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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.57K- 12.6% |
$174K - $186K
|
17.8K
$1.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.88K- 5.76% |
$195K - $208K
|
47.1K
$3.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3K- 14.72% |
$203K - $217K
|
17.4K
$1.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.17K- 1.09% |
$215K - $230K
|
288K
$20.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.19K- 3.96% |
$216K - $231K
|
77.4K
$5.45M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.33K- 3.27% |
$226K - $241K
|
98.5K
$6.94M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.35K- 13.29% |
$227K - $242K
|
21.8K
$1.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.42K- 6.85% |
$232K - $247K
|
46.5K
$3.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.74K- 87.68% |
$254K - $271K
|
526
$37.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.81K- 33.59% |
$258K - $276K
|
7.53K
$531K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.92K- 15.88% |
$266K - $284K
|
20.8K
$1.46M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-4.08K- 20.44% |
$276K - $295K
|
15.9K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.85K- 34.07% |
$329K - $351K
|
9.38K
$661K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5.13K- 20.55% |
$348K - $371K
|
19.8K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.13K- 6.94% |
$348K - $371K
|
68.8K
$4.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.3K- 16.26% |
$360K - $384K
|
27.3K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-5.31K- 1.15% |
$360K - $384K
|
455K
$32M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.72K- 41.59% |
$388K - $414K
|
8.03K
$566K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.08K- 20.67% |
$480K - $512K
|
27.2K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7.25K- 16.15% |
$492K - $525K
|
37.7K
$2.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-7.51K- 37.82% |
$509K - $543K
|
12.3K
$870K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.96K- 9.65% |
$540K - $576K
|
74.5K
$5.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.3K- 2.52% |
$563K - $601K
|
321K
$22.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.67K- 5.26% |
$588K - $628K
|
156K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.8K- 4.7% |
$597K - $637K
|
178K
$12.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-8.96K- 6.3% |
$607K - $648K
|
133K
$9.38M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.1K- 49.66% |
$617K - $659K
|
9.23K
$650K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-9.69K- 40.54% |
$657K - $701K
|
14.2K
$1M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-9.87K- 64.05% |
$669K - $714K
|
5.54K
$390K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-10.4K- 34.87% |
$704K - $751K
|
19.4K
$1.37M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-11K- 29.53% |
$749K - $799K
|
26.4K
$1.86M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.1K- 8.4% |
$753K - $803K
|
121K
$8.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.4K- 18.06% |
$775K - $827K
|
51.9K
$3.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-11.6K- 8.1% |
$784K - $837K
|
131K
$9.24M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.8K- 3.96% |
$802K - $856K
|
287K
$20.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-12.9K- 47.06% |
$878K - $936K
|
14.6K
$1.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.1K- 2.62% |
$886K - $945K
|
485K
$34.2M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.5K- 11.29% |
$918K - $980K
|
106K
$7.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-13.7K- 70.85% |
$928K - $990K
|
5.63K
$397K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-13.7K- 3.87% |
$930K - $992K
|
340K
$24M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.2K- 2.07% |
$960K - $1.02M
|
670K
$47.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-15.3K- 86.45% |
$1.04M - $1.11M
|
2.39K
$169K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-15.5K- 38.37% |
$1.05M - $1.12M
|
24.9K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-15.8K- 12.43% |
$1.07M - $1.14M
|
111K
$7.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-16.5K- 5.47% |
$1.12M - $1.19M
|
285K
$20.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-17.1K- 1.92% |
$1.16M - $1.24M
|
873K
$61.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-18.1K- 17.87% |
$1.23M - $1.31M
|
83.4K
$5.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-18.6K- 1.87% |
$1.26M - $1.34M
|
973K
$68.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-19.1K- 53.37% |
$1.3M - $1.38M
|
16.7K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.8K- 24.39% |
$1.34M - $1.43M
|
61.3K
$4.32M
|