Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-30- 4.59% |
$2.08K - $2.32K
|
623
$45.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-31- 1.32% |
$2.15K - $2.4K
|
2.32K
$169K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-38- 1.0% |
$2.63K - $2.94K
|
3.78K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-40- 0.35% |
$2.77K - $3.09K
|
11.4K
$830K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-43- 9.11% |
$2.98K - $3.33K
|
429
$31.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-49- 1.59% |
$3.4K - $3.79K
|
3.04K
$221K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-50- 0.84% |
$3.47K - $3.87K
|
5.89K
$429K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-69- 0.36% |
$4.78K - $5.34K
|
19.1K
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-75- 1.47% |
$5.2K - $5.8K
|
5.03K
$366K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-75- 1.69% |
$5.2K - $5.8K
|
4.36K
$317K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-77- 1.98% |
$5.34K - $5.96K
|
3.81K
$277K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-78- 0.45% |
$5.41K - $6.03K
|
17.2K
$1.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-79- 18.41% |
$5.48K - $6.11K
|
350
$25.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-87- 11.11% |
$6.03K - $6.73K
|
696
$50.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-93- 1.68% |
$6.45K - $7.19K
|
5.45K
$397K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-106- 7.48% |
$7.35K - $8.2K
|
1.31K
$95.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-115- 2.31% |
$7.97K - $8.89K
|
4.86K
$354K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-121- 2.65% |
$8.39K - $9.36K
|
4.45K
$324K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-123- 3.61% |
$8.53K - $9.51K
|
3.28K
$239K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-124- 23.13% |
$8.59K - $9.59K
|
412
$30K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-125- 3.94% |
$8.66K - $9.67K
|
3.05K
$222K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-125- 3.47% |
$8.66K - $9.67K
|
3.48K
$253K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-129- 2.52% |
$8.94K - $9.98K
|
5K
$364K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-131- 3.53% |
$9.08K - $10.1K
|
3.58K
$260K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-131- 24.9% |
$9.08K - $10.1K
|
395
$28.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-147- 2.93% |
$10.2K - $11.4K
|
4.86K
$354K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-151- 3.52% |
$10.5K - $11.7K
|
4.14K
$301K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-157- 0.72% |
$10.9K - $12.1K
|
21.7K
$1.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-157- 1.05% |
$10.9K - $12.1K
|
14.9K
$1.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-159- 1.94% |
$11K - $12.3K
|
8.03K
$585K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-160- 1.74% |
$11.1K - $12.4K
|
9.03K
$657K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-171- 2.57% |
$11.9K - $13.2K
|
6.47K
$471K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-174- 4.64% |
$12.1K - $13.5K
|
3.58K
$260K
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-175- 1.05% |
$12.1K - $13.5K
|
16.6K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-190- 5.87% |
$13.2K - $14.7K
|
3.05K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-195- 1.62% |
$13.5K - $15.1K
|
11.8K
$863K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-200- 33.33% |
$13.9K - $15.5K
|
400
$29.1K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-208- 1.95% |
$14.4K - $16.1K
|
10.5K
$762K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-215- 4.77% |
$14.9K - $16.6K
|
4.29K
$313K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-222- 2.66% |
$15.4K - $17.2K
|
8.11K
$591K
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-244- 0.8% |
$16.9K - $18.9K
|
30.4K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-245- 9.0% |
$17K - $18.9K
|
2.48K
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-248- 1.07% |
$17.2K - $19.2K
|
22.9K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-249- 2.48% |
$17.3K - $19.3K
|
9.79K
$713K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-276- 11.86% |
$19.1K - $21.3K
|
2.05K
$149K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-279- 5.38% |
$19.3K - $21.6K
|
4.91K
$357K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-285- 3.7% |
$19.8K - $22K
|
7.41K
$539K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-288- 3.15% |
$20K - $22.3K
|
8.85K
$644K
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-297- 3.96% |
$20.6K - $23K
|
7.2K
$525K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-300- 53.48% |
$20.8K - $23.2K
|
261
$19K
|