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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
90New |
$6.1K - $6.51K
|
90
$7.57K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
415New |
$28.1K - $30K
|
415
$34.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.35K- 17.61% |
$91.8K - $98K
|
6.34K
$533K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.94KNew |
$132K - $140K
|
1.94K
$163K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.72K- 41.59% |
$388K - $414K
|
8.03K
$676K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
231New |
$15.7K - $16.7K
|
231
$19.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
371+ 74.2% |
$25.2K - $26.8K
|
871
$73.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$339 - $362
|
5
$421
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
9.32KNew |
$632K - $674K
|
9.32K
$784K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
193New |
$13.1K - $14K
|
193
$16.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
377New |
$25.6K - $27.3K
|
377
$31.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-18- 27.27% |
$1.22K - $1.3K
|
48
$4.04K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
32.8KNew |
$2.23M - $2.38M
|
32.8K
$2.76M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
277New |
$18.8K - $20K
|
277
$23.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
194New |
$13.2K - $14K
|
194
$16.3K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2025
Q1 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.19KClosed |
$485K - $511K
|
0
$0
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
128+ 193.94% |
$8.63K - $9.11K
|
194
$16.3K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.1KNew |
$209K - $220K
|
3.1K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
24.2KNew |
$1.63M - $1.72M
|
24.2K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.25KNew |
$151K - $160K
|
2.25K
$189K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-50- 0.84% |
$3.37K - $3.56K
|
5.92K
$498K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-578- 14.05% |
$39K - $41.1K
|
3.54K
$298K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
129New |
$8.7K - $9.18K
|
129
$10.9K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
110New |
$7.42K - $7.83K
|
110
$9.26K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.47K- 1.69% |
$99.4K - $105K
|
85.8K
$7.22M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.07K+ 8.68% |
$545K - $574K
|
101K
$8.51M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
495New |
$33.4K - $35.2K
|
495
$41.7K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.98K- 97.8% |
$201K - $212K
|
67
$5.64K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
290+ 935.48% |
$19.6K - $20.6K
|
321
$27K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
43+ 32.09% |
$2.9K - $3.06K
|
177
$14.9K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-412Closed |
$27.8K - $29.3K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
8.92KNew |
$602K - $635K
|
8.92K
$751K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
85New |
$5.73K - $6.05K
|
85
$7.15K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
21New |
$1.42K - $1.49K
|
21
$1.77K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.15K+ 1916.67% |
$77.6K - $81.8K
|
1.21K
$102K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1New |
$67.5 - $71.2
|
1
$84.2
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-19K- 18.67% |
$1.28M - $1.35M
|
82.7K
$6.96M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-821- 91.63% |
$55.4K - $58.4K
|
75
$6.31K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-94- 1.61% |
$6.34K - $6.69K
|
5.75K
$484K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
14+ 0.27% |
$944 - $996
|
5.23K
$440K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
415New |
$28K - $29.5K
|
415
$34.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9- 1.02% |
$607 - $640
|
873
$73.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-535- 10.61% |
$36.1K - $38.1K
|
4.51K
$379K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
64New |
$4.32K - $4.55K
|
64
$5.39K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
75New |
$5.06K - $5.34K
|
75
$6.31K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
115New |
$7.76K - $8.18K
|
115
$9.68K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
SELL
|
- |
-171K- 97.97% |
$11.5M - $12.2M
|
3.55K
$299K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
121New |
$8.16K - $8.61K
|
121
$10.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
14.8KNew |
$997K - $1.05M
|
14.8K
$1.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
199+ 4.99% |
$13.4K - $14.2K
|
4.19K
$353K
|
|