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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
67+ 0.84% |
$4.27K - $4.53K
|
8.09K
$583K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
65+ 61.9% |
$4.15K - $4.4K
|
170
$12.2K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
50New |
$3.19K - $3.38K
|
50
$3.6K
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
42+ 0.32% |
$2.68K - $2.84K
|
13.1K
$947K
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
40+ 0.88% |
$2.55K - $2.71K
|
4.59K
$331K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
36+ 4.11% |
$2.3K - $2.44K
|
912
$65.7K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
30New |
$1.91K - $2.03K
|
30
$2.16K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 8.65% |
$1.91K - $2.03K
|
377
$27.2K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
24New |
$1.53K - $1.62K
|
24
$1.73K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
22New |
$1.4K - $1.49K
|
22
$1.58K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
22+ 0.31% |
$1.4K - $1.49K
|
7.16K
$516K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
21+ 0.02% |
$1.34K - $1.42K
|
107K
$7.72M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
16+ 39.02% |
$1.02K - $1.08K
|
57
$4.11K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
14+ 3.49% |
$893 - $947
|
415
$29.9K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2+ 0.0% |
$128 - $135
|
87.6K
$6.31M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1+ 0.03% |
$63.8 - $67.7
|
3.97K
$286K
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-3- 0.01% |
$191 - $203
|
25.4K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-5- 12.2% |
$319 - $338
|
36
$2.59K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-10- 0.22% |
$638 - $677
|
4.51K
$325K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-13- 10.24% |
$829 - $879
|
114
$8.21K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-14- 53.85% |
$893 - $947
|
12
$864
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-14- 0.17% |
$893 - $947
|
8K
$576K
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-15- 0.09% |
$957 - $1.01K
|
16.8K
$1.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-16- 0.84% |
$1.02K - $1.08K
|
1.89K
$136K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26- 0.03% |
$1.66K - $1.76K
|
87.6K
$6.31M
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-28- 3.55% |
$1.79K - $1.89K
|
760
$54.7K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-37- 1.6% |
$2.36K - $2.5K
|
2.27K
$164K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-43Closed |
$2.74K - $2.91K
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-45- 0.83% |
$2.87K - $3.04K
|
5.41K
$390K
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-50- 0.62% |
$3.19K - $3.38K
|
8.02K
$578K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-52- 51.49% |
$3.32K - $3.52K
|
49
$3.53K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-55- 0.71% |
$3.51K - $3.72K
|
7.72K
$556K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-60- 1.18% |
$3.83K - $4.06K
|
5.04K
$363K
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-61- 0.27% |
$3.89K - $4.13K
|
22.4K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-67- 4.75% |
$4.27K - $4.53K
|
1.34K
$96.8K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-73- 0.43% |
$4.66K - $4.94K
|
16.9K
$1.21M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-76- 0.2% |
$4.85K - $5.14K
|
38.1K
$2.74M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-85- 2.28% |
$5.42K - $5.75K
|
3.65K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-92- 1.74% |
$5.87K - $6.22K
|
5.18K
$373K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-95- 1.72% |
$6.06K - $6.43K
|
5.41K
$390K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-97- 0.99% |
$6.19K - $6.56K
|
9.7K
$699K
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-99- 2.86% |
$6.32K - $6.7K
|
3.36K
$242K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-116- 69.88% |
$7.4K - $7.85K
|
50
$3.6K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-118- 2.55% |
$7.53K - $7.98K
|
4.5K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-120- 93.02% |
$7.66K - $8.12K
|
9
$648
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-131- 4.56% |
$8.36K - $8.86K
|
2.74K
$198K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-135- 1.62% |
$8.61K - $9.13K
|
8.2K
$590K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-135- 2.59% |
$8.61K - $9.13K
|
5.09K
$366K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-141- 17.85% |
$9K - $9.54K
|
649
$46.7K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-141- 2.63% |
$9K - $9.54K
|
5.23K
$376K
|