Purchases and Sales Made in Q1 2023 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 2023. 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 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.21MNew |
$141M - $149M
|
2.21M
$156M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
670K+ 23.94% |
$42.7M - $45.3M
|
3.47M
$244M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
434K+ 11.06% |
$27.7M - $29.4M
|
4.36M
$307M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
389K+ 18.06% |
$24.8M - $26.3M
|
2.55M
$179M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
352K+ 2419.14% |
$22.4M - $23.8M
|
366K
$25.8M
|
|
|
May 09, 2023
Q1 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
248KNew |
$15.8M - $16.8M
|
248K
$17.5M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
244K+ 374.96% |
$15.6M - $16.5M
|
309K
$21.8M
|
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
196KNew |
$12.5M - $13.3M
|
196K
$13.8M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
177KNew |
$11.3M - $12M
|
177K
$12.4M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
154KNew |
$9.82M - $10.4M
|
154K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
101KNew |
$6.45M - $6.84M
|
101K
$7.13M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
83.9KNew |
$5.35M - $5.67M
|
83.9K
$5.91M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
69.7K+ 9.64% |
$4.45M - $4.71M
|
792K
$55.8M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
68.8K+ 843.92% |
$4.39M - $4.66M
|
77K
$5.43M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
64.8KNew |
$4.14M - $4.39M
|
64.8K
$4.57M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.4K+ 11.48% |
$3.41M - $3.61M
|
519K
$36.5M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
47.1KNew |
$3M - $3.19M
|
47.1K
$3.32M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
43K+ 18.57% |
$2.74M - $2.91M
|
275K
$19.4M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
41.3K+ 3.96% |
$2.63M - $2.79M
|
1.09M
$76.5M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
40.6K+ 642.9% |
$2.59M - $2.74M
|
46.9K
$3.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
40.2K+ 42.55% |
$2.57M - $2.72M
|
135K
$9.49M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
38.7K+ 4.28% |
$2.47M - $2.62M
|
943K
$66.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.8K+ 29.09% |
$2.03M - $2.15M
|
141K
$9.93M
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
BUY
|
- |
27.5K+ 58.36% |
$1.75M - $1.86M
|
74.6K
$5.26M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
27.3K+ 246.45% |
$1.74M - $1.85M
|
38.4K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
26.7K+ 16.74% |
$1.7M - $1.81M
|
186K
$13.1M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
22.8K+ 123.08% |
$1.46M - $1.54M
|
41.4K
$2.92M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.5K+ 6.38% |
$1.37M - $1.45M
|
358K
$25.2M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19K+ 14.33% |
$1.21M - $1.29M
|
152K
$10.7M
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
18.7KNew |
$1.2M - $1.27M
|
18.7K
$1.32M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
15.4K+ 14.89% |
$983K - $1.04M
|
119K
$8.37M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
13.8KNew |
$881K - $934K
|
13.8K
$973K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.3K+ 12.54% |
$656K - $695K
|
92.3K
$6.5M
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
10.1K+ 4.16% |
$644K - $683K
|
253K
$17.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
10.1KNew |
$641K - $680K
|
10.1K
$708K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
9.71K+ 2.6% |
$619K - $657K
|
383K
$27M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
9.62KNew |
$614K - $651K
|
9.62K
$678K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.46KNew |
$603K - $640K
|
9.46K
$666K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
9.14K+ 8.58% |
$583K - $618K
|
116K
$8.15M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
9.12K+ 8.25% |
$582K - $617K
|
120K
$8.43M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.71K+ 8536.27% |
$556K - $589K
|
8.81K
$621K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.43K+ 13.19% |
$538K - $570K
|
72.4K
$5.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
8.27K+ 161.36% |
$527K - $559K
|
13.4K
$943K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
BUY
|
- |
8.26K+ 8.49% |
$527K - $559K
|
106K
$7.44M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
8.09K+ 66.58% |
$516K - $547K
|
20.2K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.07K+ 7.68% |
$515K - $546K
|
113K
$7.98M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.94K+ 6.88% |
$506K - $537K
|
123K
$8.69M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.91KNew |
$505K - $535K
|
7.91K
$558K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.42K+ 28.01% |
$473K - $502K
|
33.9K
$2.39M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.39K+ 48.07% |
$472K - $500K
|
22.8K
$1.6M
|