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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-196- 0.24% |
$13.7K - $15.5K
|
82.5K
$6.94M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.31KNew |
$231K - $261K
|
3.31K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-103- 1.93% |
$7.19K - $8.13K
|
5.24K
$441K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.31K- 23.62% |
$510K - $576K
|
23.6K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.33K- 4.08% |
$163K - $184K
|
54.8K
$4.61M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
77K+ 15.35% |
$5.38M - $6.08M
|
579K
$48.7M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-18- 0.18% |
$1.26K - $1.42K
|
10.2K
$859K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.97K+ 53.08% |
$347K - $392K
|
14.3K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$877K - $991K
|
12.6K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
2.6KNew |
$182K - $205K
|
2.6K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.73K- 3.36% |
$260K - $294K
|
107K
$9.02M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9+ 0.89% |
$628 - $710
|
1.02K
$86K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.72KNew |
$190K - $214K
|
2.72K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.2KNew |
$1.13M - $1.28M
|
16.2K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
422+ 1.18% |
$29.5K - $33.3K
|
36.1K
$3.04M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
255+ 2.02% |
$17.8K - $20.1K
|
12.9K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.25K- 4.21% |
$437K - $493K
|
142K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-44.6K- 43.74% |
$3.12M - $3.52M
|
57.4K
$4.83M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
94+ 0.27% |
$6.56K - $7.42K
|
34.7K
$2.92M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
150New |
$10.5K - $11.8K
|
150
$12.6K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-140- 6.85% |
$9.77K - $11K
|
1.91K
$160K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.4K+ 8.43% |
$864K - $976K
|
159K
$13.4M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
125+ 357.14% |
$8.73K - $9.86K
|
160
$13.5K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-272- 1.4% |
$19K - $21.5K
|
19.1K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.18K+ 0.9% |
$361K - $408K
|
582K
$49M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-23.8K- 3.86% |
$1.66M - $1.88M
|
594K
$50M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-23- 0.43% |
$1.61K - $1.81K
|
5.29K
$445K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
743New |
$51.9K - $58.6K
|
743
$62.5K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-42.4K- 64.64% |
$2.96M - $3.34M
|
23.2K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-6.47K- 10.12% |
$452K - $510K
|
57.5K
$4.84M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-13- 0.33% |
$908 - $1.03K
|
3.98K
$335K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.81K+ 1.89% |
$545K - $616K
|
420K
$35.4M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-88- 49.72% |
$6.14K - $6.94K
|
89
$7.49K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.36K- 0.56% |
$234K - $265K
|
599K
$50.4M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.42K+ 7.68% |
$379K - $428K
|
76K
$6.4M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.4KNew |
$377K - $426K
|
5.4K
$454K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
27New |
$1.88K - $2.13K
|
27
$2.27K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-32- 0.14% |
$2.23K - $2.52K
|
23.1K
$1.94M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.4K- 10.07% |
$795K - $898K
|
102K
$8.55M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
147KNew |
$10.2M - $11.6M
|
147K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.92K+ 23.02% |
$134K - $151K
|
10.2K
$862K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
288+ 98.63% |
$20.1K - $22.7K
|
580
$48.8K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-12.3K- 1.28% |
$860K - $972K
|
953K
$80.2M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.16KNew |
$80.9K - $91.4K
|
1.16K
$97.5K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
12.1KNew |
$843K - $952K
|
12.1K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
125KNew |
$8.69M - $9.82M
|
125K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
148+ 35.84% |
$10.3K - $11.7K
|
561
$47.2K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
133KNew |
$9.31M - $10.5M
|
133K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.72KNew |
$190K - $215K
|
2.72K
$229K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-230- 7.64% |
$16.1K - $18.1K
|
2.78K
$234K
|