Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.85K+ 3.6% |
$286K - $300K
|
111K
$7.98M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.84KNew |
$285K - $299K
|
3.84K
$276K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.81K+ 15.23% |
$283K - $297K
|
28.8K
$2.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
3.71KNew |
$276K - $289K
|
3.71K
$267K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
3.61KNew |
$268K - $282K
|
3.61K
$260K
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
3.59K+ 2.61% |
$267K - $280K
|
141K
$10.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.58KNew |
$266K - $279K
|
3.58K
$258K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.56K+ 106.08% |
$265K - $278K
|
6.92K
$498K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.5K+ 28.32% |
$260K - $273K
|
15.9K
$1.14M
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.45K+ 9.01% |
$257K - $269K
|
41.7K
$3.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.32KNew |
$247K - $259K
|
3.32K
$239K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.29KNew |
$245K - $256K
|
3.29K
$237K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.27K+ 7.91% |
$243K - $255K
|
44.6K
$3.21M
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
3.24K+ 2.89% |
$241K - $252K
|
115K
$8.29M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.13KNew |
$232K - $244K
|
3.13K
$225K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.1K+ 5.84% |
$231K - $242K
|
56.2K
$4.05M
|
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.06K+ 4.57% |
$228K - $239K
|
70.1K
$5.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
3.05KNew |
$227K - $238K
|
3.05K
$220K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.96KNew |
$220K - $230K
|
2.96K
$213K
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.93KNew |
$218K - $228K
|
2.93K
$211K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.89K+ 0.23% |
$215K - $225K
|
1.26M
$90.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.75KNew |
$204K - $214K
|
2.75K
$198K
|
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.74KNew |
$204K - $214K
|
2.74K
$197K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
2.72KNew |
$202K - $212K
|
2.72K
$196K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.67KNew |
$198K - $208K
|
2.67K
$192K
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
2.66KNew |
$198K - $208K
|
2.66K
$192K
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.61KNew |
$194K - $204K
|
2.61K
$188K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.61K+ 2.79% |
$194K - $204K
|
96.1K
$6.92M
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.59K+ 3.32% |
$192K - $202K
|
80.4K
$5.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.55K+ 9.45% |
$190K - $199K
|
29.6K
$2.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.52K+ 35.2% |
$187K - $196K
|
9.68K
$697K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.13K+ 7.81% |
$158K - $166K
|
29.4K
$2.12M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
2.09K+ 7.25% |
$155K - $163K
|
30.9K
$2.23M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.03K+ 10.38% |
$151K - $158K
|
21.6K
$1.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.02KNew |
$150K - $158K
|
2.02K
$146K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2K+ 7.03% |
$149K - $156K
|
30.5K
$2.19M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2KNew |
$149K - $156K
|
2K
$144K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.92K+ 19.3% |
$142K - $149K
|
11.9K
$854K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.83KNew |
$136K - $142K
|
1.83K
$132K
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.77K+ 6.23% |
$131K - $138K
|
30.1K
$2.17M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.73K+ 5.36% |
$129K - $135K
|
34K
$2.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.67K+ 3.21% |
$124K - $130K
|
53.6K
$3.86M
|
|
|
Jan 13, 2022
Q4 2021
|
Family Capital Trust CO
|
BUY
|
- |
1.5K+ 0.86% |
$111K - $117K
|
176K
$12.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.47K+ 2.38% |
$109K - $114K
|
63.1K
$4.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.46K+ 0.44% |
$108K - $114K
|
330K
$23.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
1.45K+ 3.18% |
$108K - $113K
|
47.1K
$3.39M
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.41K+ 2.96% |
$104K - $110K
|
48.9K
$3.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.41K+ 0.67% |
$104K - $110K
|
212K
$15.3M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.41K+ 4.01% |
$104K - $110K
|
36.4K
$2.62M
|
|
|
Jan 28, 2022
Q4 2021
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
1.38K+ 3.88% |
$103K - $108K
|
37K
$2.67M
|