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
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.97K- 28.99% |
$265K - $281K
|
9.71K
$688K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.4K- 8.0% |
$293K - $311K
|
50.6K
$3.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-4.47K- 3.63% |
$298K - $317K
|
119K
$8.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-4.89K- 19.28% |
$326K - $346K
|
20.4K
$1.45M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.01K- 13.05% |
$335K - $355K
|
33.4K
$2.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.01K- 13.05% |
$335K - $355K
|
33.4K
$2.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-5.5K- 6.59% |
$367K - $390K
|
77.9K
$5.52M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.66K- 3.19% |
$377K - $401K
|
172K
$12.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.67K- 3.78% |
$379K - $402K
|
144K
$10.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.77K- 6.58% |
$385K - $408K
|
81.8K
$5.79M
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-5.79K- 5.19% |
$386K - $410K
|
106K
$7.48M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-5.8K- 31.01% |
$387K - $411K
|
12.9K
$913K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-6.01K- 79.58% |
$401K - $426K
|
1.54K
$109K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-6.07K- 2.49% |
$405K - $430K
|
238K
$16.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-6.44K- 17.17% |
$430K - $456K
|
31K
$2.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.53K- 11.02% |
$436K - $463K
|
52.7K
$3.73M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-6.57K- 3.71% |
$439K - $466K
|
171K
$12.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-7.28K- 5.4% |
$486K - $516K
|
127K
$9.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.87K- 89.34% |
$525K - $558K
|
939
$66.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-9.06K- 18.2% |
$605K - $642K
|
40.7K
$2.88M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.6K- 11.43% |
$706K - $750K
|
82K
$5.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.6K- 3.88% |
$711K - $754K
|
264K
$18.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-12.2K- 33.29% |
$816K - $867K
|
24.5K
$1.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.3K- 3.33% |
$819K - $869K
|
356K
$25.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-13K- 78.88% |
$867K - $920K
|
3.48K
$246K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.6K- 16.79% |
$905K - $960K
|
67.2K
$4.76M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.2K- 11.64% |
$950K - $1.01M
|
108K
$7.65M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-14.9K- 37.7% |
$992K - $1.05M
|
24.6K
$1.74M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-17.2K- 12.23% |
$1.15M - $1.22M
|
124K
$8.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.3K- 28.99% |
$1.16M - $1.23M
|
42.5K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.2K- 2.27% |
$1.48M - $1.58M
|
957K
$67.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-25K- 30.25% |
$1.67M - $1.77M
|
57.6K
$4.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-25.3K- 2.68% |
$1.69M - $1.79M
|
918K
$65M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-25.4K- 3.02% |
$1.69M - $1.8M
|
816K
$57.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-26.6K- 56.81% |
$1.78M - $1.89M
|
20.2K
$1.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-26.6K- 67.09% |
$1.78M - $1.89M
|
13.1K
$925K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-31.2K- 43.27% |
$2.08M - $2.21M
|
40.9K
$2.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33.9K- 0.98% |
$2.26M - $2.4M
|
3.43M
$243M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-39.1K- 89.49% |
$2.61M - $2.77M
|
4.59K
$325K
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-52.8K- 21.57% |
$3.52M - $3.74M
|
192K
$13.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-53.1K- 4.89% |
$3.54M - $3.76M
|
1.03M
$73.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-55.3K- 56.53% |
$3.69M - $3.92M
|
42.5K
$3.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-58.7K- 3.69% |
$3.92M - $4.16M
|
1.53M
$108M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-68.7K- 89.18% |
$4.58M - $4.86M
|
8.33K
$590K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-89.4K- 89.95% |
$5.96M - $6.33M
|
9.98K
$707K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-90K- 11.66% |
$6.01M - $6.38M
|
682K
$48.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-132K- 10.08% |
$8.82M - $9.36M
|
1.18M
$83.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-136K- 88.56% |
$9.09M - $9.65M
|
17.6K
$1.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-167K- 94.59% |
$11.2M - $11.8M
|
9.56K
$677K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-170K- 76.12% |
$11.3M - $12M
|
53.2K
$3.77M
|