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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.36K+ 14.45% |
$101K - $106K
|
10.8K
$842K
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
1.33K+ 6.43% |
$98.9K - $104K
|
22K
$1.72M
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.32K+ 0.37% |
$97.9K - $103K
|
360K
$28.2M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.29K+ 37.28% |
$96.1K - $101K
|
4.76K
$372K
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.26KNew |
$93.7K - $98.2K
|
1.26K
$98.5K
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.25K+ 32.49% |
$92.5K - $97.1K
|
5.08K
$397K
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.24K+ 0.72% |
$92.3K - $96.8K
|
175K
$13.7M
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.11K+ 8.0% |
$82.8K - $86.8K
|
15K
$1.18M
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.11KNew |
$82.1K - $86.1K
|
1.11K
$86.4K
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.06K+ 4.15% |
$79.1K - $82.9K
|
26.7K
$2.09M
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.06K+ 29.54% |
$78.7K - $82.6K
|
4.64K
$363K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.05KNew |
$77.7K - $81.5K
|
1.05K
$81.7K
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.04KNew |
$77.2K - $80.9K
|
1.04K
$81.2K
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.02K+ 9.67% |
$75.4K - $79.1K
|
11.5K
$900K
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.01K+ 20.37% |
$75.3K - $79K
|
5.99K
$468K
|
|
Jan 18, 2022
Q4 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
1.01K+ 4.42% |
$75K - $78.7K
|
23.8K
$1.86M
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
924+ 2.34% |
$68.7K - $72K
|
40.5K
$3.16M
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
900+ 3.67% |
$66.9K - $70.2K
|
25.4K
$1.99M
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
900+ 900.0% |
$66.9K - $70.2K
|
1K
$78.2K
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
853+ 13.54% |
$63.4K - $66.5K
|
7.15K
$559K
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
838+ 8.44% |
$62.3K - $65.3K
|
10.8K
$842K
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
BUY
|
- |
828+ 1.71% |
$61.5K - $64.6K
|
49.2K
$3.85M
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
798+ 5.02% |
$59.3K - $62.2K
|
16.7K
$1.31M
|
|
Feb 11, 2022
Q4 2021
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
750+ 0.82% |
$55.7K - $58.5K
|
92.5K
$7.23M
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
745+ 14.78% |
$55.4K - $58.1K
|
5.79K
$452K
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
700New |
$52K - $54.6K
|
700
$54.7K
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
691+ 82.07% |
$51.4K - $53.9K
|
1.53K
$120K
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
680+ 22.64% |
$50.5K - $53K
|
3.68K
$288K
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
648+ 6.62% |
$48.2K - $50.5K
|
10.4K
$816K
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
636+ 4.17% |
$47.3K - $49.6K
|
15.9K
$1.24M
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
619+ 4.81% |
$46K - $48.3K
|
13.5K
$1.05M
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
617+ 5.91% |
$45.9K - $48.1K
|
11K
$864K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
596+ 0.49% |
$44.3K - $46.5K
|
122K
$9.52M
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
577New |
$42.9K - $45K
|
577
$45.1K
|
|
Jan 19, 2022
Q4 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
572+ 5.65% |
$42.5K - $44.6K
|
10.7K
$836K
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
572+ 3.54% |
$42.5K - $44.6K
|
16.7K
$1.31M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
545+ 5.83% |
$40.5K - $42.5K
|
9.9K
$774K
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
496+ 2.15% |
$36.9K - $38.7K
|
23.6K
$1.84M
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
475New |
$35.3K - $37K
|
475
$37.1K
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
463+ 13.69% |
$34.4K - $36.1K
|
3.85K
$301K
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
459+ 9.21% |
$34.1K - $35.8K
|
5.44K
$426K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
433New |
$32.2K - $33.8K
|
433
$33.9K
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
419New |
$31.1K - $32.7K
|
419
$32.8K
|
|
Feb 15, 2022
Q4 2021
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
413+ 1.38% |
$30.7K - $32.2K
|
30.3K
$2.37M
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
392New |
$29.1K - $30.6K
|
392
$30.6K
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
350+ 0.98% |
$26K - $27.3K
|
36.2K
$2.83M
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
BUY
|
- |
325+ 0.03% |
$24.2K - $25.3K
|
1.29M
$101M
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
322+ 2.47% |
$23.9K - $25.1K
|
13.3K
$1.04M
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
314+ 0.86% |
$23.3K - $24.5K
|
36.7K
$2.87M
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
303+ 1.94% |
$22.5K - $23.6K
|
15.9K
$1.24M
|