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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-216- 0.77% |
$14.6K - $15.6K
|
27.7K
$2.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-218- 2.56% |
$14.8K - $15.8K
|
8.31K
$605K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-221- 0.21% |
$15K - $16K
|
107K
$7.82M
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-242- 1.91% |
$16.4K - $17.5K
|
12.5K
$907K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-242- 27.04% |
$16.4K - $17.5K
|
653
$47.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-248- 0.98% |
$16.8K - $17.9K
|
25K
$1.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-256- 2.26% |
$17.4K - $18.5K
|
11.1K
$807K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-263- 0.07% |
$17.8K - $19K
|
357K
$26M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-268- 99.63% |
$18.2K - $19.4K
|
1
$72.8
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-280- 1.1% |
$19K - $20.3K
|
25.2K
$1.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-299- 5.94% |
$20.3K - $21.6K
|
4.73K
$345K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-311- 11.78% |
$21.1K - $22.5K
|
2.33K
$170K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-312- 3.64% |
$21.2K - $22.6K
|
8.25K
$601K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-314- 16.35% |
$21.3K - $22.7K
|
1.61K
$117K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-327- 0.12% |
$22.2K - $23.7K
|
263K
$19.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-333- 1.07% |
$22.6K - $24.1K
|
30.7K
$2.23M
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-338- 7.8% |
$22.9K - $24.5K
|
4K
$291K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-357- 3.16% |
$24.2K - $25.8K
|
10.9K
$796K
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-364- 8.85% |
$24.7K - $26.3K
|
3.75K
$273K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-365- 5.09% |
$24.8K - $26.4K
|
6.8K
$495K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-374- 7.66% |
$25.4K - $27.1K
|
4.51K
$328K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-384- 5.49% |
$26K - $27.8K
|
6.61K
$481K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-391- 1.74% |
$26.5K - $28.3K
|
22.1K
$1.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-410- 11.43% |
$27.8K - $29.7K
|
3.18K
$231K
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-429- 4.72% |
$29.1K - $31K
|
8.67K
$631K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-445- 4.04% |
$30.2K - $32.2K
|
10.6K
$770K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-448- 5.5% |
$30.4K - $32.4K
|
7.7K
$561K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-462- 4.62% |
$31.3K - $33.4K
|
9.55K
$695K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-465- 13.06% |
$31.5K - $33.6K
|
3.1K
$225K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-470- 52.28% |
$31.9K - $34K
|
429
$31.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-475- 9.7% |
$32.2K - $34.4K
|
4.42K
$322K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-487- 77.92% |
$33K - $35.2K
|
138
$10K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-490- 1.19% |
$33.2K - $35.5K
|
40.6K
$2.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-495- 0.64% |
$33.6K - $35.8K
|
77.1K
$5.61M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-502- 1.68% |
$34K - $36.3K
|
29.5K
$2.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-506- 0.24% |
$34.3K - $36.6K
|
211K
$15.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-517- 9.2% |
$35.1K - $37.4K
|
5.1K
$371K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-530- 14.12% |
$35.9K - $38.4K
|
3.22K
$235K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-535- 6.17% |
$36.3K - $38.7K
|
8.14K
$593K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-536- 30.15% |
$36.4K - $38.8K
|
1.24K
$90.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-539- 7.82% |
$36.6K - $39K
|
6.35K
$462K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-552- 2.35% |
$37.4K - $39.9K
|
22.9K
$1.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
SELL
|
- |
-574- 14.54% |
$38.9K - $41.5K
|
3.37K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-574- 8.96% |
$38.9K - $41.5K
|
5.83K
$425K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-600- 4.75% |
$40.7K - $43.4K
|
12K
$877K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-636- 6.51% |
$43.1K - $46K
|
9.14K
$665K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-638Closed |
$43.3K - $46.2K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-638- 3.18% |
$43.3K - $46.2K
|
19.4K
$1.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-640- 6.57% |
$43.4K - $46.3K
|
9.1K
$662K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-647- 2.65% |
$43.9K - $46.8K
|
23.7K
$1.73M
|