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 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
360+ 11.81% |
$25.2K - $27.6K
|
3.41K
$273K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
340+ 1.68% |
$23.8K - $26K
|
20.6K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
332+ 0.33% |
$23.3K - $25.4K
|
99.5K
$7.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
329+ 1.23% |
$23.1K - $25.2K
|
27.1K
$2.17M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
290+ 2.77% |
$20.3K - $22.2K
|
10.8K
$861K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
280+ 0.91% |
$19.6K - $21.4K
|
31.1K
$2.49M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
276New |
$19.3K - $21.1K
|
276
$22.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
266+ 38.22% |
$18.6K - $20.4K
|
962
$77K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
250New |
$17.5K - $19.1K
|
250
$20K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
219New |
$15.4K - $16.8K
|
219
$17.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
219+ 0.2% |
$15.4K - $16.8K
|
110K
$8.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
216New |
$15.1K - $16.5K
|
216
$17.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
209+ 1.49% |
$14.7K - $16K
|
14.2K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
207+ 1.29% |
$14.5K - $15.8K
|
16.2K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
199+ 4.81% |
$13.9K - $15.2K
|
4.34K
$347K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
199New |
$13.9K - $15.2K
|
199
$15.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
189+ 1.27% |
$13.2K - $14.5K
|
15.1K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
177New |
$12.4K - $13.5K
|
177
$14.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
174+ 1.23% |
$12.2K - $13.3K
|
14.4K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
169+ 13.04% |
$11.8K - $12.9K
|
1.47K
$117K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
168+ 0.69% |
$11.8K - $12.9K
|
24.5K
$1.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
163+ 1.36% |
$11.4K - $12.5K
|
12.1K
$971K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
161New |
$11.3K - $12.3K
|
161
$12.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
143+ 0.57% |
$10K - $10.9K
|
25.2K
$2.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
141+ 4.64% |
$9.88K - $10.8K
|
3.18K
$254K
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
136+ 4.02% |
$9.53K - $10.4K
|
3.52K
$282K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
130+ 0.97% |
$9.11K - $9.95K
|
13.5K
$1.08M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
129+ 1.23% |
$9.04K - $9.87K
|
10.6K
$851K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
128New |
$8.97K - $9.8K
|
128
$10.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
120+ 2.82% |
$8.41K - $9.18K
|
4.37K
$350K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
115New |
$8.06K - $8.8K
|
115
$9.21K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
114+ 0.32% |
$7.99K - $8.72K
|
35.7K
$2.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
111+ 2.23% |
$7.78K - $8.49K
|
5.08K
$407K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
90+ 0.84% |
$6.31K - $6.89K
|
10.8K
$862K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
83New |
$5.82K - $6.35K
|
83
$6.64K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
81New |
$5.68K - $6.2K
|
81
$6.48K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
75+ 13.04% |
$5.26K - $5.74K
|
650
$52K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
71+ 0.57% |
$4.98K - $5.43K
|
12.6K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
69New |
$4.84K - $5.28K
|
69
$5.52K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
68+ 0.92% |
$4.77K - $5.2K
|
7.48K
$599K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
64+ 1.23% |
$4.49K - $4.9K
|
5.26K
$421K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
63New |
$4.42K - $4.82K
|
63
$5.04K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
62+ 1.02% |
$4.35K - $4.74K
|
6.13K
$490K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
62+ 5.39% |
$4.35K - $4.74K
|
1.21K
$97K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
61+ 0.71% |
$4.28K - $4.67K
|
8.69K
$696K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
58+ 0.92% |
$4.07K - $4.44K
|
6.38K
$511K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
53+ 0.39% |
$3.72K - $4.06K
|
13.6K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
52+ 1.77% |
$3.65K - $3.98K
|
2.99K
$239K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
51+ 1.15% |
$3.58K - $3.9K
|
4.49K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 1.12% |
$3.5K - $3.83K
|
4.5K
$360K
|