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 29, 2021
Q4 2020
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-4.18KClosed |
$273K - $308K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.07KClosed |
$201K - $226K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-45.6KClosed |
$2.99M - $3.37M
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-53.4KClosed |
$3.5M - $3.94M
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
100New |
$6.55K - $7.38K
|
100
$8.42K
|
|
Jan 20, 2021
Q4 2020
|
Atticus Wealth Management, LLC
|
BUY
|
- |
707New |
$46.3K - $52.2K
|
707
$59.5K
|
|
Jan 20, 2021
Q4 2020
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-8.97KClosed |
$588K - $662K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-3.39KClosed |
$222K - $250K
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-2.97KClosed |
$194K - $219K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Trust CO
|
SELL
|
- |
-6.4KClosed |
$419K - $472K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-50Closed |
$3.31K - $3.48K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
10New |
$662 - $696
|
10
$842
|
|
Nov 12, 2020
Q3 2020
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-87Closed |
$5.76K - $6.06K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-45Closed |
$2.98K - $3.13K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.33KClosed |
$353K - $371K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-646Closed |
$42.8K - $45K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Paragon Advisors, LLC
|
SELL
|
- |
-4.36KClosed |
$288K - $303K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-721Closed |
$47.7K - $50.2K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Cutler Group LP
|
SELL
|
PUT |
-300- 27.27% |
$19.9K - $20.9K
|
800
$67.3K
|
|
Oct 23, 2020
Q3 2020
|
Simpli Fi, Inc.
|
SELL
|
- |
-305KClosed |
$20.2M - $21.2M
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Paragon Capital Management LTD
|
SELL
|
- |
-10.2KClosed |
$676K - $711K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Sharkey, Howes & Javer
|
SELL
|
- |
-8.31KClosed |
$550K - $579K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-8Closed |
$530 - $557
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.13K- 10.42% |
$246K - $285K
|
35.5K
$2.99M
|
|
Sep 07, 2021
Q2 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-750- 83.33% |
$44.6K - $51.7K
|
150
$12.6K
|
|
Aug 17, 2020
Q2 2020
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-376Closed |
$22.4K - $25.9K
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-85Closed |
$5.06K - $5.86K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-791Closed |
$47.1K - $54.5K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-70Closed |
$4.17K - $4.82K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-221Closed |
$13.2K - $15.2K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-172Closed |
$10.2K - $11.9K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-7.42KClosed |
$442K - $511K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
436KNew |
$26M - $30.1M
|
436K
$36.7M
|
|
Aug 13, 2020
Q2 2020
|
Covington Capital Management
|
SELL
|
- |
-5.5KClosed |
$327K - $379K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-3.85KClosed |
$229K - $265K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.83KClosed |
$466K - $540K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-3.88KClosed |
$231K - $268K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-3.47KClosed |
$207K - $239K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Hc Advisors, LLC
|
SELL
|
- |
-3.47KClosed |
$207K - $239K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-40.3KClosed |
$2.4M - $2.78M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
125New |
$7.44K - $8.62K
|
125
$10.5K
|
|
Aug 11, 2020
Q2 2020
|
Retirement Capital Strategies
|
SELL
|
- |
-124KClosed |
$7.37M - $8.53M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Camden Capital, LLC
|
SELL
|
- |
-3.98KClosed |
$237K - $274K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.61KClosed |
$215K - $249K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-5.2KClosed |
$310K - $358K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
F3 Logic, LLC
|
SELL
|
- |
-3.35KClosed |
$199K - $231K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-10KClosed |
$595K - $689K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
New Square Capital LLC
|
SELL
|
- |
-576Closed |
$34.3K - $39.7K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Hartford Investment Management CO
|
SELL
|
- |
-9.45KClosed |
$563K - $651K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-315Closed |
$18.8K - $21.7K
|
0
$0
|