Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-2.3K- 3.32% |
$173K - $183K
|
67.1K
$4.89M
|
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-2.3K- 13.59% |
$173K - $183K
|
14.6K
$1.07M
|
|
|
Oct 04, 2021
Q3 2021
|
Penobscot Wealth Management
|
SELL
|
- |
-2.37K- 18.0% |
$178K - $188K
|
10.8K
$786K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.39KClosed |
$180K - $190K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.6K- 1.94% |
$196K - $206K
|
131K
$9.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.63K- 2.13% |
$198K - $209K
|
121K
$8.83M
|
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.66K- 39.19% |
$201K - $212K
|
4.13K
$301K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-2.68K- 11.45% |
$202K - $213K
|
20.7K
$1.51M
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
SELL
|
- |
-2.71K- 5.8% |
$204K - $215K
|
44K
$3.21M
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
SELL
|
- |
-2.79K- 1.91% |
$210K - $222K
|
143K
$10.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.83KClosed |
$213K - $225K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.85K- 9.11% |
$215K - $227K
|
28.5K
$2.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.92KClosed |
$220K - $232K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-3.02KClosed |
$227K - $240K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.12KClosed |
$235K - $248K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-3.13KClosed |
$236K - $249K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.14K- 6.93% |
$237K - $250K
|
42.2K
$3.08M
|
|
|
Oct 26, 2021
Q3 2021
|
First Business Financial Services, Inc.
|
SELL
|
- |
-3.2K- 49.29% |
$241K - $254K
|
3.29K
$239K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.23KClosed |
$243K - $257K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.3KClosed |
$249K - $263K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.47K- 3.96% |
$261K - $276K
|
84.1K
$6.12M
|
|
|
Oct 21, 2021
Q3 2021
|
Tufton Capital Management
|
SELL
|
- |
-3.5KClosed |
$264K - $278K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
SELL
|
- |
-3.51KClosed |
$265K - $279K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.55KClosed |
$267K - $282K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.69K- 4.1% |
$278K - $293K
|
86.3K
$6.29M
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-3.91K- 9.92% |
$294K - $311K
|
35.5K
$2.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.07K- 33.48% |
$306K - $323K
|
8.08K
$588K
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-4.2K- 4.24% |
$317K - $334K
|
94.9K
$6.92M
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.21KClosed |
$317K - $334K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4.27K- 10.81% |
$322K - $340K
|
35.2K
$2.57M
|
|
|
Nov 09, 2021
Q3 2021
|
Roof Eidam & Maycock
|
SELL
|
- |
-4.34K- 23.96% |
$327K - $345K
|
13.8K
$1M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.35K- 52.9% |
$328K - $346K
|
3.87K
$282K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.49K- 3.96% |
$339K - $357K
|
109K
$7.94M
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.07KClosed |
$382K - $403K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-5.13K- 15.64% |
$387K - $408K
|
27.7K
$2.02M
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.25KClosed |
$395K - $417K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-5.27K- 5.43% |
$397K - $419K
|
91.8K
$6.68M
|
|
|
Nov 08, 2021
Q3 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-5.32K- 0.41% |
$401K - $423K
|
1.29M
$94.1M
|
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-5.36K- 4.39% |
$404K - $426K
|
117K
$8.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.76K- 43.25% |
$434K - $458K
|
7.55K
$550K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.99K- 9.7% |
$451K - $476K
|
55.8K
$4.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.08K- 11.22% |
$458K - $484K
|
48.1K
$3.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.58K- 14.89% |
$496K - $523K
|
37.6K
$2.74M
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-6.58K- 44.44% |
$496K - $524K
|
8.23K
$600K
|
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-6.6K- 16.58% |
$497K - $525K
|
33.2K
$2.42M
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.68K- 0.42% |
$503K - $531K
|
1.6M
$116M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-6.71K- 41.89% |
$505K - $533K
|
9.3K
$677K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.79K- 3.55% |
$512K - $540K
|
185K
$13.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7.05K- 11.41% |
$531K - $561K
|
54.8K
$3.99M
|
|
|
Nov 01, 2021
Q3 2021
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-7.35K- 39.24% |
$554K - $584K
|
11.4K
$829K
|