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
|
Centaurus Financial, Inc.
|
SELL
|
- |
-805- 14.67% |
$52.4K - $55.7K
|
4.68K
$327K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-809- 2.16% |
$52.7K - $55.9K
|
36.7K
$2.56M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-827- 12.94% |
$53.9K - $57.2K
|
5.57K
$389K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-832- 3.36% |
$54.2K - $57.5K
|
23.9K
$1.67M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-848- 7.3% |
$55.2K - $58.6K
|
10.8K
$752K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-856- 38.03% |
$55.8K - $59.2K
|
1.4K
$97.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-886- 0.62% |
$57.7K - $61.3K
|
142K
$9.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-929- 85.94% |
$60.5K - $64.2K
|
152
$10.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-931- 8.06% |
$60.7K - $64.4K
|
10.6K
$742K
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.03K- 2.27% |
$67K - $71.1K
|
44.3K
$3.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.05K- 0.21% |
$68.1K - $72.3K
|
495K
$34.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-1.1K- 1.07% |
$71.9K - $76.3K
|
102K
$7.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.11K- 4.55% |
$72.3K - $76.8K
|
23.3K
$1.62M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.12K- 30.99% |
$73.2K - $77.7K
|
2.5K
$175K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.2K- 23.3% |
$78.2K - $83K
|
3.95K
$276K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-1.23K- 67.9% |
$79.9K - $84.8K
|
580
$40.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.23K- 2.29% |
$80K - $84.9K
|
52.3K
$3.65M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.25K- 56.47% |
$81.3K - $86.3K
|
962
$67.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.25K- 3.84% |
$81.6K - $86.6K
|
31.4K
$2.19M
|
|
|
Oct 27, 2023
Q3 2023
|
Brickley Wealth Management
|
SELL
|
- |
-1.33K- 4.22% |
$86.5K - $91.8K
|
30.1K
$2.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.35K- 12.84% |
$88.1K - $93.6K
|
9.18K
$641K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.37K- 18.74% |
$89.3K - $94.7K
|
5.94K
$415K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.38K- 3.65% |
$90.2K - $95.7K
|
36.5K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.43K- 16.48% |
$93.4K - $99.2K
|
7.27K
$507K
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-1.44K- 29.34% |
$93.8K - $99.6K
|
3.47K
$242K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.45K- 21.06% |
$94.4K - $100K
|
5.43K
$379K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-1.53K- 19.2% |
$99.4K - $106K
|
6.42K
$448K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.54K- 4.97% |
$100K - $107K
|
29.5K
$2.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.59K- 18.26% |
$103K - $110K
|
7.1K
$496K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-1.68K- 6.96% |
$110K - $116K
|
22.5K
$1.57M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.71K- 0.92% |
$111K - $118K
|
185K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.83K- 0.77% |
$119K - $127K
|
236K
$16.5M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.87K- 1.76% |
$122K - $129K
|
104K
$7.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-1.92K- 24.57% |
$125K - $132K
|
5.88K
$411K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.95K- 45.01% |
$127K - $135K
|
2.38K
$166K
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.97K- 24.86% |
$128K - $136K
|
5.94K
$415K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2K- 19.37% |
$130K - $138K
|
8.33K
$581K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-2.01K- 9.82% |
$131K - $139K
|
18.4K
$1.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.06K- 15.39% |
$134K - $142K
|
11.3K
$789K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-2.06K- 1.25% |
$134K - $143K
|
162K
$11.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.07K- 19.0% |
$135K - $143K
|
8.81K
$615K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.14K- 4.06% |
$139K - $148K
|
50.5K
$3.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.26K- 88.56% |
$147K - $156K
|
292
$20.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.3K- 7.31% |
$150K - $159K
|
29.2K
$2.04M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-2.38K- 8.33% |
$155K - $164K
|
26.1K
$1.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-2.41K- 21.97% |
$157K - $166K
|
8.55K
$597K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.42K- 33.69% |
$158K - $168K
|
4.77K
$333K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.86K- 10.22% |
$186K - $198K
|
25.2K
$1.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.95K- 13.2% |
$192K - $204K
|
19.4K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.97K- 9.4% |
$194K - $205K
|
28.6K
$2M
|