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 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.22K- 11.15% |
$155K - $170K
|
17.7K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.26K- 9.87% |
$159K - $173K
|
20.7K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.41K- 2.3% |
$169K - $184K
|
102K
$8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.42K- 24.31% |
$169K - $185K
|
7.52K
$590K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.66K- 2.22% |
$186K - $203K
|
117K
$9.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-2.83K- 0.99% |
$198K - $217K
|
284K
$22.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.94K- 16.78% |
$206K - $225K
|
14.6K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.98K- 21.02% |
$209K - $228K
|
11.2K
$880K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.15K- 3.87% |
$221K - $241K
|
78.2K
$6.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.23K- 99.69% |
$226K - $247K
|
10
$784
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.31K- 7.44% |
$232K - $253K
|
41.2K
$3.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.35K- 1.89% |
$235K - $256K
|
173K
$13.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.37K- 7.7% |
$236K - $258K
|
40.4K
$3.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.39K- 18.56% |
$238K - $260K
|
14.9K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-3.47K- 2.64% |
$243K - $265K
|
128K
$10M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.52K- 1.04% |
$247K - $270K
|
336K
$26.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.94K- 35.68% |
$276K - $301K
|
7.1K
$557K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-3.94K- 19.1% |
$276K - $301K
|
16.7K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-4.04K- 49.8% |
$283K - $309K
|
4.07K
$319K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.15K- 12.59% |
$291K - $318K
|
28.8K
$2.26M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.24K- 4.17% |
$297K - $324K
|
97.5K
$7.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.4K- 28.47% |
$308K - $337K
|
11.1K
$867K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.6K- 7.06% |
$322K - $352K
|
60.5K
$4.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-4.7K- 20.15% |
$330K - $360K
|
18.6K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.9K- 7.37% |
$344K - $375K
|
61.6K
$4.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.03K- 10.47% |
$353K - $385K
|
43K
$3.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.11K- 20.98% |
$358K - $391K
|
19.3K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5.15K- 11.28% |
$361K - $394K
|
40.5K
$3.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.29K- 46.54% |
$371K - $405K
|
6.08K
$477K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.36K- 5.36% |
$376K - $411K
|
94.7K
$7.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.44K- 31.14% |
$381K - $416K
|
12K
$944K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.49K- 47.81% |
$385K - $420K
|
6K
$470K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.83K- 4.83% |
$409K - $446K
|
115K
$9.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-6.45K- 5.41% |
$452K - $494K
|
113K
$8.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.58K- 4.93% |
$461K - $503K
|
127K
$9.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.32K- 4.75% |
$513K - $560K
|
147K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-8.6K- 2.78% |
$603K - $658K
|
301K
$23.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-9.14K- 3.59% |
$641K - $699K
|
245K
$19.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.9K- 1.73% |
$764K - $834K
|
618K
$48.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.7K- 18.87% |
$890K - $971K
|
54.6K
$4.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13.5K- 24.79% |
$943K - $1.03M
|
40.8K
$3.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-13.6K- 43.58% |
$951K - $1.04M
|
17.6K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.8K- 23.75% |
$968K - $1.06M
|
44.3K
$3.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.6K- 10.6% |
$1.23M - $1.35M
|
148K
$11.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-19.3K- 6.73% |
$1.35M - $1.48M
|
267K
$21M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-19.3K- 18.96% |
$1.36M - $1.48M
|
82.7K
$6.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.8K- 3.98% |
$1.46M - $1.59M
|
502K
$39.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-21K- 34.59% |
$1.48M - $1.61M
|
39.8K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-21.6K- 76.72% |
$1.51M - $1.65M
|
6.54K
$513K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21.9K- 99.9% |
$1.54M - $1.68M
|
22
$1.73K
|