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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.29K- 19.92% |
$160K - $181K
|
9.21K
$777K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.33K- 4.08% |
$163K - $184K
|
54.8K
$4.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-2.53K- 0.89% |
$177K - $200K
|
281K
$23.7M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-2.85K- 25.0% |
$199K - $225K
|
8.55K
$721K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.98K- 10.34% |
$208K - $235K
|
25.9K
$2.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.23K- 98.72% |
$226K - $255K
|
42
$3.54K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.36K- 0.56% |
$234K - $265K
|
599K
$50.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.62K- 50.97% |
$252K - $285K
|
3.48K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.73K- 3.36% |
$260K - $294K
|
107K
$9.04M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-3.89K- 23.29% |
$271K - $307K
|
12.8K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.97K- 35.88% |
$277K - $313K
|
7.09K
$598K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-4.43K- 42.78% |
$309K - $349K
|
5.92K
$499K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.47K- 3.82% |
$312K - $353K
|
113K
$9.5M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.5KClosed |
$314K - $355K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.59K- 18.71% |
$320K - $362K
|
19.9K
$1.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.62K- 38.37% |
$322K - $364K
|
7.41K
$625K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.69K- 18.37% |
$327K - $370K
|
20.8K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-4.81K- 11.66% |
$335K - $379K
|
36.4K
$3.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-4.81K- 30.59% |
$336K - $380K
|
10.9K
$921K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-4.86K- 18.07% |
$339K - $383K
|
22K
$1.86M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.89K- 7.94% |
$342K - $386K
|
56.7K
$4.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.21K- 34.46% |
$364K - $411K
|
9.91K
$836K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.33K- 45.8% |
$372K - $420K
|
6.31K
$532K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-5.82K- 8.49% |
$407K - $459K
|
62.8K
$5.3M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.25K- 4.21% |
$437K - $493K
|
142K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-6.47K- 10.12% |
$452K - $510K
|
57.5K
$4.85M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.53K- 3.76% |
$456K - $515K
|
167K
$14.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-7.1K- 48.66% |
$495K - $560K
|
7.49K
$632K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.31K- 23.62% |
$510K - $576K
|
23.6K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.2K- 5.65% |
$781K - $883K
|
187K
$15.8M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.4K- 10.07% |
$795K - $898K
|
102K
$8.57M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-12.3K- 1.28% |
$860K - $972K
|
953K
$80.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-12.7K- 26.73% |
$885K - $1M
|
34.7K
$2.93M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.4K- 21.05% |
$1M - $1.14M
|
54K
$4.55M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16.1K- 12.25% |
$1.12M - $1.27M
|
115K
$9.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17.4K- 15.13% |
$1.21M - $1.37M
|
97.4K
$8.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-17.6K- 18.22% |
$1.23M - $1.39M
|
78.9K
$6.66M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-22.4K- 54.8% |
$1.56M - $1.76M
|
18.4K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-23.8K- 3.86% |
$1.66M - $1.88M
|
594K
$50.1M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-24K- 5.82% |
$1.68M - $1.89M
|
388K
$32.7M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.1K- 63.37% |
$1.96M - $2.22M
|
16.2K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.3K- 23.11% |
$2.05M - $2.31M
|
97.6K
$8.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-35.2K- 25.98% |
$2.46M - $2.78M
|
100K
$8.47M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-39.2K- 3.09% |
$2.74M - $3.1M
|
1.23M
$104M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-41.2K- 32.24% |
$2.88M - $3.25M
|
86.7K
$7.31M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-42.4K- 64.64% |
$2.96M - $3.34M
|
23.2K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-44.6K- 43.74% |
$3.12M - $3.52M
|
57.4K
$4.84M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-45.3K- 31.06% |
$3.16M - $3.57M
|
101K
$8.48M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-54.3K- 57.34% |
$3.79M - $4.29M
|
40.4K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-61.9K- 8.9% |
$4.32M - $4.88M
|
633K
$53.4M
|