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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
125+ 1.2% |
$7.66K - $9.09K
|
10.5K
$740K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
110New |
$6.74K - $7.99K
|
110
$7.75K
|
|
|
Aug 04, 2022
Q2 2022
|
Penobscot Wealth Management
|
BUY
|
- |
104+ 1.37% |
$6.37K - $7.56K
|
7.68K
$541K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
104New |
$6.37K - $7.56K
|
104
$7.33K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
100New |
$6.12K - $7.27K
|
100
$7.05K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
94New |
$5.76K - $6.83K
|
94
$6.63K
|
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
69+ 1.4% |
$4.23K - $5.01K
|
4.99K
$351K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
49New |
$3K - $3.56K
|
49
$3.45K
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
BUY
|
- |
40+ 1.2% |
$2.45K - $2.91K
|
3.37K
$237K
|
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
38New |
$2.33K - $2.76K
|
38
$2.68K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
29.2KNew |
$1.98M - $2.24M
|
29.2K
$2.06M
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
26.7KNew |
$1.81M - $2.04M
|
26.7K
$1.88M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.7K+ 419.35% |
$1.27M - $1.44M
|
23.2K
$1.64M
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
989New |
$67K - $75.8K
|
989
$69.7K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
700New |
$47.4K - $53.7K
|
700
$49.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
137New |
$9.28K - $10.5K
|
137
$9.66K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
26+ 4.95% |
$1.76K - $1.99K
|
551
$38.8K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4New |
$271 - $307
|
4
$282
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
3.71KNew |
$276K - $289K
|
3.71K
$262K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2KNew |
$149K - $156K
|
2K
$141K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
1.1KNew |
$81.8K - $85.8K
|
1.1K
$77.5K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
700New |
$52K - $54.6K
|
700
$49.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
419New |
$31.1K - $32.7K
|
419
$29.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
150New |
$11.1K - $11.7K
|
150
$10.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
36New |
$2.68K - $2.81K
|
36
$2.54K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
21New |
$1.56K - $1.64K
|
21
$1.48K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$1.88M - $1.99M
|
25K
$1.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
21.1KNew |
$1.59M - $1.68M
|
21.1K
$1.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
4.83K+ 147.71% |
$364K - $384K
|
8.1K
$571K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.05KNew |
$154K - $163K
|
2.05K
$144K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
296New |
$22.3K - $23.5K
|
296
$20.9K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.09K+ 25.33% |
$79.7K - $83.9K
|
5.37K
$378K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
48New |
$3.53K - $3.71K
|
48
$3.38K
|
|
|
Jul 29, 2021
Q2 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
13+ 0.39% |
$955 - $1.01K
|
3.37K
$238K
|
|
| Q4 2020 | |||||||
|
Jan 20, 2021
Q4 2020
|
Atticus Wealth Management, LLC
|
BUY
|
- |
707New |
$46.3K - $52.2K
|
707
$49.8K
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
100New |
$6.55K - $7.38K
|
100
$7.05K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
10New |
$662 - $696
|
10
$705
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
436KNew |
$26M - $30.1M
|
436K
$30.8M
|
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
BUY
|
- |
505+ 42.98% |
$30.1K - $34.8K
|
1.68K
$118K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
125New |
$7.44K - $8.62K
|
125
$8.81K
|
|
| Q1 2020 | |||||||
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
278New |
$15.3K - $21.1K
|
278
$19.6K
|
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
BUY
|
- |
143New |
$7.85K - $10.8K
|
143
$10.1K
|
|
| Q4 2019 | |||||||
|
Feb 28, 2020
Q4 2019
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
4.3KNew |
$309K - $325K
|
4.3K
$303K
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.12KNew |
$207K - $226K
|
3.12K
$220K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
146KNew |
$10.3M - $10.7M
|
146K
$10.3M
|
|
| Q4 2017 | |||||||
|
Feb 06, 2018
Q4 2017
|
Toth Financial Advisory Corp
|
BUY
|
- |
300New |
$21.3K - $22K
|
300
$21.1K
|
|