Purchases and Sales Made in Q4 2022 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 2022. 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 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.04M+ 5893.82% |
$58.2M - $67.3M
|
1.05M
$74.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
307K+ 51.31% |
$17.2M - $19.9M
|
904K
$64.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
269K+ 7.35% |
$15.1M - $17.5M
|
3.93M
$279M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
256K+ 13.48% |
$14.4M - $16.7M
|
2.16M
$153M
|
|
|
Feb 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
249K+ 146.16% |
$14M - $16.2M
|
420K
$29.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
224K+ 8.71% |
$12.6M - $14.6M
|
2.8M
$198M
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
216KNew |
$12.2M - $14M
|
216K
$15.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
166KNew |
$9.31M - $10.8M
|
166K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
134K+ 1190.97% |
$7.51M - $8.68M
|
145K
$10.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
104KNew |
$5.86M - $6.77M
|
104K
$7.39M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
104K+ 83.73% |
$5.83M - $6.74M
|
227K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
62.7K+ 134.98% |
$3.53M - $4.07M
|
109K
$7.74M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
58.3KNew |
$3.28M - $3.79M
|
58.3K
$4.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
47.1KNew |
$2.65M - $3.06M
|
47.1K
$3.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
43K+ 21.07% |
$2.42M - $2.79M
|
247K
$17.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
41KNew |
$2.31M - $2.66M
|
41K
$2.91M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
32.1K+ 9.42% |
$1.81M - $2.09M
|
373K
$26.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.8K+ 6.22% |
$1.73M - $2M
|
525K
$37.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
25.4K+ 23.65% |
$1.43M - $1.65M
|
133K
$9.41M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
25.3K+ 24.23% |
$1.42M - $1.65M
|
130K
$9.21M
|
|
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
24.4K+ 290.97% |
$1.37M - $1.59M
|
32.8K
$2.33M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
22.4K+ 10.17% |
$1.26M - $1.46M
|
243K
$17.2M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.4K+ 47.56% |
$1.09M - $1.26M
|
60K
$4.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
19K+ 1.18% |
$1.07M - $1.23M
|
1.63M
$115M
|
|
|
Feb 14, 2023
Q4 2022
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
18.8K+ 13.36% |
$1.06M - $1.22M
|
160K
$11.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
18.8K+ 67.65% |
$1.06M - $1.22M
|
46.6K
$3.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
18K+ 123.79% |
$1.01M - $1.17M
|
32.5K
$2.31M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
17.7KNew |
$993K - $1.15M
|
17.7K
$1.25M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
16.3K+ 279.06% |
$916K - $1.06M
|
22.1K
$1.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
16.1K+ 1862.69% |
$904K - $1.04M
|
16.9K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
15.8KNew |
$887K - $1.02M
|
15.8K
$1.12M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
15.7K+ 20.17% |
$882K - $1.02M
|
93.4K
$6.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
15.4KNew |
$868K - $1M
|
15.4K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.2K+ 15.14% |
$854K - $986K
|
115K
$8.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.6K+ 4.54% |
$822K - $950K
|
337K
$23.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.6KNew |
$819K - $946K
|
14.6K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
14.5K+ 28.81% |
$818K - $945K
|
65K
$4.61M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14KNew |
$790K - $913K
|
14K
$996K
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
13.1KNew |
$737K - $852K
|
13.1K
$930K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
12.8KNew |
$720K - $832K
|
12.8K
$908K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
11.5K+ 95.94% |
$648K - $748K
|
23.5K
$1.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
11.5K+ 11.61% |
$647K - $747K
|
111K
$7.84M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
11.1K+ 40.83% |
$624K - $721K
|
38.3K
$2.71M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.9K+ 18.07% |
$614K - $709K
|
71.3K
$5.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.5KNew |
$589K - $680K
|
10.5K
$742K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.92K+ 230.49% |
$558K - $645K
|
14.2K
$1.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.71KNew |
$490K - $566K
|
8.71K
$618K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.5KNew |
$478K - $552K
|
8.5K
$603K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
8.41K+ 8.78% |
$473K - $547K
|
104K
$7.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
8.19KNew |
$461K - $532K
|
8.19K
$581K
|