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 31, 2023
Q3 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-3.08K- 1.69% |
$201K - $213K
|
180K
$12.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-3.13K- 36.76% |
$204K - $217K
|
5.39K
$376K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.27K- 26.1% |
$213K - $226K
|
9.27K
$647K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.27K- 26.1% |
$213K - $226K
|
9.27K
$647K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.36K- 5.72% |
$219K - $233K
|
55.4K
$3.87M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.81K- 38.11% |
$248K - $263K
|
6.18K
$431K
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-4.09K- 17.7% |
$266K - $283K
|
19K
$1.33M
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-4.11K- 28.13% |
$268K - $284K
|
10.5K
$733K
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-4.18K- 2.47% |
$272K - $289K
|
165K
$11.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4.21K- 52.71% |
$274K - $291K
|
3.77K
$263K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.22K- 5.7% |
$275K - $292K
|
69.9K
$4.88M
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-4.43KClosed |
$288K - $306K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.46K- 3.9% |
$291K - $309K
|
110K
$7.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-4.7K- 2.42% |
$306K - $325K
|
190K
$13.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-4.73K- 15.06% |
$308K - $327K
|
26.7K
$1.86M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.98K- 22.7% |
$325K - $345K
|
17K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.21K- 13.67% |
$339K - $360K
|
32.9K
$2.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.29K- 21.52% |
$344K - $365K
|
19.3K
$1.35M
|
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-5.32K- 17.16% |
$347K - $368K
|
25.7K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-5.75K- 25.65% |
$374K - $397K
|
16.7K
$1.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.95K- 13.98% |
$387K - $411K
|
36.6K
$2.55M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-6.2K- 46.26% |
$404K - $428K
|
7.2K
$502K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.5K- 3.52% |
$423K - $449K
|
178K
$12.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-6.58K- 38.21% |
$429K - $455K
|
10.6K
$743K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.08K- 4.72% |
$461K - $489K
|
143K
$9.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.2K- 6.92% |
$469K - $498K
|
96.9K
$6.77M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.65K- 5.3% |
$499K - $529K
|
137K
$9.55M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.84K- 19.18% |
$511K - $542K
|
33.1K
$2.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-8.01K- 4.18% |
$522K - $554K
|
184K
$12.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.75K- 7.22% |
$570K - $605K
|
112K
$7.85M
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-9.8K- 0.83% |
$638K - $678K
|
1.17M
$81.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-9.84K- 5.77% |
$641K - $681K
|
161K
$11.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-10.7K- 3.22% |
$694K - $737K
|
321K
$22.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.1K- 16.5% |
$722K - $766K
|
56.1K
$3.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-11.2K- 14.67% |
$732K - $777K
|
65.3K
$4.56M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.5K- 15.3% |
$818K - $868K
|
69.5K
$4.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-12.8K- 23.6% |
$834K - $885K
|
41.4K
$2.89M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-12.8K- 22.26% |
$835K - $886K
|
44.7K
$3.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-12.9K- 5.19% |
$840K - $892K
|
236K
$16.5M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-13.8K- 78.37% |
$899K - $954K
|
3.81K
$266K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-14.1K- 2.06% |
$916K - $972K
|
668K
$46.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-15.4K- 15.46% |
$1M - $1.06M
|
83.9K
$5.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.8K- 15.91% |
$1.03M - $1.09M
|
83.4K
$5.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-16.3K- 41.51% |
$1.06M - $1.13M
|
23K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17K- 7.02% |
$1.11M - $1.18M
|
225K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-17.1K- 21.98% |
$1.12M - $1.18M
|
60.8K
$4.24M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-17.7K- 52.86% |
$1.15M - $1.22M
|
15.7K
$1.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-17.7K- 52.86% |
$1.15M - $1.22M
|
15.7K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-18.4K- 6.47% |
$1.2M - $1.28M
|
267K
$18.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-18.5K- 7.21% |
$1.2M - $1.28M
|
238K
$16.6M
|