Purchases and Sales Made in Q3 2022 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 2022. 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 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8- 0.47% |
$454 - $528
|
1.7K
$124K
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-10- 0.22% |
$567 - $659
|
4.45K
$324K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-10- 15.15% |
$567 - $659
|
56
$4.08K
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-16- 0.07% |
$907 - $1.06K
|
21.7K
$1.58M
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-25- 83.33% |
$1.42K - $1.65K
|
5
$364
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-30- 0.36% |
$1.7K - $1.98K
|
8.3K
$604K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-65- 10.57% |
$3.68K - $4.29K
|
550
$40.1K
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-85- 33.46% |
$4.82K - $5.6K
|
169
$12.3K
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-100- 1.41% |
$5.67K - $6.59K
|
7.01K
$511K
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-100- 0.26% |
$5.67K - $6.59K
|
37.9K
$2.76M
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-101- 8.18% |
$5.73K - $6.66K
|
1.13K
$82.6K
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-106- 2.82% |
$6.01K - $6.99K
|
3.65K
$266K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-113- 2.54% |
$6.41K - $7.45K
|
4.33K
$315K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-117- 18.78% |
$6.63K - $7.71K
|
506
$36.8K
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-118- 3.22% |
$6.69K - $7.78K
|
3.54K
$258K
|
|
Oct 20, 2022
Q3 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-137- 33.83% |
$7.77K - $9.03K
|
268
$19.5K
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-149- 0.76% |
$8.45K - $9.83K
|
19.5K
$1.42M
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-150- 18.75% |
$8.5K - $9.89K
|
650
$47.3K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-153- 3.24% |
$8.67K - $10.1K
|
4.57K
$332K
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-155- 1.14% |
$8.79K - $10.2K
|
13.4K
$978K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-173- 3.69% |
$9.81K - $11.4K
|
4.51K
$328K
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-174- 8.27% |
$9.86K - $11.5K
|
1.93K
$140K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-183- 17.63% |
$10.4K - $12.1K
|
855
$62.3K
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-187- 4.96% |
$10.6K - $12.3K
|
3.58K
$261K
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-219- 0.87% |
$12.4K - $14.4K
|
25K
$1.82M
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-219- 3.75% |
$12.4K - $14.4K
|
5.63K
$410K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-234- 4.99% |
$13.3K - $15.4K
|
4.46K
$325K
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-242- 2.61% |
$13.7K - $16K
|
9.03K
$658K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-250- 2.29% |
$14.2K - $16.5K
|
10.6K
$775K
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-250- 26.18% |
$14.2K - $16.5K
|
705
$51.3K
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-257- 6.31% |
$14.6K - $16.9K
|
3.82K
$278K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-261- 3.52% |
$14.8K - $17.2K
|
7.14K
$520K
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-272- 4.45% |
$15.4K - $17.9K
|
5.84K
$425K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-273- 40.69% |
$15.5K - $18K
|
398
$29K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-282- 6.33% |
$16K - $18.6K
|
4.17K
$304K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-325- 3.61% |
$18.4K - $21.4K
|
8.67K
$632K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-325- 3.36% |
$18.4K - $21.4K
|
9.34K
$680K
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-330- 2.68% |
$18.7K - $21.8K
|
12K
$872K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-333- 10.46% |
$18.9K - $22K
|
2.85K
$208K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-337- 6.4% |
$19.1K - $22.2K
|
4.93K
$359K
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-345- 2.39% |
$19.6K - $22.7K
|
14.1K
$1.02M
|
|
Oct 20, 2022
Q3 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-358- 28.3% |
$20.3K - $23.6K
|
907
$66K
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-370- 2.88% |
$21K - $24.4K
|
12.5K
$908K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-373- 1.58% |
$21.1K - $24.6K
|
23.3K
$1.7M
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-392Closed |
$22.2K - $25.8K
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-403- 4.71% |
$22.8K - $26.6K
|
8.16K
$594K
|
|
Nov 08, 2022
Q3 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-434- 0.29% |
$24.6K - $28.6K
|
151K
$11M
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-436- 1.38% |
$24.7K - $28.7K
|
31.1K
$2.26M
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
SELL
|
- |
-440- 4.59% |
$24.9K - $29K
|
9.14K
$666K
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-450- 1.68% |
$25.5K - $29.7K
|
26.3K
$1.91M
|