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 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-5.37K- 7.3% |
$304K - $354K
|
68.2K
$4.96M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.48K- 5.18% |
$311K - $361K
|
100K
$7.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.56K- 52.38% |
$315K - $367K
|
5.05K
$368K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-6.12K- 92.8% |
$347K - $404K
|
475
$34.6K
|
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-6.91K- 5.5% |
$392K - $456K
|
119K
$8.65M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-6.97K- 12.13% |
$395K - $460K
|
50.5K
$3.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-7.2KClosed |
$408K - $475K
|
0
$0
|
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-7.3K- 61.09% |
$414K - $482K
|
4.65K
$339K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-7.33K- 23.56% |
$415K - $483K
|
23.8K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-7.35K- 39.08% |
$417K - $485K
|
11.5K
$835K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.47K- 6.97% |
$423K - $492K
|
99.7K
$7.26M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-7.88K- 24.86% |
$447K - $519K
|
23.8K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-7.97K- 39.56% |
$452K - $525K
|
12.2K
$887K
|
|
|
Nov 14, 2022
Q3 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-8.22K- 3.46% |
$466K - $542K
|
229K
$16.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.34K- 3.36% |
$473K - $550K
|
240K
$17.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.66K- 12.55% |
$491K - $571K
|
60.4K
$4.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-8.76K- 8.17% |
$496K - $577K
|
98.3K
$7.16M
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-8.92K- 99.38% |
$506K - $588K
|
56
$4.08K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.94K- 35.62% |
$507K - $589K
|
16.2K
$1.18M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.04K- 3.06% |
$512K - $596K
|
286K
$20.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-9.12K- 63.25% |
$517K - $601K
|
5.3K
$386K
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-9.19K- 14.5% |
$521K - $606K
|
54.2K
$3.94M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9.22K- 16.33% |
$523K - $608K
|
47.2K
$3.44M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.24K- 8.53% |
$524K - $609K
|
99.1K
$7.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-9.47K- 18.02% |
$537K - $625K
|
43.1K
$3.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.83K- 12.59% |
$557K - $648K
|
68.2K
$4.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.89K- 6.95% |
$561K - $652K
|
132K
$9.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.94K- 46.98% |
$563K - $655K
|
11.2K
$817K
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-9.95K- 16.47% |
$564K - $656K
|
50.5K
$3.68M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-9.99K- 19.7% |
$566K - $658K
|
40.7K
$2.96M
|
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-10KClosed |
$567K - $660K
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-10.4K- 91.93% |
$588K - $683K
|
910
$66.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.2K- 14.19% |
$633K - $736K
|
67.5K
$4.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.2K- 72.21% |
$634K - $737K
|
4.3K
$313K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-11.3K- 8.33% |
$638K - $742K
|
124K
$9.01M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-11.4K- 45.81% |
$644K - $749K
|
13.4K
$978K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.6K- 7.96% |
$712K - $828K
|
145K
$10.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
SELL
|
- |
-12.8K- 42.29% |
$726K - $845K
|
17.5K
$1.27M
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-13.3K- 44.19% |
$752K - $875K
|
16.8K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-13.6K- 12.06% |
$770K - $896K
|
99K
$7.21M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.9K- 2.85% |
$844K - $982K
|
508K
$37M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-15.1KClosed |
$857K - $997K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-16.1K- 13.53% |
$911K - $1.06M
|
103K
$7.48M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.2K- 13.8% |
$919K - $1.07M
|
101K
$7.37M
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-16.7K- 39.86% |
$947K - $1.1M
|
25.2K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.8K- 10.69% |
$955K - $1.11M
|
141K
$10.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-17K- 8.97% |
$962K - $1.12M
|
172K
$12.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-18.3K- 20.3% |
$1.04M - $1.21M
|
71.9K
$5.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-18.3K- 9.65% |
$1.04M - $1.21M
|
172K
$12.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-19K- 18.32% |
$1.08M - $1.25M
|
84.7K
$6.17M
|