Purchases and Sales Made in Q4 2020 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 Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2021
Q4 2020
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
17.3K+ 88.11% |
$1.13M - $1.28M
|
36.9K
$2.72M
|
|
Feb 02, 2021
Q4 2020
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
16.1K+ 20.2% |
$1.05M - $1.19M
|
95.7K
$7.04M
|
|
Jan 19, 2021
Q4 2020
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15.2K+ 3.85% |
$993K - $1.12M
|
409K
$30.1M
|
|
Jan 11, 2021
Q4 2020
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
15.1K+ 2.13% |
$988K - $1.11M
|
724K
$53.3M
|
|
Feb 04, 2021
Q4 2020
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
14.7KNew |
$965K - $1.09M
|
14.7K
$1.08M
|
|
Feb 16, 2021
Q4 2020
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
14.5KNew |
$952K - $1.07M
|
14.5K
$1.07M
|
|
Feb 09, 2021
Q4 2020
|
Empire Life Investments Inc.
|
BUY
|
- |
14.5K+ 38.95% |
$950K - $1.07M
|
51.7K
$3.81M
|
|
Feb 16, 2021
Q4 2020
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
14K+ 45.38% |
$914K - $1.03M
|
44.7K
$3.29M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.4K+ 15.47% |
$878K - $989K
|
100K
$7.36M
|
|
Feb 16, 2021
Q4 2020
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
13.2KNew |
$867K - $977K
|
13.2K
$974K
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
12.7K+ 5.47% |
$831K - $936K
|
245K
$18M
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
12.7K+ 6.7% |
$830K - $935K
|
202K
$14.8M
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.6K+ 2.28% |
$826K - $931K
|
567K
$41.7M
|
|
Mar 09, 2021
Q4 2020
|
Defined Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$826K - $930K
|
12.6K
$928K
|
|
Feb 16, 2021
Q4 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
12.6KNew |
$825K - $930K
|
12.6K
$927K
|
|
Jan 26, 2021
Q4 2020
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
11.9KNew |
$777K - $876K
|
11.9K
$874K
|
|
Feb 16, 2021
Q4 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.7KNew |
$767K - $864K
|
11.7K
$862K
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
BUY
|
- |
11.4K+ 239.44% |
$745K - $840K
|
16.1K
$1.19M
|
|
Feb 05, 2021
Q4 2020
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10.6K+ 7.6% |
$697K - $786K
|
151K
$11.1M
|
|
Feb 12, 2021
Q4 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.92K+ 7.81% |
$650K - $732K
|
137K
$10.1M
|
|
Feb 18, 2021
Q4 2020
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
9.82KNew |
$643K - $725K
|
9.82K
$723K
|
|
Feb 05, 2021
Q4 2020
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
9.23KNew |
$605K - $682K
|
9.23K
$680K
|
|
Feb 23, 2021
Q4 2020
|
Orion Capital Management LLC
|
BUY
|
- |
9.21KNew |
$603K - $680K
|
9.21K
$678K
|
|
Jan 28, 2021
Q4 2020
|
Comerica Bank
|
BUY
|
- |
9.02K+ 4.89% |
$590K - $665K
|
193K
$14.2M
|
|
Feb 08, 2021
Q4 2020
|
Alta Wealth Advisors LLC
|
BUY
|
- |
8.44KNew |
$553K - $623K
|
8.44K
$621K
|
|
Jan 25, 2021
Q4 2020
|
Cutler Investment Counsel LLC
|
BUY
|
- |
8.1K+ 4.15% |
$531K - $598K
|
203K
$15M
|
|
Feb 12, 2021
Q4 2020
|
Roosevelt Investment Group LLC
|
BUY
|
- |
8.03KNew |
$526K - $593K
|
8.03K
$591K
|
|
Mar 03, 2021
Q4 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
7.99K+ 12.89% |
$523K - $590K
|
70K
$5.15M
|
|
Feb 19, 2021
Q4 2020
|
Rodgers & Associates, LTD
|
BUY
|
- |
7.63KNew |
$499K - $563K
|
7.63K
$561K
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
7.58KNew |
$496K - $560K
|
7.58K
$558K
|
|
Mar 26, 2021
Q4 2020
|
Everhart Financial Group, Inc.
|
BUY
|
- |
7.4KNew |
$485K - $546K
|
7.4K
$545K
|
|
Feb 11, 2021
Q4 2020
|
Burt Wealth Advisors
|
BUY
|
- |
7.36K+ 1.56% |
$482K - $543K
|
478K
$35.2M
|
|
Feb 08, 2021
Q4 2020
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
7.08K+ 2.5% |
$463K - $522K
|
290K
$21.3M
|
|
Feb 11, 2021
Q4 2020
|
Scotia Capital Inc.
|
BUY
|
- |
7.07KNew |
$463K - $522K
|
7.07K
$520K
|
|
Feb 02, 2021
Q4 2020
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7KNew |
$459K - $517K
|
7K
$515K
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
BUY
|
- |
7KNew |
$458K - $517K
|
7K
$515K
|
|
Feb 12, 2021
Q4 2020
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6.98K+ 5.43% |
$457K - $515K
|
135K
$9.97M
|
|
Jan 25, 2021
Q4 2020
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.87KNew |
$450K - $507K
|
6.87K
$506K
|
|
Feb 16, 2021
Q4 2020
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
6.82K+ 2.01% |
$447K - $504K
|
346K
$25.5M
|
|
Jan 25, 2021
Q4 2020
|
Ledyard National Bank
|
BUY
|
- |
6.62K+ 22.69% |
$433K - $488K
|
35.8K
$2.63M
|
|
Feb 08, 2021
Q4 2020
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
6.57KNew |
$430K - $485K
|
6.57K
$483K
|
|
Jan 28, 2021
Q4 2020
|
Gfg Capital, LLC
|
BUY
|
- |
6.57K+ 3.46% |
$430K - $485K
|
196K
$14.4M
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.52K+ 4.44% |
$427K - $481K
|
153K
$11.3M
|
|
Jan 29, 2021
Q4 2020
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6.44K+ 1322.79% |
$422K - $475K
|
6.93K
$510K
|
|
Feb 12, 2021
Q4 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.41K+ 66.17% |
$420K - $473K
|
16.1K
$1.18M
|
|
Feb 08, 2021
Q4 2020
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
6.25K+ 3.72% |
$409K - $461K
|
174K
$12.8M
|
|
Feb 09, 2021
Q4 2020
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.96KNew |
$391K - $440K
|
5.96K
$439K
|
|
Feb 10, 2021
Q4 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.92K+ 6.89% |
$388K - $437K
|
91.8K
$6.75M
|
|
Feb 03, 2021
Q4 2020
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.61KNew |
$367K - $414K
|
5.61K
$413K
|
|
Feb 16, 2021
Q4 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.56K+ 13.61% |
$364K - $410K
|
46.4K
$3.42M
|