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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.26KNew |
$228K - $249K
|
3.26K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.11K- 8.32% |
$148K - $161K
|
23.3K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-36.4K- 19.96% |
$2.55M - $2.78M
|
146K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
10.9K+ 12.46% |
$765K - $836K
|
98.6K
$7.18M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.36K- 5.36% |
$376K - $411K
|
94.7K
$6.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-126- 0.18% |
$8.83K - $9.64K
|
68.4K
$4.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
43New |
$3.01K - $3.29K
|
43
$3.13K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
42+ 0.17% |
$2.94K - $3.21K
|
24.9K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.17KNew |
$81.8K - $89.3K
|
1.17K
$85K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.42K- 24.31% |
$169K - $185K
|
7.52K
$548K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.47K+ 16.77% |
$103K - $113K
|
10.2K
$746K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
21+ 0.69% |
$1.47K - $1.61K
|
3.07K
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
199New |
$13.9K - $15.2K
|
199
$14.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-13.6K- 43.58% |
$951K - $1.04M
|
17.6K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-6.45K- 5.41% |
$452K - $494K
|
113K
$8.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
16+ 0.56% |
$1.12K - $1.22K
|
2.87K
$209K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-18- 0.27% |
$1.26K - $1.38K
|
6.65K
$484K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-815- 9.79% |
$57.1K - $62.4K
|
7.51K
$547K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-113- 2.39% |
$7.92K - $8.65K
|
4.62K
$336K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
216New |
$15.1K - $16.5K
|
216
$15.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-486- 0.9% |
$34.1K - $37.2K
|
53.6K
$3.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-4.04K- 49.8% |
$283K - $309K
|
4.07K
$297K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-598- 9.01% |
$41.9K - $45.8K
|
6.04K
$440K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
5.61K+ 2.86% |
$393K - $429K
|
202K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.9KNew |
$834K - $910K
|
11.9K
$866K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-482- 2.23% |
$33.8K - $36.9K
|
21.1K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.26K- 6.51% |
$88.6K - $96.7K
|
18.2K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
62+ 5.39% |
$4.35K - $4.74K
|
1.21K
$88.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.23K- 99.69% |
$226K - $247K
|
10
$728
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-380- 4.52% |
$26.6K - $29.1K
|
8.04K
$585K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
48.4KNew |
$3.39M - $3.7M
|
48.4K
$3.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
199+ 4.81% |
$13.9K - $15.2K
|
4.34K
$316K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-145- 2.01% |
$10.2K - $11.1K
|
7.06K
$514K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-35- 0.38% |
$2.45K - $2.68K
|
9.06K
$660K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
120+ 2.82% |
$8.41K - $9.18K
|
4.37K
$318K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-21K- 34.59% |
$1.48M - $1.61M
|
39.8K
$2.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
938+ 70.85% |
$65.8K - $71.8K
|
2.26K
$165K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.12K+ 10.8% |
$78.6K - $85.8K
|
11.5K
$838K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
38+ 0.92% |
$2.66K - $2.91K
|
4.18K
$304K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.66K- 2.22% |
$186K - $203K
|
117K
$8.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-555- 12.42% |
$38.9K - $42.5K
|
3.91K
$285K
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
3.56K+ 2.62% |
$249K - $272K
|
139K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
8.7K+ 6.22% |
$610K - $666K
|
149K
$10.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
280+ 0.91% |
$19.6K - $21.4K
|
31.1K
$2.27M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-163- 1.8% |
$11.4K - $12.5K
|
8.91K
$649K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
3KNew |
$210K - $230K
|
3K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-118- 5.93% |
$8.27K - $9.03K
|
1.87K
$136K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-459- 14.23% |
$32.2K - $35.1K
|
2.77K
$201K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.25% |
$70.1 - $76.5
|
394
$28.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.88K- 10.31% |
$132K - $144K
|
16.3K
$1.19M
|