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 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.95KNew |
$222K - $257K
|
3.95K
$285K
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-67- 1.44% |
$3.77K - $4.35K
|
4.59K
$330K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.5KNew |
$478K - $552K
|
8.5K
$612K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
921New |
$51.8K - $59.9K
|
921
$66.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
4.76KNew |
$268K - $309K
|
4.76K
$343K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
53New |
$2.98K - $3.44K
|
53
$3.82K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
9New |
$506 - $585
|
9
$648
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
129New |
$7.26K - $8.38K
|
129
$9.29K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
477New |
$26.8K - $31K
|
477
$34.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-216- 6.4% |
$12.2K - $14K
|
3.16K
$227K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.74KNew |
$97.7K - $113K
|
1.74K
$125K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
216New |
$12.2K - $14K
|
216
$15.6K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-460Closed |
$26.1K - $30.3K
|
0
$0
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.4K- 26.43% |
$193K - $224K
|
9.46K
$681K
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
691+ 8.88% |
$39.2K - $45.6K
|
8.48K
$610K
|
|
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
5.09KNew |
$288K - $336K
|
5.09K
$366K
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-15.1KClosed |
$857K - $997K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
38New |
$2.15K - $2.51K
|
38
$2.74K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
160New |
$9.07K - $10.6K
|
160
$11.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
275New |
$15.6K - $18.1K
|
275
$19.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
8.1KNew |
$459K - $534K
|
8.1K
$583K
|
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-7.97K- 39.56% |
$452K - $525K
|
12.2K
$877K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-234- 4.99% |
$13.3K - $15.4K
|
4.46K
$321K
|
|
|
Nov 14, 2022
Q3 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
35.4KNew |
$2M - $2.33M
|
35.4K
$2.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
834New |
$47.3K - $55K
|
834
$60.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-7.33K- 23.56% |
$415K - $483K
|
23.8K
$1.71M
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-463- 80.8% |
$26.2K - $30.5K
|
110
$7.92K
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.56K- 29.07% |
$88.2K - $103K
|
3.8K
$273K
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-155- 1.14% |
$8.79K - $10.2K
|
13.4K
$967K
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
2.82K+ 9.32% |
$160K - $186K
|
33K
$2.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
78.6KNew |
$4.45M - $5.18M
|
78.6K
$5.66M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
296New |
$16.8K - $19.5K
|
296
$21.3K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.51K+ 27.17% |
$85.5K - $99.4K
|
7.06K
$508K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-118- 3.22% |
$6.69K - $7.78K
|
3.54K
$255K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.47% |
$56.7 - $65.9
|
214
$15.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
10New |
$567 - $659
|
10
$720
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-4.05K- 41.04% |
$229K - $267K
|
5.81K
$419K
|
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-1.67K- 3.87% |
$94.8K - $110K
|
41.5K
$2.99M
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
2.98K+ 3.7% |
$169K - $196K
|
83.5K
$6.01M
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-150- 18.75% |
$8.5K - $9.89K
|
650
$46.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-10.4K- 91.93% |
$588K - $683K
|
910
$65.5K
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
472+ 13.77% |
$26.8K - $31.1K
|
3.9K
$281K
|
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
2.85K+ 25.61% |
$162K - $188K
|
14K
$1.01M
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
13.4KNew |
$760K - $884K
|
13.4K
$966K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-65- 10.57% |
$3.68K - $4.29K
|
550
$39.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-85- 33.46% |
$4.82K - $5.6K
|
169
$12.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
134New |
$7.6K - $8.84K
|
134
$9.65K
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
190New |
$10.8K - $12.5K
|
190
$13.7K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-13.3K- 44.19% |
$752K - $875K
|
16.8K
$1.21M
|
|
|
Oct 13, 2022
Q3 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
39+ 0.37% |
$2.21K - $2.57K
|
10.6K
$761K
|
|