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 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
278+ 8.98% |
$19.3K - $21.5K
|
3.37K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
273+ 0.31% |
$18.9K - $21.1K
|
87.7K
$6.21M
|
|
|
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
$1.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
202+ 4.75% |
$14K - $15.6K
|
4.45K
$315K
|
|
|
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
$297K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
177New |
$12.3K - $13.7K
|
177
$12.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
171+ 1.3% |
$11.9K - $13.2K
|
13.3K
$944K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
169New |
$11.7K - $13.1K
|
169
$12K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
168+ 5.49% |
$11.6K - $13K
|
3.23K
$228K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
151+ 1.85% |
$10.5K - $11.7K
|
8.33K
$589K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
150New |
$10.4K - $11.6K
|
150
$10.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
144+ 0.21% |
$9.98K - $11.1K
|
67.9K
$4.81M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
125+ 0.79% |
$8.66K - $9.67K
|
16K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
117+ 95.12% |
$8.11K - $9.05K
|
240
$17K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
112+ 6.42% |
$7.76K - $8.66K
|
1.86K
$131K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
108+ 9.29% |
$7.49K - $8.35K
|
1.27K
$89.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
100+ 0.81% |
$6.93K - $7.73K
|
12.5K
$886K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
96+ 8.99% |
$6.65K - $7.42K
|
1.16K
$82.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
94+ 0.38% |
$6.52K - $7.27K
|
24.9K
$1.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
88+ 1.03% |
$6.1K - $6.81K
|
8.6K
$609K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
79+ 0.73% |
$5.48K - $6.11K
|
10.9K
$770K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
58+ 0.19% |
$4.02K - $4.49K
|
30.9K
$2.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
54+ 0.64% |
$3.74K - $4.18K
|
8.56K
$606K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
49New |
$3.4K - $3.79K
|
49
$3.47K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
49+ 0.61% |
$3.4K - $3.79K
|
8.14K
$576K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
45+ 23.44% |
$3.12K - $3.48K
|
237
$16.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
45+ 42.45% |
$3.12K - $3.48K
|
151
$10.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
42+ 0.15% |
$2.91K - $3.25K
|
27.4K
$1.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
38+ 0.86% |
$2.63K - $2.94K
|
4.47K
$316K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
37+ 0.84% |
$2.56K - $2.86K
|
4.44K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
36+ 5.11% |
$2.5K - $2.78K
|
741
$52.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
34New |
$2.36K - $2.63K
|
34
$2.41K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30+ 0.12% |
$2.08K - $2.32K
|
25K
$1.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14New |
$970 - $1.08K
|
14
$991
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
12New |
$832 - $928
|
12
$850
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7New |
$485 - $541
|
7
$496
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.12% |
$416 - $464
|
4.99K
$353K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
5+ 0.06% |
$347 - $387
|
7.95K
$563K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1+ 0.08% |
$69.3 - $77.3
|
1.2K
$84.7K
|
|
| Q2 2024 | |||||||
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
75K+ 3215.4% |
$5.08M - $5.42M
|
77.3K
$5.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
32.8KNew |
$2.23M - $2.38M
|
32.8K
$2.32M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
30.6KNew |
$2.08M - $2.21M
|
30.6K
$2.17M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
9.32KNew |
$632K - $674K
|
9.32K
$660K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8.6K+ 0.19% |
$583K - $622K
|
4.57M
$324M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.33KNew |
$565K - $603K
|
8.33K
$590K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.14KNew |
$552K - $589K
|
8.14K
$576K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.78KNew |
$528K - $563K
|
7.78K
$551K
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.06KNew |
$411K - $439K
|
6.06K
$429K
|
|