Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
506K+ 16.91% |
$33M - $35M
|
3.5M
$244M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
444KNew |
$28.9M - $30.7M
|
444K
$31M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
238K+ 4.97% |
$15.5M - $16.4M
|
5.01M
$350M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
212K+ 43.8% |
$13.8M - $14.7M
|
697K
$48.7M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
205KNew |
$13.4M - $14.2M
|
205K
$14.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
146KNew |
$9.51M - $10.1M
|
146K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
138K+ 923.47% |
$9.02M - $9.57M
|
153K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
137K+ 1078.56% |
$8.95M - $9.5M
|
150K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
132KNew |
$8.59M - $9.12M
|
132K
$9.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
127K+ 32.05% |
$8.28M - $8.79M
|
524K
$36.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
123KNew |
$8.01M - $8.5M
|
123K
$8.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
75.3K+ 4.92% |
$4.9M - $5.2M
|
1.61M
$112M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
71.8KNew |
$4.68M - $4.96M
|
71.8K
$5.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61.1KNew |
$3.98M - $4.23M
|
61.1K
$4.27M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
61.1KNew |
$3.98M - $4.22M
|
61.1K
$4.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
51.7K+ 2.27% |
$3.37M - $3.57M
|
2.33M
$163M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
51.4K+ 1119.26% |
$3.35M - $3.55M
|
56K
$3.91M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
44.3K+ 40.96% |
$2.88M - $3.06M
|
152K
$10.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
43.3KNew |
$2.82M - $2.99M
|
43.3K
$3.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
39.5K+ 321.84% |
$2.57M - $2.73M
|
51.8K
$3.61M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
37.5K+ 439.15% |
$2.44M - $2.59M
|
46.1K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32.9K+ 3.44% |
$2.14M - $2.28M
|
990K
$69.1M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
19.9KNew |
$1.3M - $1.38M
|
19.9K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
18.9KNew |
$1.23M - $1.31M
|
18.9K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.3K+ 2.02% |
$1.19M - $1.27M
|
927K
$64.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17.2K+ 10.13% |
$1.12M - $1.19M
|
188K
$13.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
15.9K+ 164.13% |
$1.04M - $1.1M
|
25.7K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
15.8K+ 4.28% |
$1.03M - $1.09M
|
386K
$26.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.5KNew |
$1.01M - $1.07M
|
15.5K
$1.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
15KNew |
$979K - $1.04M
|
15K
$1.05M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14.8KNew |
$963K - $1.02M
|
14.8K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.4KNew |
$940K - $997K
|
14.4K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
13.3K+ 28.87% |
$866K - $919K
|
59.3K
$4.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
13.1KNew |
$851K - $903K
|
13.1K
$912K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
10.5KNew |
$684K - $726K
|
10.5K
$733K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.2K+ 975.72% |
$665K - $706K
|
11.3K
$786K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
8.48KNew |
$552K - $586K
|
8.48K
$592K
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.8K+ 112.42% |
$508K - $539K
|
14.7K
$1.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6.9K+ 75.16% |
$450K - $477K
|
16.1K
$1.12M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
6KNew |
$391K - $415K
|
6K
$419K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.59K+ 2.12% |
$364K - $387K
|
270K
$18.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.44KNew |
$354K - $376K
|
5.44K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.15K+ 12.63% |
$335K - $356K
|
45.9K
$3.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.14K+ 547.18% |
$335K - $355K
|
6.08K
$424K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.12K+ 1.1% |
$334K - $354K
|
472K
$32.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
5.07K+ 4.62% |
$330K - $350K
|
115K
$8M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.04K+ 12.43% |
$329K - $349K
|
45.6K
$3.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.98KNew |
$324K - $344K
|
4.98K
$348K
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
BUY
|
- |
4.98K+ 1.94% |
$324K - $344K
|
261K
$18.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.81KNew |
$313K - $332K
|
4.81K
$336K
|