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
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
180New |
$10.1K - $11.7K
|
180
$14.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
173+ 0.16% |
$9.73K - $11.2K
|
109K
$8.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
168+ 2.75% |
$9.45K - $10.9K
|
6.28K
$516K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
160+ 4.47% |
$9K - $10.4K
|
3.74K
$307K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
156+ 30.83% |
$8.78K - $10.1K
|
662
$54.4K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
149+ 113.74% |
$8.38K - $9.68K
|
280
$23K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
133New |
$7.48K - $8.64K
|
133
$10.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
129New |
$7.26K - $8.38K
|
129
$10.6K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
127New |
$7.14K - $8.25K
|
127
$10.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
124New |
$6.98K - $8.06K
|
124
$10.2K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
106New |
$5.96K - $6.89K
|
106
$8.71K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
106+ 5.5% |
$5.96K - $6.89K
|
2.04K
$167K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
105+ 1.13% |
$5.91K - $6.82K
|
9.37K
$770K
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
103+ 0.23% |
$5.79K - $6.69K
|
45.3K
$3.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
102New |
$5.74K - $6.63K
|
102
$8.38K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
84New |
$4.73K - $5.46K
|
84
$6.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
83New |
$4.67K - $5.39K
|
83
$6.82K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
79+ 4.33% |
$4.44K - $5.13K
|
1.9K
$156K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
79New |
$4.44K - $5.13K
|
79
$6.49K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
76New |
$4.28K - $4.94K
|
76
$6.25K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
70+ 1.57% |
$3.94K - $4.55K
|
4.52K
$372K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
66New |
$3.71K - $4.29K
|
66
$5.43K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
61+ 152.5% |
$3.43K - $3.96K
|
101
$8.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
53New |
$2.98K - $3.44K
|
53
$4.36K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
51New |
$2.87K - $3.31K
|
51
$4.19K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
50+ 0.1% |
$2.81K - $3.25K
|
50.5K
$4.15M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
43New |
$2.42K - $2.79K
|
43
$3.53K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
42New |
$2.36K - $2.73K
|
42
$3.45K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
41New |
$2.31K - $2.66K
|
41
$3.37K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
37New |
$2.08K - $2.4K
|
37
$3.04K
|
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
36+ 0.79% |
$2.03K - $2.34K
|
4.61K
$379K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
33+ 0.86% |
$1.86K - $2.14K
|
3.88K
$319K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
32+ 0.68% |
$1.8K - $2.08K
|
4.76K
$391K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
25+ 500.0% |
$1.41K - $1.62K
|
30
$2.47K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
25New |
$1.41K - $1.62K
|
25
$2.06K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
22+ 13.1% |
$1.24K - $1.43K
|
190
$15.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
19+ 0.13% |
$1.07K - $1.23K
|
15.2K
$1.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
17+ 0.42% |
$956 - $1.1K
|
4.04K
$332K
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
15+ 0.25% |
$844 - $975
|
5.98K
$492K
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
12+ 0.3% |
$675 - $780
|
4.01K
$330K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12+ 0.23% |
$675 - $780
|
5.12K
$421K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
12+ 0.14% |
$675 - $780
|
8.42K
$692K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 7.87% |
$563 - $650
|
137
$11.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
9New |
$506 - $585
|
9
$740
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.09% |
$338 - $390
|
7.02K
$577K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
5+ 13.89% |
$281 - $325
|
41
$3.37K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
4+ 0.75% |
$225 - $260
|
538
$44.2K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3+ 0.05% |
$169 - $195
|
5.54K
$456K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
3+ 0.83% |
$169 - $195
|
364
$29.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3+ 1.08% |
$169 - $195
|
282
$23.2K
|