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 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.12KNew |
$374K - $438K
|
5.12K
$431K
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
91+ 3.02% |
$6.64K - $7.78K
|
3.11K
$261K
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-2.74K- 3.47% |
$200K - $234K
|
76.2K
$6.41M
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
14.2KNew |
$1.04M - $1.21M
|
14.2K
$1.19M
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-150- 2.42% |
$11K - $12.8K
|
6.06K
$510K
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
2+ 0.04% |
$146 - $171
|
4.47K
$376K
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-117- 1.64% |
$8.54K - $10K
|
7K
$589K
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.67K+ 4.28% |
$633K - $742K
|
211K
$17.8M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-258K- 98.84% |
$18.8M - $22M
|
3.01K
$253K
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.44K+ 86.91% |
$470K - $551K
|
13.9K
$1.17M
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.01K- 4.67% |
$73.9K - $86.5K
|
20.7K
$1.74M
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-972- 2.65% |
$71K - $83.1K
|
35.7K
$3.01M
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.83KNew |
$352K - $413K
|
4.83K
$406K
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-90- 1.34% |
$6.57K - $7.7K
|
6.64K
$558K
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12+ 80.0% |
$876 - $1.03K
|
27
$2.27K
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-24.6K- 73.57% |
$1.79M - $2.1M
|
8.83K
$743K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
26.6K+ 52.41% |
$1.94M - $2.27M
|
77.2K
$6.5M
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
673+ 2.13% |
$49.1K - $57.5K
|
32.3K
$2.72M
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-115- 3.16% |
$8.4K - $9.83K
|
3.52K
$297K
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.97K- 15.22% |
$217K - $254K
|
16.5K
$1.39M
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5.63K+ 328.22% |
$411K - $481K
|
7.34K
$618K
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
68+ 1.93% |
$4.96K - $5.81K
|
3.59K
$302K
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-548- 6.67% |
$40K - $46.9K
|
7.67K
$645K
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-61- 2.23% |
$4.45K - $5.22K
|
2.68K
$225K
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.95K+ 113.65% |
$289K - $338K
|
7.43K
$626K
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
429KNew |
$31.3M - $36.7M
|
429K
$36.1M
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
807+ 10.78% |
$58.9K - $69K
|
8.29K
$698K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-14.1K- 85.83% |
$1.03M - $1.2M
|
2.32K
$195K
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.37K+ 1.71% |
$100K - $117K
|
81.5K
$6.86M
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-68- 0.32% |
$4.96K - $5.81K
|
21.4K
$1.8M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
28.3K+ 26.71% |
$2.07M - $2.42M
|
134K
$11.3M
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-125- 1.88% |
$9.13K - $10.7K
|
6.54K
$550K
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
371New |
$27.1K - $31.7K
|
371
$31.2K
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
21New |
$1.53K - $1.8K
|
21
$1.77K
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-6K- 69.53% |
$438K - $513K
|
2.63K
$221K
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-1.24K- 5.65% |
$90.8K - $106K
|
20.8K
$1.75M
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-915- 17.7% |
$66.8K - $78.2K
|
4.25K
$358K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.24% |
$73 - $85.5
|
413
$34.8K
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
64.1KNew |
$4.68M - $5.48M
|
64.1K
$5.39M
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
7.75K+ 7.07% |
$566K - $663K
|
118K
$9.89M
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-500- 16.67% |
$36.5K - $42.8K
|
2.5K
$210K
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.2KNew |
$307K - $359K
|
4.2K
$353K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-42- 23.33% |
$3.07K - $3.59K
|
138
$11.6K
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 2.47% |
$146 - $171
|
83
$6.99K
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-10.3K- 55.4% |
$750K - $878K
|
8.27K
$696K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.06K- 17.43% |
$224K - $262K
|
14.5K
$1.22M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
253+ 1.36% |
$18.5K - $21.6K
|
18.9K
$1.59M
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
204+ 4.36% |
$14.9K - $17.4K
|
4.89K
$411K
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
29+ 0.39% |
$2.12K - $2.48K
|
7.39K
$622K
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.28K+ 11.19% |
$167K - $195K
|
22.7K
$1.91M
|