Purchases and Sales Made in Q4 2024 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 2024. 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 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
111+ 2.23% |
$7.78K - $8.49K
|
5.08K
$370K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
90+ 0.84% |
$6.31K - $6.89K
|
10.8K
$784K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
83New |
$5.82K - $6.35K
|
83
$6.04K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
69New |
$4.84K - $5.28K
|
69
$5.02K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
68+ 0.92% |
$4.77K - $5.2K
|
7.48K
$544K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
62+ 5.39% |
$4.35K - $4.74K
|
1.21K
$88.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
61+ 0.71% |
$4.28K - $4.67K
|
8.69K
$633K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
53+ 0.39% |
$3.72K - $4.06K
|
13.6K
$989K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
49+ 1.17% |
$3.43K - $3.75K
|
4.24K
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
46New |
$3.22K - $3.52K
|
46
$3.35K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
43New |
$3.01K - $3.29K
|
43
$3.13K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
42New |
$2.94K - $3.21K
|
42
$3.06K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
42+ 0.17% |
$2.94K - $3.21K
|
24.9K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
38+ 0.92% |
$2.66K - $2.91K
|
4.18K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
30+ 0.67% |
$2.1K - $2.3K
|
4.48K
$326K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
28+ 0.96% |
$1.96K - $2.14K
|
2.96K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
27+ 0.1% |
$1.89K - $2.07K
|
27.4K
$2M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21+ 0.92% |
$1.47K - $1.61K
|
2.31K
$168K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
21+ 0.69% |
$1.47K - $1.61K
|
3.07K
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
16+ 0.56% |
$1.12K - $1.22K
|
2.87K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16+ 1.64% |
$1.12K - $1.22K
|
991
$72.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
8+ 0.09% |
$561 - $612
|
9.25K
$673K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4+ 0.06% |
$280 - $306
|
6.6K
$480K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
3+ 0.03% |
$210 - $230
|
9.03K
$658K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
3+ 1.1% |
$210 - $230
|
276
$20.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 1.53% |
$140 - $153
|
133
$9.69K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$70.1 - $76.5
|
8.03K
$585K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.25% |
$70.1 - $76.5
|
394
$28.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-7- 0.1% |
$491 - $536
|
7.07K
$515K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-7- 0.04% |
$491 - $536
|
19K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-7- 0.14% |
$491 - $536
|
5.15K
$375K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.32% |
$701 - $765
|
3.1K
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-18- 0.27% |
$1.26K - $1.38K
|
6.65K
$484K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-35- 0.38% |
$2.45K - $2.68K
|
9.06K
$660K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-37- 0.25% |
$2.59K - $2.83K
|
14.7K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-44- 0.2% |
$3.08K - $3.37K
|
21.6K
$1.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-50- 36.23% |
$3.5K - $3.83K
|
88
$6.41K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-54- 1.55% |
$3.79K - $4.13K
|
3.43K
$249K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-55- 1.12% |
$3.86K - $4.21K
|
4.85K
$353K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-69- 36.9% |
$4.84K - $5.28K
|
118
$8.59K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-75- 0.85% |
$5.26K - $5.74K
|
8.77K
$639K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-84- 1.43% |
$5.89K - $6.43K
|
5.8K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-105- 1.93% |
$7.36K - $8.04K
|
5.34K
$389K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-105- 1.62% |
$7.36K - $8.04K
|
6.36K
$463K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-113- 2.39% |
$7.92K - $8.65K
|
4.62K
$336K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-118- 2.5% |
$8.27K - $9.03K
|
4.61K
$336K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-118- 5.93% |
$8.27K - $9.03K
|
1.87K
$136K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-126- 0.18% |
$8.83K - $9.64K
|
68.4K
$4.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-145- 2.01% |
$10.2K - $11.1K
|
7.06K
$514K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-149- 22.96% |
$10.4K - $11.4K
|
500
$36.4K
|