Latest Institutional Purchases of Ishares Msci Eafe Min Vol Fact (EFAV)
This list provides information on the latest institutional transactions involving Ishares Msci Eafe Min Vol Fact (EFAV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.63KNew |
$182K - $203K
|
2.63K
$185K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.62KNew |
$181K - $202K
|
2.62K
$185K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.58K+ 1.62% |
$179K - $200K
|
162K
$11.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
2.1K+ 4.04% |
$146K - $162K
|
54.1K
$3.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.08K+ 25.03% |
$144K - $161K
|
10.4K
$732K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.01K+ 9.0% |
$139K - $156K
|
24.4K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.01K+ 46.56% |
$139K - $156K
|
6.33K
$446K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.84K+ 3.7% |
$127K - $142K
|
51.5K
$3.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.74KNew |
$120K - $134K
|
1.74K
$122K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
1.68K+ 0.59% |
$117K - $130K
|
287K
$20.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.68K+ 1.55% |
$116K - $130K
|
110K
$7.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.66K+ 16.39% |
$115K - $128K
|
11.8K
$831K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.49K+ 7.3% |
$104K - $116K
|
21.9K
$1.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.39K+ 4.47% |
$96.6K - $108K
|
32.6K
$2.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.37K+ 0.7% |
$94.8K - $106K
|
196K
$13.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.23K+ 11.73% |
$85.2K - $95.1K
|
11.7K
$825K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.14K+ 157.6% |
$79.1K - $88.2K
|
1.87K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.09K+ 15.83% |
$75.2K - $83.9K
|
7.94K
$560K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
996New |
$69K - $77K
|
996
$70.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
987+ 8.62% |
$68.4K - $76.3K
|
12.4K
$877K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
975New |
$67.6K - $75.4K
|
975
$68.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
918+ 2.35% |
$63.6K - $71K
|
39.9K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
877+ 5.62% |
$60.8K - $67.8K
|
16.5K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
845+ 18.3% |
$58.6K - $65.4K
|
5.46K
$385K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
771+ 17.67% |
$53.4K - $59.6K
|
5.14K
$362K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
675New |
$46.8K - $52.2K
|
675
$47.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
667+ 0.68% |
$46.2K - $51.6K
|
99.2K
$6.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
638New |
$44.2K - $49.3K
|
638
$45K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
569+ 0.42% |
$39.4K - $44K
|
136K
$9.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
550New |
$38.1K - $42.5K
|
550
$38.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
544+ 6.68% |
$37.7K - $42.1K
|
8.69K
$613K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
543+ 12.27% |
$37.6K - $42K
|
4.97K
$350K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
534+ 2.58% |
$37K - $41.3K
|
21.3K
$1.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
464+ 2.5% |
$32.2K - $35.9K
|
19K
$1.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
453+ 1.98% |
$31.4K - $35K
|
23.3K
$1.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
388+ 159.67% |
$26.9K - $30K
|
631
$44.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
338New |
$23.4K - $26.1K
|
338
$23.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
316New |
$21.9K - $24.4K
|
316
$22.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
315+ 3.79% |
$21.8K - $24.4K
|
8.63K
$608K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
308+ 8.34% |
$21.3K - $23.8K
|
4K
$282K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
300+ 4.03% |
$20.8K - $23.2K
|
7.74K
$546K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
278+ 8.98% |
$19.3K - $21.5K
|
3.37K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
273+ 0.31% |
$18.9K - $21.1K
|
87.7K
$6.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
270+ 4.25% |
$18.7K - $20.9K
|
6.62K
$467K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
224+ 1.42% |
$15.5K - $17.3K
|
16K
$1.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
222+ 0.82% |
$15.4K - $17.2K
|
27.4K
$1.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
202+ 4.75% |
$14K - $15.6K
|
4.45K
$314K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
195+ 11.93% |
$13.5K - $15.1K
|
1.83K
$129K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
188+ 4.69% |
$13K - $14.5K
|
4.2K
$296K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
177New |
$12.3K - $13.7K
|
177
$12.5K
|