Purchases and Sales Made in Q4 2023 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 2023. 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 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
587KNew |
$37M - $40.7M
|
587K
$42.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
504K+ 14.4% |
$31.8M - $34.9M
|
4M
$288M
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
393K+ 24.49% |
$24.8M - $27.3M
|
2M
$144M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
328K+ 1.06% |
$20.7M - $22.7M
|
31.3M
$2.25B
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
279K+ 13.03% |
$17.6M - $19.4M
|
2.43M
$175M
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
188KNew |
$11.9M - $13M
|
188K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
187K+ 777.53% |
$11.8M - $13M
|
211K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
179K+ 3.56% |
$11.3M - $12.4M
|
5.19M
$374M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
145KNew |
$9.14M - $10M
|
145K
$10.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
85.4K+ 102.45% |
$5.39M - $5.92M
|
169K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
80.6K+ 44.29% |
$5.09M - $5.59M
|
263K
$18.9M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
74.6KNew |
$4.71M - $5.17M
|
74.6K
$5.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
69.9KNew |
$4.41M - $4.85M
|
69.9K
$5.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
55.8K+ 195.09% |
$3.52M - $3.87M
|
84.5K
$6.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
50.5K+ 98.68% |
$3.19M - $3.5M
|
102K
$7.32M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
45.8KNew |
$2.89M - $3.18M
|
45.8K
$3.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
44.7K+ 86.44% |
$2.82M - $3.1M
|
96.5K
$6.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
37.4K+ 44.52% |
$2.36M - $2.59M
|
121K
$8.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
31.4K+ 16.75% |
$1.98M - $2.18M
|
219K
$15.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
30.4KNew |
$1.92M - $2.11M
|
30.4K
$2.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.5K+ 63.95% |
$1.48M - $1.63M
|
60.2K
$4.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
19.1KNew |
$1.2M - $1.32M
|
19.1K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
18.8K+ 1.88% |
$1.19M - $1.31M
|
1.02M
$73.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
15.9KNew |
$1M - $1.1M
|
15.9K
$1.14M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.8KNew |
$805K - $884K
|
12.8K
$918K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
12.7KNew |
$803K - $882K
|
12.7K
$917K
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
12.4KNew |
$782K - $859K
|
12.4K
$893K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11.2K+ 179.55% |
$709K - $779K
|
17.5K
$1.26M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10.8KNew |
$681K - $749K
|
10.8K
$778K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.96KNew |
$628K - $691K
|
9.96K
$717K
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
BUY
|
- |
9.6K+ 3.67% |
$606K - $666K
|
271K
$19.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
9.2K+ 40.01% |
$581K - $638K
|
32.2K
$2.32M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.6KNew |
$542K - $596K
|
8.6K
$619K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.53K+ 80.29% |
$538K - $592K
|
19.2K
$1.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8.29KNew |
$523K - $575K
|
8.29K
$597K
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
8.28KNew |
$523K - $574K
|
8.28K
$597K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.94K+ 130.62% |
$501K - $550K
|
14K
$1.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
7.6K+ 9.13% |
$479K - $527K
|
90.8K
$6.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
6.89KNew |
$435K - $478K
|
6.89K
$497K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.46KNew |
$345K - $379K
|
5.46K
$393K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.34KNew |
$337K - $370K
|
5.34K
$384K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.21K+ 45.92% |
$329K - $361K
|
16.6K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4.58K+ 3.58% |
$289K - $318K
|
133K
$9.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
4.5KNew |
$284K - $312K
|
4.5K
$324K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.49KNew |
$283K - $311K
|
4.49K
$324K
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
4.47K+ 3.7% |
$282K - $310K
|
125K
$9.04M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.43K+ 50.25% |
$280K - $307K
|
13.3K
$955K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
4.16K+ 1.67% |
$262K - $288K
|
252K
$18.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
3.99KNew |
$252K - $277K
|
3.99K
$287K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.94K+ 25.37% |
$249K - $273K
|
19.5K
$1.4M
|