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 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.38KNew |
$84.2K - $99.9K
|
1.38K
$116K
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-10.3KClosed |
$630K - $748K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.97K- 27.47% |
$121K - $143K
|
5.2K
$438K
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
94New |
$5.76K - $6.83K
|
94
$7.91K
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-5.13K- 60.76% |
$314K - $373K
|
3.31K
$279K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1KClosed |
$61.2K - $72.7K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
125+ 1.2% |
$7.66K - $9.09K
|
10.5K
$884K
|
|
Jul 14, 2022
Q2 2022
|
Smart Money Group LLC
|
SELL
|
- |
-5.26K- 37.43% |
$322K - $382K
|
8.79K
$739K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.26KNew |
$138K - $164K
|
2.26K
$190K
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
SELL
|
- |
-4.2K- 7.96% |
$257K - $305K
|
48.5K
$4.08M
|
|
Jul 13, 2022
Q2 2022
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-302Closed |
$18.5K - $21.9K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-2.98K- 8.07% |
$182K - $217K
|
34K
$2.86M
|
|
Jul 13, 2022
Q2 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-6.61KClosed |
$405K - $480K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-5.42KClosed |
$332K - $394K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-961- 23.24% |
$58.9K - $69.8K
|
3.18K
$267K
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-96Closed |
$5.88K - $6.98K
|
0
$0
|
|
Q1 2022 | |||||||
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-577Closed |
$39.1K - $44.2K
|
0
$0
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.26KClosed |
$85.3K - $96.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-500Closed |
$33.9K - $38.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-30.3KClosed |
$2.05M - $2.32M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-20.1KClosed |
$1.36M - $1.54M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-69Closed |
$4.67K - $5.29K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.63KClosed |
$246K - $278K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-2.99KClosed |
$202K - $229K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-2.18KClosed |
$147K - $167K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-4.77KClosed |
$323K - $366K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-16.3KClosed |
$1.1M - $1.25M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4New |
$271 - $307
|
4
$337
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
700New |
$47.4K - $53.7K
|
700
$58.9K
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-80.4KClosed |
$5.45M - $6.16M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-3.29KClosed |
$223K - $252K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-780- 42.72% |
$52.8K - $59.8K
|
1.05K
$88K
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-5- 9.09% |
$339 - $383
|
50
$4.21K
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-12- 0.43% |
$813 - $920
|
2.79K
$235K
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
26.7KNew |
$1.81M - $2.04M
|
26.7K
$2.24M
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
26+ 4.95% |
$1.76K - $1.99K
|
551
$46.4K
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-2.72KClosed |
$184K - $208K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
29.2KNew |
$1.98M - $2.24M
|
29.2K
$2.46M
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.96KClosed |
$200K - $227K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-4.14KClosed |
$280K - $317K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-249Closed |
$16.9K - $19.1K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.74KClosed |
$186K - $210K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-12Closed |
$813 - $920
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
137New |
$9.28K - $10.5K
|
137
$11.5K
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.49KClosed |
$237K - $268K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
989New |
$67K - $75.8K
|
989
$83.2K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.11KClosed |
$74.8K - $84.7K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-3.87KClosed |
$262K - $297K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
SELL
|
- |
-58.5KClosed |
$3.96M - $4.48M
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-75Closed |
$5.08K - $5.75K
|
0
$0
|