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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.47K+ 13.86% |
$99.6K - $113K
|
12.1K
$855K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.43K+ 37.14% |
$96.7K - $109K
|
5.27K
$373K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.4K+ 42.07% |
$94.7K - $107K
|
4.72K
$334K
|
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.36K+ 10.15% |
$92.3K - $104K
|
14.8K
$1.05M
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.36K+ 1.26% |
$92K - $104K
|
109K
$7.74M
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.32K+ 4.38% |
$89.3K - $101K
|
31.4K
$2.22M
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
1.3K+ 18.22% |
$88.3K - $99.9K
|
8.45K
$599K
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.29K+ 15.54% |
$87.5K - $99K
|
9.61K
$680K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.24K+ 1.52% |
$84K - $95K
|
83.1K
$5.88M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.23KNew |
$83.2K - $94.2K
|
1.23K
$87K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
1.23K+ 42.8% |
$83.2K - $94.1K
|
4.1K
$290K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.22K+ 3.59% |
$82.5K - $93.4K
|
35.1K
$2.49M
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.22K+ 19.87% |
$82.3K - $93.1K
|
7.33K
$519K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.2K+ 33.22% |
$81.3K - $92K
|
4.81K
$341K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.07K+ 9.97% |
$72.7K - $82.3K
|
11.9K
$839K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1K+ 91.67% |
$67.8K - $76.7K
|
2.09K
$148K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1KNew |
$67.7K - $76.7K
|
1K
$70.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
989New |
$67K - $75.8K
|
989
$70K
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
980+ 5.76% |
$66.4K - $75.1K
|
18K
$1.27M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
975+ 0.88% |
$66K - $74.7K
|
112K
$7.92M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
971+ 13.07% |
$65.8K - $74.4K
|
8.4K
$595K
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
957+ 2.95% |
$64.8K - $73.4K
|
33.4K
$2.36M
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
953+ 19.03% |
$64.5K - $73K
|
5.96K
$422K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
894+ 62.96% |
$60.6K - $68.5K
|
2.31K
$164K
|
|
|
May 04, 2022
Q1 2022
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
880+ 0.51% |
$59.6K - $67.5K
|
172K
$12.2M
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
875+ 6.49% |
$59.3K - $67.1K
|
14.4K
$1.02M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
838+ 2.71% |
$56.8K - $64.2K
|
31.7K
$2.25M
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
700New |
$47.4K - $53.7K
|
700
$49.6K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
692+ 13.66% |
$46.9K - $53K
|
5.76K
$408K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
690+ 2.93% |
$46.7K - $52.9K
|
24.2K
$1.72M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
683+ 1552.27% |
$46.3K - $52.4K
|
727
$51.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
652New |
$44.2K - $50K
|
652
$46.2K
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
639+ 16.87% |
$43.3K - $49K
|
4.43K
$313K
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
638+ 23.28% |
$43.2K - $48.9K
|
3.38K
$239K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
627+ 1.12% |
$42.5K - $48.1K
|
56.9K
$4.03M
|
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
588+ 14.81% |
$39.8K - $45.1K
|
4.56K
$323K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
577+ 2.31% |
$39.1K - $44.2K
|
25.5K
$1.81M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
562+ 5.09% |
$38.1K - $43.1K
|
11.6K
$822K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
540+ 0.94% |
$36.6K - $41.4K
|
57.9K
$4.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
506+ 5.15% |
$34.3K - $38.8K
|
10.3K
$732K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
478New |
$32.4K - $36.6K
|
478
$33.8K
|
|
|
May 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
477+ 10.74% |
$32.3K - $36.6K
|
4.92K
$348K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
460New |
$31.2K - $35.3K
|
460
$32.6K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
449+ 3.51% |
$30.4K - $34.4K
|
13.3K
$938K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
426+ 2.69% |
$28.9K - $32.7K
|
16.3K
$1.15M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
401New |
$27.2K - $30.7K
|
401
$28.4K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
400+ 5.27% |
$27.1K - $30.7K
|
7.99K
$565K
|
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
350+ 0.25% |
$23.7K - $26.8K
|
142K
$10M
|
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
336+ 12.61% |
$22.8K - $25.8K
|
3K
$212K
|
|
|
Apr 28, 2022
Q1 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
330+ 5.26% |
$22.4K - $25.3K
|
6.61K
$468K
|