Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-80- 0.88% |
$4.9K - $5.81K
|
9K
$634K
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-80Closed |
$4.9K - $5.81K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-86- 0.81% |
$5.27K - $6.25K
|
10.5K
$742K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-89Closed |
$5.45K - $6.47K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-92Closed |
$5.63K - $6.69K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-96Closed |
$5.88K - $6.98K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-98- 0.34% |
$6K - $7.12K
|
28.9K
$2.03M
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-99- 2.02% |
$6.06K - $7.2K
|
4.8K
$338K
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-99- 2.17% |
$6.06K - $7.2K
|
4.46K
$314K
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-100- 0.73% |
$6.12K - $7.27K
|
13.6K
$957K
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-103- 52.02% |
$6.31K - $7.49K
|
95
$6.69K
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-108- 1.22% |
$6.61K - $7.85K
|
8.72K
$614K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-108Closed |
$6.61K - $7.85K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-119- 0.28% |
$7.29K - $8.65K
|
41.9K
$2.95M
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-121- 2.21% |
$7.41K - $8.79K
|
5.35K
$377K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-124- 5.41% |
$7.59K - $9.01K
|
2.17K
$153K
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-126- 2.02% |
$7.72K - $9.16K
|
6.11K
$430K
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-129Closed |
$7.9K - $9.38K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-134Closed |
$8.21K - $9.74K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-136- 0.27% |
$8.33K - $9.88K
|
50.5K
$3.56M
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-142- 10.6% |
$8.7K - $10.3K
|
1.2K
$84.4K
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-150- 3.54% |
$9.19K - $10.9K
|
4.09K
$288K
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-152- 3.0% |
$9.31K - $11K
|
4.91K
$346K
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-156- 3.39% |
$9.55K - $11.3K
|
4.45K
$313K
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-159- 2.86% |
$9.74K - $11.6K
|
5.4K
$380K
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-162- 1.25% |
$9.92K - $11.8K
|
12.8K
$905K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-165Closed |
$10.1K - $12K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-176- 0.12% |
$10.8K - $12.8K
|
142K
$9.98M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-181- 1.97% |
$11.1K - $13.2K
|
9.02K
$635K
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-188- 1.21% |
$11.5K - $13.7K
|
15.3K
$1.08M
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-192- 0.42% |
$11.8K - $14K
|
45.1K
$3.17M
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-195- 3.99% |
$11.9K - $14.2K
|
4.69K
$330K
|
|
Aug 08, 2022
Q2 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-197- 3.36% |
$12.1K - $14.3K
|
5.67K
$399K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-205Closed |
$12.6K - $14.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-210- 26.42% |
$12.9K - $15.3K
|
585
$41.2K
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-217- 2.96% |
$13.3K - $15.8K
|
7.11K
$501K
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-221- 6.39% |
$13.5K - $16.1K
|
3.24K
$228K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-230- 2.8% |
$14.1K - $16.7K
|
7.99K
$563K
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-235- 71.87% |
$14.4K - $17.1K
|
92
$6.48K
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-247- 2.02% |
$15.1K - $18K
|
12K
$842K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-250Closed |
$15.3K - $18.2K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-255- 0.08% |
$15.6K - $18.5K
|
335K
$23.6M
|
|
Aug 05, 2022
Q2 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-268- 0.73% |
$16.4K - $19.5K
|
36.3K
$2.56M
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
SELL
|
- |
-271- 2.75% |
$16.6K - $19.7K
|
9.58K
$675K
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-290Closed |
$17.8K - $21.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-297- 6.24% |
$18.2K - $21.6K
|
4.47K
$315K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-300- 7.32% |
$18.4K - $21.8K
|
3.8K
$268K
|
|
Jul 13, 2022
Q2 2022
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-302Closed |
$18.5K - $21.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-307Closed |
$18.8K - $22.3K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-307- 14.41% |
$18.8K - $22.3K
|
1.82K
$128K
|