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 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-38- 1.0% |
$2.63K - $2.94K
|
3.78K
$272K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-124- 23.13% |
$8.59K - $9.59K
|
412
$29.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.34K- 7.31% |
$162K - $181K
|
29.6K
$2.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-336- 9.96% |
$23.3K - $26K
|
3.04K
$219K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.28K- 16.78% |
$88.4K - $98.6K
|
6.32K
$455K
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-400K- 24.56% |
$27.7M - $31M
|
1.23M
$88.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-249K- 99.7% |
$17.2M - $19.2M
|
760
$54.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.14K+ 157.6% |
$79.1K - $88.2K
|
1.87K
$134K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-589- 8.92% |
$40.8K - $45.6K
|
6.02K
$433K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-19- 1.12% |
$1.32K - $1.47K
|
1.68K
$121K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.15K- 13.44% |
$218K - $243K
|
20.3K
$1.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-50- 0.84% |
$3.47K - $3.87K
|
5.89K
$424K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
2.75KNew |
$190K - $213K
|
2.75K
$198K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-81.2K- 30.84% |
$5.63M - $6.28M
|
182K
$13.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-495- 10.65% |
$34.3K - $38.3K
|
4.15K
$299K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-81.2K- 3.86% |
$5.63M - $6.28M
|
2.02M
$146M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.26K- 19.08% |
$157K - $175K
|
9.58K
$690K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-534- 3.08% |
$37K - $41.3K
|
16.8K
$1.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-975- 12.46% |
$67.6K - $75.4K
|
6.85K
$494K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
388+ 159.67% |
$26.9K - $30K
|
631
$45.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-79- 18.41% |
$5.48K - $6.11K
|
350
$25.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.16K- 6.0% |
$80.6K - $89.9K
|
18.2K
$1.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-131- 3.53% |
$9.08K - $10.1K
|
3.58K
$258K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-174- 4.64% |
$12.1K - $13.5K
|
3.58K
$258K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-11.3K- 5.52% |
$786K - $877K
|
194K
$14M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.82KNew |
$265K - $295K
|
3.82K
$275K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
58+ 0.19% |
$4.02K - $4.49K
|
30.9K
$2.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
49.5K+ 436.95% |
$3.43M - $3.83M
|
60.8K
$4.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
17.1K+ 10.84% |
$1.19M - $1.32M
|
175K
$12.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.12% |
$416 - $464
|
4.99K
$359K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
771+ 17.67% |
$53.4K - $59.6K
|
5.14K
$370K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.33K- 29.6% |
$231K - $257K
|
7.91K
$570K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
112+ 6.42% |
$7.76K - $8.66K
|
1.86K
$134K
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-175- 1.05% |
$12.1K - $13.5K
|
16.6K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-2.33K- 25.95% |
$161K - $180K
|
6.64K
$478K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-215- 4.77% |
$14.9K - $16.6K
|
4.29K
$309K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14New |
$970 - $1.08K
|
14
$1.01K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-533- 11.41% |
$36.9K - $41.2K
|
4.14K
$298K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
150New |
$10.4K - $11.6K
|
150
$10.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-75- 1.69% |
$5.2K - $5.8K
|
4.36K
$314K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-129- 2.52% |
$8.94K - $9.98K
|
5K
$360K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
202+ 4.75% |
$14K - $15.6K
|
4.45K
$321K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-364- 1.44% |
$25.2K - $28.2K
|
24.9K
$1.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-5.62K- 2.67% |
$390K - $435K
|
205K
$14.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.81KNew |
$195K - $217K
|
2.81K
$202K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-481- 2.42% |
$33.3K - $37.2K
|
19.4K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
569+ 0.42% |
$39.4K - $44K
|
136K
$9.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-33.2K- 50.13% |
$2.3M - $2.57M
|
33K
$2.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
845+ 18.3% |
$58.6K - $65.4K
|
5.46K
$393K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
550New |
$38.1K - $42.5K
|
550
$39.6K
|