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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.3K+ 34.48% |
$88.4K - $94.3K
|
5.08K
$358K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
985New |
$66.8K - $71.3K
|
985
$69.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
977+ 7.22% |
$66.3K - $70.7K
|
14.5K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
485+ 12.25% |
$32.9K - $35.1K
|
4.44K
$313K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
482New |
$32.7K - $34.9K
|
482
$34K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
450+ 6.03% |
$30.5K - $32.6K
|
7.91K
$558K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
415New |
$28.1K - $30K
|
415
$29.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
405New |
$27.5K - $29.3K
|
405
$28.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
377New |
$25.6K - $27.3K
|
377
$26.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
371+ 74.2% |
$25.2K - $26.8K
|
871
$61.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
277New |
$18.8K - $20K
|
277
$19.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
272New |
$18.4K - $19.7K
|
272
$19.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
231New |
$15.7K - $16.7K
|
231
$16.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
201New |
$13.6K - $14.5K
|
201
$14.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
194New |
$13.2K - $14K
|
194
$13.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
193New |
$13.1K - $14K
|
193
$13.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
142+ 4.38% |
$9.63K - $10.3K
|
3.38K
$238K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
105+ 2.06% |
$7.12K - $7.6K
|
5.2K
$366K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
99+ 2.08% |
$6.71K - $7.16K
|
4.85K
$342K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
90New |
$6.1K - $6.51K
|
90
$6.34K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
80+ 0.5% |
$5.43K - $5.79K
|
16.1K
$1.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
64New |
$4.34K - $4.63K
|
64
$4.51K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
60New |
$4.07K - $4.34K
|
60
$4.23K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
55New |
$3.73K - $3.98K
|
55
$3.88K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
47+ 1.08% |
$3.19K - $3.4K
|
4.4K
$310K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
45New |
$3.05K - $3.26K
|
45
$3.17K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
31New |
$2.1K - $2.24K
|
31
$2.19K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27+ 1.07% |
$1.83K - $1.95K
|
2.56K
$181K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
26+ 2.0% |
$1.76K - $1.88K
|
1.32K
$93.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
22+ 0.07% |
$1.49K - $1.59K
|
33.7K
$2.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 1.87% |
$339 - $362
|
273
$19.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$339 - $362
|
5
$352
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4New |
$271 - $289
|
4
$282
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 1.56% |
$67.8 - $72.4
|
65
$4.58K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 1.72% |
$67.8 - $72.4
|
59
$4.16K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 1.16% |
$67.8 - $72.4
|
87
$6.13K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 2.38% |
$67.8 - $72.4
|
43
$3.03K
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$67.8 - $72.4
|
4.74K
$334K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
24.2KNew |
$1.63M - $1.72M
|
24.2K
$1.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
14.8KNew |
$997K - $1.05M
|
14.8K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
8.92KNew |
$602K - $635K
|
8.92K
$629K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.07K+ 8.68% |
$545K - $574K
|
101K
$7.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.48KNew |
$437K - $461K
|
6.48K
$457K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
5.7K+ 126.67% |
$385K - $406K
|
10.2K
$719K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.1KNew |
$209K - $220K
|
3.1K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.25KNew |
$151K - $160K
|
2.25K
$158K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.1K+ 56.11% |
$142K - $150K
|
5.85K
$413K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.15K+ 1916.67% |
$77.6K - $81.8K
|
1.21K
$85.3K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
495New |
$33.4K - $35.2K
|
495
$34.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
415New |
$28K - $29.5K
|
415
$29.3K
|
|