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 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-933- 9.7% |
$62.3K - $66.1K
|
8.68K
$612K
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1K- 10.51% |
$66.8K - $70.9K
|
8.52K
$600K
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.01K- 3.16% |
$67.4K - $71.5K
|
31K
$2.18M
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-1.06K- 12.0% |
$71K - $75.3K
|
7.8K
$550K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.1K- 7.61% |
$73.6K - $78.1K
|
13.4K
$944K
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.14K- 0.45% |
$75.8K - $80.4K
|
249K
$17.5M
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.16K- 11.18% |
$77.2K - $81.9K
|
9.18K
$647K
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.17K- 11.55% |
$78.2K - $83K
|
8.98K
$633K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.2K- 3.2% |
$80.1K - $85K
|
36.3K
$2.56M
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-1.2K- 1.85% |
$80.1K - $85K
|
63.6K
$4.49M
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.21K- 12.21% |
$80.4K - $85.4K
|
8.66K
$611K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.27K- 0.77% |
$85K - $90.3K
|
165K
$11.6M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.29K- 17.2% |
$85.9K - $91.2K
|
6.2K
$437K
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.33K- 6.33% |
$88.4K - $93.9K
|
19.6K
$1.38M
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.34K- 9.03% |
$89.6K - $95.1K
|
13.5K
$954K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.39K- 45.96% |
$92.9K - $98.6K
|
1.64K
$115K
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.44K- 5.5% |
$96.3K - $102K
|
24.8K
$1.75M
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.46K- 49.93% |
$97.1K - $103K
|
1.46K
$103K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.51K- 58.15% |
$101K - $107K
|
1.09K
$76.7K
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.52K- 9.53% |
$102K - $108K
|
14.5K
$1.02M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.58K- 4.55% |
$106K - $112K
|
33.2K
$2.34M
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.6K- 6.58% |
$106K - $113K
|
22.7K
$1.6M
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.74K- 5.07% |
$116K - $123K
|
32.6K
$2.3M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-1.76K- 9.29% |
$118K - $125K
|
17.2K
$1.21M
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.87K- 1.85% |
$125K - $132K
|
99.3K
$7M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.9K- 1.98% |
$127K - $135K
|
94.1K
$6.64M
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.94K- 7.95% |
$129K - $137K
|
22.4K
$1.58M
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.07K- 4.99% |
$138K - $146K
|
39.3K
$2.77M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.11K- 1.71% |
$141K - $150K
|
121K
$8.55M
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.14K- 9.7% |
$143K - $152K
|
19.9K
$1.4M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.16K- 0.51% |
$144K - $153K
|
425K
$29.9M
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.22K- 4.72% |
$148K - $157K
|
44.9K
$3.16M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.3K- 23.69% |
$154K - $163K
|
7.42K
$523K
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.33K- 6.92% |
$156K - $165K
|
31.4K
$2.21M
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-2.35K- 17.68% |
$157K - $167K
|
11K
$772K
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-2.37K- 8.94% |
$158K - $168K
|
24.2K
$1.7M
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2.41K- 5.04% |
$161K - $171K
|
45.4K
$3.2M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.44K- 4.85% |
$163K - $173K
|
47.9K
$3.37M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.51K- 14.94% |
$167K - $178K
|
14.3K
$1.01M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.52K- 27.12% |
$168K - $179K
|
6.78K
$478K
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.54K- 10.2% |
$170K - $180K
|
22.4K
$1.58M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.57K- 25.23% |
$171K - $182K
|
7.61K
$537K
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-2.65K- 20.12% |
$177K - $188K
|
10.5K
$743K
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.87K- 5.08% |
$191K - $203K
|
53.5K
$3.77M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.05K- 56.36% |
$204K - $216K
|
2.36K
$166K
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-3.25K- 3.07% |
$217K - $230K
|
103K
$7.24M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.28K- 0.41% |
$219K - $232K
|
789K
$55.6M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.41K- 3.17% |
$228K - $242K
|
104K
$7.34M
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3.55K- 1.87% |
$237K - $251K
|
186K
$13.1M
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-3.78K- 30.31% |
$253K - $268K
|
8.7K
$613K
|