Purchases and Sales Made in Q2 2024 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 2024. 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 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
148K+ 138.56% |
$10.1M - $10.7M
|
255K
$18M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
116K+ 298.21% |
$7.85M - $8.37M
|
155K
$10.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
75K+ 3215.4% |
$5.08M - $5.42M
|
77.3K
$5.45M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
69.9K+ 35.51% |
$4.74M - $5.06M
|
267K
$18.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
55.3KNew |
$3.75M - $4M
|
55.3K
$3.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
42.2KNew |
$2.86M - $3.05M
|
42.2K
$2.97M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
32.8KNew |
$2.23M - $2.38M
|
32.8K
$2.31M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
30.6KNew |
$2.08M - $2.21M
|
30.6K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
26.9KNew |
$1.82M - $1.95M
|
26.9K
$1.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
23.4KNew |
$1.59M - $1.69M
|
23.4K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
23.2KNew |
$1.57M - $1.68M
|
23.2K
$1.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18K+ 7.77% |
$1.22M - $1.3M
|
250K
$17.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
17.9K+ 12.81% |
$1.22M - $1.3M
|
158K
$11.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16.9K+ 38.88% |
$1.15M - $1.23M
|
60.5K
$4.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
BUY
|
- |
14.7K+ 5.54% |
$997K - $1.06M
|
280K
$19.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
13.4K+ 0.83% |
$907K - $968K
|
1.63M
$115M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.1K+ 13.19% |
$819K - $874K
|
104K
$7.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11K+ 2.73% |
$746K - $795K
|
414K
$29.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.48KNew |
$643K - $686K
|
9.48K
$668K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
9.48K+ 7.56% |
$643K - $686K
|
135K
$9.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
9.32KNew |
$632K - $674K
|
9.32K
$656K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
9.24KNew |
$626K - $668K
|
9.24K
$651K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8.6K+ 0.19% |
$583K - $622K
|
4.57M
$322M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.33KNew |
$565K - $603K
|
8.33K
$587K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.14KNew |
$552K - $589K
|
8.14K
$574K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.78KNew |
$528K - $563K
|
7.78K
$548K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
7.44KNew |
$505K - $539K
|
7.44K
$525K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.22K+ 3.64% |
$490K - $522K
|
205K
$14.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.86KNew |
$465K - $496K
|
6.86K
$483K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.55KNew |
$444K - $474K
|
6.55K
$462K
|
|
|
Jul 30, 2024
Q2 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
6.3K+ 4.89% |
$427K - $456K
|
135K
$9.52M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
6.12K+ 4.0% |
$415K - $443K
|
159K
$11.2M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.06KNew |
$411K - $439K
|
6.06K
$427K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.85KNew |
$397K - $423K
|
5.85K
$412K
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
5.79K+ 3.06% |
$393K - $419K
|
195K
$13.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.42K+ 5.26% |
$368K - $392K
|
109K
$7.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.2K+ 12.67% |
$353K - $376K
|
46.3K
$3.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.13KNew |
$348K - $371K
|
5.13K
$361K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.53K+ 12.05% |
$307K - $328K
|
42.1K
$2.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4.36KNew |
$296K - $316K
|
4.36K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.31KNew |
$292K - $312K
|
4.31K
$304K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.22K+ 8.93% |
$286K - $306K
|
51.5K
$3.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
4.19K+ 101.3% |
$284K - $303K
|
8.33K
$587K
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.02K+ 4.27% |
$273K - $291K
|
98.2K
$6.92M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.76K+ 3.13% |
$255K - $272K
|
124K
$8.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.71KNew |
$251K - $268K
|
3.71K
$261K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.7K+ 3.55% |
$251K - $268K
|
108K
$7.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.67KNew |
$249K - $265K
|
3.67K
$258K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.46K+ 8.25% |
$235K - $251K
|
45.4K
$3.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.4KNew |
$231K - $246K
|
3.4K
$240K
|