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 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
75K+ 3215.4% |
$5.08M - $5.42M
|
77.3K
$5.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-164K- 89.82% |
$11.1M - $11.9M
|
18.6K
$1.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
90New |
$6.1K - $6.51K
|
90
$6.48K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-77- 11.39% |
$5.22K - $5.57K
|
599
$43.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4New |
$271 - $289
|
4
$288
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
47+ 1.08% |
$3.19K - $3.4K
|
4.4K
$317K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.47K- 14.36% |
$99.8K - $106K
|
8.77K
$632K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
415New |
$28.1K - $30K
|
415
$29.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-338- 7.8% |
$22.9K - $24.5K
|
4K
$288K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-22- 0.56% |
$1.49K - $1.59K
|
3.89K
$280K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.35K- 17.61% |
$91.8K - $98K
|
6.34K
$456K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.94KNew |
$132K - $140K
|
1.94K
$140K
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$67.8 - $72.4
|
4.74K
$341K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.72K- 41.59% |
$388K - $414K
|
8.03K
$578K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
231New |
$15.7K - $16.7K
|
231
$16.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
371+ 74.2% |
$25.2K - $26.8K
|
871
$62.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$339 - $362
|
5
$360
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-487- 77.92% |
$33K - $35.2K
|
138
$9.94K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-27- 4.94% |
$1.83K - $1.95K
|
520
$37.5K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-678- 15.55% |
$46K - $49.1K
|
3.68K
$265K
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
9.32KNew |
$632K - $674K
|
9.32K
$671K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
193New |
$13.1K - $14K
|
193
$13.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
377New |
$25.6K - $27.3K
|
377
$27.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-18- 27.27% |
$1.22K - $1.3K
|
48
$3.46K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
32.8KNew |
$2.23M - $2.38M
|
32.8K
$2.36M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
277New |
$18.8K - $20K
|
277
$20K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-213- 53.25% |
$14.4K - $15.4K
|
187
$13.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.55K- 13.15% |
$105K - $112K
|
10.2K
$738K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
194New |
$13.2K - $14K
|
194
$14K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
26+ 2.0% |
$1.76K - $1.88K
|
1.32K
$95.4K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
482New |
$32.7K - $34.9K
|
482
$34.7K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
31New |
$2.1K - $2.24K
|
31
$2.23K
|
|
| Q1 2024 | |||||||
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
128+ 193.94% |
$8.63K - $9.11K
|
194
$14K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-28- 50.91% |
$1.89K - $1.99K
|
27
$1.94K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
38New |
$2.56K - $2.7K
|
38
$2.74K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-215- 86.0% |
$14.5K - $15.3K
|
35
$2.52K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.1KNew |
$209K - $220K
|
3.1K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
24.2KNew |
$1.63M - $1.72M
|
24.2K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.25KNew |
$151K - $160K
|
2.25K
$162K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-50- 0.84% |
$3.37K - $3.56K
|
5.92K
$426K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-578- 14.05% |
$39K - $41.1K
|
3.54K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
129New |
$8.7K - $9.18K
|
129
$9.29K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.64K- 29.53% |
$380K - $401K
|
13.4K
$969K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
110New |
$7.42K - $7.83K
|
110
$7.92K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.47K- 1.69% |
$99.4K - $105K
|
85.8K
$6.18M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.07K+ 8.68% |
$545K - $574K
|
101K
$7.28M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
495New |
$33.4K - $35.2K
|
495
$35.7K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.98K- 97.8% |
$201K - $212K
|
67
$4.83K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
290+ 935.48% |
$19.6K - $20.6K
|
321
$23.1K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
43+ 32.09% |
$2.9K - $3.06K
|
177
$12.7K
|
|