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
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-678- 15.55% |
$46K - $49.1K
|
3.68K
$268K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-691- 15.97% |
$46.9K - $50K
|
3.64K
$265K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-701- 2.15% |
$47.5K - $50.7K
|
31.9K
$2.33M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-705- 3.63% |
$47.8K - $51K
|
18.7K
$1.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-723- 24.08% |
$49K - $52.3K
|
2.28K
$166K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-743- 8.81% |
$50.4K - $53.8K
|
7.69K
$560K
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-819- 16.16% |
$55.5K - $59.3K
|
4.25K
$309K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-825- 10.85% |
$56K - $59.7K
|
6.78K
$494K
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-830- 8.88% |
$56.3K - $60.1K
|
8.51K
$620K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-849- 3.66% |
$57.6K - $61.4K
|
22.4K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-875- 14.87% |
$59.3K - $63.3K
|
5.01K
$365K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-890- 17.09% |
$60.4K - $64.4K
|
4.32K
$315K
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-895- 3.76% |
$60.7K - $64.8K
|
22.9K
$1.67M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-960- 5.44% |
$65.1K - $69.5K
|
16.7K
$1.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-967- 10.23% |
$65.6K - $70K
|
8.48K
$618K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.01K- 5.51% |
$68.3K - $72.9K
|
17.3K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.01K- 2.24% |
$68.4K - $73K
|
44K
$3.21M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.02K- 15.38% |
$69.4K - $74.1K
|
5.64K
$410K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.04K- 17.69% |
$70.3K - $75K
|
4.83K
$351K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.06K- 2.2% |
$72K - $76.8K
|
47.2K
$3.44M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.09K- 14.09% |
$73.9K - $78.8K
|
6.64K
$484K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 4.54% |
$74.5K - $79.5K
|
23.1K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.1K- 9.9% |
$74.8K - $79.8K
|
10K
$731K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-1.13K- 1.14% |
$76.4K - $81.5K
|
98.1K
$7.14M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.13K- 5.74% |
$76.7K - $81.8K
|
18.6K
$1.35M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.14K- 18.29% |
$77.4K - $82.6K
|
5.1K
$371K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.22K- 1.17% |
$82.8K - $88.4K
|
103K
$7.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.25K- 3.84% |
$84.4K - $90.1K
|
31.2K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.29K- 59.7% |
$87.2K - $93.1K
|
868
$63.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.35K- 17.61% |
$91.8K - $98K
|
6.34K
$461K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.4K- 4.5% |
$94.7K - $101K
|
29.7K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.42K- 2.69% |
$96.2K - $103K
|
51.2K
$3.73M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.45K- 15.38% |
$98.2K - $105K
|
7.96K
$580K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.47K- 17.13% |
$99.4K - $106K
|
7.09K
$516K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.47K- 14.36% |
$99.8K - $106K
|
8.77K
$639K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.55K- 58.31% |
$105K - $112K
|
1.11K
$80.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.55K- 13.15% |
$105K - $112K
|
10.2K
$746K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.63K- 6.6% |
$110K - $118K
|
23K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.68K- 33.21% |
$114K - $122K
|
3.38K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.7K- 18.79% |
$115K - $123K
|
7.33K
$534K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.72K- 7.93% |
$117K - $124K
|
19.9K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.84K- 3.7% |
$125K - $133K
|
47.8K
$3.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.84K- 16.08% |
$125K - $133K
|
9.6K
$699K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.02K- 92.33% |
$137K - $146K
|
168
$12.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.09K- 16.6% |
$141K - $151K
|
10.5K
$763K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.09K- 12.12% |
$142K - $152K
|
15.2K
$1.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.1K- 15.04% |
$142K - $152K
|
11.8K
$862K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.16K- 4.08% |
$146K - $156K
|
50.8K
$3.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.23K- 22.71% |
$151K - $162K
|
7.6K
$553K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.34K- 3.41% |
$158K - $169K
|
66.2K
$4.82M
|