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
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.57K- 25.47% |
$88.9K - $103K
|
4.59K
$331K
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.57K- 14.42% |
$89.2K - $104K
|
9.33K
$672K
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.58K- 16.35% |
$89.7K - $104K
|
8.1K
$583K
|
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-1.67K- 3.87% |
$94.8K - $110K
|
41.5K
$2.99M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.7K- 11.26% |
$96.1K - $112K
|
13.4K
$962K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.74K- 89.14% |
$98.6K - $115K
|
212
$15.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.8K- 14.33% |
$102K - $119K
|
10.8K
$776K
|
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.84K- 5.13% |
$104K - $121K
|
34.1K
$2.45M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.87K- 10.94% |
$106K - $123K
|
15.2K
$1.09M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.87K- 24.42% |
$106K - $123K
|
5.79K
$417K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.96K- 21.76% |
$111K - $129K
|
7.06K
$508K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2K- 3.47% |
$113K - $132K
|
55.6K
$4M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.04K- 4.62% |
$116K - $134K
|
42.1K
$3.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.05K- 13.62% |
$116K - $135K
|
13K
$934K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-2.18K- 8.08% |
$124K - $144K
|
24.8K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.24K- 11.94% |
$127K - $148K
|
16.5K
$1.19M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.58K- 2.35% |
$146K - $170K
|
107K
$7.73M
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-2.62K- 11.23% |
$148K - $172K
|
20.7K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.79K- 14.18% |
$158K - $184K
|
16.9K
$1.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.81K- 9.46% |
$159K - $185K
|
26.9K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.98K- 11.71% |
$169K - $197K
|
22.5K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.99K- 36.3% |
$169K - $197K
|
5.25K
$378K
|
|
|
Oct 31, 2022
Q3 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-3.18K- 1.84% |
$180K - $210K
|
169K
$12.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.2K- 3.94% |
$181K - $211K
|
78.1K
$5.63M
|
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-3.3K- 2.33% |
$187K - $217K
|
138K
$9.96M
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.3K- 52.17% |
$187K - $218K
|
3.03K
$218K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.4K- 26.43% |
$193K - $224K
|
9.46K
$681K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.4K- 26.43% |
$193K - $224K
|
9.46K
$681K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3.46K- 1.62% |
$196K - $228K
|
210K
$15.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-3.51K- 1.83% |
$199K - $231K
|
188K
$13.5M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.54K- 3.21% |
$201K - $233K
|
107K
$7.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-3.6KClosed |
$204K - $238K
|
0
$0
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.76K- 5.22% |
$213K - $248K
|
68.2K
$4.91M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-4.05K- 41.04% |
$229K - $267K
|
5.81K
$419K
|
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
SELL
|
- |
-4.09K- 52.46% |
$232K - $270K
|
3.71K
$267K
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-4.17K- 1.54% |
$237K - $275K
|
268K
$19.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-4.18K- 45.2% |
$237K - $276K
|
5.07K
$365K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.2K- 9.32% |
$238K - $277K
|
40.9K
$2.94M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-4.35K- 2.06% |
$247K - $287K
|
207K
$14.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.43K- 3.63% |
$251K - $292K
|
117K
$8.46M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-4.43K- 46.45% |
$251K - $292K
|
5.11K
$368K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.51K- 25.98% |
$255K - $297K
|
12.8K
$925K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.52K- 36.18% |
$256K - $298K
|
7.98K
$575K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-4.58K- 9.98% |
$259K - $302K
|
41.3K
$2.97M
|
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-4.63K- 25.86% |
$263K - $306K
|
13.3K
$957K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.67K- 22.38% |
$265K - $308K
|
16.2K
$1.17M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.73K- 5.82% |
$268K - $312K
|
76.5K
$5.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.91K- 4.54% |
$278K - $324K
|
103K
$7.43M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.05K- 12.88% |
$287K - $333K
|
34.2K
$2.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-5.3K- 98.15% |
$300K - $349K
|
100
$7.2K
|