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 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.13K- 11.87% |
$78.5K - $87.6K
|
8.42K
$596K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.16K- 6.0% |
$80.6K - $89.9K
|
18.2K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.17K- 6.18% |
$81.1K - $90.5K
|
17.8K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.19K- 2.15% |
$82.8K - $92.3K
|
54.3K
$3.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.26K- 6.74% |
$87.5K - $97.6K
|
17.5K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.28K- 16.78% |
$88.4K - $98.6K
|
6.32K
$448K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.28K- 25.09% |
$88.6K - $98.9K
|
3.82K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.29K- 16.24% |
$89.6K - $100K
|
6.67K
$472K
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.35K- 15.89% |
$93.4K - $104K
|
7.13K
$505K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.43K- 8.57% |
$99.1K - $111K
|
15.3K
$1.08M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.44K- 2.8% |
$100K - $112K
|
50.1K
$3.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.54K- 7.77% |
$107K - $119K
|
18.3K
$1.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.56K- 6.77% |
$108K - $121K
|
21.5K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.63K- 0.91% |
$113K - $126K
|
177K
$12.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.64K- 11.57% |
$114K - $127K
|
12.6K
$889K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.69K- 10.74% |
$117K - $131K
|
14K
$993K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.73K- 14.86% |
$120K - $134K
|
9.94K
$703K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.76K- 3.8% |
$122K - $136K
|
44.5K
$3.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.78K- 1.34% |
$124K - $138K
|
131K
$9.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.79K- 1.66% |
$124K - $138K
|
106K
$7.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.81K- 14.14% |
$125K - $140K
|
11K
$777K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.82K- 1.7% |
$126K - $141K
|
106K
$7.48M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.93K- 9.9% |
$133K - $149K
|
17.5K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.97K- 3.26% |
$137K - $153K
|
58.6K
$4.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.09K- 2.5% |
$145K - $161K
|
81.3K
$5.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.1K- 3.06% |
$146K - $163K
|
66.7K
$4.72M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.17K- 2.12% |
$150K - $167K
|
100K
$7.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.22K- 1.42% |
$154K - $171K
|
154K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.22K- 3.22% |
$154K - $172K
|
66.7K
$4.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.24K- 39.77% |
$155K - $173K
|
3.39K
$240K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.24K- 31.63% |
$155K - $173K
|
4.85K
$343K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.26K- 19.08% |
$157K - $175K
|
9.58K
$679K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-2.33K- 25.95% |
$161K - $180K
|
6.64K
$470K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.34K- 7.31% |
$162K - $181K
|
29.6K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.35K- 7.03% |
$163K - $182K
|
31K
$2.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.6K- 16.83% |
$180K - $201K
|
12.9K
$910K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-2.77K- 2.83% |
$192K - $214K
|
95.3K
$6.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.8K- 6.01% |
$194K - $216K
|
43.7K
$3.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.8K- 12.12% |
$194K - $216K
|
20.3K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.92K- 49.83% |
$202K - $225K
|
2.94K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.14K- 5.12% |
$217K - $243K
|
58.1K
$4.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.15K- 13.44% |
$218K - $243K
|
20.3K
$1.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.19K- 6.23% |
$221K - $247K
|
48.1K
$3.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.31K- 11.95% |
$229K - $256K
|
24.4K
$1.73M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.32K- 3.15% |
$230K - $257K
|
102K
$7.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.32K- 3.15% |
$230K - $257K
|
102K
$7.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.33K- 29.6% |
$231K - $257K
|
7.91K
$560K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-3.63K- 20.36% |
$252K - $281K
|
14.2K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.14K- 3.35% |
$287K - $320K
|
120K
$8.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.36K- 1.52% |
$302K - $337K
|
283K
$20M
|