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 |
---|---|---|---|---|---|---|---|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.49KNew |
$283K - $311K
|
4.49K
$312K
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.51KNew |
$222K - $244K
|
3.51K
$244K
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
3.15KNew |
$199K - $218K
|
3.15K
$218K
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.97KNew |
$187K - $206K
|
2.97K
$206K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.95KNew |
$186K - $204K
|
2.95K
$204K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.93KNew |
$185K - $203K
|
2.93K
$203K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.46KNew |
$155K - $170K
|
2.46K
$170K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.15KNew |
$136K - $149K
|
2.15K
$149K
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.47KNew |
$93K - $102K
|
1.47K
$102K
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.23K+ 37.92% |
$77.8K - $85.5K
|
4.49K
$311K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.09K+ 24.69% |
$68.8K - $75.6K
|
5.51K
$382K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
829+ 9.78% |
$52.3K - $57.5K
|
9.31K
$645K
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
826+ 23.45% |
$52.1K - $57.3K
|
4.35K
$302K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
771New |
$48.7K - $53.5K
|
771
$53.5K
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
507+ 1.66% |
$32K - $35.2K
|
31K
$2.15M
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
442New |
$27.9K - $30.6K
|
442
$30.7K
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
370+ 1.86% |
$23.3K - $25.7K
|
20.3K
$1.41M
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
363+ 141.8% |
$22.9K - $25.2K
|
619
$42.9K
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
353New |
$22.3K - $24.5K
|
353
$24.5K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
283+ 0.86% |
$17.9K - $19.6K
|
33.2K
$2.3M
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
272New |
$17.2K - $18.9K
|
272
$18.9K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
245New |
$15.5K - $17K
|
245
$17K
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
244New |
$15.4K - $16.9K
|
244
$16.9K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
236New |
$14.9K - $16.4K
|
236
$16.4K
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
207+ 0.45% |
$13.1K - $14.4K
|
45.8K
$3.18M
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
176New |
$11.1K - $12.2K
|
176
$12.2K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
101New |
$6.37K - $7K
|
101
$7.01K
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
99+ 3.15% |
$6.25K - $6.86K
|
3.24K
$225K
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
83New |
$5.24K - $5.76K
|
83
$5.76K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
76+ 7600.0% |
$4.8K - $5.27K
|
77
$5.34K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
75New |
$4.73K - $5.2K
|
75
$5.2K
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
64New |
$4.04K - $4.44K
|
64
$4.44K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
58New |
$3.66K - $4.02K
|
58
$4.02K
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
55+ 1.17% |
$3.47K - $3.81K
|
4.75K
$330K
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
48+ 1.16% |
$3.03K - $3.33K
|
4.2K
$291K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
47New |
$2.97K - $3.26K
|
47
$3.26K
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
46+ 0.77% |
$2.9K - $3.19K
|
5.99K
$415K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
39New |
$2.46K - $2.7K
|
39
$2.71K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
37+ 1.55% |
$2.33K - $2.57K
|
2.42K
$168K
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
35+ 0.87% |
$2.21K - $2.43K
|
4.05K
$281K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32+ 1.82% |
$2.02K - $2.22K
|
1.79K
$124K
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
23New |
$1.45K - $1.59K
|
23
$1.6K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
10New |
$631 - $693
|
10
$694
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
10+ 1.22% |
$631 - $693
|
828
$57.4K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5New |
$316 - $347
|
5
$347
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.13% |
$316 - $347
|
3.96K
$275K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4New |
$252 - $277
|
4
$277
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
4+ 1.08% |
$252 - $277
|
375
$26K
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
3New |
$189 - $208
|
3
$208
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1+ 0.24% |
$63.1 - $69.3
|
413
$28.6K
|