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 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-333- 9.68% |
$23.1K - $25.8K
|
3.11K
$220K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-336- 8.97% |
$23.3K - $26K
|
3.41K
$241K
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-336- 9.96% |
$23.3K - $26K
|
3.04K
$215K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-340- 5.0% |
$23.6K - $26.3K
|
6.46K
$458K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-345- 1.56% |
$23.9K - $26.7K
|
21.7K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-351- 7.83% |
$24.3K - $27.1K
|
4.13K
$293K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-362- 2.49% |
$25.1K - $28K
|
14.2K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-364- 1.44% |
$25.2K - $28.2K
|
24.9K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-377- 3.05% |
$26.1K - $29.2K
|
12K
$847K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-395- 4.12% |
$27.4K - $30.5K
|
9.2K
$651K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-396- 11.67% |
$27.4K - $30.6K
|
3K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-410- 1.73% |
$28.4K - $31.7K
|
23.3K
$1.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-410- 3.7% |
$28.4K - $31.7K
|
10.7K
$756K
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-422- 1.07% |
$29.2K - $32.6K
|
38.8K
$2.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-442- 0.32% |
$30.6K - $34.2K
|
136K
$9.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-450- 2.96% |
$31.2K - $34.8K
|
14.7K
$1.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-464- 4.25% |
$32.2K - $35.9K
|
10.5K
$741K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-469- 3.77% |
$32.5K - $36.3K
|
12K
$849K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-481- 2.42% |
$33.3K - $37.2K
|
19.4K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-485- 1.06% |
$33.6K - $37.5K
|
45.4K
$3.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-495- 10.65% |
$34.3K - $38.3K
|
4.15K
$294K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-508- 45.85% |
$35.2K - $39.3K
|
600
$42.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-513- 2.57% |
$35.6K - $39.7K
|
19.4K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-533- 11.41% |
$36.9K - $41.2K
|
4.14K
$293K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-534- 3.08% |
$37K - $41.3K
|
16.8K
$1.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-550- 15.13% |
$38.1K - $42.5K
|
3.09K
$218K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-567- 15.68% |
$39.3K - $43.9K
|
3.05K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-572- 11.85% |
$39.6K - $44.2K
|
4.25K
$301K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-589- 8.92% |
$40.8K - $45.6K
|
6.02K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-596- 1.35% |
$41.3K - $46.1K
|
43.4K
$3.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-639- 9.18% |
$44.3K - $49.4K
|
6.32K
$448K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-666- 6.3% |
$46.2K - $51.5K
|
9.91K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-678- 12.35% |
$47K - $52.4K
|
4.81K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-692- 3.02% |
$48K - $53.5K
|
22.2K
$1.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-706- 0.28% |
$48.9K - $54.6K
|
255K
$18M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-728- 8.83% |
$50.5K - $56.3K
|
7.52K
$532K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-740- 15.64% |
$51.3K - $57.2K
|
3.99K
$282K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-778- 14.13% |
$53.9K - $60.2K
|
4.73K
$335K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-817- 10.4% |
$56.6K - $63.2K
|
7.04K
$499K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-855- 11.9% |
$59.3K - $66.1K
|
6.33K
$448K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-883- 4.25% |
$61.2K - $68.3K
|
19.9K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-916- 11.46% |
$63.5K - $70.8K
|
7.08K
$501K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-933- 1.95% |
$64.7K - $72.2K
|
46.8K
$3.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-958- 19.44% |
$66.4K - $74.1K
|
3.97K
$281K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-975- 12.46% |
$67.6K - $75.4K
|
6.85K
$485K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-987- 13.46% |
$68.4K - $76.3K
|
6.35K
$449K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.01K- 11.77% |
$70.1K - $78.3K
|
7.58K
$537K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.04K- 1.01% |
$71.9K - $80.2K
|
102K
$7.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.05K- 4.23% |
$72.9K - $81.4K
|
23.8K
$1.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.07K- 0.37% |
$74.4K - $83.1K
|
287K
$20.3M
|