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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 7.8% |
$131K - $144K
|
24.6K
$1.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.23K- 15.73% |
$141K - $155K
|
11.9K
$842K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.28K- 13.56% |
$144K - $158K
|
14.5K
$1.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-2.35K- 12.63% |
$148K - $163K
|
16.3K
$1.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.35K- 93.97% |
$148K - $163K
|
151
$10.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-2.36K- 32.12% |
$149K - $163K
|
4.98K
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.37K- 5.03% |
$149K - $164K
|
44.7K
$3.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.44K- 4.67% |
$154K - $169K
|
49.9K
$3.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.88K- 76.25% |
$181K - $199K
|
896
$63.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-3K- 15.77% |
$189K - $208K
|
16K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-3.01K- 18.04% |
$190K - $208K
|
13.7K
$962K
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-3.08K- 16.68% |
$194K - $213K
|
15.4K
$1.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.08K- 5.56% |
$194K - $213K
|
52.2K
$3.68M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.13K- 3.0% |
$198K - $217K
|
101K
$7.13M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.17K- 40.03% |
$200K - $220K
|
4.75K
$335K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3.41K- 1.85% |
$215K - $236K
|
181K
$12.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-3.49K- 54.38% |
$220K - $242K
|
2.93K
$206K
|
|
|
Jan 23, 2024
Q4 2023
|
Family Capital Trust CO
|
SELL
|
- |
-3.5K- 1.97% |
$221K - $243K
|
174K
$12.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-3.58K- 34.05% |
$226K - $248K
|
6.93K
$488K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.58K- 32.01% |
$226K - $248K
|
7.61K
$536K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.61K- 29.8% |
$228K - $250K
|
8.5K
$599K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-3.66K- 10.51% |
$231K - $254K
|
31.2K
$2.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.71K- 52.21% |
$234K - $257K
|
3.39K
$239K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.8K- 45.98% |
$240K - $264K
|
4.47K
$315K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.81K- 10.65% |
$241K - $264K
|
32K
$2.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.84K- 14.65% |
$242K - $266K
|
22.4K
$1.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.14K- 6.33% |
$261K - $287K
|
61.2K
$4.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.24K- 11.6% |
$268K - $294K
|
32.3K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.43K- 15.62% |
$280K - $307K
|
24K
$1.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-4.71K- 2.93% |
$297K - $327K
|
156K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.84K- 10.55% |
$306K - $336K
|
41K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-5K- 2.43% |
$315K - $346K
|
200K
$14.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.07K- 4.12% |
$320K - $351K
|
118K
$8.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.43K- 4.6% |
$343K - $377K
|
113K
$7.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-5.46K- 17.4% |
$344K - $378K
|
25.9K
$1.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5.59K- 22.89% |
$353K - $388K
|
18.8K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.73K- 29.74% |
$362K - $397K
|
13.5K
$954K
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-5.75K- 35.05% |
$363K - $399K
|
10.7K
$751K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-5.75K- 19.99% |
$363K - $399K
|
23K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.89K- 12.72% |
$372K - $409K
|
40.4K
$2.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-5.94K- 2.52% |
$375K - $412K
|
230K
$16.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-5.99K- 77.1% |
$378K - $415K
|
1.78K
$125K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-6.11K- 57.35% |
$385K - $423K
|
4.54K
$320K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.24K- 1.64% |
$394K - $432K
|
375K
$26.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-6.32K- 42.05% |
$399K - $438K
|
8.71K
$614K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-6.41K- 1.36% |
$405K - $445K
|
465K
$32.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-7.51K- 60.61% |
$474K - $520K
|
4.88K
$344K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.84K- 52.18% |
$495K - $544K
|
7.19K
$506K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-8.15K- 55.35% |
$514K - $565K
|
6.58K
$464K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.26K- 24.97% |
$521K - $572K
|
24.8K
$1.75M
|