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 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.26K- 24.97% |
$521K - $572K
|
24.8K
$1.81M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-8.3K- 22.72% |
$523K - $575K
|
28.2K
$2.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-8.35K- 17.71% |
$527K - $579K
|
38.8K
$2.82M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-9.21K- 5.62% |
$581K - $639K
|
155K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.32K- 12.59% |
$588K - $646K
|
64.7K
$4.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.5K- 10.87% |
$665K - $730K
|
86.4K
$6.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-11.7K- 79.4% |
$740K - $814K
|
3.04K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.8K- 46.14% |
$747K - $821K
|
13.8K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-13.2K- 11.2% |
$836K - $918K
|
105K
$7.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-13.8K- 4.31% |
$873K - $959K
|
307K
$22.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-14K- 19.45% |
$881K - $968K
|
57.8K
$4.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-14.1K- 23.21% |
$890K - $978K
|
46.7K
$3.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-14.1K- 4.42% |
$891K - $979K
|
305K
$22.2M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.8K- 9.74% |
$937K - $1.03M
|
137K
$10M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-16.1K- 71.71% |
$1.02M - $1.12M
|
6.36K
$463K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-16.5K- 36.92% |
$1.04M - $1.15M
|
28.2K
$2.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-17.2K- 5.12% |
$1.08M - $1.19M
|
318K
$23.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-17.8K- 49.63% |
$1.13M - $1.24M
|
18.1K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-18.6K- 40.31% |
$1.17M - $1.29M
|
27.5K
$2M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-19.1K- 16.62% |
$1.21M - $1.33M
|
96K
$6.99M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-19.3K- 27.82% |
$1.22M - $1.34M
|
50.1K
$3.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.6K- 15.9% |
$1.43M - $1.57M
|
120K
$8.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-25.2K- 22.41% |
$1.59M - $1.75M
|
87.3K
$6.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-26.3K- 14.73% |
$1.66M - $1.82M
|
152K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27.7K- 2.99% |
$1.75M - $1.92M
|
899K
$65.5M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-28.3K- 42.98% |
$1.79M - $1.96M
|
37.6K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-32.3K- 8.36% |
$2.04M - $2.24M
|
354K
$25.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-32.7K- 23.91% |
$2.06M - $2.27M
|
104K
$7.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-37.5K- 4.08% |
$2.37M - $2.6M
|
880K
$64.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-40K- 5.21% |
$2.52M - $2.77M
|
727K
$52.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-42K- 3.59% |
$2.65M - $2.91M
|
1.13M
$82M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-46.5K- 35.27% |
$2.93M - $3.22M
|
85.3K
$6.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-47K- 17.44% |
$2.97M - $3.26M
|
223K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-51.4K- 5.19% |
$3.24M - $3.56M
|
938K
$68.3M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-52.6K- 50.68% |
$3.32M - $3.65M
|
51.2K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-53.3K- 95.28% |
$3.37M - $3.7M
|
2.64K
$193K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-54.1K- 24.03% |
$3.41M - $3.75M
|
171K
$12.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-60.4K- 13.59% |
$3.81M - $4.19M
|
384K
$27.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-66.9K- 25.08% |
$4.22M - $4.64M
|
200K
$14.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-71.2K- 10.66% |
$4.49M - $4.94M
|
597K
$43.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-72.3K- 75.04% |
$4.56M - $5.01M
|
24K
$1.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-75.4K- 43.84% |
$4.76M - $5.23M
|
96.5K
$7.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-79.5K- 43.28% |
$5.02M - $5.51M
|
104K
$7.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-85.9K- 12.32% |
$5.42M - $5.96M
|
611K
$44.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-87.9K- 72.44% |
$5.55M - $6.1M
|
33.5K
$2.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-97.3K- 1.96% |
$6.14M - $6.74M
|
4.86M
$354M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-127K- 83.06% |
$8.04M - $8.83M
|
26K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-135K- 89.75% |
$8.5M - $9.34M
|
15.4K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-163K- 7.85% |
$10.3M - $11.3M
|
1.91M
$139M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-163K- 86.34% |
$10.3M - $11.3M
|
25.8K
$1.88M
|