Purchases and Sales Made in Q4 2023 in Ishares Msci Eafe Min Vol Fact (EFAV)

EFAV Quotes by TradingView

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
Mar 28, 2024 Q4 2023
Newbridge Financial Services Group, Inc.

BUY
 -
39
New
$2.46K - $2.7K
39 $3.21K
Feb 08, 2024 Q4 2023
Asset Dedication, LLC

BUY
 -
37
+ 1.55%
$2.33K - $2.57K
2.42K $199K
Jan 18, 2024 Q4 2023
Gradient Investments LLC

BUY
 -
36
+ 5.51%
$2.27K - $2.5K
689 $56.6K
Feb 13, 2024 Q4 2023
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
35
+ 0.87%
$2.21K - $2.43K
4.05K $333K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
32
+ 1.82%
$2.02K - $2.22K
1.79K $147K
Feb 14, 2024 Q4 2023
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
31
New
$1.96K - $2.15K
31 $2.55K
Aug 08, 2024 Q4 2023
Abound Wealth Management

Franklin, TN
BUY
 -
28
+ 103.7%
$1.77K - $1.94K
55 $4.52K
Feb 01, 2024 Q4 2023
Capital Investment Advisory Services, LLC

BUY
 -
26
+ 11.02%
$1.64K - $1.8K
262 $21.5K
Aug 14, 2024 Q4 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
25
+ 1.79%
$1.58K - $1.73K
1.42K $117K
Feb 06, 2024 Q4 2023
Institutional & Family Asset Management, LLC

BUY
 -
23
New
$1.45K - $1.59K
23 $1.89K
Jan 11, 2024 Q4 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
20
+ 0.43%
$1.26K - $1.39K
4.65K $382K
Feb 15, 2024 Q4 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
15
+ 0.11%
$947 - $1.04K
13.6K $1.12M
Feb 14, 2024 Q4 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
15
+ 0.28%
$947 - $1.04K
5.45K $448K
Jan 16, 2024 Q4 2023
Cowa, LLC

Tulsa, OK
BUY
 -
14
+ 0.29%
$883 - $971
4.79K $394K
Apr 09, 2024 Q4 2023
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
13
New
$820 - $901
13 $1.07K
Jan 09, 2024 Q4 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
10
+ 1.22%
$631 - $693
828 $68.1K
Feb 08, 2024 Q4 2023
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
10
New
$631 - $693
10 $822
Feb 14, 2024 Q4 2023
Treynor Bancshares, Inc.

BUY
 -
8
+ 0.13%
$505 - $555
5.97K $490K
Jan 05, 2024 Q4 2023
Garrett Investment Advisors LLC

BUY
 -
8
+ 0.05%
$505 - $555
15.3K $1.26M
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
5
New
$316 - $347
5 $411
Feb 14, 2024 Q4 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
5
+ 0.13%
$316 - $347
3.96K $325K
Feb 13, 2024 Q4 2023
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
4
+ 1.08%
$252 - $277
375 $30.8K
Mar 26, 2024 Q4 2023
Fairman Group, LLC

Chesterbrook, PA
BUY
 -
4
New
$252 - $277
4 $329
Feb 05, 2024 Q4 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
3
+ 0.01%
$189 - $208
34.3K $2.82M
Jan 17, 2024 Q4 2023
First Pacific Financial

BUY
 -
3
New
$189 - $208
3 $247
Jan 24, 2024 Q4 2023
Brickley Wealth Management

BUY
 -
3
+ 0.01%
$189 - $208
30.1K $2.48M
Feb 14, 2024 Q4 2023
Retirement Group, LLC

BUY
 -
3
+ 0.06%
$189 - $208
5.04K $414K
Feb 06, 2024 Q4 2023
Spire Wealth Management

BUY
 -
2
+ 0.05%
$126 - $139
4.38K $360K
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

BUY
 -
1
+ 1.72%
$63.1 - $69.3
59 $4.85K
Mar 04, 2024 Q4 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
1
New
$63.1 - $69.3
1 $82.2
Feb 14, 2024 Q4 2023
Hollencrest Capital Management

BUY
 -
1
+ 1.18%
$63.1 - $69.3
86 $7.07K
Oct 28, 2024 Q4 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
1
+ 0.79%
$63.1 - $69.3
128 $10.5K
Jan 22, 2024 Q4 2023
High Mark Wealth Management LLC

BUY
 -
1
+ 2.08%
$63.1 - $69.3
49 $4.03K
Apr 09, 2024 Q4 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
1
+ 0.24%
$63.1 - $69.3
413 $33.9K
Feb 16, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
1
New
$63.1 - $69.3
1 $82.2
Jan 30, 2024 Q4 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
0
New
$0 - $0
0 $0
Jan 10, 2024 Q4 2023
Flagship Harbor Advisors, LLC

SELL
 -
-4
- 0.07%
$252 - $277
5.56K $457K
Feb 06, 2024 Q4 2023
Family Asset Management, LLC

Charleston, SC
SELL
 -
-6
- 12.0%
$379 - $416
44 $3.62K
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

SELL
 -
-6
- 1.49%
$379 - $416
397 $32.6K
Feb 14, 2024 Q4 2023
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-9
- 0.12%
$568 - $624
7.81K $642K
Jul 17, 2024 Q4 2023
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-10
Closed
$631 - $693
0 $0
Jan 29, 2024 Q4 2023
Nottingham Advisors, Inc.

Amherst, NY
SELL
 -
-15
- 0.17%
$947 - $1.04K
8.68K $713K
Feb 05, 2024 Q4 2023
Savant Capital, LLC

SELL
 -
-23
- 0.21%
$1.45K - $1.59K
10.7K $883K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

SELL
 -
-28
- 13.02%
$1.77K - $1.94K
187 $15.4K
Jan 23, 2024 Q4 2023
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-41
- 6.66%
$2.59K - $2.84K
575 $47.3K
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-50
- 16.67%
$3.16K - $3.47K
250 $20.6K
Feb 09, 2024 Q4 2023
Citigroup Inc

SELL
 -
-56
- 2.29%
$3.53K - $3.88K
2.39K $197K
Feb 08, 2024 Q4 2023
Eagle Bay Advisors LLC

New York, NY
SELL
 -
-60
- 50.0%
$3.79K - $4.16K
60 $4.93K
Feb 01, 2024 Q4 2023
Financial Perspectives, Inc

Minneapolis, MN
SELL
 -
-62
- 1.19%
$3.91K - $4.3K
5.17K $425K

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