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
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.98K+ 1.92% |
$111K - $129K
|
105K
$7.57M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.97K+ 289.15% |
$111K - $128K
|
2.65K
$191K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.95K+ 20.99% |
$110K - $127K
|
11.3K
$811K
|
|
|
Jan 30, 2023
Q4 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.93K+ 6.87% |
$108K - $125K
|
30K
$2.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.91K+ 28.87% |
$107K - $124K
|
8.53K
$614K
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.79K+ 4.01% |
$101K - $116K
|
46.5K
$3.35M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.74KNew |
$97.7K - $113K
|
1.74K
$125K
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.6K+ 3.45% |
$90.2K - $104K
|
48.2K
$3.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.42K+ 4.86% |
$79.8K - $92.2K
|
30.6K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.41KNew |
$79.4K - $91.7K
|
1.41K
$102K
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
1.33K+ 34.97% |
$74.6K - $86.2K
|
5.12K
$369K
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.22K+ 3.12% |
$68.3K - $79K
|
40.2K
$2.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
1.19K+ 4.11% |
$66.7K - $77.1K
|
30K
$2.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.14K+ 17.99% |
$64.2K - $74.2K
|
7.48K
$539K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.12KNew |
$62.9K - $72.7K
|
1.12K
$80.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
1.11K+ 8.9% |
$62.4K - $72.1K
|
13.6K
$979K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.1K+ 1.44% |
$62K - $71.6K
|
77.6K
$5.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.03K+ 92.56% |
$58.1K - $67.1K
|
2.15K
$155K
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 2.67% |
$56.6K - $65.4K
|
38.7K
$2.79M
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
921New |
$51.8K - $59.9K
|
921
$66.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
834+ 17.21% |
$46.9K - $54.2K
|
5.68K
$409K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
816New |
$45.9K - $53K
|
816
$58.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
724+ 1.81% |
$40.7K - $47.1K
|
40.8K
$2.94M
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
688+ 13.95% |
$38.7K - $44.7K
|
5.62K
$405K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
673+ 0.51% |
$37.9K - $43.7K
|
133K
$9.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
583New |
$32.8K - $37.9K
|
583
$42K
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
583New |
$32.8K - $37.9K
|
583
$42K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
554New |
$31.2K - $36K
|
554
$39.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
547+ 1.61% |
$30.8K - $35.5K
|
34.5K
$2.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
538+ 40.18% |
$30.3K - $35K
|
1.88K
$135K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
516+ 6.88% |
$29K - $33.5K
|
8.02K
$578K
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
513+ 0.3% |
$28.9K - $33.3K
|
170K
$12.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
477New |
$26.8K - $31K
|
477
$34.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
421+ 0.38% |
$23.7K - $27.4K
|
111K
$7.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
399+ 23.27% |
$22.4K - $25.9K
|
2.11K
$152K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
394+ 1.28% |
$22.2K - $25.6K
|
31.2K
$2.25M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
394+ 1.28% |
$22.2K - $25.6K
|
31.2K
$2.25M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
375New |
$21.1K - $24.4K
|
375
$27K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
369New |
$20.8K - $24K
|
369
$26.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
300New |
$16.9K - $19.5K
|
300
$21.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
244New |
$13.7K - $15.9K
|
244
$17.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
216New |
$12.2K - $14K
|
216
$15.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
215New |
$12.1K - $14K
|
215
$15.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
195+ 0.51% |
$11K - $12.7K
|
38.1K
$2.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
192+ 4.41% |
$10.8K - $12.5K
|
4.55K
$328K
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
190+ 0.75% |
$10.7K - $12.3K
|
25.4K
$1.83M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
186+ 0.17% |
$10.5K - $12.1K
|
107K
$7.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
180New |
$10.1K - $11.7K
|
180
$13K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
173+ 0.16% |
$9.73K - $11.2K
|
109K
$7.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
168+ 2.75% |
$9.45K - $10.9K
|
6.28K
$452K
|