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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.67K- 4.39% |
$324K - $361K
|
102K
$7.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.73K- 12.55% |
$328K - $366K
|
32.9K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.99K- 12.31% |
$346K - $386K
|
35.6K
$2.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5.15K- 10.14% |
$357K - $399K
|
45.7K
$3.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.42K- 3.9% |
$376K - $419K
|
133K
$9.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-5.62K- 2.67% |
$390K - $435K
|
205K
$14.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-5.73K- 21.74% |
$397K - $443K
|
20.6K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.8K- 12.64% |
$402K - $448K
|
40.1K
$2.88M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.98K- 60.7% |
$415K - $463K
|
3.87K
$278K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.2K- 5.12% |
$430K - $479K
|
115K
$8.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-6.68K- 6.01% |
$463K - $516K
|
104K
$7.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.03K- 10.78% |
$557K - $621K
|
66.5K
$4.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-8.77K- 59.15% |
$608K - $678K
|
6.05K
$435K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.87K- 11.47% |
$615K - $686K
|
68.5K
$4.92M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.25K- 50.49% |
$641K - $716K
|
9.07K
$652K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.8K- 12.71% |
$679K - $758K
|
67.3K
$4.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-11.3K- 5.52% |
$786K - $877K
|
194K
$13.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-11.9K- 9.05% |
$822K - $917K
|
119K
$8.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.7K- 3.95% |
$879K - $981K
|
308K
$22.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.1K- 10.77% |
$907K - $1.01M
|
108K
$7.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-14K- 47.56% |
$971K - $1.08M
|
15.5K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-14.9K- 1.53% |
$1.03M - $1.15M
|
958K
$68.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.1K- 3.11% |
$1.05M - $1.17M
|
470K
$33.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-15.9K- 33.82% |
$1.1M - $1.23M
|
31.1K
$2.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.5K- 4.9% |
$1.21M - $1.35M
|
339K
$24.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19K- 41.87% |
$1.32M - $1.47M
|
26.4K
$1.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-33.2K- 50.13% |
$2.3M - $2.57M
|
33K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-33.6K- 79.68% |
$2.33M - $2.6M
|
8.57K
$616K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-33.7K- 71.35% |
$2.33M - $2.6M
|
13.5K
$971K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.7K- 8.87% |
$2.55M - $2.84M
|
378K
$27.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41.2K- 1.92% |
$2.86M - $3.19M
|
2.1M
$151M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41.9K- 6.26% |
$2.91M - $3.24M
|
628K
$45.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-59.7K- 88.88% |
$4.14M - $4.62M
|
7.47K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-61.4K- 90.96% |
$4.26M - $4.75M
|
6.1K
$438K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-65.3K- 6.14% |
$4.53M - $5.05M
|
998K
$71.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-78.4K- 17.24% |
$5.43M - $6.06M
|
376K
$27M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-81.2K- 3.86% |
$5.63M - $6.28M
|
2.02M
$145M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-81.2K- 30.84% |
$5.63M - $6.28M
|
182K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-108K- 17.13% |
$7.49M - $8.35M
|
523K
$37.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-118K- 11.44% |
$8.16M - $9.1M
|
911K
$65.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-203K- 75.91% |
$14M - $15.7M
|
64.3K
$4.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-232K- 14.82% |
$16.1M - $17.9M
|
1.33M
$95.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-249K- 99.7% |
$17.2M - $19.2M
|
760
$54.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-267K- 30.55% |
$18.5M - $20.6M
|
606K
$43.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-340K- 100.0% |
$23.6M - $26.3M
|
13
$934
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-400K- 24.56% |
$27.7M - $31M
|
1.23M
$88.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.44M- 22.05% |
$446M - $498M
|
22.8M
$1.64B
|