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 |
---|---|---|---|---|---|---|---|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12- 0.2% |
$904 - $954
|
5.91K
$425K
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-13- 0.09% |
$979 - $1.03K
|
14.6K
$1.05M
|
|
Nov 10, 2021
Q3 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-15- 0.06% |
$1.13K - $1.19K
|
26.1K
$1.88M
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-19- 1.43% |
$1.43K - $1.51K
|
1.31K
$94.2K
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-23- 0.16% |
$1.73K - $1.83K
|
13.9K
$1M
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-24- 0.18% |
$1.81K - $1.91K
|
13K
$938K
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-24- 92.31% |
$1.81K - $1.91K
|
2
$144
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-25- 0.82% |
$1.88K - $1.99K
|
3.02K
$218K
|
|
Nov 12, 2021
Q3 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-25Closed |
$1.88K - $1.99K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-25- 6.63% |
$1.88K - $1.99K
|
352
$25.4K
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-33- 0.31% |
$2.49K - $2.62K
|
10.5K
$756K
|
|
Nov 03, 2021
Q3 2021
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-37- 1.01% |
$2.79K - $2.94K
|
3.61K
$260K
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-39- 0.15% |
$2.94K - $3.1K
|
25.7K
$1.85M
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-45- 0.61% |
$3.39K - $3.58K
|
7.28K
$524K
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-48- 1.44% |
$3.62K - $3.82K
|
3.28K
$236K
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-51- 2.66% |
$3.84K - $4.06K
|
1.87K
$135K
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-54- 49.54% |
$4.07K - $4.29K
|
55
$3.96K
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-54- 0.23% |
$4.07K - $4.29K
|
23.5K
$1.69M
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-55- 0.16% |
$4.14K - $4.37K
|
34.5K
$2.49M
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-55- 2.37% |
$4.14K - $4.37K
|
2.26K
$163K
|
|
Oct 19, 2021
Q3 2021
|
G&S Capital LLC
|
SELL
|
- |
-57- 0.28% |
$4.29K - $4.53K
|
20.1K
$1.44M
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-58- 1.62% |
$4.37K - $4.61K
|
3.51K
$253K
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-65- 0.65% |
$4.9K - $5.17K
|
9.93K
$715K
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-68- 1.51% |
$5.12K - $5.41K
|
4.45K
$321K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-71- 0.08% |
$5.35K - $5.65K
|
93.5K
$6.73M
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-74Closed |
$5.58K - $5.88K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-76Closed |
$5.73K - $6.04K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-80- 12.92% |
$6.03K - $6.36K
|
539
$38.8K
|
|
Nov 10, 2021
Q3 2021
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-89Closed |
$6.71K - $7.08K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-91- 1.26% |
$6.86K - $7.24K
|
7.16K
$516K
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-93- 2.35% |
$7.01K - $7.4K
|
3.87K
$278K
|
|
Nov 08, 2021
Q3 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-99- 6.29% |
$7.46K - $7.87K
|
1.47K
$106K
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-100- 1.08% |
$7.53K - $7.95K
|
9.15K
$659K
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-100- 3.59% |
$7.53K - $7.95K
|
2.69K
$193K
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-101- 1.42% |
$7.61K - $8.03K
|
7K
$504K
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
SELL
|
- |
-105- 1.06% |
$7.91K - $8.35K
|
9.76K
$703K
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-105- 2.09% |
$7.91K - $8.35K
|
4.91K
$354K
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-106- 50.48% |
$7.99K - $8.43K
|
104
$7.49K
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
SELL
|
- |
-115- 0.32% |
$8.66K - $9.14K
|
35.6K
$2.56M
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-122- 1.48% |
$9.19K - $9.7K
|
8.1K
$584K
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-130Closed |
$9.79K - $10.3K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-145- 1.17% |
$10.9K - $11.5K
|
12.3K
$885K
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-150- 21.43% |
$11.3K - $11.9K
|
550
$39.6K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-157- 4.98% |
$11.8K - $12.5K
|
2.99K
$216K
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-157- 1.17% |
$11.8K - $12.5K
|
13.3K
$959K
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-163- 0.83% |
$12.3K - $13K
|
19.6K
$1.41M
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-171- 4.38% |
$12.9K - $13.6K
|
3.74K
$269K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-193- 3.41% |
$14.5K - $15.3K
|
5.47K
$394K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-198Closed |
$14.9K - $15.7K
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-200- 1.82% |
$15.1K - $15.9K
|
10.8K
$776K
|