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 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-66- 0.54% |
$4.16K - $4.58K
|
12.2K
$887K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-72- 2.08% |
$4.54K - $4.99K
|
3.39K
$247K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-74- 2.14% |
$4.67K - $5.13K
|
3.38K
$246K
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-87- 0.95% |
$5.49K - $6.03K
|
9.1K
$662K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-90- 0.75% |
$5.68K - $6.24K
|
11.9K
$867K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-92- 12.11% |
$5.81K - $6.38K
|
668
$48.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-95- 1.84% |
$5.99K - $6.59K
|
5.06K
$368K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-96- 9.19% |
$6.06K - $6.66K
|
949
$69.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-97- 7.55% |
$6.12K - $6.73K
|
1.19K
$86.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-98- 2.33% |
$6.18K - $6.8K
|
4.12K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-99- 1.3% |
$6.25K - $6.86K
|
7.52K
$547K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-107- 1.21% |
$6.75K - $7.42K
|
8.71K
$634K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-110- 1.31% |
$6.94K - $7.63K
|
8.28K
$603K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-123- 4.63% |
$7.76K - $8.53K
|
2.54K
$185K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-139- 0.47% |
$8.77K - $9.64K
|
29.4K
$2.14M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-141- 77.05% |
$8.9K - $9.78K
|
42
$3.06K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-147- 96.71% |
$9.28K - $10.2K
|
5
$364
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-165- 0.82% |
$10.4K - $11.4K
|
20K
$1.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-208- 2.64% |
$13.1K - $14.4K
|
7.68K
$560K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-225- 12.86% |
$14.2K - $15.6K
|
1.52K
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-230- 0.56% |
$14.5K - $15.9K
|
41.2K
$3M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-230- 6.52% |
$14.5K - $15.9K
|
3.3K
$240K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-235- 5.11% |
$14.8K - $16.3K
|
4.36K
$318K
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-239- 3.85% |
$15.1K - $16.6K
|
5.97K
$434K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-245- 4.7% |
$15.5K - $17K
|
4.97K
$362K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-254- 5.32% |
$16K - $17.6K
|
4.52K
$329K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-302- 7.14% |
$19.1K - $20.9K
|
3.93K
$286K
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-324- 0.16% |
$20.4K - $22.5K
|
196K
$14.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-336- 2.97% |
$21.2K - $23.3K
|
11K
$799K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-339- 6.13% |
$21.4K - $23.5K
|
5.19K
$378K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-352- 75.21% |
$22.2K - $24.4K
|
116
$8.45K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-361- 7.71% |
$22.8K - $25K
|
4.32K
$315K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-370- 33.21% |
$23.3K - $25.7K
|
744
$54.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-383- 1.49% |
$24.2K - $26.6K
|
25.3K
$1.84M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-390- 28.68% |
$24.6K - $27K
|
970
$70.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-391- 6.58% |
$24.7K - $27.1K
|
5.55K
$404K
|
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-409- 0.92% |
$25.8K - $28.4K
|
43.9K
$3.2M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-450- 92.78% |
$28.4K - $31.2K
|
35
$2.55K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-470- 13.34% |
$29.7K - $32.6K
|
3.05K
$222K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-506- 7.19% |
$31.9K - $35.1K
|
6.53K
$476K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-510- 5.79% |
$32.2K - $35.4K
|
8.3K
$604K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-518- 9.36% |
$32.7K - $35.9K
|
5.02K
$365K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-524- 24.98% |
$33.1K - $36.3K
|
1.57K
$115K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-558- 8.71% |
$35.2K - $38.7K
|
5.85K
$426K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-594- 0.85% |
$37.5K - $41.2K
|
69.3K
$5.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-641- 6.92% |
$40.4K - $44.4K
|
8.63K
$628K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-641- 6.92% |
$40.4K - $44.4K
|
8.63K
$628K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-657- 1.93% |
$41.5K - $45.6K
|
33.4K
$2.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-674- 4.86% |
$42.5K - $46.7K
|
13.2K
$960K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-724- 0.71% |
$45.7K - $50.2K
|
101K
$7.35M
|