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
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-44.9K- 2.34% |
$3.03M - $3.19M
|
1.87M
$136M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-57.6K- 25.87% |
$3.88M - $4.1M
|
165K
$12M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-93.3K- 34.48% |
$6.29M - $6.64M
|
177K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-96.2K- 48.0% |
$6.49M - $6.84M
|
104K
$7.59M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-109K- 4.49% |
$7.34M - $7.74M
|
2.32M
$169M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-109K- 4.49% |
$7.34M - $7.74M
|
2.32M
$169M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-112K- 52.85% |
$7.52M - $7.93M
|
99.5K
$7.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-143K- 97.44% |
$9.62M - $10.1M
|
3.75K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-164K- 17.48% |
$11.1M - $11.7M
|
774K
$56.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
SELL
|
- |
-171K- 97.97% |
$11.5M - $12.2M
|
3.55K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-208K- 34.02% |
$14M - $14.8M
|
403K
$29.4M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-211K- 91.62% |
$14.2M - $15M
|
19.3K
$1.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-228K- 59.39% |
$15.4M - $16.2M
|
156K
$11.3M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-300K- 6.17% |
$20.2M - $21.3M
|
4.56M
$332M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-300K- 97.76% |
$20.2M - $21.3M
|
6.89K
$502K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-382K- 19.12% |
$25.8M - $27.2M
|
1.62M
$118M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.42M- 4.55% |
$96M - $101M
|
29.8M
$2.17B
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.66M- 66.52% |
$180M - $189M
|
1.34M
$97.6M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.84M- 54.79% |
$192M - $202M
|
2.35M
$171M
|