Purchases and Sales Made in Q4 2022 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 2022. 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 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.19K+ 3.42% |
$461K - $532K
|
248K
$18.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.16KNew |
$459K - $530K
|
8.16K
$594K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7.96KNew |
$448K - $517K
|
7.96K
$579K
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
BUY
|
- |
7.61K+ 8.48% |
$428K - $495K
|
97.3K
$7.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
6.62K+ 49.82% |
$372K - $430K
|
19.9K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.32KNew |
$355K - $411K
|
6.32K
$460K
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
6.23KNew |
$350K - $405K
|
6.23K
$454K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
6.12K+ 5.7% |
$344K - $398K
|
113K
$8.26M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.77K+ 7.05% |
$324K - $375K
|
87.6K
$6.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.2K+ 55.73% |
$293K - $338K
|
14.5K
$1.06M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
5.12K+ 5122.0% |
$288K - $333K
|
5.22K
$380K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.1KNew |
$287K - $331K
|
5.1K
$371K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.05K+ 5.14% |
$284K - $328K
|
103K
$7.53M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.05KNew |
$284K - $328K
|
5.05K
$368K
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.04KNew |
$283K - $327K
|
5.04K
$367K
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.04KNew |
$283K - $327K
|
5.04K
$367K
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
5K+ 5.18% |
$281K - $325K
|
102K
$7.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
4.9KNew |
$276K - $318K
|
4.9K
$357K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.81KNew |
$271K - $313K
|
4.81K
$350K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
4.76KNew |
$268K - $309K
|
4.76K
$347K
|
|
|
Feb 06, 2023
Q4 2022
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
4.72K+ 2.66% |
$266K - $307K
|
183K
$13.3M
|
|
|
Feb 17, 2023
Q4 2022
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4.65KNew |
$262K - $302K
|
4.65K
$339K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
4.55KNew |
$256K - $296K
|
4.55K
$332K
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.55KNew |
$256K - $296K
|
4.55K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
4.52KNew |
$254K - $294K
|
4.52K
$329K
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
4.43KNew |
$249K - $288K
|
4.43K
$322K
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.24KNew |
$238K - $275K
|
4.24K
$309K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.97KNew |
$223K - $258K
|
3.97K
$289K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.95KNew |
$222K - $257K
|
3.95K
$288K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
3.86K+ 46.6% |
$217K - $251K
|
12.2K
$885K
|
|
|
Feb 14, 2023
Q4 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
3.86KNew |
$217K - $251K
|
3.86K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.65KNew |
$205K - $237K
|
3.65K
$265K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
3.62KNew |
$204K - $235K
|
3.62K
$264K
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.62KNew |
$204K - $235K
|
3.62K
$264K
|
|
|
Feb 06, 2023
Q4 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
3.6KNew |
$203K - $234K
|
3.6K
$262K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
3.53KNew |
$199K - $229K
|
3.53K
$257K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.45KNew |
$194K - $224K
|
3.45K
$251K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.34KNew |
$188K - $217K
|
3.34K
$243K
|
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
3.25KNew |
$183K - $211K
|
3.25K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.22KNew |
$181K - $209K
|
3.22K
$234K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.2KNew |
$180K - $208K
|
3.2K
$233K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.19KNew |
$180K - $207K
|
3.19K
$232K
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3K+ 3.85% |
$169K - $195K
|
80.8K
$5.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
2.51K+ 1.46% |
$141K - $163K
|
175K
$12.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.43K+ 0.91% |
$137K - $158K
|
270K
$19.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.37K+ 2.38% |
$133K - $154K
|
102K
$7.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.31KNew |
$130K - $150K
|
2.31K
$168K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.26K+ 4.44% |
$127K - $147K
|
53.1K
$3.87M
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
2.23K+ 19.31% |
$126K - $145K
|
13.8K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.17K+ 100.0% |
$122K - $141K
|
4.34K
$316K
|