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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-9.31K- 56.26% |
$524K - $605K
|
7.24K
$527K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.78K- 59.28% |
$550K - $636K
|
6.72K
$489K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-9.79K- 9.8% |
$551K - $636K
|
90.2K
$6.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-10.1K- 7.85% |
$567K - $655K
|
118K
$8.62M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.1K- 10.21% |
$569K - $658K
|
89K
$6.48M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-10.2K- 25.7% |
$577K - $666K
|
29.6K
$2.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-10.3K- 52.56% |
$577K - $667K
|
9.26K
$674K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-10.8K- 31.72% |
$610K - $704K
|
23.3K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-11K- 80.71% |
$617K - $713K
|
2.62K
$191K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11K- 11.96% |
$621K - $717K
|
81.2K
$5.91M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-11.2K- 5.33% |
$630K - $728K
|
199K
$14.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-11.2K- 13.77% |
$633K - $731K
|
70.4K
$5.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11.3K- 68.09% |
$633K - $732K
|
5.28K
$384K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-11.5K- 9.77% |
$649K - $750K
|
107K
$7.76M
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11.9K- 78.73% |
$669K - $774K
|
3.22K
$234K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-12.1K- 29.77% |
$682K - $788K
|
28.6K
$2.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-12.9K- 6.79% |
$723K - $836K
|
177K
$12.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-13.2K- 18.31% |
$741K - $856K
|
58.8K
$4.28M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-13.4K- 40.11% |
$754K - $871K
|
20K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.7K- 13.51% |
$770K - $889K
|
87.6K
$6.38M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-13.7KClosed |
$770K - $889K
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-14K- 8.97% |
$785K - $907K
|
142K
$10.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-14.2K- 26.16% |
$797K - $921K
|
40K
$2.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-14.9K- 22.27% |
$839K - $969K
|
52K
$3.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-17.7K- 5.05% |
$995K - $1.15M
|
333K
$24.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-18.1KClosed |
$1.02M - $1.18M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-19.3K- 34.78% |
$1.09M - $1.26M
|
36.2K
$2.64M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.5K- 13.01% |
$1.1M - $1.27M
|
131K
$9.52M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20.3K- 11.86% |
$1.14M - $1.32M
|
151K
$11M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.1K- 4.36% |
$1.24M - $1.44M
|
486K
$35.4M
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-23.4K- 6.36% |
$1.32M - $1.52M
|
344K
$25.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.4K- 17.46% |
$1.43M - $1.65M
|
120K
$8.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-25.6K- 39.82% |
$1.44M - $1.67M
|
38.8K
$2.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-26.5K- 31.25% |
$1.49M - $1.72M
|
58.3K
$4.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-27.5K- 9.54% |
$1.55M - $1.79M
|
261K
$19M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-29.3KClosed |
$1.65M - $1.9M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29.8K- 44.15% |
$1.68M - $1.94M
|
37.7K
$2.74M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-31.4K- 15.13% |
$1.77M - $2.04M
|
176K
$12.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-33.3K- 17.73% |
$1.87M - $2.17M
|
155K
$11.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-34K- 43.47% |
$1.91M - $2.21M
|
44.2K
$3.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-34.6K- 62.26% |
$1.95M - $2.25M
|
21K
$1.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-35.4K- 4.66% |
$1.99M - $2.3M
|
723K
$52.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-36.5K- 15.85% |
$2.05M - $2.37M
|
194K
$14.1M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-37.6K- 26.76% |
$2.12M - $2.45M
|
103K
$7.5M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-37.7K- 1.73% |
$2.12M - $2.45M
|
2.14M
$156M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-39.7K- 33.57% |
$2.23M - $2.58M
|
78.6K
$5.72M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-44.3K- 43.14% |
$2.49M - $2.88M
|
58.4K
$4.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-44.5K- 65.35% |
$2.51M - $2.89M
|
23.6K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-46.5K- 32.96% |
$2.61M - $3.02M
|
94.5K
$6.88M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-54.5K- 19.06% |
$3.07M - $3.54M
|
232K
$16.9M
|