Purchases and Sales Made in Q1 2022 in Ishares Msci Eafe Min Vol Fact (EFAV)
This table provides information about the institutional ownership of Ishares Msci Eafe Min Vol Fact (EFAV) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES MSCI EAFE MIN VOL FACT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-18.6K- 65.91% |
$1.26M - $1.43M
|
9.64K
$680K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18.7K- 9.91% |
$1.27M - $1.44M
|
170K
$12M
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-18.8K- 81.9% |
$1.27M - $1.44M
|
4.16K
$293K
|
|
May 16, 2022
Q1 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-20.1KClosed |
$1.36M - $1.54M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-23.6K- 18.6% |
$1.6M - $1.81M
|
103K
$7.29M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.1K- 4.51% |
$1.64M - $1.85M
|
511K
$36M
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-25.9KClosed |
$1.75M - $1.98M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-27.2K- 22.32% |
$1.84M - $2.08M
|
94.6K
$6.67M
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-28.6K- 50.7% |
$1.94M - $2.19M
|
27.8K
$1.96M
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-30.1K- 83.11% |
$2.04M - $2.31M
|
6.12K
$431K
|
|
May 16, 2022
Q1 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-30.3KClosed |
$2.05M - $2.32M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-31K- 65.93% |
$2.1M - $2.38M
|
16K
$1.13M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-31.6K- 21.54% |
$2.14M - $2.42M
|
115K
$8.12M
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-31.8K- 85.48% |
$2.15M - $2.44M
|
5.4K
$381K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-32.2K- 42.48% |
$2.18M - $2.47M
|
43.6K
$3.07M
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-35.9K- 25.5% |
$2.43M - $2.75M
|
105K
$7.4M
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-38.2K- 6.23% |
$2.59M - $2.93M
|
575K
$40.5M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-42.8K- 11.08% |
$2.9M - $3.28M
|
344K
$24.2M
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-43.8K- 99.86% |
$2.96M - $3.36M
|
60
$4.23K
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-44.2K- 68.76% |
$2.99M - $3.39M
|
20.1K
$1.41M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-44.6KClosed |
$3.02M - $3.42M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-45.1K- 11.7% |
$3.06M - $3.46M
|
340K
$24M
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
SELL
|
- |
-47.1KClosed |
$3.19M - $3.61M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-47.6K- 12.19% |
$3.23M - $3.65M
|
343K
$24.2M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-49.8KClosed |
$3.37M - $3.82M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-55.7K- 31.47% |
$3.77M - $4.27M
|
121K
$8.55M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-56.4K- 7.86% |
$3.82M - $4.32M
|
661K
$46.6M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-58.4K- 87.48% |
$3.95M - $4.47M
|
8.36K
$589K
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
SELL
|
- |
-58.5KClosed |
$3.96M - $4.48M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-61K- 62.49% |
$4.13M - $4.67M
|
36.6K
$2.58M
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-80.4KClosed |
$5.45M - $6.16M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-80.9K- 11.0% |
$5.48M - $6.2M
|
654K
$46.1M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-105K- 3.7% |
$7.1M - $8.04M
|
2.73M
$192M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-111K- 8.79% |
$7.53M - $8.52M
|
1.15M
$81.3M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-135K- 3.97% |
$9.13M - $10.3M
|
3.26M
$230M
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-138K- 2.38% |
$9.34M - $10.6M
|
5.67M
$399M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-147K- 19.51% |
$9.94M - $11.3M
|
606K
$42.7M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-149K- 7.23% |
$10.1M - $11.4M
|
1.92M
$135M
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-152K- 86.79% |
$10.3M - $11.6M
|
23.1K
$1.63M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-154K- 95.27% |
$10.4M - $11.8M
|
7.63K
$538K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-180K- 12.85% |
$12.2M - $13.8M
|
1.22M
$86.3M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-215K- 18.02% |
$14.6M - $16.5M
|
980K
$69.1M
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-225K- 7.32% |
$15.3M - $17.3M
|
2.85M
$201M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-240K- 8.27% |
$16.2M - $18.4M
|
2.66M
$187M
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-522K- 85.86% |
$35.3M - $40M
|
85.9K
$6.06M
|
|
May 12, 2022
Q1 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-545K- 99.17% |
$36.9M - $41.8M
|
4.55K
$321K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-638K- 8.81% |
$43.2M - $48.9M
|
6.6M
$466M
|
|
May 18, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-753K- 99.0% |
$51M - $57.7M
|
7.6K
$536K
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-836K- 98.06% |
$56.6M - $64M
|
16.5K
$1.16M
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-974K- 77.42% |
$66M - $74.7M
|
284K
$20M
|