - $72.4
|
43
$3.13K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 1.56% |
$67.8 - $72.4
|
65
$4.73K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 1.72% |
$67.8 - $72.4
|
59
$4.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 1.16% |
$67.8 - $72.4
|
87
$6.34K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1- 0.06% |
$67.8 - $72.4
|
1.55K
$113K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-3- 0.18% |
$203 - $217
|
1.63K
$119K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5- 0.11% |
$339 - $362
|
4.62K
$336K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9- 0.51% |
$610 - $651
|
1.74K
$127K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-13- 0.12% |
$882 - $941
|
10.7K
$777K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-18- 27.27% |
$1.22K - $1.3K
|
48
$3.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-22- 0.56% |
$1.49K - $1.59K
|
3.89K
$284K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-25- 3.09% |
$1.7K - $1.81K
|
783
$57K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-27- 4.94% |
$1.83K - $1.95K
|
520
$37.9K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35- 0.06% |
$2.37K - $2.53K
|
59.1K
$4.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-38- 2.19% |
$2.58K - $2.75K
|
1.7K
$124K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-39- 0.48% |
$2.64K - $2.82K
|
8.15K
$593K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-45- 0.56% |
$3.05K - $3.26K
|
7.94K
$578K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-46- 0.56% |
$3.12K - $3.33K
|
8.18K
$595K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-49- 1.49% |
$3.32K - $3.55K
|
3.24K
$236K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-50- 0.32% |
$3.39K - $3.62K
|
15.5K
$1.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-51- 0.85% |
$3.46K - $3.69K
|
5.94K
$432K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-53- 1.11% |
$3.59K - $3.84K
|
4.73K
$344K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-64- 4.84% |
$4.34K - $4.63K
|
1.26K
$91.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-75- 63.03% |
$5.09K - $5.43K
|
44
$3.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-77- 11.39% |
$5.22K - $5.57K
|
599
$43.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-78- 1.64% |
$5.29K - $5.64K
|
4.67K
$340K
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-88- 1.95% |
$5.97K - $6.37K
|
4.44K
$323K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-91- 1.11% |
$6.17K - $6.58K
|
8.09K
$589K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-121- 90.3% |
$8.21K - $8.76K
|
13
$947
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-121- 1.66% |
$8.21K - $8.76K
|
7.19K
$523K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-127- 1.53% |
$8.61K - $9.19K
|
8.19K
$596K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-127- 2.25% |
$8.61K - $9.19K
|
5.51K
$401K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-140- 3.74% |
$9.49K - $10.1K
|
3.6K
$262K
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-142- 2.84% |
$9.63K - $10.3K
|
4.86K
$354K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-143- 4.47% |
$9.7K - $10.3K
|
3.06K
$223K
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-149- 1.95% |
$10.1K - $10.8K
|
7.5K
$546K
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
SELL
|
- |
-153- 19.08% |
$10.4K - $11.1K
|
649
$47.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-156- 0.99% |
$10.6K - $11.3K
|
15.6K
$1.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-157- 3.88% |
$10.6K - $11.4K
|
3.89K
$283K
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-192- 3.59% |
$13K - $13.9K
|
5.16K
$375K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-194- 4.19% |
$13.2K - $14K
|
4.43K
$323K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-201- 2.36% |
$13.6K - $14.5K
|
8.3K
$605K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-210- 4.55% |
$14.2K - $15.2K
|
4.41K
$321K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-213- 53.25% |
$14.4K - $15.4K
|
187
$13.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-214- 53.9% |
$14.5K - $15.5K
|
183
$13.3K
|