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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-130- 3.92% |
$8.47K - $8.99K
|
3.18K
$224K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16- 1.79% |
$1.04K - $1.11K
|
876
$61.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-9- 45.0% |
$586 - $622
|
11
$775
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-7.28K- 5.4% |
$486K - $516K
|
127K
$8.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.53K- 11.02% |
$436K - $463K
|
52.7K
$3.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-573- 13.42% |
$38.2K - $40.6K
|
3.7K
$261K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-270- 50.09% |
$18K - $19.1K
|
269
$19K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-148- 45.68% |
$9.88K - $10.5K
|
176
$12.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-141- 3.1% |
$9.41K - $9.99K
|
4.41K
$311K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-93- 2.77% |
$6.21K - $6.59K
|
3.27K
$230K
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-27- 0.02% |
$1.8K - $1.91K
|
117K
$8.28M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-12- 2.22% |
$801 - $850
|
528
$37.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-11- 5.09% |
$734 - $779
|
205
$14.5K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.91K- 60.05% |
$569K - $603K
|
5.93K
$418K
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-6.6K- 58.66% |
$421K - $446K
|
4.65K
$328K
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-6.13K- 15.85% |
$391K - $415K
|
32.6K
$2.29M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-4.68K- 50.37% |
$299K - $317K
|
4.61K
$325K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.35K- 97.78% |
$278K - $294K
|
99
$6.98K
|
|
|
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
$51.8K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.07K- 22.05% |
$68K - $72.1K
|
3.77K
$266K
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-1.06K- 24.91% |
$67.4K - $71.4K
|
3.18K
$224K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-929- 6.61% |
$59.3K - $62.8K
|
13.1K
$925K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-747- 58.5% |
$47.7K - $50.5K
|
530
$37.4K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-551- 14.47% |
$35.2K - $37.3K
|
3.26K
$230K
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-400- 10.55% |
$25.5K - $27.1K
|
3.39K
$239K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-366- 28.26% |
$23.4K - $24.8K
|
929
$65.5K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-220- 2.65% |
$14K - $14.9K
|
8.09K
$570K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-198- 46.26% |
$12.6K - $13.4K
|
230
$16.2K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-85- 2.28% |
$5.42K - $5.75K
|
3.65K
$257K
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-61- 0.27% |
$3.89K - $4.13K
|
22.4K
$1.58M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-43Closed |
$2.74K - $2.91K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-14- 53.85% |
$893 - $947
|
12
$846
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-5- 12.2% |
$319 - $338
|
36
$2.54K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-26.5K- 31.25% |
$1.49M - $1.72M
|
58.3K
$4.11M
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11.9K- 78.73% |
$669K - $774K
|
3.22K
$227K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.78K- 59.28% |
$550K - $636K
|
6.72K
$474K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.74KClosed |
$210K - $243K
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-3.34K- 90.01% |
$188K - $217K
|
370
$26.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.57K- 6.1% |
$144K - $167K
|
39.5K
$2.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.18K- 67.26% |
$66.4K - $76.8K
|
575
$40.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-550- 13.22% |
$30.9K - $35.7K
|
3.61K
$254K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-216- 6.4% |
$12.2K - $14K
|
3.16K
$223K
|
|
|
Feb 08, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-210- 5.22% |
$11.8K - $13.6K
|
3.81K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-155- 3.4% |
$8.72K - $10.1K
|
4.41K
$311K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-135- 11.9% |
$7.59K - $8.77K
|
999
$70.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-67- 1.44% |
$3.77K - $4.35K
|
4.59K
$323K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-35- 0.26% |
$1.97K - $2.27K
|
13.4K
$944K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3- 7.32% |
$169 - $195
|
38
$2.68K
|
|
| Q3 2022 | |||||||
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-15.1KClosed |
$857K - $997K
|
0
$0
|
|