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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q4 2020
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.39KNew |
$353K - $398K
|
5.39K
$393K
|
|
|
Feb 04, 2021
Q4 2020
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
5.34KNew |
$350K - $394K
|
5.34K
$389K
|
|
|
Jan 29, 2021
Q4 2020
|
Austin Private Wealth, LLC
|
BUY
|
- |
5.32K+ 2.47% |
$348K - $393K
|
221K
$16.1M
|
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.27K+ 17.63% |
$345K - $389K
|
35.2K
$2.56M
|
|
|
Feb 16, 2021
Q4 2020
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
5.2K+ 20.88% |
$340K - $384K
|
30.1K
$2.19M
|
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.04K+ 17.56% |
$330K - $372K
|
33.7K
$2.46M
|
|
|
Feb 16, 2021
Q4 2020
|
Wedbush Securities Inc
|
BUY
|
- |
4.98K+ 125.61% |
$326K - $367K
|
8.94K
$651K
|
|
|
Jun 25, 2021
Q4 2020
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.57KNew |
$299K - $337K
|
4.57K
$333K
|
|
|
Feb 16, 2021
Q4 2020
|
Heron Financial Group, LLC
|
BUY
|
- |
4.56K+ 5.65% |
$298K - $336K
|
85.2K
$6.21M
|
|
|
Feb 12, 2021
Q4 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.53K+ 7.75% |
$296K - $334K
|
62.9K
$4.58M
|
|
|
Feb 08, 2021
Q4 2020
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
4.52KNew |
$296K - $334K
|
4.52K
$329K
|
|
|
Jan 25, 2021
Q4 2020
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.51KNew |
$295K - $333K
|
4.51K
$328K
|
|
|
Jan 13, 2021
Q4 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.5K+ 15.76% |
$295K - $332K
|
33K
$2.41M
|
|
|
Feb 09, 2021
Q4 2020
|
Klingman & Associates, LLC
|
BUY
|
- |
4.45K+ 2.88% |
$291K - $329K
|
159K
$11.6M
|
|
|
Feb 12, 2021
Q4 2020
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.35K+ 9.36% |
$285K - $321K
|
50.8K
$3.7M
|
|
|
Feb 16, 2021
Q4 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.24K+ 28.39% |
$278K - $313K
|
19.2K
$1.4M
|
|
|
Feb 10, 2021
Q4 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.07K+ 12.02% |
$267K - $301K
|
37.9K
$2.76M
|
|
|
Jan 28, 2021
Q4 2020
|
Asset Dedication, LLC
|
BUY
|
- |
4.03K+ 234.15% |
$264K - $297K
|
5.74K
$418K
|
|
|
Jan 20, 2021
Q4 2020
|
Brickley Wealth Management
|
BUY
|
- |
3.67K+ 11.22% |
$240K - $271K
|
36.4K
$2.65M
|
|
|
Jan 27, 2023
Q4 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.61K+ 5.9% |
$236K - $266K
|
64.7K
$4.71M
|
|
|
Feb 16, 2021
Q4 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.61K+ 5.9% |
$236K - $266K
|
64.7K
$4.71M
|
|
|
May 07, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.57K+ 1358.17% |
$234K - $264K
|
3.84K
$279K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.55K+ 15.89% |
$232K - $262K
|
25.9K
$1.89M
|
|
|
Jan 25, 2021
Q4 2020
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.4KNew |
$222K - $251K
|
3.4K
$247K
|
|
|
Feb 05, 2021
Q4 2020
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.37K+ 19.24% |
$221K - $249K
|
20.9K
$1.52M
|
|
|
Feb 08, 2021
Q4 2020
|
Veery Capital, LLC
|
BUY
|
- |
3.33KNew |
$218K - $246K
|
3.33K
$243K
|
|
|
Feb 16, 2021
Q4 2020
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.22K+ 5.79% |
$211K - $237K
|
58.7K
$4.28M
|
|
|
Feb 16, 2021
Q4 2020
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.21KNew |
$210K - $237K
|
3.21K
$234K
|
|
|
Feb 17, 2021
Q4 2020
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.11K+ 207.19% |
$204K - $230K
|
4.62K
$336K
|
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.1K+ 1.38% |
$203K - $229K
|
228K
$16.6M
|
|
|
Jan 25, 2021
Q4 2020
|
Golden Green, Inc.
|
BUY
|
- |
3KNew |
$197K - $222K
|
3K
$219K
|
|
|
Jan 27, 2021
Q4 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.99K+ 5.87% |
$196K - $221K
|
53.9K
$3.93M
|
|
|
Feb 02, 2021
Q4 2020
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.97KNew |
$195K - $219K
|
2.97K
$216K
|
|
|
Feb 11, 2021
Q4 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.95K+ 11.4% |
$193K - $218K
|
28.8K
$2.1M
|
|
|
Feb 03, 2021
Q4 2020
|
Essex Savings Bank
|
BUY
|
- |
2.94KNew |
$192K - $217K
|
2.94K
$214K
|
|
|
Feb 16, 2021
Q4 2020
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.92KNew |
$191K - $215K
|
2.92K
$212K
|
|
|
Feb 02, 2021
Q4 2020
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.79KNew |
$183K - $206K
|
2.79K
$204K
|
|
|
May 11, 2021
Q4 2020
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
2.78K+ 3.27% |
$182K - $205K
|
87.6K
$6.38M
|
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.77KNew |
$182K - $205K
|
2.77K
$202K
|
|
|
Jan 20, 2021
Q4 2020
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.75KNew |
$180K - $203K
|
2.75K
$200K
|
|
|
Feb 16, 2021
Q4 2020
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.73KNew |
$179K - $202K
|
2.73K
$199K
|
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.73K+ 11.11% |
$179K - $201K
|
27.3K
$1.99M
|
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.71K+ 12.19% |
$178K - $200K
|
25K
$1.82M
|
|
|
Jan 26, 2021
Q4 2020
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.71K+ 2.0% |
$177K - $200K
|
138K
$10.1M
|
|
|
Feb 10, 2021
Q4 2020
|
Keystone Financial Group
|
BUY
|
- |
2.63K+ 8.06% |
$172K - $194K
|
35.3K
$2.57M
|
|
|
Jan 20, 2021
Q4 2020
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.57K+ 4.48% |
$168K - $190K
|
59.8K
$4.36M
|
|
|
Feb 01, 2021
Q4 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.36K+ 6.79% |
$154K - $174K
|
37.1K
$2.7M
|
|
|
Jan 28, 2021
Q4 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.34KNew |
$153K - $172K
|
2.34K
$170K
|
|
|
Feb 26, 2021
Q4 2020
|
Rmr Wealth Builders
|
BUY
|
- |
2.23K+ 103.48% |
$146K - $165K
|
4.39K
$320K
|
|
|
Feb 09, 2021
Q4 2020
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.19K+ 6.75% |
$143K - $161K
|
34.6K
$2.52M
|