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 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-355- 3.33% |
$24K - $27.2K
|
10.3K
$726K
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-358- 1.04% |
$24.2K - $27.4K
|
33.9K
$2.39M
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-377- 2.68% |
$25.5K - $28.9K
|
13.7K
$964K
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-428- 2.01% |
$29K - $32.8K
|
20.9K
$1.47M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-433Closed |
$29.3K - $33.2K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-437- 42.97% |
$29.6K - $33.5K
|
580
$40.9K
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-440- 13.25% |
$29.8K - $33.7K
|
2.88K
$203K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-460- 7.65% |
$31.2K - $35.3K
|
5.56K
$392K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-469- 8.3% |
$31.8K - $35.9K
|
5.18K
$365K
|
|
|
Apr 08, 2022
Q1 2022
|
Corsicana & Co.
|
SELL
|
- |
-499- 0.94% |
$33.8K - $38.2K
|
52.7K
$3.71M
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-500Closed |
$33.9K - $38.3K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-504- 2.86% |
$34.1K - $38.6K
|
17.1K
$1.21M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-508- 4.07% |
$34.4K - $38.9K
|
12K
$844K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-509- 4.08% |
$34.5K - $39K
|
12K
$844K
|
|
|
May 02, 2022
Q1 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-520- 12.02% |
$35.2K - $39.9K
|
3.81K
$268K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-536- 0.91% |
$36.3K - $41.1K
|
58.1K
$4.09M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-545- 10.26% |
$36.9K - $41.8K
|
4.77K
$336K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-545- 37.13% |
$36.9K - $41.8K
|
923
$65.1K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-549- 3.42% |
$37.2K - $42.1K
|
15.5K
$1.09M
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-550- 9.47% |
$37.3K - $42.2K
|
5.26K
$371K
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-550Closed |
$37.3K - $42.2K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-552- 1.56% |
$37.4K - $42.3K
|
34.9K
$2.46M
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-568- 3.6% |
$38.5K - $43.5K
|
15.2K
$1.07M
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-570- 4.46% |
$38.6K - $43.7K
|
12.2K
$860K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-577Closed |
$39.1K - $44.2K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-586- 0.51% |
$39.7K - $44.9K
|
114K
$8.07M
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-587- 10.72% |
$39.8K - $45K
|
4.89K
$345K
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-599- 5.21% |
$40.6K - $45.9K
|
10.9K
$769K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-615- 3.68% |
$41.7K - $47.1K
|
16.1K
$1.13M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-620- 1.7% |
$42K - $47.5K
|
35.8K
$2.52M
|
|
|
May 16, 2022
Q1 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-621- 0.6% |
$42.1K - $47.6K
|
102K
$7.2M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-628- 9.08% |
$42.5K - $48.1K
|
6.29K
$443K
|
|
|
Apr 27, 2022
Q1 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-633- 0.43% |
$42.9K - $48.5K
|
147K
$10.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-634- 10.59% |
$42.9K - $48.6K
|
5.35K
$377K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-639- 2.93% |
$43.3K - $49K
|
21.2K
$1.49M
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-640- 12.57% |
$43.3K - $49.1K
|
4.45K
$314K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-641- 38.38% |
$43.4K - $49.1K
|
1.03K
$72.5K
|
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-642- 5.42% |
$43.5K - $49.2K
|
11.2K
$789K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-677- 4.26% |
$45.9K - $51.9K
|
15.2K
$1.07M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-682- 13.86% |
$46.2K - $52.3K
|
4.24K
$299K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-696- 17.96% |
$47.1K - $53.3K
|
3.18K
$224K
|
|
|
May 16, 2022
Q1 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-708- 3.18% |
$48K - $54.3K
|
21.6K
$1.52M
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-713- 46.51% |
$48.3K - $54.7K
|
820
$57.8K
|
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-727- 0.42% |
$49.2K - $55.7K
|
171K
$12.1M
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-741- 19.39% |
$50.2K - $56.8K
|
3.08K
$217K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-745- 10.32% |
$50.5K - $57.1K
|
6.47K
$456K
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-752- 16.65% |
$50.9K - $57.6K
|
3.77K
$265K
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-777- 3.08% |
$52.6K - $59.6K
|
24.5K
$1.73M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-780- 42.72% |
$52.8K - $59.8K
|
1.05K
$73.7K
|
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-805- 8.71% |
$54.5K - $61.7K
|
8.44K
$595K
|