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 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-50- 0.84% |
$3.37K - $3.56K
|
5.92K
$467K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-28- 50.91% |
$1.89K - $1.99K
|
27
$2.13K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-26- 9.92% |
$1.75K - $1.85K
|
236
$18.6K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-21- 0.19% |
$1.42K - $1.49K
|
11K
$865K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9- 1.02% |
$607 - $640
|
873
$68.9K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-18.6K- 40.31% |
$1.17M - $1.29M
|
27.5K
$2.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-17.2K- 5.12% |
$1.08M - $1.19M
|
318K
$25.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-8.15K- 55.35% |
$514K - $565K
|
6.58K
$519K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.84K- 52.18% |
$495K - $544K
|
7.19K
$567K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-3.49K- 54.38% |
$220K - $242K
|
2.93K
$231K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.16K- 21.61% |
$73.4K - $80.7K
|
4.22K
$333K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.13K- 12.66% |
$71.6K - $78.6K
|
7.82K
$617K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-352- 75.21% |
$22.2K - $24.4K
|
116
$9.15K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-74- 2.14% |
$4.67K - $5.13K
|
3.38K
$267K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-66- 0.54% |
$4.16K - $4.58K
|
12.2K
$961K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-10Closed |
$631 - $693
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-6- 12.0% |
$379 - $416
|
44
$3.47K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-37.1K- 17.76% |
$2.42M - $2.57M
|
172K
$13.6M
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-4.43KClosed |
$288K - $306K
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-3.08K- 1.69% |
$201K - $213K
|
180K
$14.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.26K- 88.56% |
$147K - $156K
|
292
$23K
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-1.44K- 29.34% |
$93.8K - $99.6K
|
3.47K
$274K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-1.23K- 67.9% |
$79.9K - $84.8K
|
580
$45.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-832- 3.36% |
$54.2K - $57.5K
|
23.9K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-780- 73.58% |
$50.8K - $53.9K
|
280
$22.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-351- 4.04% |
$22.9K - $24.3K
|
8.34K
$658K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-151- 3.63% |
$9.84K - $10.4K
|
4.01K
$316K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-130- 3.92% |
$8.47K - $8.99K
|
3.18K
$251K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16- 1.79% |
$1.04K - $1.11K
|
876
$69.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-9- 45.0% |
$586 - $622
|
11
$868
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-7.28K- 5.4% |
$486K - $516K
|
127K
$10.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.53K- 11.02% |
$436K - $463K
|
52.7K
$4.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-573- 13.42% |
$38.2K - $40.6K
|
3.7K
$292K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-270- 50.09% |
$18K - $19.1K
|
269
$21.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-148- 45.68% |
$9.88K - $10.5K
|
176
$13.9K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-141- 3.1% |
$9.41K - $9.99K
|
4.41K
$348K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-93- 2.77% |
$6.21K - $6.59K
|
3.27K
$258K
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-27- 0.02% |
$1.8K - $1.91K
|
117K
$9.27M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-12- 2.22% |
$801 - $850
|
528
$41.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-11- 5.09% |
$734 - $779
|
205
$16.2K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.91K- 60.05% |
$569K - $603K
|
5.93K
$468K
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-6.6K- 58.66% |
$421K - $446K
|
4.65K
$367K
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-6.13K- 15.85% |
$391K - $415K
|
32.6K
$2.57M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-4.68K- 50.37% |
$299K - $317K
|
4.61K
$364K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.35K- 97.78% |
$278K - $294K
|
99
$7.81K
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-3.62KClosed |
$231K - $245K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.35K- 76.16% |
$150K - $159K
|
735
$58K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.07K- 22.05% |
$68K - $72.1K
|
3.77K
$297K
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-1.06K- 24.91% |
$67.4K - $71.4K
|
3.18K
$251K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-929- 6.61% |
$59.3K - $62.8K
|
13.1K
$1.03M
|
|