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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-346- 10.2% |
$23.3K - $24.6K
|
3.05K
$256K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.64K- 31.68% |
$111K - $117K
|
3.54K
$298K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-389- 1.64% |
$26.2K - $27.7K
|
23.3K
$1.96M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-666- 74.16% |
$44.9K - $47.4K
|
232
$19.5K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-21- 0.19% |
$1.42K - $1.49K
|
11K
$922K
|
|
| Q4 2023 | |||||||
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-352- 75.21% |
$22.2K - $24.4K
|
116
$9.76K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-10Closed |
$631 - $693
|
0
$0
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1+ 0.24% |
$63.1 - $69.3
|
413
$34.8K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
39New |
$2.46K - $2.7K
|
39
$3.28K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4New |
$252 - $277
|
4
$337
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
76+ 7600.0% |
$4.8K - $5.27K
|
77
$6.48K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5New |
$316 - $347
|
5
$421
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
771New |
$48.7K - $53.5K
|
771
$64.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
35+ 0.87% |
$2.21K - $2.43K
|
4.05K
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
245New |
$15.5K - $17K
|
245
$20.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
4+ 1.08% |
$252 - $277
|
375
$31.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.13K- 12.66% |
$71.6K - $78.6K
|
7.82K
$658K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
236New |
$14.9K - $16.4K
|
236
$19.9K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
370+ 1.86% |
$23.3K - $25.7K
|
20.3K
$1.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.95KNew |
$186K - $204K
|
2.95K
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.46KNew |
$155K - $170K
|
2.46K
$207K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.46KNew |
$345K - $379K
|
5.46K
$460K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-18.6K- 40.31% |
$1.17M - $1.29M
|
27.5K
$2.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.84K- 52.18% |
$495K - $544K
|
7.19K
$605K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
176New |
$11.1K - $12.2K
|
176
$14.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.47KNew |
$93K - $102K
|
1.47K
$124K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.21K+ 45.92% |
$329K - $361K
|
16.6K
$1.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-74- 2.14% |
$4.67K - $5.13K
|
3.38K
$284K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
37+ 1.55% |
$2.33K - $2.57K
|
2.42K
$204K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
244New |
$15.4K - $16.9K
|
244
$20.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
10New |
$631 - $693
|
10
$842
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
75New |
$4.73K - $5.2K
|
75
$6.31K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.51KNew |
$222K - $244K
|
3.51K
$296K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
23New |
$1.45K - $1.59K
|
23
$1.94K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
272New |
$17.2K - $18.9K
|
272
$22.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-17.2K- 5.12% |
$1.08M - $1.19M
|
318K
$26.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-6- 12.0% |
$379 - $416
|
44
$3.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
3.15KNew |
$199K - $218K
|
3.15K
$265K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.09K+ 24.69% |
$68.8K - $75.6K
|
5.51K
$464K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
363+ 141.8% |
$22.9K - $25.2K
|
619
$52.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-3.49K- 54.38% |
$220K - $242K
|
2.93K
$247K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
207+ 0.45% |
$13.1K - $14.4K
|
45.8K
$3.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
48+ 1.16% |
$3.03K - $3.33K
|
4.2K
$353K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
101New |
$6.37K - $7K
|
101
$8.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
442New |
$27.9K - $30.6K
|
442
$37.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-8.15K- 55.35% |
$514K - $565K
|
6.58K
$554K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 2.08% |
$63.1 - $69.3
|
49
$4.12K
|
|