Purchases and Sales Made in Q3 2023 in Ishares Msci Eafe Min Vol Fact (EFAV)

EFAV Quotes by TradingView

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 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
333
+ 1.68%
$21.7K - $23K
20.1K $1.41M
Nov 08, 2023 Q3 2023
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
319
+ 4.37%
$20.8K - $22.1K
7.62K $532K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
306
+ 0.42%
$19.9K - $21.2K
74K $5.17M
Nov 02, 2023 Q3 2023
Wfa Of San Diego, LLC

BUY
 -
301
New
$19.6K - $20.8K
301 $21K
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
274
New
$17.9K - $18.9K
274 $19.1K
Nov 01, 2023 Q3 2023
Simplex Trading, LLC

BUY
 -
256
New
$16.7K - $17.7K
256 $17.9K
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
252
New
$16.4K - $17.4K
252 $17.6K
Oct 05, 2023 Q3 2023
Mc Naughton Wealth Management, LLC

BUY
 -
233
+ 0.28%
$15.2K - $16.1K
83.2K $5.81M
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
211
+ 6.48%
$13.7K - $14.6K
3.47K $242K
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
208
+ 2.73%
$13.6K - $14.4K
7.82K $546K
Oct 19, 2023 Q3 2023
Kovack Advisors, Inc.

BUY
 -
194
+ 4.59%
$12.6K - $13.4K
4.42K $308K
Nov 14, 2023 Q3 2023
Sei Investments CO

Oaks, PA
BUY
 -
193
+ 0.02%
$12.6K - $13.3K
918K $64.1M
Nov 14, 2023 Q3 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
187
New
$12.2K - $12.9K
187 $13.1K
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
179
New
$11.7K - $12.4K
179 $12.5K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
178
+ 145.9%
$11.6K - $12.3K
300 $20.9K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
178
+ 79.11%
$11.6K - $12.3K
403 $28.1K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
178
+ 79.11%
$11.6K - $12.3K
403 $28.1K
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
152
+ 4.55%
$9.9K - $10.5K
3.49K $244K
Oct 27, 2023 Q3 2023
Foster Group, Inc.

BUY
 -
143
+ 1.01%
$9.32K - $9.89K
14.2K $994K
Oct 10, 2023 Q3 2023
American National Bank

BUY
 -
141
+ 335.71%
$9.19K - $9.75K
183 $12.8K
Oct 18, 2023 Q3 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
111
+ 1.97%
$7.23K - $7.68K
5.76K $402K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
109
+ 56.77%
$7.1K - $7.54K
301 $21K
Oct 25, 2023 Q3 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
103
New
$6.71K - $7.12K
103 $7.19K
Oct 20, 2023 Q3 2023
Kathleen S. Wright Associates Inc.

BUY
 -
100
+ 0.47%
$6.52K - $6.92K
21.3K $1.49M
Oct 26, 2023 Q3 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
96
New
$6.25K - $6.64K
96 $6.7K
Oct 19, 2023 Q3 2023
Trust CO Of Virginia

BUY
 -
96
+ 0.19%
$6.25K - $6.64K
50.7K $3.54M
Nov 09, 2023 Q3 2023
Hallmark Capital Management Inc

BUY
 -
91
New
$5.93K - $6.29K
91 $6.35K
Nov 01, 2023 Q3 2023
Key F Inancial Inc

BUY
 -
82
+ 178.26%
$5.34K - $5.67K
128 $8.94K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
71
+ 0.13%
$4.63K - $4.91K
53.3K $3.72M
Nov 13, 2023 Q3 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
71
New
$4.63K - $4.91K
71 $4.96K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
69
+ 0.26%
$4.5K - $4.77K
26.2K $1.83M
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
69
+ 4.14%
$4.5K - $4.77K
1.73K $121K
Nov 13, 2023 Q3 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
60
+ 100.0%
$3.91K - $4.15K
120 $8.38K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
58
+ 0.94%
$3.78K - $4.01K
6.26K $437K
Oct 17, 2023 Q3 2023
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
58
+ 1.88%
$3.78K - $4.01K
3.14K $219K
Nov 01, 2023 Q3 2023
Ellis Investment Partners, LLC

BUY
 -
52
+ 1.5%
$3.39K - $3.6K
3.53K $246K
Nov 02, 2023 Q3 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
50
New
$3.26K - $3.46K
50 $3.49K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
43
+ 0.36%
$2.8K - $2.97K
12.1K $845K
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
39
New
$2.54K - $2.7K
39 $2.72K
Nov 14, 2023 Q3 2023
Stephens Inc

BUY
 -
35
+ 0.36%
$2.28K - $2.42K
9.74K $680K
Nov 09, 2023 Q3 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
32
+ 13.11%
$2.08K - $2.21K
276 $19.3K
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
28
+ 14.97%
$1.82K - $1.94K
215 $15K
Aug 08, 2024 Q3 2023
Abound Wealth Management

Franklin, TN
BUY
 -
27
New
$1.76K - $1.87K
27 $1.88K
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
25
New
$1.63K - $1.73K
25 $1.75K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
23
New
$1.5K - $1.59K
23 $1.61K
Oct 31, 2023 Q3 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
22
+ 0.55%
$1.43K - $1.52K
3.99K $279K
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
21
+ 0.39%
$1.37K - $1.45K
5.44K $380K
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
20
+ 0.19%
$1.3K - $1.38K
10.4K $728K
Oct 16, 2023 Q3 2023
Cassia Capital Partners, LLC

Winston Salem, NC
BUY
 -
16
+ 0.39%
$1.04K - $1.11K
4.15K $290K

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