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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
16+ 0.23% |
$1.07K - $1.13K
|
7.04K
$496K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
16+ 0.53% |
$1.07K - $1.13K
|
3.05K
$215K
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
16+ 2.0% |
$1.07K - $1.13K
|
818
$57.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13+ 0.36% |
$868 - $921
|
3.66K
$258K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
12New |
$801 - $850
|
12
$846
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10New |
$668 - $709
|
10
$705
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8+ 1.74% |
$534 - $567
|
468
$33K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
7+ 1.92% |
$467 - $496
|
371
$26.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
7+ 2.11% |
$467 - $496
|
339
$23.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
5+ 1.77% |
$334 - $354
|
287
$20.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 1.8% |
$200 - $213
|
170
$12K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.04% |
$134 - $142
|
5.23K
$368K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2+ 2.41% |
$134 - $142
|
85
$5.99K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 2.04% |
$66.8 - $70.9
|
50
$3.52K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 2.86% |
$66.8 - $70.9
|
36
$2.54K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.75% |
$66.8 - $70.9
|
58
$4.09K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.02% |
$66.8 - $70.9
|
5.09K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-3- 0.45% |
$200 - $213
|
659
$46.5K
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.08% |
$200 - $213
|
3.8K
$268K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-11- 5.09% |
$734 - $779
|
205
$14.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-12- 2.22% |
$801 - $850
|
528
$37.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-13- 0.25% |
$868 - $921
|
5.11K
$360K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-13- 9.09% |
$868 - $921
|
130
$9.16K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-14- 3.37% |
$935 - $992
|
401
$28.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-16- 2.11% |
$1.07K - $1.13K
|
744
$52.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-17- 0.11% |
$1.13K - $1.2K
|
14.8K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-17- 0.28% |
$1.13K - $1.2K
|
5.96K
$420K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-19- 0.33% |
$1.27K - $1.35K
|
5.76K
$406K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-20- 2.19% |
$1.34K - $1.42K
|
892
$62.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-21- 0.04% |
$1.4K - $1.49K
|
50.6K
$3.57M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-21- 0.92% |
$1.4K - $1.49K
|
2.25K
$159K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-24- 0.55% |
$1.6K - $1.7K
|
4.32K
$304K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-26- 6.9% |
$1.74K - $1.84K
|
351
$24.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-27- 0.02% |
$1.8K - $1.91K
|
117K
$8.28M
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-36- 0.06% |
$2.4K - $2.55K
|
58.8K
$4.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-45- 11.31% |
$3K - $3.19K
|
353
$24.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-46- 0.2% |
$3.07K - $3.26K
|
22.6K
$1.59M
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-57- 0.43% |
$3.8K - $4.04K
|
13.1K
$923K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-58- 1.0% |
$3.87K - $4.11K
|
5.72K
$403K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-61- 1.35% |
$4.07K - $4.32K
|
4.44K
$313K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-67- 0.23% |
$4.47K - $4.75K
|
28.5K
$2.01M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-75- 1.61% |
$5.01K - $5.31K
|
4.6K
$324K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-80- 0.67% |
$5.34K - $5.67K
|
11.9K
$840K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-93- 2.77% |
$6.21K - $6.59K
|
3.27K
$230K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-104- 1.24% |
$6.94K - $7.37K
|
8.27K
$583K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-106- 1.43% |
$7.08K - $7.51K
|
7.31K
$515K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-116- 0.84% |
$7.74K - $8.22K
|
13.7K
$965K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-126- 2.16% |
$8.41K - $8.93K
|
5.71K
$402K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-131- 10.81% |
$8.74K - $9.28K
|
1.08K
$76.2K
|