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 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-136- 0.08% |
$10.1K - $10.6K
|
172K
$12.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
SELL
|
- |
-139- 0.47% |
$10.3K - $10.8K
|
29.2K
$2.13M
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-140Closed |
$10.4K - $10.9K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-152Closed |
$11.3K - $11.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-165- 0.93% |
$12.3K - $12.9K
|
17.6K
$1.28M
|
|
|
Jan 26, 2022
Q4 2021
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-186- 0.65% |
$13.8K - $14.5K
|
28.3K
$2.06M
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-186- 4.72% |
$13.8K - $14.5K
|
3.75K
$273K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-199- 10.65% |
$14.8K - $15.5K
|
1.67K
$122K
|
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-202- 0.77% |
$15K - $15.7K
|
25.9K
$1.88M
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-203- 0.82% |
$15.1K - $15.8K
|
24.5K
$1.78M
|
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-210- 1.15% |
$15.6K - $16.4K
|
18K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-219- 1.28% |
$16.3K - $17.1K
|
16.9K
$1.23M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-236- 6.11% |
$17.5K - $18.4K
|
3.63K
$264K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-243- 2.16% |
$18.1K - $18.9K
|
11K
$803K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-249- 3.67% |
$18.5K - $19.4K
|
6.53K
$475K
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-252- 2.08% |
$18.7K - $19.6K
|
11.8K
$862K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-280- 9.26% |
$20.8K - $21.8K
|
2.74K
$200K
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-281- 0.86% |
$20.9K - $21.9K
|
32.4K
$2.36M
|
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-285- 1.74% |
$21.2K - $22.2K
|
16.1K
$1.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-289- 8.1% |
$21.5K - $22.5K
|
3.28K
$239K
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-296- 2.97% |
$22K - $23.1K
|
9.68K
$705K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-300Closed |
$22.3K - $23.4K
|
0
$0
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-304- 2.23% |
$22.6K - $23.7K
|
13.3K
$971K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-305- 5.32% |
$22.7K - $23.8K
|
5.42K
$395K
|
|
|
Feb 14, 2022
Q4 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-335- 0.32% |
$24.9K - $26.1K
|
103K
$7.49M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-335- 24.76% |
$24.9K - $26.1K
|
1.02K
$74.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-340- 9.0% |
$25.3K - $26.5K
|
3.44K
$250K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-350- 5.5% |
$26K - $27.3K
|
6.02K
$438K
|
|
|
Jan 12, 2022
Q4 2021
|
Moneywise, Inc.
|
SELL
|
- |
-372- 9.48% |
$27.7K - $29K
|
3.55K
$259K
|
|
|
Jan 14, 2022
Q4 2021
|
Santori & Peters, Inc.
|
SELL
|
- |
-374- 5.62% |
$27.8K - $29.2K
|
6.28K
$457K
|
|
|
Jan 24, 2022
Q4 2021
|
Penobscot Wealth Management
|
SELL
|
- |
-381- 3.53% |
$28.3K - $29.7K
|
10.4K
$758K
|
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
SELL
|
- |
-386- 2.15% |
$28.7K - $30.1K
|
17.6K
$1.28M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-409- 4.75% |
$30.4K - $31.9K
|
8.21K
$598K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-415- 1.2% |
$30.8K - $32.4K
|
34.3K
$2.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-459- 5.16% |
$34.1K - $35.8K
|
8.43K
$614K
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-476- 1.15% |
$35.4K - $37.1K
|
40.9K
$2.98M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-480- 1.61% |
$35.7K - $37.4K
|
29.4K
$2.14M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-484- 12.72% |
$36K - $37.7K
|
3.32K
$242K
|
|
|
Feb 10, 2022
Q4 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-525- 3.28% |
$39K - $40.9K
|
15.5K
$1.13M
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-563- 0.65% |
$41.8K - $43.9K
|
85.6K
$6.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-568- 4.35% |
$42.2K - $44.3K
|
12.5K
$909K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-568- 4.35% |
$42.2K - $44.3K
|
12.5K
$909K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-573- 5.22% |
$42.6K - $44.7K
|
10.4K
$758K
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-578- 5.56% |
$43K - $45.1K
|
9.82K
$715K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-586- 4.54% |
$43.6K - $45.7K
|
12.3K
$897K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-626- 1.81% |
$46.5K - $48.8K
|
33.9K
$2.47M
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-652- 6.98% |
$48.5K - $50.8K
|
8.69K
$633K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-722- 41.52% |
$53.7K - $56.3K
|
1.02K
$74.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-743Closed |
$55.2K - $57.9K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-763- 9.32% |
$56.7K - $59.5K
|
7.43K
$541K
|