Summit Wealth Partners, LLC Ishares Msci Eafe Min Vol Fact Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 4,176 shares of EFAV stock, worth $304,096. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,176
Previous 4,138 0.92%
Holding current value
$304,096
Previous $317 Million 6.96%
% of portfolio
0.06%
Previous 0.06%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$70.1 - $76.53 $2,663 - $2,908
38 Added 0.92%
4,176 $295 Million
Q3 2024

Oct 28, 2024
SELL
$69.31 - $77.34 $10,465 - $11,678
-151 Reduced 3.52%
4,138 $317 Million
Q2 2024

Sep 11, 2024
BUY
$67.82 - $72.36 $4,204 - $4,486
62 Added 1.47%
4,289 $297 Million
Q1 2024

Sep 11, 2024
SELL
$67.46 - $71.15 $10,186 - $10,743
-151 Reduced 3.45%
4,227 $300 Million
Q4 2023

Sep 11, 2024
BUY
$63.1 - $69.34 $5,868 - $6,448
93 Added 2.17%
4,378 $304 Million
Q3 2023

Sep 11, 2024
SELL
$65.15 - $69.15 $23,714 - $25,170
-364 Reduced 7.83%
4,285 $279 Million
Q2 2023

Sep 11, 2024
BUY
$66.75 - $70.85 $3,871 - $4,109
58 Added 1.26%
4,649 $314 Million
Q1 2023

Sep 11, 2024
SELL
$63.8 - $67.65 $10,846 - $11,500
-170 Reduced 3.57%
4,591 $311 Million
Q4 2022

Sep 11, 2024
BUY
$56.25 - $64.99 $1,800 - $2,079
32 Added 0.68%
4,761 $303 Million
Q3 2022

Sep 11, 2024
SELL
$56.69 - $65.94 $58,900 - $68,511
-1,039 Reduced 18.01%
4,729 $270 Million
Q2 2022

Sep 11, 2024
BUY
$61.24 - $72.68 $5,695 - $6,759
93 Added 1.64%
5,768 $365 Million
Q1 2022

Sep 11, 2024
SELL
$67.73 - $76.65 $181,380 - $205,268
-2,678 Reduced 32.06%
5,675 $409 Million
Q4 2021

Sep 10, 2024
BUY
$74.33 - $77.96 $9,068 - $9,511
122 Added 1.48%
8,353 $641 Million
Q3 2021

Sep 10, 2024
SELL
$75.34 - $79.52 $496,038 - $523,559
-6,584 Reduced 44.44%
8,231 $620 Million
Q2 2021

Sep 10, 2024
SELL
$73.48 - $77.31 $11.9 Million - $12.5 Million
-162,026 Reduced 91.62%
14,815 $1.12 Billion
Q1 2021

Sep 10, 2024
BUY
$70.92 - $74.68 $578,423 - $609,090
8,156 Added 4.84%
176,841 $12.9 Billion
Q4 2020

Sep 10, 2024
BUY
$65.49 - $73.81 $1.62 Million - $1.82 Million
24,679 Added 17.14%
168,685 $12.4 Billion
Q3 2020

Sep 10, 2024
SELL
$66.21 - $69.64 $105,340 - $110,797
-1,591 Reduced 1.09%
144,006 $9.81 Billion
Q2 2020

Sep 10, 2024
SELL
$59.53 - $68.92 $202,580 - $234,534
-3,403 Reduced 2.28%
145,597 $9.62 Billion
Q1 2020

Sep 10, 2024
SELL
$54.87 - $75.75 $358,136 - $494,420
-6,527 Reduced 4.2%
149,000 $9.25 Billion
Q4 2019

Sep 09, 2024
BUY
$71.94 - $75.68 $11.2 Million - $11.8 Million
155,527 New
155,527 $11.6 Billion

Others Institutions Holding EFAV

# of Institutions
501
Shares Held
54.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI EAFE MIN VOL FACT

EFAV Quotes by TradingView
  • Ticker EFAV
  • Sector ETFs
  • Industry ETFs
More about EFAV
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