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 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.94K- 4.81% |
$142K - $166K
|
38.5K
$3.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-20.5K- 7.61% |
$1.49M - $1.75M
|
248K
$20.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.09KNew |
$226K - $264K
|
3.09K
$260K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-144- 2.82% |
$10.5K - $12.3K
|
4.97K
$418K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
18KNew |
$1.32M - $1.54M
|
18K
$1.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
27New |
$1.97K - $2.31K
|
27
$2.27K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.78KNew |
$203K - $238K
|
2.78K
$234K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-98- 3.19% |
$7.15K - $8.38K
|
2.98K
$251K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
171New |
$12.5K - $14.6K
|
171
$14.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.66K- 55.27% |
$121K - $142K
|
1.34K
$113K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
13+ 0.14% |
$949 - $1.11K
|
9.26K
$779K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-342- 12.27% |
$25K - $29.2K
|
2.45K
$206K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.46K- 15.87% |
$107K - $125K
|
7.75K
$652K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
487New |
$35.6K - $41.6K
|
487
$41K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
341+ 9.77% |
$24.9K - $29.2K
|
3.83K
$322K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-7.97K- 9.2% |
$582K - $682K
|
78.7K
$6.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.24K- 9.15% |
$90.5K - $106K
|
12.3K
$1.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
195+ 2.2% |
$14.2K - $16.7K
|
9.06K
$762K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-655- 12.47% |
$47.8K - $56K
|
4.6K
$387K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.02K+ 5.01% |
$74.5K - $87.3K
|
21.4K
$1.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
180+ 1.99% |
$13.1K - $15.4K
|
9.24K
$778K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
4.65KNew |
$340K - $398K
|
4.65K
$392K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
19+ 0.39% |
$1.39K - $1.62K
|
4.87K
$410K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-11K- 10.97% |
$805K - $943K
|
89.5K
$7.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-13K- 69.18% |
$946K - $1.11M
|
5.78K
$486K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 0.28% |
$365 - $428
|
1.79K
$151K
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
161+ 1.26% |
$11.8K - $13.8K
|
13K
$1.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.3K+ 60.28% |
$1.19M - $1.4M
|
43.4K
$3.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
98+ 1.6% |
$7.15K - $8.38K
|
6.22K
$524K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
540+ 10.6% |
$39.4K - $46.2K
|
5.64K
$474K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.2KNew |
$1.33M - $1.56M
|
18.2K
$1.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
50+ 1.16% |
$3.65K - $4.28K
|
4.35K
$366K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
25.3K+ 136.73% |
$1.85M - $2.16M
|
43.8K
$3.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-23- 9.16% |
$1.68K - $1.97K
|
228
$19.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
25.8K+ 411.76% |
$1.88M - $2.21M
|
32.1K
$2.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.69K+ 87.61% |
$196K - $230K
|
5.75K
$484K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-89- 2.36% |
$6.5K - $7.61K
|
3.69K
$311K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
27.1KNew |
$1.98M - $2.32M
|
27.1K
$2.28M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.92K+ 621.04% |
$140K - $164K
|
2.23K
$188K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-46.2K- 85.67% |
$3.38M - $3.95M
|
7.74K
$651K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.62K- 17.86% |
$337K - $395K
|
21.2K
$1.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
163+ 2.66% |
$11.9K - $13.9K
|
6.29K
$529K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
500+ 3.59% |
$36.5K - $42.8K
|
14.4K
$1.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
482+ 21.34% |
$35.2K - $41.2K
|
2.74K
$231K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-75- 1.72% |
$5.48K - $6.41K
|
4.28K
$360K
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
157+ 5.76% |
$11.5K - $13.4K
|
2.88K
$243K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
13New |
$949 - $1.11K
|
13
$1.09K
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-30- 0.01% |
$2.19K - $2.57K
|
203K
$17.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
162+ 6.0% |
$11.8K - $13.9K
|
2.86K
$241K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.63K+ 81.05% |
$192K - $225K
|
5.88K
$495K
|