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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-7.28K- 5.4% |
$486K - $516K
|
127K
$10.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.69KNew |
$112K - $119K
|
1.69K
$142K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.53K- 11.02% |
$436K - $463K
|
52.7K
$4.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
36.7KNew |
$2.45M - $2.6M
|
36.7K
$3.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
11.3K+ 6.07% |
$755K - $801K
|
198K
$16.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-573- 13.42% |
$38.2K - $40.6K
|
3.7K
$311K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
39New |
$2.6K - $2.76K
|
39
$3.28K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-11- 5.09% |
$734 - $779
|
205
$17.3K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
795+ 46.79% |
$53.1K - $56.3K
|
2.49K
$210K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
278+ 0.56% |
$18.6K - $19.7K
|
50K
$4.21M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-270- 50.09% |
$18K - $19.1K
|
269
$22.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
25New |
$1.67K - $1.77K
|
25
$2.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
162New |
$10.8K - $11.5K
|
162
$13.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 2.86% |
$66.8 - $70.9
|
36
$3.03K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-12- 2.22% |
$801 - $850
|
528
$44.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
2.27KNew |
$152K - $161K
|
2.27K
$191K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
60+ 1.96% |
$4.01K - $4.25K
|
3.12K
$262K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-148- 45.68% |
$9.88K - $10.5K
|
176
$14.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-27- 0.02% |
$1.8K - $1.91K
|
117K
$9.88M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
990+ 9.85% |
$66.1K - $70.1K
|
11K
$929K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
5+ 1.77% |
$334 - $354
|
287
$24.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-141- 3.1% |
$9.41K - $9.99K
|
4.41K
$371K
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
4.79KNew |
$319K - $339K
|
4.79K
$403K
|
|
| Q1 2023 | |||||||
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-3.62KClosed |
$231K - $245K
|
0
$0
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-43Closed |
$2.74K - $2.91K
|
0
$0
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
24New |
$1.53K - $1.62K
|
24
$2.02K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.36K+ 117.1% |
$87K - $92.2K
|
2.53K
$213K
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-1.06K- 24.91% |
$67.4K - $71.4K
|
3.18K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-14- 53.85% |
$893 - $947
|
12
$1.01K
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.01KNew |
$192K - $204K
|
3.01K
$253K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.35K- 76.16% |
$150K - $159K
|
735
$61.9K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.17KNew |
$266K - $282K
|
4.17K
$351K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
102+ 0.25% |
$6.51K - $6.9K
|
40.9K
$3.44M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-5- 12.2% |
$319 - $338
|
36
$3.03K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-85- 2.28% |
$5.42K - $5.75K
|
3.65K
$307K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2.13KNew |
$136K - $144K
|
2.13K
$179K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-220- 2.65% |
$14K - $14.9K
|
8.09K
$681K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.99KNew |
$191K - $202K
|
2.99K
$251K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
50New |
$3.19K - $3.38K
|
50
$4.21K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.12KNew |
$199K - $211K
|
3.12K
$263K
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-6.13K- 15.85% |
$391K - $415K
|
32.6K
$2.74M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
140+ 1.57% |
$8.93K - $9.47K
|
9.05K
$761K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
3.06KNew |
$195K - $207K
|
3.06K
$257K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
355New |
$22.6K - $24K
|
355
$29.9K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3.09KNew |
$197K - $209K
|
3.09K
$260K
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
BUY
|
- |
27.5K+ 58.36% |
$1.75M - $1.86M
|
74.6K
$6.28M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-366- 28.26% |
$23.4K - $24.8K
|
929
$78.2K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.1KNew |
$134K - $142K
|
2.1K
$177K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.97KNew |
$189K - $201K
|
2.97K
$250K
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-400- 10.55% |
$25.5K - $27.1K
|
3.39K
$285K
|
|