Purchases and Sales Made in Q4 2020 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 Q4 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 23, 2023
Q4 2020
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.64M+ 80.32% |
$107M - $121M
|
3.68M
$264M
|
|
|
Feb 05, 2021
Q4 2020
|
1900 Wealth Management LLC
|
BUY
|
- |
242KNew |
$15.8M - $17.9M
|
242K
$17.4M
|
|
|
Feb 16, 2021
Q4 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
233K+ 64.42% |
$15.3M - $17.2M
|
595K
$42.7M
|
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
212K+ 300.08% |
$13.9M - $15.6M
|
283K
$20.3M
|
|
|
Feb 03, 2021
Q4 2020
|
Anderson Hoagland & CO
|
BUY
|
- |
159KNew |
$10.4M - $11.7M
|
159K
$11.4M
|
|
|
Jul 28, 2022
Q4 2020
|
Sanford Advisory Services, LLC
|
BUY
|
- |
142KNew |
$9.28M - $10.5M
|
142K
$10.2M
|
|
|
Jan 28, 2021
Q4 2020
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
120KNew |
$7.84M - $8.84M
|
120K
$8.6M
|
|
|
Feb 17, 2021
Q4 2020
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
111KNew |
$7.26M - $8.18M
|
111K
$7.96M
|
|
|
Feb 10, 2021
Q4 2020
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
98.4KNew |
$6.45M - $7.26M
|
98.4K
$7.07M
|
|
|
Jan 29, 2021
Q4 2020
|
Bellwether Advisors, LLC
|
BUY
|
- |
94.4KNew |
$6.18M - $6.97M
|
94.4K
$6.78M
|
|
|
Feb 11, 2021
Q4 2020
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
90.3KNew |
$5.91M - $6.66M
|
90.3K
$6.48M
|
|
|
Feb 12, 2021
Q4 2020
|
Merit Financial Group, LLC
|
BUY
|
- |
74.1K+ 6.28% |
$4.86M - $5.47M
|
1.26M
$90.2M
|
|
|
Feb 12, 2021
Q4 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
68.5K+ 19.89% |
$4.49M - $5.06M
|
413K
$29.7M
|
|
|
Feb 16, 2021
Q4 2020
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
64.8KNew |
$4.24M - $4.78M
|
64.8K
$4.66M
|
|
|
Feb 19, 2021
Q4 2020
|
Round Rock Advisors, LLC
|
BUY
|
- |
57.6KNew |
$3.77M - $4.25M
|
57.6K
$4.14M
|
|
|
Feb 08, 2021
Q4 2020
|
Financial Management Network Inc
|
BUY
|
- |
55.4KNew |
$3.63M - $4.09M
|
55.4K
$3.98M
|
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51.6K+ 2.8% |
$3.38M - $3.81M
|
1.9M
$136M
|
|
|
Feb 17, 2021
Q4 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49K+ 9.89% |
$3.21M - $3.62M
|
544K
$39.1M
|
|
|
May 17, 2021
Q4 2020
|
Money Concepts Capital Corp
|
BUY
|
- |
47.6KNew |
$3.12M - $3.51M
|
47.6K
$3.42M
|
|
|
Feb 12, 2021
Q4 2020
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
42.2KNew |
$2.77M - $3.12M
|
42.2K
$3.03M
|
|
|
Feb 16, 2021
Q4 2020
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
39.4K+ 23.01% |
$2.58M - $2.91M
|
211K
$15.1M
|
|
|
Jan 14, 2021
Q4 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
38.6K+ 17.29% |
$2.53M - $2.85M
|
262K
$18.8M
|
|
|
Feb 03, 2021
Q4 2020
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
33.5KNew |
$2.19M - $2.47M
|
33.5K
$2.41M
|
|
|
Feb 04, 2021
Q4 2020
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
32.7KNew |
$2.14M - $2.41M
|
32.7K
$2.35M
|
|
|
Feb 12, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
