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 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
20.6K+ 1.24% |
$1.44M - $1.63M
|
1.69M
$142M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-490- 2.76% |
$34.2K - $38.7K
|
17.3K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-190- 86.76% |
$13.3K - $15K
|
29
$2.44K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-711- 30.69% |
$49.6K - $56.1K
|
1.61K
$135K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.26K- 7.22% |
$87.7K - $99.1K
|
16.1K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
260+ 1.93% |
$18.2K - $20.5K
|
13.7K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.71K+ 36.29% |
$189K - $214K
|
10.2K
$858K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.01KNew |
$210K - $237K
|
3.01K
$253K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
268New |
$18.7K - $21.1K
|
268
$22.6K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-24- 0.75% |
$1.68K - $1.89K
|
3.19K
$269K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
134KNew |
$9.34M - $10.6M
|
134K
$11.3M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
433+ 23.12% |
$30.2K - $34.2K
|
2.31K
$194K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-507- 5.83% |
$35.4K - $40K
|
8.18K
$689K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9+ 0.17% |
$628 - $710
|
5.27K
$444K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
33New |
$2.3K - $2.6K
|
33
$2.78K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
817+ 35.83% |
$57K - $64.5K
|
3.1K
$261K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
104New |
$7.26K - $8.21K
|
104
$8.75K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
30New |
$2.09K - $2.37K
|
30
$2.52K
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
9.67KNew |
$675K - $763K
|
9.67K
$813K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
203+ 15.54% |
$14.2K - $16K
|
1.51K
$127K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
260New |
$18.2K - $20.5K
|
260
$21.9K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-900- 12.77% |
$62.8K - $71K
|
6.15K
$517K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
23New |
$1.61K - $1.81K
|
23
$1.94K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
492New |
$34.3K - $38.8K
|
492
$41.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-797- 3.5% |
$55.6K - $62.9K
|
22K
$1.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-100- 0.74% |
$6.98K - $7.89K
|
13.5K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
206New |
$14.4K - $16.3K
|
206
$17.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
30New |
$2.09K - $2.37K
|
30
$2.52K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
97New |
$6.77K - $7.65K
|
97
$8.16K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
10.8KNew |
$754K - $852K
|
10.8K
$909K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-318- 1.16% |
$22.2K - $25.1K
|
27.1K
$2.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
17New |
$1.19K - $1.34K
|
17
$1.43K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.2% |
$349 - $395
|
2.57K
$216K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-288- 50.0% |
$20.1K - $22.7K
|
288
$24.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-55Closed |
$3.84K - $4.34K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
103New |
$7.19K - $8.13K
|
103
$8.67K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-326- 10.86% |
$22.8K - $25.7K
|
2.68K
$225K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-25- 2.78% |
$1.75K - $1.97K
|
875
$73.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
362New |
$25.3K - $28.6K
|
362
$30.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
412New |
$28.8K - $32.5K
|
412
$34.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-851- 40.91% |
$59.4K - $67.1K
|
1.23K
$103K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-108- 6.48% |
$7.54K - $8.52K
|
1.56K
$131K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
20KNew |
$1.4M - $1.58M
|
20K
$1.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6- 0.18% |
$419 - $473
|
3.26K
$274K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.63KNew |
$184K - $208K
|
2.63K
$221K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-322- 8.74% |
$22.5K - $25.4K
|
3.36K
$283K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-844- 19.99% |
$58.9K - $66.6K
|
3.38K
$284K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-282- 8.23% |
$19.7K - $22.2K
|
3.14K
$265K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
24.3K+ 105.0% |
$1.7M - $1.86M
|
47.4K
$3.99M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.9K+ 18.33% |
$1.25M - $1.37M
|
115K
$9.72M
|
|