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 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-15.5K- 15.42% |
$1.13M - $1.32M
|
84.9K
$7.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-150- 1.22% |
$11K - $12.8K
|
12.2K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-296- 18.6% |
$21.6K - $25.3K
|
1.3K
$109K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-670- 3.63% |
$48.9K - $57.3K
|
17.8K
$1.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
44+ 9.13% |
$3.21K - $3.76K
|
526
$44.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
42+ 0.74% |
$3.07K - $3.59K
|
5.74K
$483K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
205+ 1.93% |
$15K - $17.5K
|
10.8K
$912K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-5- 0.18% |
$365 - $428
|
2.74K
$231K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
440+ 4.7% |
$32.1K - $37.6K
|
9.81K
$825K
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
3.29K+ 6.34% |
$240K - $281K
|
55.1K
$4.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
10.1K+ 13163.64% |
$740K - $867K
|
10.2K
$860K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1+ 0.01% |
$73 - $85.5
|
7.75K
$652K
|
|
| Q1 2025 | |||||||
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
716+ 15.51% |
$50K - $56.5K
|
5.33K
$449K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16.1K- 12.25% |
$1.12M - $1.27M
|
115K
$9.68M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.16K+ 6.0% |
$221K - $250K
|
55.9K
$4.7M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.3KNew |
$1.41M - $1.6M
|
20.3K
$1.71M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-709- 3.43% |
$49.5K - $55.9K
|
20K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.05K+ 2.62% |
$143K - $162K
|
80.4K
$6.76M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
247+ 2.8% |
$17.2K - $19.5K
|
9.06K
$762K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
30New |
$2.09K - $2.37K
|
30
$2.52K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
879+ 3.49% |
$61.4K - $69.4K
|
26K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
84.5K+ 308.97% |
$5.9M - $6.67M
|
112K
$9.41M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
38.4K+ 587.83% |
$2.68M - $3.03M
|
45K
$3.79M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
657+ 1.69% |
$45.9K - $51.8K
|
39.5K
$3.33M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-457- 36.8% |
$31.9K - $36.1K
|
785
$66.1K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-978- 2.19% |
$68.3K - $77.2K
|
43.7K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-491- 0.81% |
$34.3K - $38.7K
|
60K
$5.05M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.7M- 81.37% |
$1.31B - $1.48B
|
4.28M
$360M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-70.3K- 3.32% |
$4.91M - $5.55M
|
2.05M
$172M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-154- 0.53% |
$10.8K - $12.2K
|
28.8K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-334- 11.18% |
$23.3K - $26.4K
|
2.65K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
293+ 109.74% |
$20.5K - $23.1K
|
560
$47.1K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7KNew |
$489K - $552K
|
7K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-6- 0.09% |
$419 - $473
|
6.84K
$576K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
79.6K+ 20.87% |
$5.56M - $6.28M
|
461K
$38.8M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
519+ 0.75% |
$36.2K - $40.9K
|
69.9K
$5.88M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-2.85K- 25.0% |
$199K - $225K
|
8.55K
$719K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.53K- 3.76% |
$456K - $515K
|
167K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.54KNew |
$247K - $279K
|
3.54K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-41- 0.92% |
$2.86K - $3.23K
|
4.42K
$372K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-643- 16.29% |
$44.9K - $50.7K
|
3.3K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-903- 3.64% |
$63K - $71.2K
|
23.9K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-76- 0.81% |
$5.31K - $6K
|
9.3K
$782K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-61.9K- 8.9% |
$4.32M - $4.88M
|
633K
$53.3M
|
|
|
May 15, 2025
Q1 2025
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-335- 8.28% |
$23.4K - $26.4K
|
3.71K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.89KNew |
$271K - $307K
|
3.89K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.3KNew |
$997K - $1.13M
|
14.3K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-24K- 5.82% |
$1.68M - $1.89M
|
388K
$32.7M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
15.1K+ 5.01% |
$1.05M - $1.19M
|
316K
$26.6M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.13% |
$69.8 - $78.9
|
740
$62.3K
|
|