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 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-163- 1.8% |
$11.4K - $12.5K
|
8.91K
$649K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-197- 5.17% |
$13.8K - $15.1K
|
3.61K
$263K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-227- 1.07% |
$15.9K - $17.4K
|
21K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-250- 1.95% |
$17.5K - $19.1K
|
12.6K
$918K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-269- 5.68% |
$18.9K - $20.6K
|
4.47K
$325K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-287- 6.68% |
$20.1K - $22K
|
4.01K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-301- 2.51% |
$21.1K - $23K
|
11.7K
$851K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-334- 25.48% |
$23.4K - $25.6K
|
977
$71.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-355- 0.37% |
$24.9K - $27.2K
|
96.5K
$7.03M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-374- 1.74% |
$26.2K - $28.6K
|
21.1K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-380- 4.52% |
$26.6K - $29.1K
|
8.04K
$585K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-459- 14.23% |
$32.2K - $35.1K
|
2.77K
$201K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-482- 2.23% |
$33.8K - $36.9K
|
21.1K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-486- 0.9% |
$34.1K - $37.2K
|
53.6K
$3.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-493- 6.91% |
$34.6K - $37.7K
|
6.64K
$484K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-496- 7.55% |
$34.8K - $38K
|
6.08K
$443K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-554- 14.51% |
$38.8K - $42.4K
|
3.27K
$238K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-555- 12.42% |
$38.9K - $42.5K
|
3.91K
$285K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-564- 8.52% |
$39.5K - $43.2K
|
6.06K
$441K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-598- 9.01% |
$41.9K - $45.8K
|
6.04K
$440K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-605- 3.96% |
$42.4K - $46.3K
|
14.7K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-660- 3.04% |
$46.3K - $50.5K
|
21.1K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-665- 5.48% |
$46.6K - $50.9K
|
11.5K
$835K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-737- 8.57% |
$51.7K - $56.4K
|
7.86K
$573K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-815- 9.79% |
$57.1K - $62.4K
|
7.51K
$547K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-815- 21.35% |
$57.1K - $62.4K
|
3K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-963- 9.2% |
$67.5K - $73.7K
|
9.5K
$692K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-978- 3.7% |
$68.6K - $74.8K
|
25.4K
$1.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 6.19% |
$88K - $96K
|
19K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.26K- 6.51% |
$88.6K - $96.7K
|
18.2K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.88K- 10.31% |
$132K - $144K
|
16.3K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.11K- 8.32% |
$148K - $161K
|
23.3K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.16K- 23.42% |
$151K - $165K
|
7.05K
$513K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.22K- 11.15% |
$155K - $170K
|
17.7K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.42K- 24.31% |
$169K - $185K
|
7.52K
$548K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.66K- 2.22% |
$186K - $203K
|
117K
$8.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.94K- 16.78% |
$206K - $225K
|
14.6K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.98K- 21.02% |
$209K - $228K
|
11.2K
$817K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.23K- 99.69% |
$226K - $247K
|
10
$728
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.37K- 7.7% |
$236K - $258K
|
40.4K
$2.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.39K- 18.56% |
$238K - $260K
|
14.9K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-3.47K- 2.64% |
$243K - $265K
|
128K
$9.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-3.94K- 19.1% |
$276K - $301K
|
16.7K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-4.04K- 49.8% |
$283K - $309K
|
4.07K
$297K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.4K- 28.47% |
$308K - $337K
|
11.1K
$805K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-4.7K- 20.15% |
$330K - $360K
|
18.6K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.03K- 10.47% |
$353K - $385K
|
43K
$3.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.11K- 20.98% |
$358K - $391K
|
19.3K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.29K- 46.54% |
$371K - $405K
|
6.08K
$443K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.36K- 5.36% |
$376K - $411K
|
94.7K
$6.9M
|