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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2022
Q4 2021
|
Crestmont Private Wealth LLC
|
BUY
|
- |
302New |
$22.4K - $23.5K
|
302
$22K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
274New |
$20.4K - $21.4K
|
274
$20K
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
273+ 1.16% |
$20.3K - $21.3K
|
23.8K
$1.73M
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
262+ 3.12% |
$19.5K - $20.4K
|
8.67K
$631K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
250New |
$18.6K - $19.5K
|
250
$18.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
249New |
$18.5K - $19.4K
|
249
$18.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
221+ 2.68% |
$16.4K - $17.2K
|
8.47K
$617K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 23.39% |
$14.9K - $15.6K
|
1.06K
$76.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
192+ 0.21% |
$14.3K - $15K
|
90.6K
$6.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
154+ 3.17% |
$11.4K - $12K
|
5.01K
$365K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
150New |
$11.1K - $11.7K
|
150
$10.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
146+ 1.8% |
$10.9K - $11.4K
|
8.25K
$601K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
134+ 7.31% |
$9.96K - $10.4K
|
1.97K
$143K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
122+ 1.48% |
$9.07K - $9.51K
|
8.35K
$608K
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
BUY
|
- |
120+ 4.09% |
$8.92K - $9.36K
|
3.06K
$223K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
110+ 0.33% |
$8.18K - $8.58K
|
33.7K
$2.46M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
99New |
$7.36K - $7.72K
|
99
$7.21K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
96New |
$7.14K - $7.48K
|
96
$6.99K
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
95+ 0.08% |
$7.06K - $7.41K
|
118K
$8.56M
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
84+ 2.25% |
$6.24K - $6.55K
|
3.82K
$278K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
75+ 1.75% |
$5.57K - $5.85K
|
4.35K
$317K
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
75New |
$5.57K - $5.85K
|
75
$5.46K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
73+ 0.75% |
$5.43K - $5.69K
|
9.83K
$716K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
70+ 0.69% |
$5.2K - $5.46K
|
10.2K
$742K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
69New |
$5.13K - $5.38K
|
69
$5.02K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
68New |
$5.05K - $5.3K
|
68
$4.95K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
46+ 0.44% |
$3.42K - $3.59K
|
10.4K
$757K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
45+ 3.44% |
$3.34K - $3.51K
|
1.35K
$98.5K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
43New |
$3.2K - $3.35K
|
43
$3.13K
|
|
|
Feb 09, 2022
Q4 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
38+ 0.85% |
$2.82K - $2.96K
|
4.49K
$327K
|
|
|
Feb 08, 2022
Q4 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
36+ 0.84% |
$2.68K - $2.81K
|
4.33K
$315K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
36New |
$2.68K - $2.81K
|
36
$2.62K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
32New |
$2.38K - $2.49K
|
32
$2.33K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
27+ 0.67% |
$2.01K - $2.1K
|
4.05K
$295K
|
|
|
Feb 11, 2022
Q4 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
27New |
$2.01K - $2.1K
|
27
$1.97K
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
25+ 6.17% |
$1.86K - $1.95K
|
430
$31.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
25+ 0.85% |
$1.86K - $1.95K
|
2.98K
$217K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
24+ 0.69% |
$1.78K - $1.87K
|
3.49K
$254K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
21+ 0.78% |
$1.56K - $1.64K
|
2.71K
$197K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
21New |
$1.56K - $1.64K
|
21
$1.53K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
20+ 0.66% |
$1.49K - $1.56K
|
3.06K
$223K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
18+ 19.35% |
$1.34K - $1.4K
|
111
$8.08K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
18+ 0.5% |
$1.34K - $1.4K
|
3.64K
$265K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
18+ 0.22% |
$1.34K - $1.4K
|
8.24K
$600K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17+ 0.63% |
$1.26K - $1.33K
|
2.72K
$198K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
17+ 0.69% |
$1.26K - $1.33K
|
2.48K
$181K
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
13+ 0.34% |
$966 - $1.01K
|
3.87K
$282K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
12+ 0.22% |
$892 - $936
|
5.49K
$399K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
12New |
$892 - $936
|
12
$874
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
12New |
$892 - $936
|
12
$874
|