Latest Institutional Transactions on Ishares Msci Eafe Min Vol Fact (EFAV)
This table provides information on the latest institutional transactions involving Ishares Msci Eafe Min Vol Fact (EFAV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.7K+ 12.66% |
$1.29M - $1.44M
|
166K
$12M
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-728- 8.83% |
$50.5K - $56.3K
|
7.52K
$542K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
45+ 23.44% |
$3.12K - $3.48K
|
237
$17.1K
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
4.05KNew |
$281K - $313K
|
4.05K
$292K
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-59.7K- 88.88% |
$4.14M - $4.62M
|
7.47K
$538K
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.01K- 11.77% |
$70.1K - $78.3K
|
7.58K
$546K
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.85KNew |
$683K - $762K
|
9.85K
$710K
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.81K- 14.14% |
$125K - $140K
|
11K
$790K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.09K+ 15.83% |
$75.2K - $83.9K
|
7.94K
$572K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
28.1KNew |
$1.95M - $2.17M
|
28.1K
$2.02M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-678- 12.35% |
$47K - $52.4K
|
4.81K
$347K
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.77KNew |
$192K - $214K
|
2.77K
$199K
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
38.3KNew |
$2.65M - $2.96M
|
38.3K
$2.76M
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
2.93KNew |
$203K - $227K
|
2.93K
$211K
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
171+ 1.3% |
$11.9K - $13.2K
|
13.3K
$961K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
25.5K+ 4.46% |
$1.76M - $1.97M
|
597K
$43M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.8K- 12.64% |
$402K - $448K
|
40.1K
$2.89M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30+ 0.12% |
$2.08K - $2.32K
|
25K
$1.8M
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-485- 1.06% |
$33.6K - $37.5K
|
45.4K
$3.27M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-61.4K- 90.96% |
$4.26M - $4.75M
|
6.1K
$440K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.68K+ 1.55% |
$116K - $130K
|
110K
$7.94M
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.25K- 50.49% |
$641K - $716K
|
9.07K
$654K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.01K+ 9.0% |
$139K - $156K
|
24.4K
$1.75M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.56K+ 15.49% |
$594K - $662K
|
63.9K
$4.6M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-596- 1.35% |
$41.3K - $46.1K
|
43.4K
$3.13M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.67K- 4.39% |
$324K - $361K
|
102K
$7.33M
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.92K- 49.83% |
$202K - $225K
|
2.94K
$211K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.98K+ 10.12% |
$414K - $462K
|
65.1K
$4.69M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.35K- 7.03% |
$163K - $182K
|
31K
$2.24M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
100+ 0.81% |
$6.93K - $7.73K
|
12.5K
$901K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.81KNew |
$333K - $372K
|
4.81K
$347K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.22K- 3.22% |
$154K - $172K
|
66.7K
$4.8M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
117+ 95.12% |
$8.11K - $9.05K
|
240
$17.3K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-108K- 17.13% |
$7.49M - $8.35M
|
523K
$37.6M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-195- 1.62% |
$13.5K - $15.1K
|
11.8K
$853K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15K+ 28.95% |
$1.04M - $1.16M
|
66.9K
$4.82M
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
6.43KNew |
$445K - $497K
|
6.43K
$463K
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-78.4K- 17.24% |
$5.43M - $6.06M
|
376K
$27.1M
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-692- 3.02% |
$48K - $53.5K
|
22.2K
$1.6M
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-8.77K- 59.15% |
$608K - $678K
|
6.05K
$436K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.44M- 22.05% |
$446M - $498M
|
22.8M
$1.64B
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41.2K- 1.92% |
$2.86M - $3.19M
|
2.1M
$152M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.79K- 1.66% |
$124K - $138K
|
106K
$7.64M
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-147- 2.93% |
$10.2K - $11.4K
|
4.86K
$350K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
996New |
$69K - $77K
|
996
$71.7K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-513- 2.57% |
$35.6K - $39.7K
|
19.4K
$1.4M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-855- 11.9% |
$59.3K - $66.1K
|
6.33K
$456K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.7K- 8.87% |
$2.55M - $2.84M
|
378K
$27.2M
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-40- 0.35% |
$2.77K - $3.09K
|
11.4K
$821K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.9K+ 155.79% |
$4.5M - $5.02M
|
107K
$7.68M
|