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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-460Closed |
$26.1K - $30.3K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-463- 80.8% |
$26.2K - $30.5K
|
110
$7.92K
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-496- 0.38% |
$28.1K - $32.7K
|
128K
$9.25M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-515- 80.22% |
$29.2K - $34K
|
127
$9.15K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-525- 4.17% |
$29.8K - $34.6K
|
12.1K
$869K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-585- 12.19% |
$33.2K - $38.6K
|
4.22K
$304K
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-604- 6.17% |
$34.2K - $39.8K
|
9.19K
$662K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-605- 51.23% |
$34.3K - $39.9K
|
576
$41.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-619- 5.47% |
$35.1K - $40.8K
|
10.7K
$771K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-621- 2.09% |
$35.2K - $40.9K
|
29.2K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-649- 17.39% |
$36.8K - $42.8K
|
3.08K
$222K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-656- 1.43% |
$37.2K - $43.3K
|
45.2K
$3.26M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-660- 4.35% |
$37.4K - $43.5K
|
14.5K
$1.05M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-710- 34.65% |
$40.2K - $46.8K
|
1.34K
$96.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-717- 5.15% |
$40.6K - $47.3K
|
13.2K
$950K
|
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-725- 8.02% |
$41.1K - $47.8K
|
8.31K
$599K
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-740- 26.84% |
$42K - $48.8K
|
2.02K
$145K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-740- 5.46% |
$42K - $48.8K
|
12.8K
$923K
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-776- 0.5% |
$44K - $51.2K
|
156K
$11.2M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-830- 93.26% |
$47.1K - $54.7K
|
60
$4.32K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-861- 11.29% |
$48.8K - $56.8K
|
6.77K
$487K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-861- 11.29% |
$48.8K - $56.8K
|
6.77K
$487K
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-866- 3.07% |
$49.1K - $57.1K
|
27.3K
$1.97M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-922- 9.81% |
$52.3K - $60.8K
|
8.48K
$610K
|
|
|
Nov 01, 2022
Q3 2022
|
Brickley Wealth Management
|
SELL
|
- |
-926- 3.12% |
$52.5K - $61.1K
|
28.8K
$2.07M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-979- 11.23% |
$55.5K - $64.6K
|
7.74K
$557K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-981- 10.07% |
$55.6K - $64.7K
|
8.76K
$631K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1K- 3.34% |
$56.9K - $66.2K
|
29K
$2.09M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.04K- 18.01% |
$58.9K - $68.5K
|
4.73K
$341K
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-1.09K- 4.24% |
$61.8K - $71.9K
|
24.6K
$1.77M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.09K- 2.72% |
$61.8K - $71.9K
|
39.1K
$2.82M
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.17K- 7.84% |
$66.3K - $77.1K
|
13.7K
$990K
|
|
|
Nov 07, 2022
Q3 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.17K- 20.63% |
$66.3K - $77.1K
|
4.5K
$324K
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.17K- 7.1% |
$66.6K - $77.4K
|
15.4K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.2K- 18.34% |
$67.7K - $78.8K
|
5.32K
$383K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-1.2K- 7.86% |
$68.1K - $79.3K
|
14.1K
$1.02M
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.21K- 2.94% |
$68.5K - $79.7K
|
39.9K
$2.87M
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.22K- 26.37% |
$69.1K - $80.4K
|
3.4K
$245K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.23K- 83.55% |
$70K - $81.4K
|
243
$17.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.3K- 22.99% |
$73.7K - $85.7K
|
4.36K
$314K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.3K- 1.23% |
$73.9K - $86K
|
105K
$7.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.32K- 0.12% |
$74.8K - $87K
|
1.13M
$81.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.32K- 20.8% |
$74.9K - $87.1K
|
5.03K
$362K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.33K- 8.63% |
$75.2K - $87.5K
|
14.1K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.35K- 3.22% |
$76.8K - $89.3K
|
40.7K
$2.93M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.48K- 15.17% |
$84K - $97.7K
|
8.29K
$597K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.5K- 19.5% |
$85.1K - $99K
|
6.2K
$447K
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
SELL
|
- |
-1.51K- 15.19% |
$85.4K - $99.3K
|
8.41K
$606K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.53K- 19.45% |
$86.8K - $101K
|
6.34K
$457K
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.56K- 29.07% |
$88.2K - $103K
|
3.8K
$273K
|