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 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-3.01K- 25.13% |
$184K - $218K
|
8.95K
$635K
|
|
|
Jul 21, 2022
Q2 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-3.02K- 2.53% |
$185K - $219K
|
116K
$8.26M
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
SELL
|
- |
-3.06KClosed |
$187K - $222K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.07KClosed |
$188K - $223K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.08KClosed |
$189K - $224K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-3.11KClosed |
$190K - $226K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.18KClosed |
$195K - $231K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Veery Capital, LLC
|
SELL
|
- |
-3.21KClosed |
$197K - $233K
|
0
$0
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-3.23K- 30.94% |
$197K - $234K
|
7.2K
$511K
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.26K- 48.01% |
$200K - $237K
|
3.53K
$250K
|
|
|
Aug 02, 2022
Q2 2022
|
Moneywise, Inc.
|
SELL
|
- |
-3.3KClosed |
$202K - $240K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.32K- 42.63% |
$203K - $241K
|
4.47K
$317K
|
|
|
Jul 21, 2022
Q2 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.34K- 5.01% |
$205K - $243K
|
63.3K
$4.49M
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.35K- 63.53% |
$205K - $243K
|
1.92K
$136K
|
|
|
Aug 04, 2022
Q2 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.38K- 22.07% |
$207K - $245K
|
11.9K
$846K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.51K- 38.31% |
$215K - $255K
|
5.66K
$401K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-3.52KClosed |
$216K - $256K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.53KClosed |
$216K - $256K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
SELL
|
- |
-3.55K- 12.13% |
$217K - $258K
|
25.7K
$1.82M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-3.58K- 22.15% |
$219K - $260K
|
12.6K
$892K
|
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-3.77K- 3.51% |
$231K - $274K
|
104K
$7.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.82K- 18.04% |
$234K - $277K
|
17.3K
$1.23M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.9K- 25.63% |
$239K - $284K
|
11.3K
$803K
|
|
|
Aug 09, 2022
Q2 2022
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-3.93KClosed |
$241K - $286K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.97K- 9.11% |
$243K - $289K
|
39.6K
$2.81M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.05K- 36.81% |
$248K - $295K
|
6.96K
$494K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.08K- 4.96% |
$250K - $296K
|
78.1K
$5.54M
|
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
SELL
|
- |
-4.2K- 7.96% |
$257K - $305K
|
48.5K
$3.44M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.2K- 4.91% |
$257K - $305K
|
81.3K
$5.77M
|
|
|
Jul 28, 2022
Q2 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-4.22KClosed |
$259K - $307K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.24KClosed |
$260K - $308K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-4.28K- 32.29% |
$262K - $311K
|
8.97K
$637K
|
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-4.43KClosed |
$271K - $322K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-4.45K- 50.28% |
$273K - $323K
|
4.4K
$312K
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.52K- 0.27% |
$276K - $328K
|
1.64M
$116M
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.59K- 31.95% |
$281K - $333K
|
9.77K
$693K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.62K- 26.97% |
$283K - $336K
|
12.5K
$887K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.64K- 4.15% |
$284K - $337K
|
107K
$7.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.72KClosed |
$289K - $343K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.83K- 17.37% |
$296K - $351K
|
23K
$1.63M
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-4.89KClosed |
$299K - $355K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.98K- 4.66% |
$305K - $362K
|
102K
$7.22M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.05K- 25.18% |
$309K - $367K
|
15K
$1.06M
|
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-5.1K- 3.9% |
$312K - $370K
|
126K
$8.92M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.12K- 15.36% |
$313K - $372K
|
28.2K
$2M
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-5.13K- 60.76% |
$314K - $373K
|
3.31K
$235K
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-5.23K- 3.05% |
$320K - $380K
|
166K
$11.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.25K- 5.55% |
$321K - $381K
|
89.3K
$6.34M
|
|
|
Jul 14, 2022
Q2 2022
|
Smart Money Group LLC
|
SELL
|
- |
-5.26K- 37.43% |
$322K - $382K
|
8.79K
$623K
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-5.27K- 46.09% |
$323K - $383K
|
6.16K
$437K
|