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
Feb 13, 2024 Q4 2023
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
35
+ 0.87%
$2.21K - $2.43K
4.05K $292K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
32
+ 1.82%
$2.02K - $2.22K
1.79K $129K
Feb 14, 2024 Q4 2023
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
31
New
$1.96K - $2.15K
31 $2.23K
Aug 08, 2024 Q4 2023
Abound Wealth Management

Franklin, TN
BUY
 -
28
+ 103.7%
$1.77K - $1.94K
55 $3.96K
Feb 01, 2024 Q4 2023
Capital Investment Advisory Services, LLC

BUY
 -
26
+ 11.02%
$1.64K - $1.8K
262 $18.9K
Aug 14, 2024 Q4 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
25
+ 1.79%
$1.58K - $1.73K
1.42K $102K
Feb 06, 2024 Q4 2023
Institutional & Family Asset Management, LLC

BUY
 -
23
New
$1.45K - $1.59K
23 $1.66K
Feb 14, 2024 Q4 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
23
+ 0.44%
$1.45K - $1.59K
5.31K $382K
Jan 11, 2024 Q4 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
20
+ 0.43%
$1.26K - $1.39K
4.65K $335K
Feb 14, 2024 Q4 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
15
+ 0.28%
$947 - $1.04K
5.45K $393K
Jan 16, 2024 Q4 2023
Cowa, LLC

Tulsa, OK
BUY
 -
14
+ 0.29%
$883 - $971
4.79K $345K
Apr 09, 2024 Q4 2023
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
13
New
$820 - $901
13 $936
Jan 09, 2024 Q4 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
10
+ 1.22%
$631 - $693
828 $59.6K
Feb 08, 2024 Q4 2023
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
10
New
$631 - $693
10 $720
Feb 14, 2024 Q4 2023
Treynor Bancshares, Inc.

BUY
 -
8
+ 0.13%
$505 - $555
5.97K $430K
Jan 05, 2024 Q4 2023
Garrett Investment Advisors LLC

BUY
 -
8
+ 0.05%
$505 - $555
15.3K $1.1M
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
5
New
$316 - $347
5 $360
Feb 14, 2024 Q4 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
5
+ 0.13%
$316 - $347
3.96K $285K
Mar 26, 2024 Q4 2023
Fairman Group, LLC

Chesterbrook, PA
BUY
 -
4
New
$252 - $277
4 $288
Feb 13, 2024 Q4 2023
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
4
+ 1.08%
$252 - $277
375 $27K
Jan 24, 2024 Q4 2023
Brickley Wealth Management

BUY
 -
3
+ 0.01%
$189 - $208
30.1K $2.17M
Feb 05, 2024 Q4 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
3
+ 0.01%
$189 - $208
34.3K $2.47M
Jan 17, 2024 Q4 2023
First Pacific Financial

BUY
 -
3
New
$189 - $208
3 $216
Feb 14, 2024 Q4 2023
Retirement Group, LLC

BUY
 -
3
+ 0.06%
$189 - $208
5.04K $363K
Feb 06, 2024 Q4 2023
Spire Wealth Management

BUY
 -
2
+ 0.05%
$126 - $139
4.38K $316K
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

BUY
 -
1
+ 1.72%
$63.1 - $69.3
59 $4.25K
Oct 28, 2024 Q4 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
1
+ 0.79%
$63.1 - $69.3
128 $9.22K
Jan 22, 2024 Q4 2023
High Mark Wealth Management LLC

BUY
 -
1
+ 2.08%
$63.1 - $69.3
49 $3.53K
Apr 09, 2024 Q4 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
1
+ 0.24%
$63.1 - $69.3
413 $29.7K
Feb 16, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
1
New
$63.1 - $69.3
1 $72
Mar 04, 2024 Q4 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
1
New
$63.1 - $69.3
1 $72
Feb 14, 2024 Q4 2023
Hollencrest Capital Management

BUY
 -
1
+ 1.18%
$63.1 - $69.3
86 $6.19K
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 $401K
Feb 06, 2024 Q4 2023
Family Asset Management, LLC

Charleston, SC
SELL
 -
-6
- 12.0%
$379 - $416
44 $3.17K
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

SELL
 -
-6
- 1.49%
$379 - $416
397 $28.6K
Feb 14, 2024 Q4 2023
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-9
- 0.12%
$568 - $624
7.81K $563K
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 $625K
Feb 05, 2024 Q4 2023
Savant Capital, LLC

SELL
 -
-23
- 0.21%
$1.45K - $1.59K
10.7K $774K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

SELL
 -
-28
- 13.02%
$1.77K - $1.94K
187 $13.5K
Jan 23, 2024 Q4 2023
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-41
- 6.66%
$2.59K - $2.84K
575 $41.4K
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-50
- 16.67%
$3.16K - $3.47K
250 $18K
Feb 09, 2024 Q4 2023
Citigroup Inc

SELL
 -
-56
- 2.29%
$3.53K - $3.88K
2.39K $172K
Feb 08, 2024 Q4 2023
Eagle Bay Advisors LLC

New York, NY
SELL
 -
-60
- 50.0%
$3.79K - $4.16K
60 $4.32K
Feb 01, 2024 Q4 2023
Financial Perspectives, Inc

Minneapolis, MN
SELL
 -
-62
- 1.19%
$3.91K - $4.3K
5.17K $372K
Jan 16, 2024 Q4 2023
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-64
- 6.65%
$4.04K - $4.44K
898 $64.7K
Jan 29, 2024 Q4 2023
Citizens National Bank Trust Department

SELL
 -
-65
- 0.83%
$4.1K - $4.51K
7.78K $561K
Jan 09, 2024 Q4 2023
Dfpg Investments, LLC

SELL
 -
-66
- 0.54%
$4.16K - $4.58K
12.2K $877K

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