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 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
290New |
$19.6K - $22.2K
|
290
$20.4K
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
287+ 2.76% |
$19.4K - $22K
|
10.7K
$754K
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
271+ 2.97% |
$18.4K - $20.8K
|
9.41K
$663K
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
252+ 4.92% |
$17.1K - $19.3K
|
5.37K
$379K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
202+ 12.28% |
$13.7K - $15.5K
|
1.85K
$130K
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
198New |
$13.4K - $15.2K
|
198
$14K
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
181+ 1.6% |
$12.3K - $13.9K
|
11.5K
$810K
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
180+ 0.43% |
$12.2K - $13.8K
|
42K
$2.96M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
177New |
$12K - $13.6K
|
177
$12.5K
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
165+ 2.85% |
$11.2K - $12.6K
|
5.95K
$419K
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
160+ 4.47% |
$10.8K - $12.3K
|
3.74K
$264K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
157+ 2.15% |
$10.6K - $12K
|
7.47K
$526K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
154+ 6.48% |
$10.4K - $11.8K
|
2.53K
$178K
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
137New |
$9.28K - $10.5K
|
137
$9.66K
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
129New |
$8.74K - $9.89K
|
129
$9.09K
|
|
May 10, 2022
Q1 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
125+ 3.36% |
$8.47K - $9.58K
|
3.85K
$271K
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
113+ 3.29% |
$7.65K - $8.66K
|
3.55K
$250K
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
96New |
$6.5K - $7.36K
|
96
$6.77K
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
92New |
$6.23K - $7.05K
|
92
$6.49K
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
91+ 0.89% |
$6.16K - $6.98K
|
10.3K
$725K
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
82+ 1.8% |
$5.55K - $6.29K
|
4.63K
$327K
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
81+ 0.98% |
$5.49K - $6.21K
|
8.33K
$587K
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
70+ 0.93% |
$4.74K - $5.37K
|
7.58K
$534K
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
70+ 0.39% |
$4.74K - $5.37K
|
18.1K
$1.27M
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
69+ 71.88% |
$4.67K - $5.29K
|
165
$11.6K
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
65+ 1.19% |
$4.4K - $4.98K
|
5.53K
$390K
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
58+ 10.07% |
$3.93K - $4.45K
|
634
$44.7K
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
58+ 10.07% |
$3.93K - $4.45K
|
634
$44.7K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
57+ 0.29% |
$3.86K - $4.37K
|
20K
$1.41M
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
51+ 1.3% |
$3.45K - $3.91K
|
3.97K
$280K
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
46+ 0.16% |
$3.12K - $3.53K
|
29.2K
$2.06M
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
36New |
$2.44K - $2.76K
|
36
$2.54K
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
30+ 14.35% |
$2.03K - $2.3K
|
239
$16.8K
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
26+ 4.95% |
$1.76K - $1.99K
|
551
$38.8K
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
20+ 62.5% |
$1.35K - $1.53K
|
52
$3.67K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15New |
$1.02K - $1.15K
|
15
$1.06K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10+ 100.0% |
$677 - $767
|
20
$1.41K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4New |
$271 - $307
|
4
$282
|
|
Aug 10, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.01% |
$67.7 - $76.7
|
11.5K
$810K
|
|
Mar 28, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1+ 0.0% |
$67.7 - $76.7
|
41.7K
$2.94M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1+ 0.02% |
$67.7 - $76.7
|
4.76K
$336K
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-5- 9.09% |
$339 - $383
|
50
$3.52K
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
SELL
|
- |
-6- 0.09% |
$406 - $460
|
7K
$493K
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-12Closed |
$813 - $920
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-12Closed |
$813 - $920
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-12- 0.43% |
$813 - $920
|
2.79K
$197K
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-13- 1.76% |
$880 - $996
|
725
$51.1K
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
SELL
|
- |
-15- 0.15% |
$1.02K - $1.15K
|
9.85K
$695K
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-16- 0.81% |
$1.08K - $1.23K
|
1.95K
$138K
|
|
Apr 18, 2022
Q1 2022
|
Veery Capital, LLC
|
SELL
|
- |
-20- 0.62% |
$1.35K - $1.53K
|
3.21K
$226K
|