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 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2.26K- 1.0% |
$168K - $176K
|
224K
$16.3M
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.3KClosed |
$171K - $179K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.32K- 33.55% |
$172K - $181K
|
4.59K
$335K
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.37K- 8.58% |
$176K - $185K
|
25.3K
$1.84M
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.41K- 6.03% |
$179K - $187K
|
37.5K
$2.73M
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-2.41K- 8.71% |
$179K - $188K
|
25.3K
$1.84M
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-2.43K- 3.97% |
$180K - $189K
|
58.6K
$4.27M
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-2.46K- 17.14% |
$183K - $192K
|
11.9K
$867K
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-2.52K- 30.86% |
$187K - $197K
|
5.65K
$411K
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
SELL
|
- |
-2.58K- 5.14% |
$192K - $201K
|
47.7K
$3.47M
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.64K- 60.32% |
$196K - $206K
|
1.74K
$126K
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.66K- 2.03% |
$198K - $208K
|
128K
$9.34M
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.69KClosed |
$200K - $210K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.75K- 3.25% |
$204K - $214K
|
81.8K
$5.96M
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
SELL
|
- |
-2.87K- 4.06% |
$213K - $224K
|
67.8K
$4.94M
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-3.13KClosed |
$233K - $244K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.14KClosed |
$233K - $244K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.19K- 39.48% |
$237K - $249K
|
4.89K
$356K
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.23K- 13.18% |
$240K - $252K
|
21.3K
$1.55M
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.24K- 2.8% |
$240K - $252K
|
112K
$8.18M
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.24KClosed |
$241K - $253K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.29K- 20.64% |
$244K - $256K
|
12.6K
$920K
|
|
Feb 02, 2022
Q4 2021
|
Riversedge Advisors, LLC
|
SELL
|
- |
-3.49KClosed |
$259K - $272K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.51KClosed |
$261K - $274K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-3.61KClosed |
$268K - $282K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.64K- 10.65% |
$270K - $284K
|
30.5K
$2.22M
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-3.74K- 5.95% |
$278K - $292K
|
59.1K
$4.3M
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.81K- 18.92% |
$283K - $297K
|
16.3K
$1.19M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.88K- 2.14% |
$288K - $303K
|
177K
$12.9M
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.22K- 1.27% |
$314K - $329K
|
329K
$24M
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-4.44KClosed |
$330K - $346K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.44K- 17.52% |
$330K - $346K
|
20.9K
$1.52M
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.51KClosed |
$335K - $352K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-4.55K- 3.29% |
$338K - $354K
|
134K
$9.73M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.63K- 10.32% |
$344K - $361K
|
40.2K
$2.93M
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-4.64K- 3.97% |
$345K - $362K
|
112K
$8.17M
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-4.77K- 5.02% |
$354K - $372K
|
90.2K
$6.57M
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.47K- 11.31% |
$406K - $426K
|
42.9K
$3.12M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-5.64K- 18.61% |
$419K - $439K
|
24.7K
$1.8M
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-5.71K- 37.66% |
$424K - $445K
|
9.44K
$688K
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-5.83K- 18.95% |
$433K - $455K
|
24.9K
$1.82M
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-5.85K- 26.52% |
$435K - $456K
|
16.2K
$1.18M
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-6.09K- 18.35% |
$453K - $475K
|
27.1K
$1.97M
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-6.13K- 8.7% |
$455K - $478K
|
64.3K
$4.68M
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.34KClosed |
$472K - $495K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-6.42KClosed |
$477K - $500K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.76K- 17.97% |
$503K - $527K
|
30.9K
$2.25M
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-7KClosed |
$520K - $546K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.57K- 4.1% |
$563K - $590K
|
177K
$12.9M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.26K- 9.83% |
$614K - $644K
|
75.8K
$5.52M
|