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 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
24+ 0.88% |
$1.75K - $2.05K
|
2.76K
$232K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-60- 9.63% |
$4.38K - $5.13K
|
563
$47.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-177- 4.94% |
$12.9K - $15.1K
|
3.41K
$287K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
32New |
$2.34K - $2.74K
|
32
$2.69K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
108+ 30.86% |
$7.88K - $9.23K
|
458
$38.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.87K+ 10.45% |
$428K - $502K
|
62K
$5.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-257- 54.22% |
$18.8K - $22K
|
217
$18.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.16K+ 9.8% |
$84.9K - $99.4K
|
13K
$1.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
33+ 0.78% |
$2.41K - $2.82K
|
4.24K
$357K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-25- 0.9% |
$1.83K - $2.14K
|
2.76K
$233K
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.28K- 22.94% |
$93.5K - $110K
|
4.3K
$362K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
5+ 1.81% |
$365 - $428
|
281
$23.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-108- 1.73% |
$7.88K - $9.23K
|
6.13K
$515K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-164- 4.52% |
$12K - $14K
|
3.46K
$291K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.02K+ 3.52% |
$147K - $173K
|
59.3K
$4.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
21+ 0.4% |
$1.53K - $1.8K
|
5.25K
$442K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-234- 1.51% |
$17.1K - $20K
|
15.2K
$1.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-138- 35.03% |
$10.1K - $11.8K
|
256
$21.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.8KNew |
$204K - $239K
|
2.8K
$236K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
279K+ 118.93% |
$20.3M - $23.8M
|
513K
$43.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.24K- 5.95% |
$90.5K - $106K
|
19.6K
$1.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-63- 0.73% |
$4.6K - $5.39K
|
8.56K
$721K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-671- 11.06% |
$49K - $57.4K
|
5.4K
$454K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
1.36K+ 0.91% |
$99.1K - $116K
|
150K
$12.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
45+ 1.02% |
$3.29K - $3.85K
|
4.47K
$376K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
229+ 2.84% |
$16.7K - $19.6K
|
8.3K
$698K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 2.27% |
$73 - $85.5
|
45
$3.79K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.12KNew |
$227K - $266K
|
3.12K
$262K
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.73KNew |
$199K - $233K
|
2.73K
$229K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
2.38KNew |
$174K - $204K
|
2.38K
$200K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-300- 6.95% |
$21.9K - $25.7K
|
4.02K
$338K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.91KNew |
$212K - $248K
|
2.91K
$244K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
61.6K+ 28.55% |
$4.49M - $5.26M
|
277K
$23.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
56+ 0.37% |
$4.09K - $4.79K
|
15.1K
$1.27M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 1.52% |
$73 - $85.5
|
67
$5.64K
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
BUY
|
- |
45+ 1.63% |
$3.29K - $3.85K
|
2.81K
$236K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
235K+ 127.68% |
$17.2M - $20.1M
|
419K
$35.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.26K- 27.81% |
$165K - $193K
|
5.85K
$493K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-995- 77.31% |
$72.6K - $85.1K
|
292
$24.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.44K+ 15.24% |
$178K - $208K
|
18.4K
$1.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
557+ 2.17% |
$40.7K - $47.6K
|
26.2K
$2.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
388+ 9.97% |
$28.3K - $33.2K
|
4.28K
$360K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-363- 2.62% |
$26.5K - $31K
|
13.5K
$1.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-501- 2.39% |
$36.6K - $42.8K
|
20.5K
$1.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.81KNew |
$205K - $240K
|
2.81K
$236K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-964- 2.33% |
$70.4K - $82.4K
|
40.4K
$3.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.1K+ 0.71% |
$809K - $948K
|
1.57M
$132M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-685- 2.82% |
$50K - $58.6K
|
23.6K
$1.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-19.3K- 2.31% |
$1.41M - $1.65M
|
815K
$68.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-64- 1.59% |
$4.67K - $5.47K
|
3.95K
$332K
|