Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-5.4KClosed |
$331K - $392K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-5.42KClosed |
$332K - $394K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-5.6K- 33.94% |
$343K - $407K
|
10.9K
$800K
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.66K- 36.49% |
$347K - $412K
|
9.86K
$723K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.76KClosed |
$353K - $418K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.79K- 21.43% |
$355K - $421K
|
21.2K
$1.56M
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-5.81K- 9.18% |
$356K - $422K
|
57.5K
$4.21M
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-6.15K- 59.1% |
$377K - $447K
|
4.26K
$312K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-6.2K- 19.51% |
$379K - $450K
|
25.6K
$1.87M
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6.35K- 18.71% |
$389K - $462K
|
27.6K
$2.02M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.47KClosed |
$396K - $470K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-6.5K- 11.0% |
$398K - $472K
|
52.6K
$3.86M
|
|
Jul 13, 2022
Q2 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-6.61KClosed |
$405K - $480K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.66K- 5.18% |
$408K - $484K
|
122K
$8.94M
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-6.78KClosed |
$415K - $493K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-6.89K- 71.41% |
$422K - $501K
|
2.76K
$202K
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.97K- 18.45% |
$427K - $507K
|
30.8K
$2.26M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.98K- 12.62% |
$428K - $507K
|
48.4K
$3.55M
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-7KClosed |
$429K - $509K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-7.02K- 25.22% |
$430K - $510K
|
20.8K
$1.53M
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-7.07K- 11.58% |
$433K - $514K
|
54K
$3.96M
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-7.25K- 50.17% |
$444K - $527K
|
7.2K
$528K
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-7.37K- 12.69% |
$451K - $535K
|
50.7K
$3.72M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.5K- 6.62% |
$459K - $545K
|
106K
$7.75M
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.21KClosed |
$503K - $596K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Planning Directions Inc
|
SELL
|
- |
-8.24K- 21.39% |
$505K - $599K
|
30.3K
$2.22M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.43K- 25.16% |
$516K - $613K
|
25.1K
$1.84M
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8.68K- 37.57% |
$531K - $631K
|
14.4K
$1.06M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-8.68K- 18.12% |
$532K - $631K
|
39.2K
$2.88M
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-8.91K- 19.03% |
$546K - $648K
|
37.9K
$2.78M
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-9.08K- 17.82% |
$556K - $660K
|
41.9K
$3.07M
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-9.46KClosed |
$579K - $688K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-9.53K- 11.47% |
$583K - $692K
|
73.5K
$5.39M
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-9.61KClosed |
$588K - $698K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-9.64KClosed |
$591K - $701K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-10.3KClosed |
$630K - $748K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-10.5K- 10.4% |
$641K - $761K
|
90.2K
$6.62M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.8K- 5.28% |
$663K - $787K
|
194K
$14.2M
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10.9K- 58.6% |
$668K - $792K
|
7.7K
$565K
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-11.3K- 13.57% |
$692K - $821K
|
71.9K
$5.28M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-11.3K- 70.58% |
$693K - $823K
|
4.72K
$346K
|
|
Aug 01, 2022
Q2 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-11.5K- 63.93% |
$707K - $839K
|
6.52K
$478K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-11.9K- 10.52% |
$729K - $865K
|
101K
$7.42M
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-12.1K- 94.68% |
$742K - $881K
|
681
$49.9K
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.4K- 22.81% |
$761K - $903K
|
42K
$3.08M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.5K- 29.62% |
$766K - $909K
|
29.7K
$2.18M
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12.7K- 42.62% |
$776K - $921K
|
17K
$1.25M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.7K- 7.47% |
$778K - $923K
|
157K
$11.5M
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-12.8K- 5.63% |
$782K - $928K
|
214K
$15.7M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.8K- 37.68% |
$783K - $929K
|
21.2K
$1.55M
|