Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.4M+ 544.45% |
$1.9B - $2.2B
|
39.6M
$2.85B
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.74M+ 4532.2% |
$98.5M - $115M
|
1.78M
$128M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
409K+ 7.49% |
$23.2M - $27M
|
5.87M
$423M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
402K+ 228.76% |
$22.8M - $26.5M
|
578K
$41.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
380K+ 11.57% |
$21.5M - $25M
|
3.66M
$264M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
304K+ 19.03% |
$17.2M - $20M
|
1.9M
$137M
|
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
184K+ 12.97% |
$10.5M - $12.2M
|
1.61M
$116M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
104KNew |
$5.88M - $6.84M
|
104K
$7.48M
|
|
|
Oct 21, 2022
Q3 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
95.5K+ 101.72% |
$5.41M - $6.3M
|
189K
$13.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
81.7KNew |
$4.63M - $5.39M
|
81.7K
$5.88M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
79.5K+ 389.32% |
$4.51M - $5.24M
|
99.9K
$7.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
78.6KNew |
$4.45M - $5.18M
|
78.6K
$5.66M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
75K+ 16.76% |
$4.25M - $4.95M
|
523K
$37.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
68.3K+ 4.17% |
$3.87M - $4.5M
|
1.71M
$123M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
57.8K+ 2.3% |
$3.28M - $3.81M
|
2.57M
$185M
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
56.8K+ 4.03% |
$3.22M - $3.75M
|
1.47M
$106M
|
|
|
Oct 21, 2022
Q3 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
53.3K+ 123.55% |
$3.02M - $3.52M
|
96.5K
$6.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
50.8KNew |
$2.88M - $3.35M
|
50.8K
$3.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
48.2KNew |
$2.73M - $3.18M
|
48.2K
$3.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
35.4KNew |
$2M - $2.33M
|
35.4K
$2.55M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
30.8KNew |
$1.75M - $2.03M
|
30.8K
$2.22M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
29.9KNew |
$1.69M - $1.97M
|
29.9K
$2.15M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
18.7K+ 5.8% |
$1.06M - $1.23M
|
341K
$24.6M
|
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
18.1KNew |
$1.02M - $1.19M
|
18.1K
$1.3M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
16.8K+ 19.09% |
$950K - $1.1M
|
105K
$7.53M
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
15K+ 4.47% |
$850K - $989K
|
350K
$25.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
14.8KNew |
$841K - $978K
|
14.8K
$1.07M
|
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
14.2K+ 11.2% |
$805K - $937K
|
141K
$10.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Divergent Planning, LLC
|
BUY
|
- |
13.8KNew |
$781K - $909K
|
13.8K
$993K
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
13.6K+ 96971.43% |
$770K - $895K
|
13.6K
$979K
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
13.4KNew |
$760K - $884K
|
13.4K
$966K
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
13K+ 24.02% |
$735K - $855K
|
66.9K
$4.82M
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
BUY
|
- |
12.6K+ 60.46% |
$714K - $830K
|
33.4K
$2.41M
|
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
BUY
|
- |
11.2K+ 2.21% |
$635K - $738K
|
517K
$37.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
11.2K+ 81.8% |
$635K - $738K
|
24.9K
$1.79M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
10.3K+ 243.1% |
$584K - $679K
|
14.5K
$1.05M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.6K+ 2.74% |
$487K - $567K
|
322K
$23.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
BUY
|
- |
8.16K+ 10.0% |
$462K - $538K
|
89.7K
$6.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
8.1KNew |
$459K - $534K
|
8.1K
$583K
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
8.01K+ 20.18% |
$454K - $528K
|
47.7K
$3.44M
|
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
7.98K+ 3.76% |
$452K - $526K
|
220K
$15.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
7.85K+ 40.61% |
$445K - $518K
|
27.2K
$1.96M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
7.45K+ 53.29% |
$422K - $491K
|
21.4K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
7.24K+ 5.42% |
$410K - $477K
|
141K
$10.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.82K+ 17.2% |
$386K - $449K
|
46.4K
$3.35M
|
|
|
Oct 18, 2022
Q3 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
6.31KNew |
$358K - $416K
|
6.31K
$455K
|
|
|
Oct 13, 2022
Q3 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
6.31K+ 29.02% |
$358K - $416K
|
28K
$2.02M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
6.14K+ 6.06% |
$348K - $405K
|
107K
$7.73M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
6K+ 158.02% |
$340K - $396K
|
9.8K
$706K
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.96K+ 13.11% |
$338K - $393K
|
51.4K
$3.71M
|