Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
188+ 4.69% |
$13K - $14.5K
|
4.2K
$297K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
177New |
$12.3K - $13.7K
|
177
$12.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
171+ 1.3% |
$11.9K - $13.2K
|
13.3K
$944K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
169New |
$11.7K - $13.1K
|
169
$12K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
168+ 5.49% |
$11.6K - $13K
|
3.23K
$228K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
165+ 3.2% |
$11.4K - $12.8K
|
5.32K
$377K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
151+ 1.85% |
$10.5K - $11.7K
|
8.33K
$589K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
150New |
$10.4K - $11.6K
|
150
$10.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
144+ 0.21% |
$9.98K - $11.1K
|
67.9K
$4.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
131New |
$9.08K - $10.1K
|
131
$9.27K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
125+ 0.79% |
$8.66K - $9.67K
|
16K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
117+ 95.12% |
$8.11K - $9.05K
|
240
$17K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
112+ 6.42% |
$7.76K - $8.66K
|
1.86K
$131K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
108+ 9.29% |
$7.49K - $8.35K
|
1.27K
$89.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
100+ 0.81% |
$6.93K - $7.73K
|
12.5K
$886K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
96+ 8.99% |
$6.65K - $7.42K
|
1.16K
$82.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
94+ 0.38% |
$6.52K - $7.27K
|
24.9K
$1.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
88+ 1.03% |
$6.1K - $6.81K
|
8.6K
$609K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
79+ 0.73% |
$5.48K - $6.11K
|
10.9K
$770K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
59+ 0.9% |
$4.09K - $4.56K
|
6.59K
$467K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
58+ 0.19% |
$4.02K - $4.49K
|
30.9K
$2.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
54+ 0.64% |
$3.74K - $4.18K
|
8.56K
$606K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
49+ 0.61% |
$3.4K - $3.79K
|
8.14K
$576K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
49New |
$3.4K - $3.79K
|
49
$3.47K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
45+ 42.45% |
$3.12K - $3.48K
|
151
$10.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
45+ 23.44% |
$3.12K - $3.48K
|
237
$16.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
42+ 0.15% |
$2.91K - $3.25K
|
27.4K
$1.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
38+ 0.86% |
$2.63K - $2.94K
|
4.47K
$316K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
37+ 2.94% |
$2.56K - $2.86K
|
1.3K
$91.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
37+ 0.84% |
$2.56K - $2.86K
|
4.44K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
36+ 5.11% |
$2.5K - $2.78K
|
741
$52.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
34New |
$2.36K - $2.63K
|
34
$2.41K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30+ 0.12% |
$2.08K - $2.32K
|
25K
$1.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14New |
$970 - $1.08K
|
14
$991
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
12New |
$832 - $928
|
12
$850
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7New |
$485 - $541
|
7
$496
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.12% |
$416 - $464
|
4.99K
$353K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
5+ 0.06% |
$347 - $387
|
7.95K
$563K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1+ 0.08% |
$69.3 - $77.3
|
1.2K
$84.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1- 0.02% |
$69.3 - $77.3
|
4.43K
$314K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1- -0.0% |
$69.3 - $77.3
|
26.7K
$1.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-2- 0.07% |
$139 - $155
|
2.99K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-3- 20.0% |
$208 - $232
|
12
$850
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-6- 0.02% |
$416 - $464
|
26.9K
$1.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7- 0.13% |
$485 - $541
|
5.34K
$378K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-11- 26.19% |
$762 - $851
|
31
$2.19K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-12- 4.3% |
$832 - $928
|
267
$18.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-19- 1.34% |
$1.32K - $1.47K
|
1.4K
$99.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-19- 1.12% |
$1.32K - $1.47K
|
1.68K
$119K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-30- 4.59% |
$2.08K - $2.32K
|
623
$44.1K
|