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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
439K+ 35.7% |
$30.8M - $33.6M
|
1.67M
$130M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
413KNew |
$28.9M - $31.6M
|
413K
$32.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
205K+ 0.9% |
$14.4M - $15.7M
|
23M
$1.8B
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
54.7K+ 1411.26% |
$3.83M - $4.18M
|
58.5K
$4.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
48.4KNew |
$3.39M - $3.7M
|
48.4K
$3.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
44K+ 1305.66% |
$3.09M - $3.37M
|
47.4K
$3.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
44K+ 68.46% |
$3.09M - $3.37M
|
108K
$8.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.7K+ 116.94% |
$2.93M - $3.19M
|
77.4K
$6.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
35.7K+ 9.5% |
$2.51M - $2.73M
|
412K
$32.2M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
33.8KNew |
$2.37M - $2.58M
|
33.8K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26.8K+ 52.08% |
$1.88M - $2.05M
|
78.3K
$6.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
24.6KNew |
$1.73M - $1.88M
|
24.6K
$1.93M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
22.3KNew |
$1.57M - $1.71M
|
22.3K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
20.7K+ 11.81% |
$1.45M - $1.58M
|
196K
$15.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
20.5KNew |
$1.44M - $1.57M
|
20.5K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
19KNew |
$1.34M - $1.46M
|
19K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15K+ 0.71% |
$1.05M - $1.15M
|
2.12M
$166M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 1090.55% |
$971K - $1.06M
|
15.1K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13K+ 132.75% |
$911K - $994K
|
22.8K
$1.78M
|
|
|
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
$930K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
10.9K+ 12.46% |
$765K - $836K
|
98.6K
$7.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.7K+ 10.48% |
$751K - $820K
|
113K
$8.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
8.7K+ 6.22% |
$610K - $666K
|
149K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.28KNew |
$580K - $634K
|
8.28K
$647K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.16KNew |
$572K - $625K
|
8.16K
$638K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
8.02KNew |
$562K - $614K
|
8.02K
$627K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.49K+ 63.53% |
$525K - $573K
|
19.3K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.09K+ 0.74% |
$497K - $542K
|
965K
$75.5M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7.06KNew |
$495K - $541K
|
7.06K
$552K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.9K+ 278.51% |
$483K - $528K
|
9.37K
$733K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.19KNew |
$434K - $474K
|
6.19K
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
6.18K+ 1.04% |
$433K - $473K
|
603K
$47.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
5.61K+ 2.86% |
$393K - $429K
|
202K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
5.48KNew |
$384K - $420K
|
5.48K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
5.31KNew |
$372K - $406K
|
5.31K
$415K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.28KNew |
$370K - $404K
|
5.28K
$413K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.2K+ 15.44% |
$365K - $398K
|
38.9K
$3.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.99K+ 16.82% |
$349K - $382K
|
34.6K
$2.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4.91KNew |
$344K - $376K
|
4.91K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
4.74K+ 4.47% |
$332K - $363K
|
111K
$8.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
4.52KNew |
$317K - $346K
|
4.52K
$353K
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
4.36KNew |
$306K - $334K
|
4.36K
$341K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
4.27K+ 29.45% |
$299K - $327K
|
18.8K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
4.23KNew |
$297K - $324K
|
4.23K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
4.05KNew |
$284K - $310K
|
4.05K
$316K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.05K+ 76.04% |
$284K - $310K
|
9.37K
$732K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.89KNew |
$272K - $297K
|
3.89K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.82K+ 1.01% |
$268K - $293K
|
381K
$29.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.75K+ 5.61% |
$263K - $287K
|
70.6K
$5.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
3.56K+ 2.62% |
$249K - $272K
|
139K
$10.9M
|