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 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-598- 9.01% |
$41.9K - $45.8K
|
6.04K
$443K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-605- 3.96% |
$42.4K - $46.3K
|
14.7K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-660- 3.04% |
$46.3K - $50.5K
|
21.1K
$1.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-665- 5.48% |
$46.6K - $50.9K
|
11.5K
$841K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-724- 38.82% |
$50.8K - $55.4K
|
1.14K
$83.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-737- 8.57% |
$51.7K - $56.4K
|
7.86K
$577K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-815- 21.35% |
$57.1K - $62.4K
|
3K
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-815- 9.79% |
$57.1K - $62.4K
|
7.51K
$551K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-963- 9.2% |
$67.5K - $73.7K
|
9.5K
$697K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-978- 3.7% |
$68.6K - $74.8K
|
25.4K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.16K- 6.03% |
$81K - $88.4K
|
18K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 6.19% |
$88K - $96K
|
19K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.26K- 6.51% |
$88.6K - $96.7K
|
18.2K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.88K- 10.31% |
$132K - $144K
|
16.3K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.11K- 8.32% |
$148K - $161K
|
23.3K
$1.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.16K- 23.42% |
$151K - $165K
|
7.05K
$517K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.17K- 27.38% |
$152K - $166K
|
5.75K
$421K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.22K- 11.15% |
$155K - $170K
|
17.7K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.42K- 24.31% |
$169K - $185K
|
7.52K
$552K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.66K- 2.22% |
$186K - $203K
|
117K
$8.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-2.83K- 0.99% |
$198K - $217K
|
284K
$20.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.94K- 16.78% |
$206K - $225K
|
14.6K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.98K- 21.02% |
$209K - $228K
|
11.2K
$822K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.23K- 99.69% |
$226K - $247K
|
10
$733
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.37K- 7.7% |
$236K - $258K
|
40.4K
$2.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.39K- 18.56% |
$238K - $260K
|
14.9K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-3.47K- 2.64% |
$243K - $265K
|
128K
$9.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.94K- 35.68% |
$276K - $301K
|
7.1K
$520K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-3.94K- 19.1% |
$276K - $301K
|
16.7K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-4.04K- 49.8% |
$283K - $309K
|
4.07K
$299K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.24K- 4.17% |
$297K - $324K
|
97.5K
$7.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.4K- 28.47% |
$308K - $337K
|
11.1K
$811K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-4.7K- 20.15% |
$330K - $360K
|
18.6K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.9K- 7.37% |
$344K - $375K
|
61.6K
$4.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.03K- 10.47% |
$353K - $385K
|
43K
$3.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.11K- 20.98% |
$358K - $391K
|
19.3K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.29K- 46.54% |
$371K - $405K
|
6.08K
$446K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.36K- 5.36% |
$376K - $411K
|
94.7K
$6.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.44K- 31.14% |
$381K - $416K
|
12K
$882K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-6.45K- 5.41% |
$452K - $494K
|
113K
$8.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.58K- 4.93% |
$461K - $503K
|
127K
$9.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-8.6K- 2.78% |
$603K - $658K
|
301K
$22.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-9.14K- 3.59% |
$641K - $699K
|
245K
$18M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13.5K- 24.79% |
$943K - $1.03M
|
40.8K
$2.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-13.6K- 43.58% |
$951K - $1.04M
|
17.6K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-19.3K- 6.73% |
$1.35M - $1.48M
|
267K
$19.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-21K- 34.59% |
$1.48M - $1.61M
|
39.8K
$2.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21.9K- 99.9% |
$1.54M - $1.68M
|
22
$1.61K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-26K- 16.08% |
$1.82M - $1.99M
|
136K
$9.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-35.9K- 31.93% |
$2.52M - $2.75M
|
76.6K
$5.62M
|