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
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-21- 0.16% |
$1.42K - $1.61K
|
13.3K
$943K
|
|
|
May 12, 2022
Q1 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-32- 23.36% |
$2.17K - $2.45K
|
105
$7.43K
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-35- 0.27% |
$2.37K - $2.68K
|
13K
$921K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-49Closed |
$3.32K - $3.76K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-50- 13.26% |
$3.39K - $3.83K
|
327
$23.2K
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-53- 1.69% |
$3.59K - $4.06K
|
3.07K
$218K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-56- 0.54% |
$3.79K - $4.29K
|
10.3K
$732K
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-69Closed |
$4.67K - $5.29K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-75Closed |
$5.08K - $5.75K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-76- 0.71% |
$5.15K - $5.83K
|
10.6K
$752K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-79- 1.82% |
$5.35K - $6.06K
|
4.27K
$302K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-88Closed |
$5.96K - $6.75K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-91- 1.25% |
$6.16K - $6.98K
|
7.17K
$508K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-95- 0.87% |
$6.43K - $7.28K
|
10.9K
$771K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-99Closed |
$6.71K - $7.59K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 9.48% |
$6.77K - $7.67K
|
955
$67.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-107Closed |
$7.25K - $8.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-111- 95.69% |
$7.52K - $8.51K
|
5
$354
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-119- 9.73% |
$8.06K - $9.12K
|
1.1K
$78.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
SELL
|
- |
-120- 13.02% |
$8.13K - $9.2K
|
802
$56.8K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-142- 8.18% |
$9.62K - $10.9K
|
1.59K
$113K
|
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-145- 0.91% |
$9.82K - $11.1K
|
15.8K
$1.12M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-150- 11.09% |
$10.2K - $11.5K
|
1.2K
$85.2K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-163- 60.82% |
$11K - $12.5K
|
105
$7.43K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-165- 16.21% |
$11.2K - $12.6K
|
853
$60.4K
|
|
|
May 06, 2022
Q1 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-176- 1.14% |
$11.9K - $13.5K
|
15.3K
$1.08M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-195- 2.97% |
$13.2K - $14.9K
|
6.37K
$451K
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-202- 13.86% |
$13.7K - $15.5K
|
1.26K
$88.9K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-206- 1.94% |
$14K - $15.8K
|
10.4K
$738K
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-208- 0.42% |
$14.1K - $15.9K
|
49K
$3.47M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-212- 0.63% |
$14.4K - $16.2K
|
33.5K
$2.37M
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-213- 1.6% |
$14.4K - $16.3K
|
13.1K
$928K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-245- 2.59% |
$16.6K - $18.8K
|
9.2K
$651K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-249Closed |
$16.9K - $19.1K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-250- 1.58% |
$16.9K - $19.2K
|
15.5K
$1.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-251- 16.42% |
$17K - $19.2K
|
1.28K
$90.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
SELL
|
- |
-252- 7.1% |
$17.1K - $19.3K
|
3.3K
$233K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-253- 8.35% |
$17.1K - $19.4K
|
2.78K
$197K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-257- 10.08% |
$17.4K - $19.7K
|
2.29K
$162K
|
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-264- 0.44% |
$17.9K - $20.2K
|
59.1K
$4.18M
|
|
|
May 12, 2022
Q1 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-265- 0.29% |
$17.9K - $20.3K
|
92.3K
$6.53M
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-269- 1.29% |
$18.2K - $20.6K
|
20.6K
$1.46M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-270- 1.1% |
$18.3K - $20.7K
|
24.2K
$1.71M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-276- 0.93% |
$18.7K - $21.2K
|
29.3K
$2.07M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-276- 6.81% |
$18.7K - $21.2K
|
3.78K
$267K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-296- 5.05% |
$20K - $22.7K
|
5.56K
$394K
|
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-300- 3.28% |
$20.3K - $23K
|
8.85K
$627K
|
|
|
Apr 25, 2022
Q1 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-330- 2.05% |
$22.4K - $25.3K
|
15.7K
$1.11M
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-347- 0.2% |
$23.5K - $26.6K
|
174K
$12.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-352- 14.18% |
$23.8K - $27K
|
2.13K
$151K
|