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 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-160- 1.74% |
$11.1K - $12.4K
|
9.03K
$650K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-464- 4.25% |
$32.2K - $35.9K
|
10.5K
$754K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
667+ 0.68% |
$46.2K - $51.6K
|
99.2K
$7.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
125+ 0.79% |
$8.66K - $9.67K
|
16K
$1.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.56K- 6.77% |
$108K - $121K
|
21.5K
$1.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-469- 3.77% |
$32.5K - $36.3K
|
12K
$863K
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-422- 1.07% |
$29.2K - $32.6K
|
38.8K
$2.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-121- 2.65% |
$8.39K - $9.36K
|
4.45K
$320K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
918+ 2.35% |
$63.6K - $71K
|
39.9K
$2.88M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-5.73K- 21.74% |
$397K - $443K
|
20.6K
$1.49M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
300+ 4.03% |
$20.8K - $23.2K
|
7.74K
$558K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
165+ 3.2% |
$11.4K - $12.8K
|
5.32K
$383K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.07K- 0.37% |
$74.4K - $83.1K
|
287K
$20.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.69K- 10.74% |
$117K - $131K
|
14K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
177New |
$12.3K - $13.7K
|
177
$12.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.63KNew |
$182K - $203K
|
2.63K
$189K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-157- 0.72% |
$10.9K - $12.1K
|
21.7K
$1.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.26K- 6.74% |
$87.5K - $97.6K
|
17.5K
$1.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
270+ 4.25% |
$18.7K - $20.9K
|
6.62K
$477K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-442- 0.32% |
$30.6K - $34.2K
|
136K
$9.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.62KNew |
$181K - $202K
|
2.62K
$189K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
59+ 0.9% |
$4.09K - $4.56K
|
6.59K
$475K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-14K- 47.56% |
$971K - $1.08M
|
15.5K
$1.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
224+ 1.42% |
$15.5K - $17.3K
|
16K
$1.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
222+ 0.82% |
$15.4K - $17.2K
|
27.4K
$1.97M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.5KNew |
$800K - $893K
|
11.5K
$831K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-200- 33.33% |
$13.9K - $15.5K
|
400
$28.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-106- 7.48% |
$7.35K - $8.2K
|
1.31K
$94.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.16K+ 3.22% |
$219K - $244K
|
101K
$7.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
94+ 0.38% |
$6.52K - $7.27K
|
24.9K
$1.79M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
464+ 2.5% |
$32.2K - $35.9K
|
19K
$1.37M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-125- 3.47% |
$8.66K - $9.67K
|
3.48K
$251K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1- -0.0% |
$69.3 - $77.3
|
26.7K
$1.93M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.58K+ 1.62% |
$179K - $200K
|
162K
$11.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.65K+ 140.63% |
$461K - $514K
|
11.4K
$819K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-11- 26.19% |
$762 - $851
|
31
$2.23K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.13K- 11.87% |
$78.5K - $87.6K
|
8.42K
$606K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.22K+ 8.93% |
$286K - $306K
|
51.5K
$3.71M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.06KNew |
$411K - $439K
|
6.06K
$437K
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-142- 2.84% |
$9.63K - $10.3K
|
4.86K
$350K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
196+ 236.14% |
$13.3K - $14.2K
|
279
$20.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27+ 1.07% |
$1.83K - $1.95K
|
2.56K
$185K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 1.56% |
$67.8 - $72.4
|
65
$4.68K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
485+ 12.25% |
$32.9K - $35.1K
|
4.44K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.33KNew |
$565K - $603K
|
8.33K
$600K
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
SELL
|
- |
-153- 19.08% |
$10.4K - $11.1K
|
649
$46.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.67KNew |
$249K - $265K
|
3.67K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.3K+ 34.48% |
$88.4K - $94.3K
|
5.08K
$366K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
99+ 2.08% |
$6.71K - $7.16K
|
4.85K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.31KNew |
$292K - $312K
|
4.31K
$310K
|
|