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
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
523+ 0.95% |
$29.6K - $34.5K
|
55.5K
$4M
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
484+ 139.08% |
$27.4K - $31.9K
|
832
$59.9K
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
472+ 13.77% |
$26.8K - $31.1K
|
3.9K
$281K
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
445+ 3.13% |
$25.2K - $29.3K
|
14.7K
$1.06M
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
BUY
|
- |
427+ 0.85% |
$24.2K - $28.2K
|
50.8K
$3.66M
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
417+ 157.36% |
$23.6K - $27.5K
|
682
$49.1K
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
368+ 1.46% |
$20.9K - $24.3K
|
25.6K
$1.84M
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
336+ 3.1% |
$19K - $22.2K
|
11.2K
$806K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
327+ 3.62% |
$18.5K - $21.6K
|
9.37K
$675K
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
320+ 2.67% |
$18.1K - $21.1K
|
12.3K
$887K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
308+ 1.45% |
$17.5K - $20.3K
|
21.5K
$1.55M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
296New |
$16.8K - $19.5K
|
296
$21.3K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
292+ 2.49% |
$16.6K - $19.3K
|
12K
$865K
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
275New |
$15.6K - $18.1K
|
275
$19.8K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
212+ 3.48% |
$12K - $14K
|
6.3K
$454K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
210+ 35.9% |
$11.9K - $13.8K
|
795
$57.3K
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
190New |
$10.8K - $12.5K
|
190
$13.7K
|
|
Nov 08, 2022
Q3 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
175+ 4.55% |
$9.92K - $11.5K
|
4.02K
$290K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
167+ 18.89% |
$9.47K - $11K
|
1.05K
$75.7K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
160New |
$9.07K - $10.6K
|
160
$11.5K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
158+ 3.22% |
$8.96K - $10.4K
|
5.07K
$365K
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
148+ 112.98% |
$8.39K - $9.76K
|
279
$20.1K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
144New |
$8.16K - $9.5K
|
144
$10.4K
|
|
Nov 08, 2022
Q3 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
139+ 3.87% |
$7.88K - $9.17K
|
3.73K
$269K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
134New |
$7.6K - $8.84K
|
134
$9.65K
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
107+ 26.23% |
$6.07K - $7.06K
|
515
$37.1K
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
104+ 138.67% |
$5.9K - $6.86K
|
179
$12.9K
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
81+ 1.45% |
$4.59K - $5.34K
|
5.68K
$409K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
77+ 0.96% |
$4.37K - $5.08K
|
8.06K
$581K
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
62+ 1.03% |
$3.51K - $4.09K
|
6.11K
$440K
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
61+ 0.73% |
$3.46K - $4.02K
|
8.44K
$608K
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
59+ 1.29% |
$3.34K - $3.89K
|
4.64K
$334K
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
53+ 1.07% |
$3K - $3.49K
|
4.99K
$359K
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
50+ 0.33% |
$2.83K - $3.3K
|
15.1K
$1.09M
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
45+ 1.18% |
$2.55K - $2.97K
|
3.85K
$277K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40New |
$2.27K - $2.64K
|
40
$2.88K
|
|
Oct 13, 2022
Q3 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
39+ 0.37% |
$2.21K - $2.57K
|
10.6K
$761K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
38New |
$2.15K - $2.51K
|
38
$2.74K
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
34+ 0.76% |
$1.93K - $2.24K
|
4.53K
$326K
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
34+ 25.37% |
$1.93K - $2.24K
|
168
$12.1K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
28+ 0.18% |
$1.59K - $1.85K
|
15.2K
$1.1M
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
23+ 0.58% |
$1.3K - $1.52K
|
4K
$288K
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.43% |
$1.13K - $1.32K
|
4.71K
$339K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19New |
$1.08K - $1.25K
|
19
$1.37K
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
13New |
$737 - $857
|
13
$936
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
10New |
$567 - $659
|
10
$720
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6+ 0.11% |
$340 - $396
|
5.54K
$399K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
3+ 0.1% |
$170 - $198
|
3.03K
$218K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.47% |
$56.7 - $65.9
|
214
$15.4K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-7- 14.58% |
$397 - $462
|
41
$2.95K
|