Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2K+ 37.63% |
$135K - $142K
|
7.31K
$532K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.94K+ 18.22% |
$131K - $138K
|
12.6K
$915K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.84K+ 10.66% |
$124K - $131K
|
19.1K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.78K+ 2.74% |
$120K - $126K
|
66.5K
$4.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.75K+ 0.96% |
$118K - $124K
|
183K
$13.3M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.62K+ 13.61% |
$109K - $115K
|
13.5K
$985K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.54K+ 20.26% |
$104K - $109K
|
9.14K
$665K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.53K+ 39.25% |
$103K - $109K
|
5.44K
$396K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
1.47K+ 4.73% |
$99.4K - $105K
|
32.6K
$2.38M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.46K+ 3.18% |
$98.5K - $104K
|
47.3K
$3.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.46K+ 3.32% |
$98.5K - $104K
|
45.4K
$3.31M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.44K+ 22.78% |
$97.3K - $103K
|
7.77K
$566K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.42KNew |
$95.8K - $101K
|
1.42K
$103K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.37K+ 5.96% |
$92.5K - $97.5K
|
24.4K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.19K+ 6.22% |
$80.4K - $84.8K
|
20.4K
$1.48M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.16K+ 8.17% |
$78.5K - $82.7K
|
15.4K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.16K+ 0.62% |
$78.3K - $82.6K
|
189K
$13.8M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.15K+ 1916.67% |
$77.6K - $81.8K
|
1.21K
$88.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.13K+ 32.36% |
$76.2K - $80.4K
|
4.62K
$337K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
1.09K+ 1.2% |
$73.3K - $77.3K
|
91.5K
$6.67M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
1.01K+ 5.65% |
$67.8K - $71.5K
|
18.8K
$1.37M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
927+ 6.81% |
$62.5K - $66K
|
14.5K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
916+ 6.91% |
$61.8K - $65.2K
|
14.2K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
911+ 1.14% |
$61.5K - $64.8K
|
80.6K
$5.87M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
904+ 6.23% |
$61K - $64.3K
|
15.4K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
899New |
$60.6K - $64K
|
899
$65.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
851+ 1.14% |
$57.4K - $60.5K
|
75.4K
$5.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
848+ 18.84% |
$57.2K - $60.3K
|
5.35K
$389K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
842New |
$56.8K - $59.9K
|
842
$61.3K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
815+ 8.25% |
$55K - $58K
|
10.7K
$778K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
791+ 7.73% |
$53.4K - $56.3K
|
11K
$803K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
787+ 32.6% |
$53.1K - $56K
|
3.2K
$233K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
779+ 26.23% |
$52.6K - $55.4K
|
3.75K
$273K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
721+ 3.7% |
$48.6K - $51.3K
|
20.2K
$1.47M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
676+ 520.0% |
$45.6K - $48.1K
|
806
$58.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Brickley Wealth Management
|
BUY
|
- |
669+ 2.22% |
$45.1K - $47.6K
|
30.8K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
666+ 346.88% |
$44.9K - $47.4K
|
858
$62.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
595+ 2.03% |
$40.1K - $42.3K
|
30K
$2.18M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
571+ 12.31% |
$38.5K - $40.6K
|
5.21K
$379K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
BUY
|
- |
530+ 1.03% |
$35.8K - $37.7K
|
51.8K
$3.77M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
522+ 4.41% |
$35.2K - $37.1K
|
12.4K
$899K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
498+ 4.62% |
$33.6K - $35.4K
|
11.3K
$822K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
495New |
$33.4K - $35.2K
|
495
$36K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
472+ 7.91% |
$31.8K - $33.6K
|
6.44K
$469K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
469+ 3.07% |
$31.6K - $33.4K
|
15.8K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
426+ 1.15% |
$28.7K - $30.3K
|
37.6K
$2.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
415New |
$28K - $29.5K
|
415
$30.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
396New |
$26.7K - $28.2K
|
396
$28.8K
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
BUY
|
- |
360+ 0.54% |
$24.3K - $25.6K
|
67.4K
$4.91M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
351+ 0.79% |
$23.7K - $25K
|
45.1K
$3.28M
|