Purchases and Sales Made in Q4 2024 in Ishares Msci Eafe Min Vol Fact (EFAV)

EFAV Quotes by TradingView

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 21, 2025 Q4 2024
Geneos Wealth Management Inc.

BUY
 -
219
+ 0.2%
$15.4K - $16.8K
110K $8.1M
Jan 13, 2025 Q4 2024
Eastern Bank

BUY
 -
219
New
$15.4K - $16.8K
219 $16.1K
Jan 29, 2025 Q4 2024
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
216
New
$15.1K - $16.5K
216 $15.8K
Feb 04, 2025 Q4 2024
Cwm, LLC

BUY
 -
209
+ 1.49%
$14.7K - $16K
14.2K $1.04M
Jan 24, 2025 Q4 2024
Kathleen S. Wright Associates Inc.

BUY
 -
207
+ 1.29%
$14.5K - $15.8K
16.2K $1.19M
Jan 28, 2025 Q4 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
199
+ 4.81%
$13.9K - $15.2K
4.34K $318K
Jan 30, 2025 Q4 2024
Roxbury Financial LLC

Mount Arlington, NJ
BUY
 -
199
New
$13.9K - $15.2K
199 $14.6K
Jan 13, 2025 Q4 2024
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
189
+ 1.27%
$13.2K - $14.5K
15.1K $1.1M
Feb 07, 2025 Q4 2024
Citizens Financial Group Inc

BUY
 -
174
+ 1.23%
$12.2K - $13.3K
14.4K $1.05M
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 $889K
Feb 03, 2025 Q4 2024
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
136
+ 4.02%
$9.53K - $10.4K
3.52K $258K
Jan 02, 2025 Q4 2024
Versant Capital Management, Inc

BUY
 -
129
+ 1.23%
$9.04K - $9.87K
10.6K $780K
Jan 28, 2025 Q4 2024
Kestra Private Wealth Services, LLC

BUY
 -
120
+ 2.82%
$8.41K - $9.18K
4.37K $321K
Jan 21, 2025 Q4 2024
Fifth Third Bancorp

BUY
 -
115
New
$8.06K - $8.8K
115 $8.43K
Jan 17, 2025 Q4 2024
Goldstein Advisors, LLC

Madison, WI
BUY
 -
111
+ 2.23%
$7.78K - $8.49K
5.08K $372K
Jan 23, 2025 Q4 2024
Waldron Private Wealth LLC

BUY
 -
90
+ 0.84%
$6.31K - $6.89K
10.8K $789K
Jan 13, 2025 Q4 2024
Psi Advisors, LLC

BUY
 -
83
New
$5.82K - $6.35K
83 $6.09K
Feb 04, 2025 Q4 2024
Bank Plus Trust Department

Jackson, MS
BUY
 -
69
New
$4.84K - $5.28K
69 $5.06K
Feb 03, 2025 Q4 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
68
+ 0.92%
$4.77K - $5.2K
7.48K $548K
Jan 28, 2025 Q4 2024
Barrett & Company, Inc.

Providence, RI
BUY
 -
62
+ 5.39%
$4.35K - $4.74K
1.21K $88.9K
Feb 07, 2025 Q4 2024
Creekside Partners

Petaluma, CA
BUY
 -
62
+ 1.02%
$4.35K - $4.74K
6.13K $449K
Jan 16, 2025 Q4 2024
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
61
+ 0.71%
$4.28K - $4.67K
8.69K $637K
Jan 22, 2025 Q4 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
53
+ 0.39%
$3.72K - $4.06K
13.6K $996K
Jan 24, 2025 Q4 2024
James J. Burns & Company, LLC

Melville, NY
BUY
 -
49
+ 1.17%
$3.43K - $3.75K
4.24K $311K
Feb 06, 2025 Q4 2024
Interactive Financial Advisors

Chicago, IL
BUY
 -
48
+ 1.41%
$3.36K - $3.67K
3.46K $254K
Jan 16, 2025 Q4 2024
Sugar Maple Asset Management, LLC

Sister Bay, WI
BUY
 -
46
New
$3.22K - $3.52K
46 $3.37K
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
43
New
$3.01K - $3.29K
43 $3.15K
Jan 16, 2025 Q4 2024
Atwood & Palmer Inc

BUY
 -
42
New
$2.94K - $3.21K
42 $3.08K
Jan 31, 2025 Q4 2024
Klingman & Associates, LLC

BUY
 -
42
+ 0.17%
$2.94K - $3.21K
24.9K $1.83M
Jan 27, 2025 Q4 2024
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
38
+ 0.92%
$2.66K - $2.91K
4.18K $306K
Feb 03, 2025 Q4 2024
Cowa, LLC

Tulsa, OK
BUY
 -
30
+ 0.67%
$2.1K - $2.3K
4.48K $329K
Feb 05, 2025 Q4 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
29
New
$2.03K - $2.22K
29 $2.13K
Feb 06, 2025 Q4 2024
Amg National Trust Bank

BUY
 -
28
+ 0.64%
$1.96K - $2.14K
4.42K $324K
Jan 17, 2025 Q4 2024
Apeiron Ria LLC

BUY
 -
28
+ 0.96%
$1.96K - $2.14K
2.96K $217K
Jan 24, 2025 Q4 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
27
+ 0.1%
$1.89K - $2.07K
27.4K $2.01M
Jan 30, 2025 Q4 2024
Ellis Investment Partners, LLC

BUY
 -
21
+ 0.69%
$1.47K - $1.61K
3.07K $225K
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
21
+ 0.92%
$1.47K - $1.61K
2.31K $169K
Jan 30, 2025 Q4 2024
Csenge Advisory Group

BUY
 -
16
+ 0.56%
$1.12K - $1.22K
2.87K $210K
Jan 17, 2025 Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
16
+ 1.64%
$1.12K - $1.22K
991 $72.7K
Jan 15, 2025 Q4 2024
Empirical Asset Management, LLC

BUY
 -
8
+ 0.09%
$561 - $612
9.25K $678K
Jan 16, 2025 Q4 2024
Evanson Asset Management, LLC

BUY
 -
4
+ 0.06%
$280 - $306
6.6K $484K
Feb 05, 2025 Q4 2024
Hilltop Partners LLC

Mishawaka, IN
BUY
 -
4
+ 0.05%
$280 - $306
8.67K $636K
Jan 24, 2025 Q4 2024
Ogorek Anthony Joseph

BUY
 -
3
+ 1.1%
$210 - $230
276 $20.2K
Jan 21, 2025 Q4 2024
Patriot Investment Management Inc.

BUY
 -
3
+ 0.03%
$210 - $230
9.03K $662K
Jan 10, 2025 Q4 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
2
+ 1.53%
$140 - $153
133 $9.75K
Jan 17, 2025 Q4 2024
Cornerstone Wealth Management, LLC

BUY
 -
1
+ 0.01%
$70.1 - $76.5
8.03K $589K
Jan 24, 2025 Q4 2024
Spire Wealth Management

SELL
 -
-1
- 0.25%
$70.1 - $76.5
394 $28.9K
Jan 21, 2025 Q4 2024
Stablepoint Partners, LLC

Braintree, MA
SELL
 -
-7
- 0.14%
$491 - $536
5.15K $378K

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