Purchases and Sales Made in Q1 2021 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 Q1 2021. 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 |
---|---|---|---|---|---|---|---|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.34K- 48.47% |
$308K - $324K
|
4.62K
$336K
|
|
May 14, 2021
Q1 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.38K- 16.99% |
$310K - $327K
|
21.4K
$1.56M
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.49K- 17.48% |
$318K - $335K
|
21.2K
$1.54M
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.64K- 2.36% |
$329K - $347K
|
192K
$14M
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.9K- 7.25% |
$348K - $366K
|
62.7K
$4.56M
|
|
Apr 21, 2021
Q1 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-5.05KClosed |
$358K - $377K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.08K- 12.63% |
$360K - $379K
|
35.1K
$2.56M
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-5.12K- 33.37% |
$363K - $382K
|
10.2K
$744K
|
|
Apr 14, 2021
Q1 2021
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-5.43K- 7.05% |
$385K - $405K
|
71.6K
$5.21M
|
|
Apr 23, 2021
Q1 2021
|
Flc Capital Advisors
|
SELL
|
- |
-5.64K- 13.33% |
$400K - $421K
|
36.7K
$2.67M
|
|
May 11, 2021
Q1 2021
|
Aspiriant, LLC
|
SELL
|
- |
-5.95K- 12.75% |
$422K - $444K
|
40.7K
$2.96M
|
|
Apr 30, 2021
Q1 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-6.18KClosed |
$438K - $461K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Empire Life Investments Inc.
|
SELL
|
- |
-6.2K- 11.99% |
$440K - $463K
|
45.5K
$3.32M
|
|
Apr 29, 2021
Q1 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-6.33K- 41.28% |
$449K - $473K
|
9K
$656K
|
|
May 06, 2021
Q1 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-6.64KClosed |
$471K - $496K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6.85KClosed |
$486K - $512K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-6.86K- 57.48% |
$487K - $512K
|
5.07K
$369K
|
|
Apr 22, 2021
Q1 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-6.87KClosed |
$487K - $513K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-6.89K- 14.39% |
$488K - $514K
|
41K
$2.98M
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.92K- 36.08% |
$490K - $516K
|
12.3K
$892K
|
|
May 10, 2021
Q1 2021
|
Wrapmanager Inc
|
SELL
|
- |
-6.96K- 27.21% |
$493K - $519K
|
18.6K
$1.36M
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-7.31K- 7.72% |
$519K - $546K
|
87.4K
$6.36M
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.46K- 1.32% |
$529K - $557K
|
559K
$40.7M
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-7.92K- 93.02% |
$562K - $592K
|
594
$43.3K
|
|
May 17, 2021
Q1 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-8.07K- 35.32% |
$572K - $602K
|
14.8K
$1.08M
|
|
May 05, 2021
Q1 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-8.44K- 5.14% |
$599K - $631K
|
156K
$11.3M
|
|
Apr 27, 2021
Q1 2021
|
Oak Asset Management, LLC
|
SELL
|
- |
-8.83KClosed |
$626K - $659K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Planning Directions Inc
|
SELL
|
- |
-8.87K- 15.35% |
$629K - $662K
|
48.9K
$3.56M
|
|
May 11, 2021
Q1 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-9.33K- 44.64% |
$662K - $697K
|
11.6K
$842K
|
|
Feb 07, 2022
Q1 2021
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-9.39K- 22.35% |
$666K - $701K
|
32.6K
$2.37M
|
|
May 13, 2021
Q1 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9.43K- 12.2% |
$669K - $704K
|
67.8K
$4.94M
|
|
May 18, 2021
Q1 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9.44K- 9.1% |
$670K - $705K
|
94.4K
$6.87M
|
|
May 17, 2021
Q1 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-10K- 46.24% |
$709K - $747K
|
11.6K
$846K
|
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-10.2KClosed |
$720K - $758K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-10.2KClosed |
$726K - $764K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.5K- 5.17% |
$745K - $784K
|
193K
$14M
|
|
Apr 20, 2021
Q1 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-10.9K- 55.59% |
$771K - $812K
|
8.68K
$632K
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-11.1K- 13.66% |
$786K - $828K
|
70.1K
$5.1M
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11.7K- 8.56% |
$828K - $872K
|
125K
$9.08M
|
|
May 10, 2021
Q1 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-11.8K- 18.76% |
$834K - $878K
|
50.9K
$3.71M
|
|
Apr 08, 2021
Q1 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-11.9KClosed |
$842K - $887K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-11.9K- 7.81% |
$847K - $892K
|
141K
$10.3M
|
|
Jul 28, 2022
Q1 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-12.1K- 8.55% |
$859K - $904K
|
130K
$9.43M
|
|
May 17, 2021
Q1 2021
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-12.6K- 41.84% |
$893K - $940K
|
17.5K
$1.27M
|
|
May 14, 2021
Q1 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-12.8K- 36.25% |
$909K - $958K
|
22.6K
$1.64M
|
|
Apr 26, 2021
Q1 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-13.2K- 5.45% |
$935K - $985K
|
229K
$16.7M
|
|
Apr 26, 2021
Q1 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-13.5K- 44.44% |
$959K - $1.01M
|
16.9K
$1.23M
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-13.7K- 19.67% |
$971K - $1.02M
|
55.9K
$4.07M
|
|
May 14, 2021
Q1 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-13.7K- 12.4% |
$974K - $1.03M
|
97.1K
$7.07M
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.8K- 13.81% |
$979K - $1.03M
|
86.2K
$6.28M
|