Purchases and Sales Made in Q4 2024 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 2024. 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 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
48.4KNew |
$3.39M - $3.7M
|
48.4K
$3.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
24.6KNew |
$1.73M - $1.88M
|
24.6K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.9KNew |
$834K - $910K
|
11.9K
$866K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
10.9K+ 12.46% |
$765K - $836K
|
98.6K
$7.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
8.7K+ 6.22% |
$610K - $666K
|
149K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.49K+ 63.53% |
$525K - $573K
|
19.3K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
5.61K+ 2.86% |
$393K - $429K
|
202K
$14.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.05K+ 76.04% |
$284K - $310K
|
9.37K
$682K
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
3.56K+ 2.62% |
$249K - $272K
|
139K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.51K+ 1.81% |
$246K - $269K
|
198K
$14.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.31KNew |
$232K - $253K
|
3.31K
$241K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.26KNew |
$228K - $249K
|
3.26K
$237K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.08K+ 35.99% |
$216K - $236K
|
11.6K
$847K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
3KNew |
$210K - $230K
|
3K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.29K+ 35.43% |
$161K - $175K
|
8.76K
$638K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.47K+ 16.77% |
$103K - $113K
|
10.2K
$746K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.41K+ 1.3% |
$98.8K - $108K
|
110K
$8M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.17KNew |
$81.8K - $89.3K
|
1.17K
$85K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.12K+ 10.8% |
$78.6K - $85.8K
|
11.5K
$838K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.11K+ 41.68% |
$78K - $85.1K
|
3.78K
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.1KNew |
$77.4K - $84.5K
|
1.1K
$80.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.01K+ 25.45% |
$70.8K - $77.3K
|
4.98K
$363K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.01K+ 0.99% |
$70.5K - $77K
|
102K
$7.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
938+ 70.85% |
$65.8K - $71.8K
|
2.26K
$165K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
923+ 2.38% |
$64.7K - $70.6K
|
39.8K
$2.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
854+ 0.81% |
$59.9K - $65.4K
|
106K
$7.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
529+ 3.3% |
$37.1K - $40.5K
|
16.6K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
445+ 0.33% |
$31.2K - $34.1K
|
136K
$9.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
360+ 11.81% |
$25.2K - $27.6K
|
3.41K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
329+ 1.23% |
$23.1K - $25.2K
|
27.1K
$1.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
280+ 0.91% |
$19.6K - $21.4K
|
31.1K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
219New |
$15.4K - $16.8K
|
219
$15.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
219+ 0.2% |
$15.4K - $16.8K
|
110K
$8.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
216New |
$15.1K - $16.5K
|
216
$15.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
207+ 1.29% |
$14.5K - $15.8K
|
16.2K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
199+ 4.81% |
$13.9K - $15.2K
|
4.34K
$316K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
199New |
$13.9K - $15.2K
|
199
$14.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
189+ 1.27% |
$13.2K - $14.5K
|
15.1K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
169+ 13.04% |
$11.8K - $12.9K
|
1.47K
$107K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
163+ 1.36% |
$11.4K - $12.5K
|
12.1K
$883K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
129+ 1.23% |
$9.04K - $9.87K
|
10.6K
$774K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
120+ 2.82% |
$8.41K - $9.18K
|
4.37K
$318K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
115New |
$8.06K - $8.8K
|
115
$8.37K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
111+ 2.23% |
$7.78K - $8.49K
|
5.08K
$370K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
90+ 0.84% |
$6.31K - $6.89K
|
10.8K
$784K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
83New |
$5.82K - $6.35K
|
83
$6.04K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
62+ 5.39% |
$4.35K - $4.74K
|
1.21K
$88.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
61+ 0.71% |
$4.28K - $4.67K
|
8.69K
$633K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
53+ 0.39% |
$3.72K - $4.06K
|
13.6K
$989K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
49+ 1.17% |
$3.43K - $3.75K
|
4.24K
$309K
|