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 |
---|---|---|---|---|---|---|---|
Oct 12, 2022
Q3 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
5.85K+ 8.12% |
$331K - $385K
|
77.8K
$5.61M
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
5.25K+ 3.19% |
$298K - $346K
|
170K
$12.2M
|
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
5.09KNew |
$288K - $336K
|
5.09K
$366K
|
|
Oct 21, 2022
Q3 2022
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
5K+ 4.29% |
$283K - $329K
|
121K
$8.75M
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
4.95K+ 111.64% |
$281K - $326K
|
9.38K
$676K
|
|
Oct 19, 2022
Q3 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.94K+ 2.68% |
$280K - $326K
|
189K
$13.6M
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.83K+ 13.7% |
$274K - $319K
|
40.1K
$2.89M
|
|
Nov 14, 2022
Q3 2022
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
4.76K+ 5.28% |
$270K - $314K
|
94.8K
$6.83M
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.07K+ 26.08% |
$231K - $268K
|
19.7K
$1.42M
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
3.8KNew |
$215K - $250K
|
3.8K
$273K
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.74KNew |
$212K - $247K
|
3.74K
$270K
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.63KNew |
$206K - $240K
|
3.63K
$262K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.31K+ 12.36% |
$187K - $218K
|
30.1K
$2.17M
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.28K+ 9.19% |
$186K - $216K
|
39K
$2.81M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.04KNew |
$173K - $201K
|
3.04K
$219K
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
2.98K+ 3.7% |
$169K - $196K
|
83.5K
$6.01M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.92K+ 3.27% |
$166K - $193K
|
92.3K
$6.65M
|
|
Nov 03, 2022
Q3 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
2.87K+ 14.66% |
$163K - $189K
|
22.5K
$1.62M
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
2.85K+ 25.61% |
$162K - $188K
|
14K
$1.01M
|
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.85K+ 6.8% |
$161K - $188K
|
44.7K
$3.22M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.83K+ 2.45% |
$161K - $187K
|
118K
$8.52M
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
2.82K+ 9.32% |
$160K - $186K
|
33K
$2.38M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.6K+ 37.38% |
$147K - $172K
|
9.56K
$689K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.59K+ 4.19% |
$147K - $171K
|
64.4K
$4.64M
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
2.17K+ 2.04% |
$123K - $143K
|
109K
$7.83M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.15K+ 7.79% |
$122K - $142K
|
29.8K
$2.14M
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
2K+ 20.94% |
$114K - $132K
|
11.6K
$833K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.76KNew |
$99.5K - $116K
|
1.76K
$126K
|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
BUY
|
- |
1.69K+ 2.02% |
$95.5K - $111K
|
85K
$6.12M
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.64K+ 10.98% |
$92.9K - $108K
|
16.6K
$1.19M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.51K+ 27.17% |
$85.5K - $99.4K
|
7.06K
$508K
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
1.44K+ 1.2% |
$81.9K - $95.2K
|
122K
$8.8M
|
|
Oct 13, 2022
Q3 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 3.72% |
$76.6K - $89.2K
|
37.7K
$2.71M
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
1.23K+ 46.78% |
$69.6K - $80.9K
|
3.85K
$277K
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.17K+ 1.07% |
$66.3K - $77.1K
|
110K
$7.93M
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.16K+ 15.35% |
$65.9K - $76.7K
|
8.74K
$630K
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.14K+ 30.7% |
$64.5K - $75K
|
4.85K
$349K
|
|
Oct 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.05K+ 2.78% |
$59.7K - $69.4K
|
39K
$2.81M
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1K+ 9.07% |
$56.7K - $65.9K
|
12K
$866K
|
|
Nov 10, 2022
Q3 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
978+ 6.39% |
$55.4K - $64.5K
|
16.3K
$1.17M
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
964New |
$54.6K - $63.6K
|
964
$69.4K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
962+ 1.9% |
$54.5K - $63.4K
|
51.5K
$3.71M
|
|
Oct 25, 2022
Q3 2022
|
Family Capital Trust CO
|
BUY
|
- |
946+ 0.53% |
$53.6K - $62.4K
|
178K
$12.9M
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
942+ 1.23% |
$53.4K - $62.1K
|
77.7K
$5.6M
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
930+ 11.16% |
$52.7K - $61.3K
|
9.26K
$667K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
834New |
$47.3K - $55K
|
834
$60.1K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
740New |
$42K - $48.8K
|
740
$53.3K
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
699+ 11.81% |
$39.6K - $46.1K
|
6.62K
$477K
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
691+ 8.88% |
$39.2K - $45.6K
|
8.48K
$610K
|
|
Nov 01, 2022
Q3 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
625+ 1.36% |
$35.4K - $41.2K
|
46.6K
$3.35M
|