Purchases and Sales Made in Q4 2020 in Ishares Msci Eafe Min Vol Fact (EFAV)

EFAV Quotes by TradingView

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 12, 2021 Q4 2020
Jrm Investment Counsel, LLC

SELL
 -
-5.77K
- 5.56%
$378K - $426K
98K $7.21M
Feb 08, 2021 Q4 2020
Beacon Investment Advisory Services, Inc.

SELL
 -
-5.88K
- 44.26%
$385K - $434K
7.41K $545K
Feb 09, 2021 Q4 2020
Commerce Bank

Kansas City, MO
SELL
 -
-5.98K
Closed
$391K - $441K
0 $0
Feb 01, 2021 Q4 2020
Wt Wealth Management

SELL
 -
-6.04K
Closed
$395K - $446K
0 $0
Feb 12, 2021 Q4 2020
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-6.05K
- 36.69%
$396K - $447K
10.4K $769K
Feb 11, 2021 Q4 2020
Round Table Services, LLC

SELL
 -
-6.14K
Closed
$402K - $453K
0 $0
Feb 19, 2021 Q4 2020
Uma Financial Services, Inc.

SELL
 -
-6.2K
- 6.38%
$406K - $458K
91K $6.69M
Jan 12, 2021 Q4 2020
Trust CO

SELL
 -
-6.4K
Closed
$419K - $472K
0 $0
Feb 09, 2021 Q4 2020
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-6.41K
- 3.59%
$420K - $473K
172K $12.7M
Feb 16, 2021 Q4 2020
Flow Traders U.S. LLC

New York, NY
SELL
 -
-6.43K
- 69.92%
$421K - $475K
2.77K $204K
Feb 12, 2021 Q4 2020
Affinia Financial Group, LLC

Burlington, MA
SELL
 -
-6.89K
- 58.36%
$451K - $508K
4.92K $362K
Feb 05, 2021 Q4 2020
Tanglewood Wealth Management, Inc.

SELL
 -
-7.22K
Closed
$473K - $533K
0 $0
Feb 12, 2021 Q4 2020
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-7.6K
- 15.89%
$497K - $561K
40.2K $2.96M
Feb 10, 2021 Q4 2020
9258 Wealth Management, LLC

SELL
 -
-7.73K
- 54.76%
$506K - $570K
6.39K $470K
Jan 29, 2021 Q4 2020
Stratos Wealth Partners, Ltd.

SELL
 -
-7.8K
- 9.57%
$511K - $576K
73.7K $5.42M
Feb 04, 2021 Q4 2020
Friedenthal Financial

SELL
 -
-7.98K
- 11.62%
$522K - $589K
60.6K $4.46M
Feb 09, 2021 Q4 2020
Equitable Holdings, Inc.

New York, NY
SELL
 -
-8.14K
- 5.63%
$533K - $600K
136K $10M
Feb 16, 2021 Q4 2020
Monterey Private Wealth, Inc.

SELL
 -
-8.19K
- 2.62%
$537K - $605K
305K $22.5M
Feb 10, 2021 Q4 2020
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-8.21K
- 49.4%
$538K - $606K
8.41K $619K
Feb 08, 2021 Q4 2020
Jacobi Capital Management LLC

SELL
 -
-8.82K
Closed
$577K - $651K
0 $0
Feb 02, 2021 Q4 2020
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-8.82K
- 10.17%
$577K - $651K
77.8K $5.73M
Jan 20, 2021 Q4 2020
Tuttle Capital Management, LLC

SELL
 -
-8.97K
Closed
$588K - $662K
0 $0
Feb 10, 2021 Q4 2020
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-9.44K
- 12.25%
$618K - $696K
67.6K $4.97M
Feb 12, 2021 Q4 2020
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
SELL
 -
-9.69K
- 10.16%
$635K - $716K
85.8K $6.31M
Feb 16, 2021 Q4 2020
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-9.73K
- 27.41%
$637K - $718K
25.8K $1.9M
Feb 11, 2021 Q4 2020
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-9.96K
Closed
$652K - $735K
0 $0
Feb 12, 2021 Q4 2020
Integrated Wealth Concepts LLC

