Purchases and Sales Made in Q4 2021 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 2021. 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 09, 2022
Q4 2021
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-8.39K- 73.76% |
$624K - $654K
|
2.99K
$217K
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.42K- 4.62% |
$626K - $656K
|
174K
$12.7M
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-8.43K- 9.77% |
$627K - $657K
|
77.9K
$5.67M
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8.47K- 15.46% |
$630K - $660K
|
46.3K
$3.37M
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-9.12K- 2.28% |
$678K - $711K
|
391K
$28.4M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.29K- 3.89% |
$690K - $724K
|
230K
$16.7M
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-9.44K- 19.5% |
$702K - $736K
|
39K
$2.84M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10K- 56.51% |
$746K - $783K
|
7.72K
$562K
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.3K- 6.8% |
$764K - $801K
|
141K
$10.3M
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-10.5K- 15.17% |
$777K - $815K
|
58.5K
$4.26M
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-11.2K- 44.04% |
$835K - $875K
|
14.3K
$1.04M
|
|
Jan 19, 2022
Q4 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-13.1KClosed |
$971K - $1.02M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.9K- 80.53% |
$1.04M - $1.09M
|
3.37K
$246K
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-14K- 87.92% |
$1.04M - $1.09M
|
1.93K
$140K
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-14.1K- 40.03% |
$1.05M - $1.1M
|
21.1K
$1.54M
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-14.5K- 16.44% |
$1.08M - $1.13M
|
73.7K
$5.37M
|
|
Feb 09, 2022
Q4 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-14.8K- 13.14% |
$1.1M - $1.15M
|
97.6K
$7.1M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.2K- 36.64% |
$1.28M - $1.34M
|
29.7K
$2.17M
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-18.1K- 65.85% |
$1.35M - $1.41M
|
9.39K
$684K
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-19.1K- 14.23% |
$1.42M - $1.49M
|
115K
$8.38M
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-20K- 40.83% |
$1.49M - $1.56M
|
29K
$2.11M
|
|
Jan 20, 2022
Q4 2021
|
G&S Capital LLC
|
SELL
|
- |
-20.1KClosed |
$1.49M - $1.56M
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-20.3K- 31.63% |
$1.51M - $1.58M
|
43.8K
$3.19M
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-20.9KClosed |
$1.55M - $1.63M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.5K- 13.07% |
$1.6M - $1.67M
|
143K
$10.4M
|
|
Feb 03, 2022
Q4 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-22.4KClosed |
$1.67M - $1.75M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.5K- 4.03% |
$1.67M - $1.75M
|
535K
$39M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-23.1K- 21.21% |
$1.72M - $1.8M
|
85.9K
$6.26M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-23.7K- 17.9% |
$1.76M - $1.85M
|
109K
$7.93M
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-24.2K- 10.37% |
$1.8M - $1.88M
|
209K
$15.2M
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-26.5K- 85.74% |
$1.97M - $2.06M
|
4.4K
$320K
|
|
Feb 07, 2022
Q4 2021
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-27.6K- 83.57% |
$2.05M - $2.15M
|
5.43K
$395K
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-27.8K- 3.15% |
$2.07M - $2.17M
|
855K
$62.2M
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
SELL
|
- |
-27.8KClosed |
$2.07M - $2.17M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-28.6K- 72.22% |
$2.13M - $2.23M
|
11K
$801K
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-28.6K- 79.87% |
$2.13M - $2.23M
|
7.22K
$525K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-35K- 11.89% |
$2.6M - $2.73M
|
259K
$18.9M
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-36.1K- 16.04% |
$2.68M - $2.81M
|
189K
$13.8M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-36.2KClosed |
$2.69M - $2.82M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.9K- 3.06% |
$2.96M - $3.11M
|
1.26M
$92.1M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-43.4K- 5.7% |
$3.23M - $3.38M
|
717K
$52.2M
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-54.1K- 12.31% |
$4.02M - $4.22M
|
385K
$28.1M
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-60.2KClosed |
$4.47M - $4.69M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-60.6K- 32.29% |
$4.5M - $4.72M
|
127K
$9.25M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-65.1K- 14.42% |
$4.84M - $5.07M
|
386K
$28.1M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-69.2KClosed |
$5.14M - $5.39M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-77.8K- 97.31% |
$5.78M - $6.06M
|
2.15K
$157K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-91.1K- 83.28% |
$6.77M - $7.1M
|
18.3K
$1.33M
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-94.2K- 27.97% |
$7M - $7.34M
|
243K
$17.7M
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-94.9KClosed |
$7.06M - $7.4M
|
0
$0
|