Purchases and Sales Made in Q2 2023 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 2023. 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 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
6.03KNew |
$402K - $427K
|
6.03K
$425K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.01KNew |
$401K - $426K
|
6.01K
$423K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.82K+ 93.36% |
$389K - $413K
|
12.1K
$850K
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.74KNew |
$383K - $406K
|
5.74K
$404K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
5.22K+ 38.97% |
$348K - $370K
|
18.6K
$1.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.05K+ 21.48% |
$337K - $358K
|
28.5K
$2.01M
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
4.99KNew |
$333K - $353K
|
4.99K
$351K
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.98KNew |
$333K - $353K
|
4.98K
$351K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4.9K+ 4.09% |
$327K - $347K
|
125K
$8.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.82K+ 2.03% |
$321K - $341K
|
242K
$17.1M
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
4.79KNew |
$319K - $339K
|
4.79K
$337K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.69K+ 8.6% |
$313K - $332K
|
59.3K
$4.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4KNew |
$267K - $283K
|
4K
$282K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
3.99K+ 3.78% |
$267K - $283K
|
110K
$7.73M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.91K+ 45.37% |
$261K - $277K
|
12.5K
$884K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.81K+ 1.04% |
$254K - $270K
|
370K
$26.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.76K+ 0.18% |
$251K - $266K
|
2.13M
$150M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
3.6K+ 1.43% |
$240K - $255K
|
256K
$18.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.53KNew |
$235K - $250K
|
3.53K
$249K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.42K+ 1.88% |
$228K - $242K
|
185K
$13M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.41KNew |
$228K - $242K
|
3.41K
$241K
|
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.14K+ 1.66% |
$209K - $222K
|
192K
$13.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.11KNew |
$208K - $220K
|
3.11K
$219K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.73K+ 5.31% |
$182K - $194K
|
54.2K
$3.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
2.67K+ 8.26% |
$178K - $189K
|
35K
$2.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.58K+ 3.21% |
$172K - $183K
|
83K
$5.85M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.52K+ 46.66% |
$168K - $178K
|
7.91K
$557K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.41K+ 1.71% |
$161K - $170K
|
143K
$10.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.38K+ 1401.18% |
$159K - $169K
|
2.55K
$180K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.28K+ 46.59% |
$152K - $162K
|
7.19K
$507K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
2.27KNew |
$152K - $161K
|
2.27K
$160K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.26K+ 167.78% |
$151K - $160K
|
3.6K
$254K
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.19K+ 24.71% |
$146K - $155K
|
11.1K
$780K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.16K+ 2.9% |
$144K - $153K
|
76.6K
$5.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.07K+ 5.93% |
$138K - $147K
|
37K
$2.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.01K+ 30.12% |
$134K - $142K
|
8.67K
$611K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.87K+ 2.22% |
$124K - $132K
|
85.7K
$6.04M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.84K+ 17.09% |
$123K - $130K
|
12.6K
$887K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.82K+ 5.11% |
$122K - $129K
|
37.5K
$2.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.8K+ 2.64% |
$120K - $127K
|
70K
$4.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.72K+ 2.37% |
$115K - $122K
|
74.1K
$5.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.69KNew |
$112K - $119K
|
1.69K
$119K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.65K+ 6.39% |
$110K - $117K
|
27.5K
$1.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.53K+ 3.91% |
$102K - $109K
|
40.7K
$2.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.47K+ 27.05% |
$97.8K - $104K
|
6.88K
$485K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.43K+ 19.42% |
$95.3K - $101K
|
8.77K
$618K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.41K+ 3.33% |
$94.3K - $100K
|
43.9K
$3.09M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.39K+ 86.41% |
$92.9K - $98.6K
|
3K
$212K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.34KNew |
$89.6K - $95.1K
|
1.34K
$94.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.34K+ 1.13% |
$89.2K - $94.7K
|
120K
$8.47M
|