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 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
278+ 0.56% |
$18.6K - $19.7K
|
50K
$3.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
162New |
$10.8K - $11.5K
|
162
$11.5K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
116New |
$7.74K - $8.22K
|
116
$8.21K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
93+ 44.29% |
$6.21K - $6.59K
|
303
$21.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
60+ 1.96% |
$4.01K - $4.25K
|
3.12K
$221K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
40New |
$2.67K - $2.83K
|
40
$2.83K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
39New |
$2.6K - $2.76K
|
39
$2.76K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
25New |
$1.67K - $1.77K
|
25
$1.77K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
23New |
$1.54K - $1.63K
|
23
$1.63K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
5+ 1.77% |
$334 - $354
|
287
$20.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 2.86% |
$66.8 - $70.9
|
36
$2.55K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
BUY
|
- |
27.5K+ 58.36% |
$1.75M - $1.86M
|
74.6K
$5.28M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.46KNew |
$603K - $640K
|
9.46K
$669K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.17KNew |
$266K - $282K
|
4.17K
$295K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.12KNew |
$199K - $211K
|
3.12K
$221K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3.09KNew |
$197K - $209K
|
3.09K
$219K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
3.06KNew |
$195K - $207K
|
3.06K
$216K
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.01KNew |
$192K - $204K
|
3.01K
$213K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.99KNew |
$191K - $202K
|
2.99K
$211K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.97KNew |
$189K - $201K
|
2.97K
$210K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2.13KNew |
$136K - $144K
|
2.13K
$151K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.1KNew |
$134K - $142K
|
2.1K
$149K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.45K+ 34.4% |
$92.5K - $98.1K
|
5.67K
$401K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.36K+ 117.1% |
$87K - $92.2K
|
2.53K
$179K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.15KNew |
$73.4K - $77.8K
|
1.15K
$81.4K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
355New |
$22.6K - $24K
|
355
$25.1K
|
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
145+ 3.76% |
$9.25K - $9.81K
|
4K
$283K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
140+ 1.57% |
$8.93K - $9.47K
|
9.05K
$640K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
102+ 0.25% |
$6.51K - $6.9K
|
40.9K
$2.9M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
50New |
$3.19K - $3.38K
|
50
$3.54K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
24New |
$1.53K - $1.62K
|
24
$1.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
22New |
$1.4K - $1.49K
|
22
$1.56K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
104KNew |
$5.86M - $6.77M
|
104K
$7.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.5KNew |
$478K - $552K
|
8.5K
$601K
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.04KNew |
$283K - $327K
|
5.04K
$357K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
4.76KNew |
$268K - $309K
|
4.76K
$337K
|
|
|
Feb 17, 2023
Q4 2022
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4.65KNew |
$262K - $302K
|
4.65K
$329K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.95KNew |
$222K - $257K
|
3.95K
$280K
|
|
|
Feb 06, 2023
Q4 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
3.6KNew |
$203K - $234K
|
3.6K
$255K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
3.53KNew |
$199K - $229K
|
3.53K
$250K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.34KNew |
$188K - $217K
|
3.34K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.22KNew |
$181K - $209K
|
3.22K
$228K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.17K+ 100.0% |
$122K - $141K
|
4.34K
$307K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.74KNew |
$97.7K - $113K
|
1.74K
$123K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
921New |
$51.8K - $59.9K
|
921
$65.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
583New |
$32.8K - $37.9K
|
583
$41.3K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
554New |
$31.2K - $36K
|
554
$39.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
477New |
$26.8K - $31K
|
477
$33.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
369New |
$20.8K - $24K
|
369
$26.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
300New |
$16.9K - $19.5K
|
300
$21.2K
|
|