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 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
61+ 0.71% |
$4.28K - $4.67K
|
8.69K
$731K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
58+ 0.92% |
$4.07K - $4.44K
|
6.38K
$537K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
53+ 0.39% |
$3.72K - $4.06K
|
13.6K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
52+ 1.77% |
$3.65K - $3.98K
|
2.99K
$251K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
51+ 1.15% |
$3.58K - $3.9K
|
4.49K
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 1.12% |
$3.5K - $3.83K
|
4.5K
$379K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
49+ 1.17% |
$3.43K - $3.75K
|
4.24K
$357K
|
|
|
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
49New |
$3.43K - $3.75K
|
49
$4.12K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
48+ 1.41% |
$3.36K - $3.67K
|
3.46K
$291K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
46New |
$3.22K - $3.52K
|
46
$3.87K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
46New |
$3.22K - $3.52K
|
46
$3.87K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
43New |
$3.01K - $3.29K
|
43
$3.62K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
43New |
$3.01K - $3.29K
|
43
$3.62K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
42+ 0.61% |
$2.94K - $3.21K
|
6.9K
$580K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
42New |
$2.94K - $3.21K
|
42
$3.53K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
42+ 0.17% |
$2.94K - $3.21K
|
24.9K
$2.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
38+ 0.92% |
$2.66K - $2.91K
|
4.18K
$351K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
30+ 0.67% |
$2.1K - $2.3K
|
4.48K
$377K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
29New |
$2.03K - $2.22K
|
29
$2.44K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
28+ 0.64% |
$1.96K - $2.14K
|
4.42K
$372K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
28+ 0.96% |
$1.96K - $2.14K
|
2.96K
$249K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
27+ 0.1% |
$1.89K - $2.07K
|
27.4K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25+ 7.14% |
$1.75K - $1.91K
|
375
$31.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23+ 1.24% |
$1.61K - $1.76K
|
1.88K
$158K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
23New |
$1.61K - $1.76K
|
23
$1.94K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21+ 0.92% |
$1.47K - $1.61K
|
2.31K
$194K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
21+ 0.69% |
$1.47K - $1.61K
|
3.07K
$258K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
16+ 0.56% |
$1.12K - $1.22K
|
2.87K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16+ 1.64% |
$1.12K - $1.22K
|
991
$83.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
14+ 0.14% |
$981 - $1.07K
|
9.93K
$835K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
12New |
$841 - $918
|
12
$1.01K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12+ 0.27% |
$841 - $918
|
4.46K
$375K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
8+ 0.09% |
$561 - $612
|
9.25K
$778K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
6New |
$421 - $459
|
6
$505
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6+ 0.14% |
$421 - $459
|
4.45K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
6New |
$421 - $459
|
6
$505
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
4+ 0.05% |
$280 - $306
|
8.67K
$730K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4+ 0.06% |
$280 - $306
|
6.6K
$555K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
3+ 0.03% |
$210 - $230
|
9.03K
$760K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
3+ 1.1% |
$210 - $230
|
276
$23.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2+ 2.3% |
$140 - $153
|
89
$7.49K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 1.53% |
$140 - $153
|
133
$11.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$70.1 - $76.5
|
8.03K
$676K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 2.33% |
$70.1 - $76.5
|
44
$3.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 1.69% |
$70.1 - $76.5
|
60
$5.05K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 1.54% |
$70.1 - $76.5
|
66
$5.55K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.25% |
$70.1 - $76.5
|
394
$33.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-7- 0.14% |
$491 - $536
|
5.15K
$433K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-7- 0.1% |
$491 - $536
|
7.07K
$595K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7- 0.34% |
$491 - $536
|
2.05K
$172K
|