Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
BUY
|
- |
10.5K+ 22.9% |
$790K - $834K
|
56.3K
$4.05M
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.4KNew |
$783K - $827K
|
10.4K
$749K
|
|
Oct 07, 2021
Q3 2021
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
9.4K+ 1.25% |
$708K - $747K
|
761K
$54.8M
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
8.97K+ 35.96% |
$676K - $713K
|
33.9K
$2.44M
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
8.69K+ 15.68% |
$655K - $691K
|
64.1K
$4.62M
|
|
Oct 06, 2021
Q3 2021
|
Burt Wealth Advisors
|
BUY
|
- |
8.53K+ 1.73% |
$642K - $678K
|
502K
$36.1M
|
|
Nov 04, 2021
Q3 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
8.46K+ 8.18% |
$637K - $673K
|
112K
$8.05M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
8.22KNew |
$619K - $654K
|
8.22K
$592K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.15K+ 4.03% |
$614K - $648K
|
210K
$15.2M
|
|
Oct 26, 2021
Q3 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
7.78K+ 3.2% |
$586K - $619K
|
251K
$18.1M
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
7.74K+ 43.94% |
$583K - $615K
|
25.3K
$1.83M
|
|
Oct 21, 2021
Q3 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.46K+ 4.98% |
$562K - $593K
|
157K
$11.3M
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
7.01KNew |
$528K - $557K
|
7.01K
$505K
|
|
Nov 15, 2021
Q3 2021
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
6.99KNew |
$527K - $556K
|
6.99K
$504K
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.84K+ 75.57% |
$516K - $544K
|
15.9K
$1.15M
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.69K+ 0.83% |
$504K - $532K
|
817K
$58.9M
|
|
Oct 26, 2021
Q3 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
6.63KNew |
$499K - $527K
|
6.63K
$477K
|
|
Oct 15, 2021
Q3 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
6.58K+ 3.02% |
$495K - $523K
|
224K
$16.1M
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
6.42KNew |
$483K - $510K
|
6.42K
$462K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.84K+ 5.77% |
$440K - $464K
|
107K
$7.71M
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.72K+ 22.84% |
$431K - $455K
|
30.8K
$2.22M
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
5.39K+ 2.95% |
$406K - $429K
|
188K
$13.5M
|
|
Nov 12, 2021
Q3 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
5.37K+ 4.05% |
$404K - $427K
|
138K
$9.93M
|
|
Nov 05, 2021
Q3 2021
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
5.18K+ 7.97% |
$390K - $412K
|
70.2K
$5.05M
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.02K+ 3.16% |
$378K - $399K
|
164K
$11.8M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.97K+ 38.63% |
$374K - $395K
|
17.8K
$1.28M
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
4.83K+ 147.71% |
$364K - $384K
|
8.1K
$583K
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.65KNew |
$351K - $370K
|
4.65K
$335K
|
|
Oct 07, 2021
Q3 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
4.48K+ 2.49% |
$338K - $356K
|
184K
$13.3M
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.44KNew |
$334K - $353K
|
4.44K
$320K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.31K+ 13.68% |
$325K - $343K
|
35.8K
$2.58M
|
|
Oct 21, 2021
Q3 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
4.29KNew |
$323K - $341K
|
4.29K
$309K
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.13K+ 101.25% |
$311K - $329K
|
8.22K
$592K
|
|
Oct 15, 2021
Q3 2021
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
3.97K+ 3.81% |
$299K - $316K
|
108K
$7.78M
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.83KNew |
$289K - $305K
|
3.83K
$276K
|
|
Nov 09, 2021
Q3 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
3.72K+ 0.35% |
$280K - $296K
|
1.07M
$77.3M
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.67K+ 31.73% |
$277K - $292K
|
15.2K
$1.1M
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.59KNew |
$270K - $285K
|
3.59K
$258K
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.51KNew |
$265K - $279K
|
3.51K
$253K
|
|
Oct 20, 2021
Q3 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
3.49KNew |
$263K - $277K
|
3.49K
$251K
|
|
Nov 23, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.38KNew |
$255K - $269K
|
3.38K
$244K
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.04KNew |
$229K - $242K
|
3.04K
$219K
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.03K+ 6.2% |
$228K - $241K
|
51.9K
$3.74M
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3KNew |
$226K - $239K
|
3K
$216K
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.95K+ 5.03% |
$222K - $235K
|
61.6K
$4.44M
|
|
Nov 05, 2021
Q3 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.91K+ 2.66% |
$219K - $232K
|
112K
$8.09M
|
|
Oct 21, 2021
Q3 2021
|
Family Capital Trust CO
|
BUY
|
- |
2.77K+ 1.62% |
$209K - $220K
|
174K
$12.6M
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.51K+ 38.33% |
$189K - $199K
|
9.05K
$652K
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
2.46K+ 20.69% |
$186K - $196K
|
14.4K
$1.04M
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.38K+ 1.74% |
$179K - $189K
|
139K
$10M
|