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 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-363- 1.33% |
$20.4K - $23.6K
|
27K
$1.96M
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-364- 0.93% |
$20.5K - $23.7K
|
38.7K
$2.81M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-370- 2.43% |
$20.8K - $24K
|
14.8K
$1.08M
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
SELL
|
- |
-370- 0.44% |
$20.8K - $24K
|
84.6K
$6.16M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-393- 68.23% |
$22.1K - $25.5K
|
183
$13.3K
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-400- 1.78% |
$22.5K - $26K
|
22.1K
$1.61M
|
|
Jan 30, 2023
Q4 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-416- 0.25% |
$23.4K - $27K
|
169K
$12.3M
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-430- 5.33% |
$24.2K - $27.9K
|
7.63K
$556K
|
|
Jan 30, 2023
Q4 2022
|
Family Capital Trust CO
|
SELL
|
- |
-447- 0.25% |
$25.1K - $29.1K
|
178K
$13M
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-467- 9.92% |
$26.3K - $30.4K
|
4.24K
$309K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-473- 99.58% |
$26.6K - $30.7K
|
2
$146
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-481- 3.13% |
$27.1K - $31.3K
|
14.9K
$1.08M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-482- 3.32% |
$27.1K - $31.3K
|
14K
$1.02M
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-506- 0.98% |
$28.5K - $32.9K
|
50.9K
$3.71M
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-517- 4.2% |
$29.1K - $33.6K
|
11.8K
$859K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-524- 4.09% |
$29.5K - $34.1K
|
12.3K
$895K
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-550- 13.22% |
$30.9K - $35.7K
|
3.61K
$263K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-605- 8.94% |
$34K - $39.3K
|
6.16K
$449K
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-639- 6.99% |
$35.9K - $41.5K
|
8.5K
$619K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-688- 8.16% |
$38.7K - $44.7K
|
7.75K
$564K
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-691- 8.15% |
$38.9K - $44.9K
|
7.78K
$567K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-693- 13.68% |
$39K - $45K
|
4.37K
$318K
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-740- 36.69% |
$41.6K - $48.1K
|
1.28K
$93K
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-786- 5.58% |
$44.2K - $51.1K
|
13.3K
$969K
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-814- 1.72% |
$45.8K - $52.9K
|
46.4K
$3.38M
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-857- 18.66% |
$48.2K - $55.7K
|
3.74K
$272K
|
|
Feb 07, 2023
Q4 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-860- 13.62% |
$48.4K - $55.9K
|
5.45K
$397K
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-875- 3.67% |
$49.2K - $56.9K
|
22.9K
$1.67M
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-899- 16.97% |
$50.6K - $58.4K
|
4.4K
$320K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-940- 14.58% |
$52.9K - $61.1K
|
5.51K
$401K
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-958- 16.54% |
$53.9K - $62.3K
|
4.84K
$352K
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-975- 8.14% |
$54.8K - $63.4K
|
11K
$801K
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-979- 1.93% |
$55.1K - $63.6K
|
49.8K
$3.63M
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-1.03K- 10.93% |
$57.7K - $66.7K
|
8.36K
$609K
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.05K- 11.17% |
$58.8K - $67.9K
|
8.31K
$605K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.05K- 99.71% |
$59K - $68.1K
|
3
$218
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.05K- 20.02% |
$59.1K - $68.2K
|
4.2K
$306K
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.06K- 7.55% |
$59.7K - $69K
|
13K
$946K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.08K- 4.31% |
$60.5K - $69.9K
|
23.9K
$1.74M
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.11K- 5.64% |
$62.4K - $72.1K
|
18.6K
$1.35M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.18K- 67.26% |
$66.4K - $76.8K
|
575
$41.9K
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-1.2K- 31.04% |
$67.2K - $77.7K
|
2.66K
$193K
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.27K- 14.54% |
$71.7K - $82.8K
|
7.49K
$545K
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.34K- 11.14% |
$75.6K - $87.3K
|
10.7K
$781K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.38K- 71.92% |
$77.8K - $89.9K
|
540
$39.3K
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-1.42K- 5.79% |
$80.1K - $92.5K
|
23.2K
$1.69M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.48K- 19.18% |
$83.5K - $96.4K
|
6.25K
$455K
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.54K- 3.93% |
$86.3K - $99.8K
|
37.6K
$2.73M
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.58K- 12.15% |
$88.7K - $102K
|
11.4K
$830K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.64K- 36.29% |
$92.1K - $106K
|
2.87K
$209K
|