32.3K+ 991.7% |
$2.11M - $2.38M
|
35.5K
$2.55M
|
|
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.4K+ 51.94% |
$2.06M - $2.32M
|
91.8K
$6.6M
|
|
|
Feb 16, 2021
Q4 2020
|
True Link Financial Advisors, LLC
|
BUY
|
- |
29.3KNew |
$1.92M - $2.16M
|
29.3K
$2.1M
|
|
|
Feb 08, 2021
Q4 2020
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
28.2K+ 68.33% |
$1.85M - $2.08M
|
69.6K
$5M
|
|
|
Apr 09, 2021
Q4 2020
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
25.9KNew |
$1.7M - $1.91M
|
25.9K
$1.86M
|
|
|
Jan 29, 2021
Q4 2020
|
Verde Capital Management
|
BUY
|
- |
25.4K+ 8.34% |
$1.67M - $1.88M
|
331K
$23.7M
|
|
|
Sep 10, 2024
Q4 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
24.7K+ 17.14% |
$1.62M - $1.82M
|
169K
$12.1M
|
|
|
Mar 19, 2021
Q4 2020
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
24.4KNew |
$1.6M - $1.8M
|
24.4K
$1.76M
|
|
|
Feb 25, 2021
Q4 2020
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
23.8KNew |
$1.56M - $1.75M
|
23.8K
$1.71M
|
|
|
Jan 29, 2021
Q4 2020
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
23.5KNew |
$1.54M - $1.74M
|
23.5K
$1.69M
|
|
|
Feb 12, 2021
Q4 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
22.3KNew |
$1.46M - $1.65M
|
22.3K
$1.6M
|
|
|
Feb 12, 2021
Q4 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22K+ 65.12% |
$1.44M - $1.63M
|
55.9K
$4.01M
|
|
|
Feb 16, 2021
Q4 2020
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21.7KNew |
$1.42M - $1.6M
|
21.7K
$1.56M
|
|
|
Mar 28, 2023
Q4 2020
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
21.4K+ 58.67% |
$1.4M - $1.58M
|
58K
$4.16M
|
|
|
Feb 12, 2021
Q4 2020
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20.9KNew |
$1.37M - $1.54M
|
20.9K
$1.5M
|
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20.7K+ 11.79% |
$1.36M - $1.53M
|
196K
$14.1M
|
|
|
Feb 12, 2021
Q4 2020
|
Waldron Private Wealth LLC
|
BUY
|
- |
20.7K+ 3.43% |
$1.35M - $1.53M
|
623K
$44.8M
|
|
|
Jan 28, 2021
Q4 2020
|
First Business Financial Services, Inc.
|
BUY
|
- |
20.3K+ 3.23% |
$1.33M - $1.5M
|
650K
$46.7M
|
|
|
Feb 12, 2021
Q4 2020
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
20K+ 4.48% |
$1.31M - $1.48M
|
467K
$33.6M
|
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
19.9KNew |
$1.3M - $1.47M
|
19.9K
$1.43M
|
|
|
Jan 26, 2021
Q4 2020
|
Garrett Investment Advisors LLC
|
BUY
|
- |
19.5KNew |
$1.28M - $1.44M
|
19.5K
$1.4M
|
|
|
Feb 04, 2021
Q4 2020
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
18.8KNew |
$1.23M - $1.39M
|
18.8K
$1.35M
|
|
|
Jan 11, 2021
Q4 2020
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18.8K+ 33.08% |
$1.23M - $1.39M
|
75.6K
$5.43M
|
|
|
Jan 29, 2021
Q4 2020
|
Rhs Financial, LLC
|
BUY
|
- |
17.9K+ 29.59% |
$1.17M - $1.32M
|
78.2K
$5.62M
|
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
17.8KNew |
$1.17M - $1.32M
|
17.8K
$1.28M
|
|
|
Jan 25, 2021
Q4 2020
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
17.5K+ 5.42% |
$1.15M - $1.29M
|
341K
$24.5M
|