Latest Institutional Purchases of Ishares Msci Eafe Min Vol Fact (EFAV)

EFAV Quotes by TradingView

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
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
5
New
$316 - $347
5 $352
Mar 26, 2024 Q4 2023
Fairman Group, LLC

Chesterbrook, PA
BUY
 -
4
New
$252 - $277
4 $282
Feb 13, 2024 Q4 2023
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
4
+ 1.08%
$252 - $277
375 $26.4K
Jan 17, 2024 Q4 2023
First Pacific Financial

BUY
 -
3
New
$189 - $208
3 $211
Apr 09, 2024 Q4 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
1
+ 0.24%
$63.1 - $69.3
413 $29.1K
Mar 04, 2024 Q4 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
1
New
$63.1 - $69.3
1 $70.5
Jan 22, 2024 Q4 2023
High Mark Wealth Management LLC

BUY
 -
1
+ 2.08%
$63.1 - $69.3
49 $3.45K
Q3 2023
Oct 11, 2023 Q3 2023
Polaris Wealth Advisory Group, LLC

BUY
 -
61.1K
New
$3.98M - $4.22M
61.1K $4.31M
Nov 13, 2023 Q3 2023
Gfg Capital, LLC

BUY
 -
18.9K
New
$1.23M - $1.31M
18.9K $1.33M
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
13.1K
New
$851K - $903K
13.1K $921K
Nov 02, 2023 Q3 2023
M&T Bank Corp

BUY
 -
4.25K
New
$277K - $294K
4.25K $300K
Oct 10, 2023 Q3 2023
Pure Financial Advisors, LLC

BUY
 -
4.24K
New
$276K - $293K
4.24K $299K
Nov 14, 2023 Q3 2023
Elevatus Welath Management

Victor, NY
BUY
 -
3.68K
New
$240K - $255K
3.68K $259K
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
2.56K
New
$167K - $177K
2.56K $180K
Oct 17, 2023 Q3 2023
Founders Financial Securities LLC

BUY
 -
2K
+ 9.6%
$130K - $138K
22.8K $1.61M
Oct 13, 2023 Q3 2023
Monumental Financial Group Inc.

BUY
 -
1.29K
+ 3.47%
$83.7K - $88.9K
38.3K $2.7M
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
745
New
$48.5K - $51.5K
745 $52.5K
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
373
New
$24.3K - $25.8K
373 $26.3K
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
356
New
$23.2K - $24.6K
356 $25.1K
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
252
New
$16.4K - $17.4K
252 $17.8K
Nov 14, 2023 Q3 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
187
New
$12.2K - $12.9K
187 $13.2K
Oct 25, 2023 Q3 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
103
New
$6.71K - $7.12K
103 $7.26K
Nov 09, 2023 Q3 2023
Hallmark Capital Management Inc

BUY
 -
91
New
$5.93K - $6.29K
91 $6.41K
Nov 01, 2023 Q3 2023
Key F Inancial Inc

BUY
 -
82
+ 178.26%
$5.34K - $5.67K
128 $9.02K
Nov 13, 2023 Q3 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
71
New
$4.63K - $4.91K
71 $5K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
71
+ 0.13%
$4.63K - $4.91K
53.3K $3.76M
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
39
New
$2.54K - $2.7K
39 $2.75K
Nov 09, 2023 Q3 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
32
+ 13.11%
$2.08K - $2.21K
276 $19.5K
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
25
New
$1.63K - $1.73K
25 $1.76K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
23
New
$1.5K - $1.59K
23 $1.62K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
15
New
$977 - $1.04K
15 $1.06K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
7
+ 5.11%
$456 - $484
144 $10.2K
Nov 08, 2023 Q3 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
3
New
$195 - $207
3 $211
Q2 2023
Aug 09, 2023 Q2 2023
Sykon Capital LLC

Harrison, NY
BUY
 -
36.7K
New
$2.45M - $2.6M
36.7K $2.59M
Aug 14, 2023 Q2 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
21.4K
New
$1.43M - $1.52M
21.4K $1.51M
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
16.6K
+ 5.36%
$1.11M - $1.17M
325K $22.9M
Aug 08, 2023 Q2 2023
Liquid Strategies, LLC

Atlanta, GA
BUY
 -
11.3K
+ 6.07%
$755K - $801K
198K $13.9M
Feb 14, 2024 Q2 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
9.56K
New
$638K - $677K
9.56K $674K
Aug 11, 2023 Q2 2023
Security Financial Services, Inc.

BUY
 -
7.2K
New
$480K - $510K
7.2K $507K
Jul 06, 2023 Q2 2023
In Track Investment Management Inc

BUY
 -
4.79K
New
$319K - $339K
4.79K $337K
Aug 11, 2023 Q2 2023
Hrt Financial LP

New York, NY
BUY
 -
3.53K
New
$235K - $250K
3.53K $249K
Jul 25, 2023 Q2 2023
Albion Financial Group

BUY
 -
2.27K
New
$152K - $161K
2.27K $160K
Aug 10, 2023 Q2 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
1.69K
New
$112K - $119K
1.69K $119K
Jul 20, 2023 Q2 2023
Advocacy Wealth Management Services, LLC

BUY
 -
990
+ 9.85%
$66.1K - $70.1K
11K $778K
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

BUY
 -
795
+ 46.79%
$53.1K - $56.3K
2.49K $176K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
746
New
$49.8K - $52.9K
746 $52.6K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
278
+ 0.56%
$18.6K - $19.7K
50K $3.53M
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
162
New
$10.8K - $11.5K
162 $11.4K
Oct 29, 2024 Q2 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
151
+ 115.27%
$10.1K - $10.7K
282 $19.9K

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