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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
338New |
$23.4K - $26.1K
|
338
$24.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1- 0.02% |
$69.3 - $77.3
|
4.43K
$319K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.67KNew |
$185K - $206K
|
2.67K
$192K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
49+ 0.61% |
$3.4K - $3.79K
|
8.14K
$586K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
54+ 0.64% |
$3.74K - $4.18K
|
8.56K
$616K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-410- 3.7% |
$28.4K - $31.7K
|
10.7K
$769K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.69KNew |
$186K - $208K
|
2.69K
$194K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
195+ 11.93% |
$13.5K - $15.1K
|
1.83K
$132K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
278+ 8.98% |
$19.3K - $21.5K
|
3.37K
$243K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-958- 19.44% |
$66.4K - $74.1K
|
3.97K
$286K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-30- 4.59% |
$2.08K - $2.32K
|
623
$44.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
5.12K+ 3.8% |
$355K - $396K
|
140K
$10.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.17K- 6.18% |
$81.1K - $90.5K
|
17.8K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.5K- 4.9% |
$1.21M - $1.35M
|
339K
$24.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.2K- 5.12% |
$430K - $479K
|
115K
$8.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.7K- 3.95% |
$879K - $981K
|
308K
$22.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.37K+ 0.7% |
$94.8K - $106K
|
196K
$14.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-115- 2.31% |
$7.97K - $8.89K
|
4.86K
$350K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
534+ 2.58% |
$37K - $41.3K
|
21.3K
$1.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-279- 5.38% |
$19.3K - $21.6K
|
4.91K
$353K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.19K- 6.23% |
$221K - $247K
|
48.1K
$3.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
3.73K+ 4.0% |
$258K - $288K
|
96.9K
$6.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
5+ 0.06% |
$347 - $387
|
7.95K
$573K
|
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
13.7KNew |
$948K - $1.06M
|
13.7K
$985K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.08K+ 25.03% |
$144K - $161K
|
10.4K
$748K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.78K- 1.34% |
$124K - $138K
|
131K
$9.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-2.77K- 2.83% |
$192K - $214K
|
95.3K
$6.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.93KNew |
$203K - $226K
|
2.93K
$211K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5.15K- 10.14% |
$357K - $399K
|
45.7K
$3.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
316New |
$21.9K - $24.4K
|
316
$22.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
675New |
$46.8K - $52.2K
|
675
$48.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.73K- 14.86% |
$120K - $134K
|
9.94K
$716K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-159- 1.94% |
$11K - $12.3K
|
8.03K
$578K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.43K- 8.57% |
$99.1K - $111K
|
15.3K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-567- 15.68% |
$39.3K - $43.9K
|
3.05K
$220K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-288- 3.15% |
$20K - $22.3K
|
8.85K
$637K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.49K+ 7.3% |
$104K - $116K
|
21.9K
$1.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-883- 4.25% |
$61.2K - $68.3K
|
19.9K
$1.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.6K- 16.83% |
$180K - $201K
|
12.9K
$926K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-131- 24.9% |
$9.08K - $10.1K
|
395
$28.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
37+ 2.94% |
$2.56K - $2.86K
|
1.3K
$93.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.31K- 11.95% |
$229K - $256K
|
24.4K
$1.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-817- 10.4% |
$56.6K - $63.2K
|
7.04K
$507K
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-244- 0.8% |
$16.9K - $18.9K
|
30.4K
$2.19M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.28K- 25.09% |
$88.6K - $98.9K
|
3.82K
$275K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-75- 1.47% |
$5.2K - $5.8K
|
5.03K
$362K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.8K- 12.12% |
$194K - $216K
|
20.3K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.82K- 1.7% |
$126K - $141K
|
106K
$7.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-916- 11.46% |
$63.5K - $70.8K
|
7.08K
$510K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-157- 1.05% |
$10.9K - $12.1K
|
14.9K
$1.07M
|