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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.62K+ 2.41% |
$301K - $319K
|
196K
$13.7M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
4.25KNew |
$277K - $294K
|
4.25K
$297K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.24KNew |
$276K - $293K
|
4.24K
$296K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.22KNew |
$275K - $291K
|
4.22K
$294K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
3.9K+ 2.43% |
$254K - $269K
|
164K
$11.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.87K+ 9.11% |
$252K - $267K
|
46.3K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.8K+ 18.77% |
$248K - $263K
|
24K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
3.68KNew |
$240K - $255K
|
3.68K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.53K+ 2.84% |
$230K - $244K
|
128K
$8.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.43K+ 70.77% |
$223K - $237K
|
8.27K
$578K
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.3K+ 106.24% |
$215K - $228K
|
6.41K
$448K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.3K+ 91.99% |
$215K - $228K
|
6.88K
$481K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.28K+ 43.37% |
$214K - $227K
|
10.8K
$756K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.87K+ 9.22% |
$187K - $199K
|
34K
$2.38M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.79K+ 46.35% |
$182K - $193K
|
8.82K
$616K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.69K+ 21.36% |
$175K - $186K
|
15.3K
$1.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.56KNew |
$167K - $177K
|
2.56K
$179K
|
|
|
Oct 19, 2023
Q3 2023
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
2.47K+ 2.09% |
$161K - $171K
|
121K
$8.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
2.45KNew |
$160K - $169K
|
2.45K
$171K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.29K+ 6.89% |
$149K - $158K
|
35.5K
$2.48M
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
BUY
|
- |
2.22K+ 2.52% |
$144K - $153K
|
90K
$6.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.18K+ 2.32% |
$142K - $151K
|
96.3K
$6.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
2.17K+ 15.75% |
$141K - $150K
|
16K
$1.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2K+ 9.6% |
$130K - $138K
|
22.8K
$1.59M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
1.84K+ 2.89% |
$120K - $127K
|
65.5K
$4.57M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.6K+ 1.53% |
$105K - $111K
|
106K
$7.42M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.58K+ 2.66% |
$103K - $109K
|
60.8K
$4.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.57K+ 1.35% |
$102K - $109K
|
118K
$8.24M
|
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.29K+ 3.47% |
$83.7K - $88.9K
|
38.3K
$2.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.25K+ 1.04% |
$81.6K - $86.6K
|
121K
$8.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 7.21% |
$80.9K - $85.9K
|
18.5K
$1.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
1.1K+ 67.2% |
$71.7K - $76.1K
|
2.74K
$191K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.01K+ 11.63% |
$65.7K - $69.7K
|
9.67K
$675K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
935+ 8.45% |
$60.9K - $64.7K
|
12K
$838K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
861+ 23.92% |
$56.1K - $59.5K
|
4.46K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
805+ 1.99% |
$52.4K - $55.7K
|
41.3K
$2.88M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
745New |
$48.5K - $51.5K
|
745
$52K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
664+ 3.57% |
$43.3K - $45.9K
|
19.3K
$1.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
636+ 7.64% |
$41.4K - $44K
|
8.96K
$625K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
616+ 427.78% |
$40.1K - $42.6K
|
760
$53.1K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
575+ 1.31% |
$37.5K - $39.8K
|
44.4K
$3.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
567+ 4.33% |
$36.9K - $39.2K
|
13.7K
$953K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
554+ 7.07% |
$36.1K - $38.3K
|
8.39K
$585K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
498+ 4.59% |
$32.4K - $34.4K
|
11.4K
$792K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
472+ 3.53% |
$30.8K - $32.6K
|
13.9K
$967K
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
445+ 2.34% |
$29K - $30.8K
|
19.5K
$1.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
419+ 3.1% |
$27.3K - $29K
|
13.9K
$974K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
373New |
$24.3K - $25.8K
|
373
$26K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
356New |
$23.2K - $24.6K
|
356
$24.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
342+ 3.95% |
$22.3K - $23.6K
|
9.01K
$629K
|