Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-794- 14.62% |
$50.1K - $55.1K
|
4.64K
$327K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-808- 1.46% |
$51K - $56K
|
54.6K
$3.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-843- 3.76% |
$53.2K - $58.5K
|
21.6K
$1.52M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-845- 60.36% |
$53.3K - $58.6K
|
555
$39.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-894- 12.3% |
$56.4K - $62K
|
6.37K
$449K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-915- 5.35% |
$57.7K - $63.4K
|
16.2K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-917- 13.2% |
$57.9K - $63.6K
|
6.03K
$425K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-946- 3.33% |
$59.7K - $65.6K
|
27.5K
$1.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-961- 15.14% |
$60.6K - $66.6K
|
5.39K
$380K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-977- 20.02% |
$61.6K - $67.7K
|
3.9K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-986- 3.38% |
$62.2K - $68.4K
|
28.2K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1K- 1.69% |
$63.1K - $69.3K
|
58.3K
$4.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.01K- 9.29% |
$63.5K - $69.8K
|
9.83K
$693K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.02K- 4.04% |
$64.2K - $70.5K
|
24.1K
$1.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.04K- 12.37% |
$65.3K - $71.8K
|
7.33K
$517K
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.06K- 5.49% |
$66.8K - $73.4K
|
18.2K
$1.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.1K- 40.19% |
$69.4K - $76.3K
|
1.64K
$115K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.13K- 12.66% |
$71.6K - $78.6K
|
7.82K
$551K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.15K- 10.09% |
$72.4K - $79.6K
|
10.2K
$721K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.16K- 21.61% |
$73.4K - $80.7K
|
4.22K
$298K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.18K- 4.52% |
$74.5K - $81.9K
|
25K
$1.76M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.18K- 9.87% |
$74.5K - $81.9K
|
10.8K
$760K
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.22K- 8.94% |
$77K - $84.7K
|
12.4K
$876K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.22K- 32.06% |
$77K - $84.7K
|
2.59K
$182K
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-1.23K- 20.96% |
$77.8K - $85.5K
|
4.65K
$328K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.24K- 19.26% |
$77.9K - $85.6K
|
5.18K
$365K
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-1.24K- 24.89% |
$78.3K - $86.1K
|
3.74K
$264K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.32K- 6.19% |
$83.2K - $91.4K
|
20K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-1.35K- 27.55% |
$85.2K - $93.6K
|
3.55K
$250K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.38K- 12.25% |
$87K - $95.6K
|
9.87K
$696K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.43K- 6.5% |
$90.2K - $99.2K
|
20.6K
$1.45M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.44K- 11.14% |
$90.5K - $99.5K
|
11.4K
$806K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.45K- 7.47% |
$91.5K - $101K
|
18K
$1.26M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.48K- 18.98% |
$93.6K - $103K
|
6.33K
$446K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.49K- 9.45% |
$93.8K - $103K
|
14.3K
$1M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.49K- 9.45% |
$93.8K - $103K
|
14.3K
$1M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-1.49K- 20.66% |
$93.8K - $103K
|
5.71K
$402K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.5K- 1.05% |
$94.6K - $104K
|
141K
$9.95M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-1.56K- 26.01% |
$98.5K - $108K
|
4.44K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.63K- 5.97% |
$103K - $113K
|
25.6K
$1.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.67K- 9.85% |
$105K - $116K
|
15.3K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.71K- 12.25% |
$108K - $119K
|
12.2K
$862K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.71K- 1.05% |
$108K - $119K
|
161K
$11.3M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.78K- 13.79% |
$112K - $123K
|
11.1K
$784K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.92K- 14.89% |
$121K - $133K
|
11K
$774K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2K- 2.1% |
$126K - $139K
|
93K
$6.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.05K- 14.13% |
$129K - $142K
|
12.4K
$876K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.06K- 2.52% |
$130K - $142K
|
79.6K
$5.61M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.06K- 8.23% |
$130K - $143K
|
23K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-2.07K- 24.17% |
$130K - $143K
|
6.48K
$457K
|