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 |
---|---|---|---|---|---|---|---|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11+ 0.1% |
$818 - $858
|
10.6K
$857K
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
8+ 0.6% |
$595 - $624
|
1.34K
$108K
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
7+ 0.2% |
$520 - $546
|
3.52K
$284K
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
7+ 0.11% |
$520 - $546
|
6.12K
$494K
|
|
Feb 14, 2022
Q4 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6+ 4.58% |
$446 - $468
|
137
$11.1K
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.13% |
$372 - $390
|
3.88K
$313K
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4+ 0.04% |
$297 - $312
|
11K
$887K
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$297 - $312
|
4.92K
$398K
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3+ 0.07% |
$223 - $234
|
4.32K
$349K
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
3+ 0.85% |
$223 - $234
|
355
$28.7K
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3+ 0.83% |
$223 - $234
|
364
$29.4K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 1.24% |
$149 - $156
|
163
$13.2K
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.03% |
$149 - $156
|
7.51K
$606K
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.48% |
$74.3 - $78
|
209
$16.9K
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.01% |
$74.3 - $78
|
11.3K
$913K
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.01% |
$74.3 - $78
|
13.3K
$1.08M
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$74.3 - $78
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-4- 0.33% |
$297 - $312
|
1.22K
$98.8K
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-8- 2.08% |
$595 - $624
|
377
$30.5K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-10- 0.44% |
$743 - $780
|
2.25K
$182K
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-13- 1.76% |
$966 - $1.01K
|
725
$58.6K
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
SELL
|
- |
-15- 0.46% |
$1.11K - $1.17K
|
3.23K
$261K
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-17- 1.15% |
$1.26K - $1.33K
|
1.46K
$118K
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-21- 3.85% |
$1.56K - $1.64K
|
524
$42.3K
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-21- 0.15% |
$1.56K - $1.64K
|
14.1K
$1.14M
|
|
Feb 09, 2022
Q4 2021
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-30- 0.8% |
$2.23K - $2.34K
|
3.72K
$301K
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.61% |
$2.23K - $2.34K
|
4.88K
$394K
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.47% |
$2.3K - $2.42K
|
6.6K
$533K
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-38- 0.5% |
$2.82K - $2.96K
|
7.59K
$613K
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-38Closed |
$2.82K - $2.96K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-39- 0.18% |
$2.9K - $3.04K
|
21.8K
$1.76M
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-43- 0.41% |
$3.2K - $3.35K
|
10.4K
$840K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-46- 0.78% |
$3.42K - $3.59K
|
5.86K
$473K
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-59- 0.14% |
$4.39K - $4.6K
|
41.8K
$3.38M
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-61Closed |
$4.53K - $4.76K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
SELL
|
- |
-62- 0.47% |
$4.61K - $4.83K
|
13K
$1.05M
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-66- 1.71% |
$4.91K - $5.15K
|
3.79K
$306K
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-73Closed |
$5.43K - $5.69K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-101- 12.23% |
$7.51K - $7.87K
|
725
$58.6K
|
|
Feb 03, 2022
Q4 2021
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-101- 1.44% |
$7.51K - $7.87K
|
6.89K
$557K
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-103- 2.21% |
$7.66K - $8.03K
|
4.55K
$368K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-106- 4.27% |
$7.88K - $8.26K
|
2.38K
$192K
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-108Closed |
$8.03K - $8.42K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-109Closed |
$8.1K - $8.5K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-113- 0.26% |
$8.4K - $8.81K
|
43.3K
$3.5M
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-115- 0.79% |
$8.55K - $8.97K
|
14.4K
$1.17M
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-118- 0.2% |
$8.77K - $9.2K
|
58.9K
$4.76M
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-120- 5.23% |
$8.92K - $9.36K
|
2.18K
$176K
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-125- 1.16% |
$9.29K - $9.75K
|
10.6K
$859K
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-130- 0.8% |
$9.66K - $10.1K
|
16K
$1.3M
|