SELL
 -
-10.2K
- 18.82%
$669K - $754K
44.1K $3.24M
Jan 08, 2024 Q4 2020
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-10.6K
Closed
$693K - $781K
0 $0
Feb 03, 2021 Q4 2020
Dynamic Advisor Solutions LLC

SELL
 -
-10.8K
- 54.72%
$709K - $799K
8.96K $659K
Jan 22, 2021 Q4 2020
Forvis Wealth Advisors, LLC

SELL
 -
-11.5K
- 49.73%
$754K - $849K
11.6K $856K
Feb 16, 2021 Q4 2020
Colony Group LLC

Boston, MA
SELL
 -
-11.8K
- 43.72%
$770K - $868K
15.1K $1.11M
Feb 05, 2021 Q4 2020
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-11.8K
- 4.97%
$774K - $872K
226K $16.6M
Feb 10, 2021 Q4 2020
Soltis Investment Advisors LLC

St. George, UT
SELL
 -
-13.9K
- 15.52%
$910K - $1.03M
75.7K $5.57M
Jan 26, 2021 Q4 2020
Planning Directions Inc

SELL
 -
-14K
- 19.53%
$918K - $1.03M
57.8K $4.25M
Feb 07, 2022 Q4 2020
Sovereign Investment Advisors, LLC

SELL
 -
-14.2K
- 25.25%
$929K - $1.05M
42K $3.09M
Feb 11, 2021 Q4 2020
Arcus Capital Partners, LLC

SELL
 -
-15K
- 9.06%
$982K - $1.11M
150K $11.1M
Feb 16, 2021 Q4 2020
Pfs Investments Inc.

Duluth, GA
SELL
 -
-15.3K
- 2.66%
$1M - $1.13M
559K $41.2M
Jan 29, 2021 Q4 2020
Great Valley Advisor Group, Inc.

SELL
 -
-16.4K
- 57.59%
$1.07M - $1.21M
12K $886K
Feb 04, 2021 Q4 2020
Us Bancorp \De\

SELL
 -
-16.7K
- 52.09%
$1.09M - $1.23M
15.3K $1.13M
Feb 11, 2021 Q4 2020
Steward Partners Investment Advisory, LLC

SELL
 -
-17.7K
- 5.66%
$1.16M - $1.31M
296K $21.8M
Feb 16, 2021 Q4 2020
Mariner, LLC

Overland Park, KS
SELL
 -
-18.8K
- 3.32%
$1.23M - $1.38M
545K $40.1M
Feb 12, 2021 Q4 2020
Portfolio Solutions, LLC

Troy, MI
SELL
 -
-19.2K
Closed
$1.26M - $1.42M
0 $0
Feb 12, 2021 Q4 2020
Brown Advisory Inc

SELL
 -
-19.6K
- 43.04%
$1.28M - $1.45M
25.9K $1.91M
Jan 15, 2021 Q4 2020
Qp Wealth Management, LLC

SELL
 -
-19.6K
- 23.06%
$1.29M - $1.45M
65.5K $4.82M
Feb 16, 2021 Q4 2020
Smith, Moore & Co.

Clayton, MO
SELL
 -
-20.5K
- 31.98%
$1.34M - $1.51M
43.6K $3.21M
Feb 08, 2021 Q4 2020
Sei Investments CO

Oaks, PA
SELL
 -
-20.7K
- 2.8%
$1.36M - $1.53M
718K $52.9M
Feb 16, 2021 Q4 2020
Charles Schwab Investment Management Inc

San Francisco, CA
SELL
 -
-22.9K
- 1.56%
$1.5M - $1.69M
1.44M $106M
Feb 17, 2021 Q4 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-24K
- 14.94%
$1.57M - $1.77M
136K $10M
Jan 15, 2021 Q4 2020
Moneywise, Inc.

SELL
 -
-25.5K
- 78.15%
$1.67M - $1.88M
7.12K $524K

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