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 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-7- 0.04% |
$491 - $536
|
19K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-7- 0.1% |
$491 - $536
|
7.07K
$518K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.32% |
$701 - $765
|
3.1K
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-16- 0.06% |
$1.12K - $1.22K
|
26.9K
$1.97M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-18- 0.27% |
$1.26K - $1.38K
|
6.65K
$488K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-35- 0.38% |
$2.45K - $2.68K
|
9.06K
$664K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-37- 0.25% |
$2.59K - $2.83K
|
14.7K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-44- 0.2% |
$3.08K - $3.37K
|
21.6K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-50- 36.23% |
$3.5K - $3.83K
|
88
$6.45K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-52- 1.71% |
$3.65K - $3.98K
|
2.99K
$219K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-54- 1.55% |
$3.79K - $4.13K
|
3.43K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-55- 1.12% |
$3.86K - $4.21K
|
4.85K
$356K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-58- 1.4% |
$4.07K - $4.44K
|
4.1K
$300K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-69- 36.9% |
$4.84K - $5.28K
|
118
$8.65K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-75- 0.85% |
$5.26K - $5.74K
|
8.77K
$643K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-84- 1.43% |
$5.89K - $6.43K
|
5.8K
$426K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-96- 1.21% |
$6.73K - $7.35K
|
7.85K
$576K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-105- 1.62% |
$7.36K - $8.04K
|
6.36K
$466K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-105- 1.93% |
$7.36K - $8.04K
|
5.34K
$392K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-113- 2.39% |
$7.92K - $8.65K
|
4.62K
$339K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-118- 5.93% |
$8.27K - $9.03K
|
1.87K
$137K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-118- 2.5% |
$8.27K - $9.03K
|
4.61K
$338K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-125- 20.87% |
$8.76K - $9.57K
|
474
$34.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-126- 0.18% |
$8.83K - $9.64K
|
68.4K
$5.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-145- 2.01% |
$10.2K - $11.1K
|
7.06K
$518K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-146- 0.88% |
$10.2K - $11.2K
|
16.4K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-149- 22.96% |
$10.4K - $11.4K
|
500
$36.7K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-163- 1.8% |
$11.4K - $12.5K
|
8.91K
$653K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-197- 5.17% |
$13.8K - $15.1K
|
3.61K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-227- 1.07% |
$15.9K - $17.4K
|
21K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-250- 1.95% |
$17.5K - $19.1K
|
12.6K
$924K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-269- 5.68% |
$18.9K - $20.6K
|
4.47K
$328K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-287- 6.68% |
$20.1K - $22K
|
4.01K
$294K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-301- 2.51% |
$21.1K - $23K
|
11.7K
$857K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-314- 7.6% |
$22K - $24K
|
3.82K
$280K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-334- 25.48% |
$23.4K - $25.6K
|
977
$71.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-355- 0.37% |
$24.9K - $27.2K
|
96.5K
$7.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-361- 2.24% |
$25.3K - $27.6K
|
15.7K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-362- 7.47% |
$25.4K - $27.7K
|
4.49K
$329K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-374- 1.74% |
$26.2K - $28.6K
|
21.1K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-380- 4.52% |
$26.6K - $29.1K
|
8.04K
$589K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-396- 7.88% |
$27.8K - $30.3K
|
4.63K
$340K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-459- 14.23% |
$32.2K - $35.1K
|
2.77K
$203K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-482- 2.23% |
$33.8K - $36.9K
|
21.1K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-486- 0.9% |
$34.1K - $37.2K
|
53.6K
$3.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-493- 6.91% |
$34.6K - $37.7K
|
6.64K
$487K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-496- 7.55% |
$34.8K - $38K
|
6.08K
$446K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-554- 14.51% |
$38.8K - $42.4K
|
3.27K
$239K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-555- 12.42% |
$38.9K - $42.5K
|
3.91K
$287K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-564- 8.52% |
$39.5K - $43.2K
|
6.06K
$444K
|