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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
691+ 8.88% |
$39.2K - $45.6K
|
8.48K
$713K
|
|
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
5.09KNew |
$288K - $336K
|
5.09K
$428K
|
|
|
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
$3.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
160New |
$9.07K - $10.6K
|
160
$13.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
275New |
$15.6K - $18.1K
|
275
$23.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
8.1KNew |
$459K - $534K
|
8.1K
$682K
|
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-7.97K- 39.56% |
$452K - $525K
|
12.2K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-234- 4.99% |
$13.3K - $15.4K
|
4.46K
$375K
|
|
|
Nov 14, 2022
Q3 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
35.4KNew |
$2M - $2.33M
|
35.4K
$2.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
834New |
$47.3K - $55K
|
834
$70.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-7.33K- 23.56% |
$415K - $483K
|
23.8K
$2M
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-463- 80.8% |
$26.2K - $30.5K
|
110
$9.26K
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.56K- 29.07% |
$88.2K - $103K
|
3.8K
$319K
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-155- 1.14% |
$8.79K - $10.2K
|
13.4K
$1.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
2.82K+ 9.32% |
$160K - $186K
|
33K
$2.78M
|
|
|
Nov 09, 2022
Q3 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
78.6KNew |
$4.45M - $5.18M
|
78.6K
$6.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
296New |
$16.8K - $19.5K
|
296
$24.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-118- 3.22% |
$6.69K - $7.78K
|
3.54K
$298K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.47% |
$56.7 - $65.9
|
214
$18K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
10New |
$567 - $659
|
10
$842
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-4.05K- 41.04% |
$229K - $267K
|
5.81K
$489K
|
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-1.67K- 3.87% |
$94.8K - $110K
|
41.5K
$3.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
2.98K+ 3.7% |
$169K - $196K
|
83.5K
$7.02M
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-150- 18.75% |
$8.5K - $9.89K
|
650
$54.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-10.4K- 91.93% |
$588K - $683K
|
910
$76.6K
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
472+ 13.77% |
$26.8K - $31.1K
|
3.9K
$328K
|
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
2.85K+ 25.61% |
$162K - $188K
|
14K
$1.18M
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
13.4KNew |
$760K - $884K
|
13.4K
$1.13M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-65- 10.57% |
$3.68K - $4.29K
|
550
$46.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-85- 33.46% |
$4.82K - $5.6K
|
169
$14.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
134New |
$7.6K - $8.84K
|
134
$11.3K
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
190New |
$10.8K - $12.5K
|
190
$16K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-13.3K- 44.19% |
$752K - $875K
|
16.8K
$1.41M
|
|
|
Oct 13, 2022
Q3 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
39+ 0.37% |
$2.21K - $2.57K
|
10.6K
$890K
|
|
|
Oct 12, 2022
Q3 2022
|
Divergent Planning, LLC
|
BUY
|
- |
13.8KNew |
$781K - $909K
|
13.8K
$1.16M
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-392Closed |
$22.2K - $25.8K
|
0
$0
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
13New |
$737 - $857
|
13
$1.09K
|
|
| Q2 2022 | |||||||
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-4.43KClosed |
$271K - $322K
|
0
$0
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-58- 9.15% |
$3.55K - $4.22K
|
576
$48.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.24KNew |
$198K - $236K
|
3.24K
$273K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-250Closed |
$15.3K - $18.2K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-5Closed |
$306 - $363
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-2.83KClosed |
$173K - $206K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-36.5KClosed |
$2.24M - $2.66M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-187KClosed |
$11.4M - $13.6M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.26K- 48.01% |
$200K - $237K
|
3.53K
$297K
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-297- 6.24% |
$18.2K - $21.6K
|
4.47K
$376K
|
|
|
Aug 12, 2022
Q2 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-3.11KClosed |
$190K - $226K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-4.45K- 50.28% |
$273K - $323K
|
4.4K
$370K
|
|