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 |
---|---|---|---|---|---|---|---|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
SELL
|
- |
-3.51KClosed |
$265K - $279K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-74Closed |
$5.58K - $5.88K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-12.8KClosed |
$967K - $1.02M
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.1KClosed |
$82.9K - $87.5K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.05KNew |
$154K - $163K
|
2.05K
$172K
|
|
Oct 21, 2021
Q3 2021
|
Tufton Capital Management
|
SELL
|
- |
-3.5KClosed |
$264K - $278K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.39KClosed |
$180K - $190K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Verde Capital Management
|
SELL
|
- |
-29.2KClosed |
$2.2M - $2.32M
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.12KClosed |
$235K - $248K
|
0
$0
|
|
Q2 2021 | |||||||
Apr 10, 2025
Q2 2021
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-3.13KClosed |
$230K - $242K
|
0
$0
|
|
Mar 28, 2025
Q2 2021
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-3.1K- 5.52% |
$228K - $240K
|
53.1K
$4.47M
|
|
Jan 02, 2024
Q2 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4.12KClosed |
$302K - $318K
|
0
$0
|
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-7.73KClosed |
$568K - $598K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.09K+ 25.33% |
$79.7K - $83.9K
|
5.37K
$452K
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-92Closed |
$6.76K - $7.11K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-6.07KClosed |
$446K - $469K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
48New |
$3.53K - $3.71K
|
48
$4.04K
|
|
Aug 13, 2021
Q2 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.75KClosed |
$276K - $290K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-25.4KClosed |
$1.87M - $1.96M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-594Closed |
$43.6K - $45.9K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-3.8KClosed |
$279K - $293K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-7.79KClosed |
$572K - $602K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-251Closed |
$18.4K - $19.4K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-8.94KClosed |
$657K - $691K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.18KClosed |
$307K - $323K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-170Closed |
$12.5K - $13.1K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Strong Box Wealth, LLC
|
SELL
|
- |
-5.85KClosed |
$430K - $452K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-6.7KClosed |
$493K - $518K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-892Closed |
$65.5K - $69K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-35Closed |
$2.57K - $2.71K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-962Closed |
$70.7K - $74.4K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-81Closed |
$5.95K - $6.26K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Empire Life Investments Inc.
|
SELL
|
- |
-45.5KClosed |
$3.35M - $3.52M
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.11KClosed |
$522K - $549K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-3.25KClosed |
$239K - $251K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-209Closed |
$15.4K - $16.2K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-3.28KClosed |
$241K - $254K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Shelter Ins Retirement Plan
|
SELL
|
- |
-817KClosed |
$60M - $63.1M
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-6.18KClosed |
$454K - $478K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-1.38KClosed |
$101K - $107K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-3.56KClosed |
$262K - $276K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
13+ 0.39% |
$955 - $1.01K
|
3.37K
$284K
|
|
Jul 28, 2021
Q2 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-43.4KClosed |
$3.19M - $3.35M
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-120KClosed |
$8.8M - $9.26M
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.22KClosed |
$89.4K - $94K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.35KClosed |
$99.4K - $105K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-100Closed |
$7.35K - $7.73K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
First Financial Corp
|
SELL
|
- |
-42Closed |
$3.09K - $3.25K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Golden Green, Inc.
|
SELL
|
- |
-2.9KClosed |
$213K - $224K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Qp Wealth Management, LLC
|
SELL
|
- |
-2.92KClosed |
$215K - $226K
|
0
$0
|