Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.84M- 54.79% |
$192M - $202M
|
2.35M
$163M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.66M- 66.52% |
$180M - $189M
|
1.34M
$93.3M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.42M- 4.55% |
$96M - $101M
|
29.8M
$2.08B
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-382K- 19.12% |
$25.8M - $27.2M
|
1.62M
$113M
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-300K- 97.76% |
$20.2M - $21.3M
|
6.89K
$480K
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-300K- 6.17% |
$20.2M - $21.3M
|
4.56M
$318M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-228K- 59.39% |
$15.4M - $16.2M
|
156K
$10.9M
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-211K- 91.62% |
$14.2M - $15M
|
19.3K
$1.34M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-208K- 34.02% |
$14M - $14.8M
|
403K
$28.1M
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
SELL
|
- |
-171K- 97.97% |
$11.5M - $12.2M
|
3.55K
$247K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-164K- 17.48% |
$11.1M - $11.7M
|
774K
$53.9M
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-143K- 97.44% |
$9.62M - $10.1M
|
3.75K
$261K
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-112K- 52.85% |
$7.52M - $7.93M
|
99.5K
$6.93M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-109K- 4.49% |
$7.34M - $7.74M
|
2.32M
$161M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-96.2K- 48.0% |
$6.49M - $6.84M
|
104K
$7.26M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-93.3K- 34.48% |
$6.29M - $6.64M
|
177K
$12.3M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-57.6K- 25.87% |
$3.88M - $4.1M
|
165K
$11.5M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-44.9K- 2.34% |
$3.03M - $3.19M
|
1.87M
$130M
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-44.4K- 18.39% |
$2.99M - $3.16M
|
197K
$13.7M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-42.2K- 5.8% |
$2.85M - $3M
|
685K
$47.7M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.3K- 4.49% |
$2.72M - $2.87M
|
859K
$59.8M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-38.1K- 27.0% |
$2.57M - $2.71M
|
103K
$7.18M
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-37.3K- 31.67% |
$2.52M - $2.66M
|
80.6K
$5.61M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-33.4K- 9.21% |
$2.25M - $2.38M
|
329K
$22.9M
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-30.8K- 3.01% |
$2.08M - $2.19M
|
992K
$69M
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-30.2K- 95.13% |
$2.04M - $2.15M
|
1.55K
$108K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24.3K- 14.22% |
$1.64M - $1.73M
|
147K
$10.2M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-21.8K- 31.4% |
$1.47M - $1.55M
|
47.5K
$3.31M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.9K- 13.06% |
$1.34M - $1.41M
|
132K
$9.2M
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-19.2K- 51.23% |
$1.3M - $1.37M
|
18.3K
$1.28M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-19K- 18.67% |
$1.28M - $1.35M
|
82.7K
$5.76M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.1K- 4.84% |
$1.22M - $1.29M
|
357K
$24.9M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.5K- 12.76% |
$1.18M - $1.25M
|
120K
$8.35M
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-17.3K- 66.86% |
$1.17M - $1.23M
|
8.56K
$596K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-16.8K- 19.73% |
$1.14M - $1.2M
|
68.5K
$4.77M
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-15K- 46.44% |
$1.01M - $1.06M
|
17.2K
$1.2M
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-14.9K- 51.98% |
$1M - $1.06M
|
13.7K
$957K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-14.6K- 4.78% |
$986K - $1.04M
|
291K
$20.2M
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-14K- 8.97% |
$945K - $997K
|
142K
$9.89M
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-12.8K- 1.14% |
$863K - $911K
|
1.11M
$77.5M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.5K- 6.27% |
$845K - $891K
|
187K
$13M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-11.2K- 11.6% |
$755K - $797K
|
85.3K
$5.94M
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-10.8K- 23.17% |
$730K - $769K
|
35.9K
$2.5M
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-8.58K- 52.74% |
$579K - $611K
|
7.69K
$535K
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.52K- 13.93% |
$575K - $606K
|
52.7K
$3.67M
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-7.68K- 39.44% |
$518K - $547K
|
11.8K
$821K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.55K- 13.14% |
$509K - $537K
|
49.9K
$3.48M
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7.32K- 14.02% |
$494K - $521K
|
44.9K
$3.13M
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7.04K- 22.01% |
$475K - $501K
|
24.9K
$1.74M
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-5.91K- 38.5% |
$399K - $421K
|
9.45K
$658K
|