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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-35- 0.38% |
$2.45K - $2.68K
|
9.06K
$715K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-37- 1.6% |
$2.59K - $2.83K
|
2.28K
$180K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-37- 0.25% |
$2.59K - $2.83K
|
14.7K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-44- 0.2% |
$3.08K - $3.37K
|
21.6K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-44- 1.1% |
$3.08K - $3.37K
|
3.95K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-45- 29.8% |
$3.15K - $3.44K
|
106
$8.36K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-50- 1.52% |
$3.5K - $3.83K
|
3.23K
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-50- 36.23% |
$3.5K - $3.83K
|
88
$6.94K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-52- 1.71% |
$3.65K - $3.98K
|
2.99K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-52- 0.27% |
$3.65K - $3.98K
|
19.4K
$1.53M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-54- 1.55% |
$3.79K - $4.13K
|
3.43K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-55- 1.12% |
$3.86K - $4.21K
|
4.85K
$383K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-58- 1.4% |
$4.07K - $4.44K
|
4.1K
$323K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-69- 36.9% |
$4.84K - $5.28K
|
118
$9.31K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-75- 0.85% |
$5.26K - $5.74K
|
8.77K
$692K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-84- 1.43% |
$5.89K - $6.43K
|
5.8K
$458K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-96- 0.21% |
$6.73K - $7.35K
|
45.3K
$3.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-96- 1.21% |
$6.73K - $7.35K
|
7.85K
$620K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-105- 1.62% |
$7.36K - $8.04K
|
6.36K
$502K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-105- 1.93% |
$7.36K - $8.04K
|
5.34K
$421K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-106- 0.43% |
$7.43K - $8.11K
|
24.8K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-113- 2.39% |
$7.92K - $8.65K
|
4.62K
$364K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-118- 2.5% |
$8.27K - $9.03K
|
4.61K
$364K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-118- 5.93% |
$8.27K - $9.03K
|
1.87K
$148K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-123- 3.63% |
$8.62K - $9.41K
|
3.27K
$258K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-125- 20.87% |
$8.76K - $9.57K
|
474
$37.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-126- 0.18% |
$8.83K - $9.64K
|
68.4K
$5.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-145- 2.01% |
$10.2K - $11.1K
|
7.06K
$557K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-146- 0.88% |
$10.2K - $11.2K
|
16.4K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-149- 22.96% |
$10.4K - $11.4K
|
500
$39.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-151- 12.97% |
$10.6K - $11.6K
|
1.01K
$79.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-162- 0.94% |
$11.4K - $12.4K
|
17K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-163- 1.8% |
$11.4K - $12.5K
|
8.91K
$703K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-192- 13.7% |
$13.5K - $14.7K
|
1.21K
$95.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-195- 10.66% |
$13.7K - $14.9K
|
1.63K
$129K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-197- 5.17% |
$13.8K - $15.1K
|
3.61K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-219- 0.94% |
$15.4K - $16.8K
|
23.1K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-227- 1.07% |
$15.9K - $17.4K
|
21K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-232- 3.67% |
$16.3K - $17.8K
|
6.1K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-246- 1.11% |
$17.2K - $18.8K
|
22K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-250- 1.95% |
$17.5K - $19.1K
|
12.6K
$994K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-269- 5.68% |
$18.9K - $20.6K
|
4.47K
$353K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-287- 6.68% |
$20.1K - $22K
|
4.01K
$316K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-298- 39.21% |
$20.9K - $22.8K
|
462
$36.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-301- 2.51% |
$21.1K - $23K
|
11.7K
$922K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-307- 3.58% |
$21.5K - $23.5K
|
8.27K
$652K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-314- 7.6% |
$22K - $24K
|
3.82K
$301K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-334- 25.48% |
$23.4K - $25.6K
|
977
$77.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-354- 3.69% |
$24.8K - $27.1K
|
9.23K
$728K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-355- 0.37% |
$24.9K - $27.2K
|
96.5K
$7.61M
|