Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
304+ 35.43% |
$20.6K - $22K
|
1.16K
$84.6K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
278+ 11.38% |
$18.9K - $20.1K
|
2.72K
$198K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
277New |
$18.8K - $20K
|
277
$20.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
272New |
$18.4K - $19.7K
|
272
$19.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
267+ 1.32% |
$18.1K - $19.3K
|
20.5K
$1.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
260+ 1.32% |
$17.6K - $18.8K
|
19.9K
$1.45M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
255+ 7.42% |
$17.3K - $18.5K
|
3.69K
$269K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
252+ 0.49% |
$17.1K - $18.2K
|
52K
$3.79M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
231New |
$15.7K - $16.7K
|
231
$16.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
226+ 26.84% |
$15.3K - $16.4K
|
1.07K
$77.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
201New |
$13.6K - $14.5K
|
201
$14.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
196+ 236.14% |
$13.3K - $14.2K
|
279
$20.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
194New |
$13.2K - $14K
|
194
$14.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
193New |
$13.1K - $14K
|
193
$14.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
183+ 0.55% |
$12.4K - $13.2K
|
33.4K
$2.43M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
158+ 0.83% |
$10.7K - $11.4K
|
19.2K
$1.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
148+ 1.64% |
$10K - $10.7K
|
9.19K
$669K
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
144+ 0.77% |
$9.77K - $10.4K
|
18.9K
$1.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
142+ 4.38% |
$9.63K - $10.3K
|
3.38K
$246K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
135+ 33.67% |
$9.16K - $9.77K
|
536
$39K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
129+ 1.29% |
$8.75K - $9.33K
|
10.1K
$738K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
106New |
$7.19K - $7.67K
|
106
$7.72K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
105+ 2.06% |
$7.12K - $7.6K
|
5.2K
$379K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
105+ 0.43% |
$7.12K - $7.6K
|
24.8K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
99+ 2.08% |
$6.71K - $7.16K
|
4.85K
$353K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
90New |
$6.1K - $6.51K
|
90
$6.55K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
83+ 1.82% |
$5.63K - $6.01K
|
4.65K
$338K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
80+ 0.5% |
$5.43K - $5.79K
|
16.1K
$1.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
64New |
$4.34K - $4.63K
|
64
$4.66K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
62+ 1.47% |
$4.2K - $4.49K
|
4.29K
$312K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
60+ 0.49% |
$4.07K - $4.34K
|
12.4K
$904K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
60New |
$4.07K - $4.34K
|
60
$4.37K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
56+ 1.03% |
$3.8K - $4.05K
|
5.49K
$400K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
56+ 1.57% |
$3.8K - $4.05K
|
3.62K
$263K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
55New |
$3.73K - $3.98K
|
55
$4.01K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
52+ 1.41% |
$3.53K - $3.76K
|
3.75K
$273K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
47+ 1.08% |
$3.19K - $3.4K
|
4.4K
$320K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
45New |
$3.05K - $3.26K
|
45
$3.28K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
45+ 0.99% |
$3.05K - $3.26K
|
4.57K
$333K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
40+ 26.32% |
$2.71K - $2.89K
|
192
$14K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
31New |
$2.1K - $2.24K
|
31
$2.26K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27+ 1.07% |
$1.83K - $1.95K
|
2.56K
$187K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
26+ 2.0% |
$1.76K - $1.88K
|
1.32K
$96.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
22+ 0.07% |
$1.49K - $1.59K
|
33.7K
$2.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20+ 1.43% |
$1.36K - $1.45K
|
1.42K
$103K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
20+ 0.39% |
$1.36K - $1.45K
|
5.19K
$378K
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
BUY
|
- |
11+ 0.04% |
$746 - $796
|
30.8K
$2.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8+ 6.96% |
$543 - $579
|
123
$8.96K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7+ 0.13% |
$475 - $507
|
5.35K
$390K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.08% |
$339 - $362
|
6.54K
$476K
|