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
$122M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
413KNew |
$28.9M - $31.6M
|
413K
$30.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
48.4KNew |
$3.39M - $3.7M
|
48.4K
$3.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
44K+ 1305.66% |
$3.09M - $3.37M
|
47.4K
$3.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.7K+ 116.94% |
$2.93M - $3.19M
|
77.4K
$5.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
24.6KNew |
$1.73M - $1.88M
|
24.6K
$1.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
20.5KNew |
$1.44M - $1.57M
|
20.5K
$1.51M
|
|
|
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
$872K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
10.9K+ 12.46% |
$765K - $836K
|
98.6K
$7.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
8.7K+ 6.22% |
$610K - $666K
|
149K
$10.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
8.02KNew |
$562K - $614K
|
8.02K
$588K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.49K+ 63.53% |
$525K - $573K
|
19.3K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7.06KNew |
$495K - $541K
|
7.06K
$518K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
5.61K+ 2.86% |
$393K - $429K
|
202K
$14.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.28KNew |
$370K - $404K
|
5.28K
$388K
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4.91KNew |
$344K - $376K
|
4.91K
$360K
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
4.36KNew |
$306K - $334K
|
4.36K
$320K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.05K+ 76.04% |
$284K - $310K
|
9.37K
$687K
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
3.56K+ 2.62% |
$249K - $272K
|
139K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.51K+ 1.81% |
$246K - $269K
|
198K
$14.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.31KNew |
$232K - $253K
|
3.31K
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.26KNew |
$228K - $249K
|
3.26K
$239K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.08K+ 35.99% |
$216K - $236K
|
11.6K
$853K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
3KNew |
$210K - $230K
|
3K
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.29K+ 35.43% |
$161K - $175K
|
8.76K
$643K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.26K+ 38.52% |
$158K - $173K
|
8.11K
$595K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.67KNew |
$117K - $128K
|
1.67K
$122K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.5K+ 0.73% |
$105K - $114K
|
207K
$15.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.48K+ 3.71% |
$104K - $113K
|
41.4K
$3.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.47K+ 16.77% |
$103K - $113K
|
10.2K
$751K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.41K+ 1.3% |
$98.8K - $108K
|
110K
$8.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.25K+ 24.92% |
$87.3K - $95.3K
|
6.24K
$458K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.17KNew |
$81.8K - $89.3K
|
1.17K
$85.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.12K+ 10.8% |
$78.6K - $85.8K
|
11.5K
$843K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.11K+ 41.68% |
$78K - $85.1K
|
3.78K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.1KNew |
$77.4K - $84.5K
|
1.1K
$81K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.01K+ 25.45% |
$70.8K - $77.3K
|
4.98K
$365K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.01K+ 0.99% |
$70.5K - $77K
|
102K
$7.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
938+ 70.85% |
$65.8K - $71.8K
|
2.26K
$166K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
923+ 2.38% |
$64.7K - $70.6K
|
39.8K
$2.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
854+ 0.81% |
$59.9K - $65.4K
|
106K
$7.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
732+ 14.68% |
$51.3K - $56K
|
5.72K
$419K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
711+ 44.27% |
$49.8K - $54.4K
|
2.32K
$170K
|
|
|
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
$10M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
380+ 73.08% |
$26.6K - $29.1K
|
900
$66K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
360+ 11.81% |
$25.2K - $27.6K
|
3.41K
$250K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
329+ 1.23% |
$23.1K - $25.2K
|
27.1K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
280+ 0.91% |
$19.6K - $21.4K
|
31.1K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
266+ 38.22% |
$18.6K - $20.4K
|
962
$70.6K
|