Purchases and Sales Made in Q1 2025 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 2025. 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 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-507- 5.83% |
$35.4K - $40K
|
8.18K
$690K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-508- 12.41% |
$35.5K - $40.1K
|
3.59K
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-510- 8.98% |
$35.6K - $40.2K
|
5.17K
$436K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-582- 2.34% |
$40.6K - $45.9K
|
24.3K
$2.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-621- 10.86% |
$43.4K - $49K
|
5.1K
$430K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-623- 12.82% |
$43.5K - $49.2K
|
4.24K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-642- 2.07% |
$44.8K - $50.7K
|
30.4K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-643- 16.29% |
$44.9K - $50.7K
|
3.3K
$279K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-671- 29.66% |
$46.8K - $52.9K
|
1.59K
$134K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-678- 3.52% |
$47.3K - $53.5K
|
18.6K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-693- 3.29% |
$48.4K - $54.7K
|
20.4K
$1.72M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-694- 7.79% |
$48.4K - $54.8K
|
8.22K
$693K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-709- 3.43% |
$49.5K - $55.9K
|
20K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-711- 30.69% |
$49.6K - $56.1K
|
1.61K
$135K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-716- 3.72% |
$50K - $56.5K
|
18.5K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-722- 3.8% |
$50.4K - $57K
|
18.3K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-797- 3.5% |
$55.6K - $62.9K
|
22K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-837- 1.8% |
$58.4K - $66K
|
45.6K
$3.85M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-844- 19.99% |
$58.9K - $66.6K
|
3.38K
$285K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-851- 40.91% |
$59.4K - $67.1K
|
1.23K
$104K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-900- 12.77% |
$62.8K - $71K
|
6.15K
$518K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-903- 3.64% |
$63K - $71.2K
|
23.9K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-915- 4.05% |
$63.9K - $72.2K
|
21.7K
$1.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-915- 8.93% |
$63.9K - $72.2K
|
9.33K
$787K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-961- 6.46% |
$67.1K - $75.8K
|
13.9K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-966- 5.83% |
$67.4K - $76.2K
|
15.6K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-978- 2.19% |
$68.3K - $77.2K
|
43.7K
$3.69M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-991- 25.51% |
$69.2K - $78.2K
|
2.89K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1K- 2.34% |
$70.1K - $79.2K
|
41.9K
$3.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.02K- 4.85% |
$71.2K - $80.5K
|
20K
$1.69M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.14K- 5.17% |
$79.3K - $89.6K
|
20.8K
$1.76M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.14K- 7.76% |
$79.7K - $90K
|
13.6K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.2K- 2.06% |
$84.1K - $95K
|
57.3K
$4.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.2K- 3.03% |
$84.1K - $95K
|
38.6K
$3.25M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.26K- 7.22% |
$87.7K - $99.1K
|
16.1K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.28K- 1.64% |
$89.6K - $101K
|
76.9K
$6.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-1.31K- 16.3% |
$91.5K - $103K
|
6.73K
$567K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.38K- 13.46% |
$96.2K - $109K
|
8.86K
$748K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.5K- 8.55% |
$105K - $119K
|
16.1K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.6K- 20.31% |
$111K - $126K
|
6.27K
$529K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.62K- 20.63% |
$113K - $128K
|
6.23K
$526K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.64K- 37.8% |
$114K - $129K
|
2.7K
$228K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.7K- 4.19% |
$119K - $134K
|
38.8K
$3.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-1.8K- 1.88% |
$125K - $142K
|
93.5K
$7.89M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.83K- 4.61% |
$128K - $145K
|
38K
$3.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.88K- 30.27% |
$131K - $148K
|
4.32K
$364K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.02K- 2.07% |
$141K - $159K
|
95.5K
$8.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.03K- 13.84% |
$142K - $160K
|
12.6K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.22K- 38.26% |
$155K - $175K
|
3.58K
$302K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.28K- 10.8% |
$159K - $180K
|
18.8K
$1.59M
|