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 |
---|---|---|---|---|---|---|---|
Jan 28, 2021
Q4 2020
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.96KNew |
$128K - $145K
|
1.96K
$141K
|
|
Feb 11, 2021
Q4 2020
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.95KNew |
$128K - $144K
|
1.95K
$140K
|
|
Jan 20, 2021
Q4 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
1.85K+ 16.45% |
$121K - $136K
|
13.1K
$940K
|
|
Feb 11, 2021
Q4 2020
|
Prism Advisors, Inc.
|
BUY
|
- |
1.77K+ 0.77% |
$116K - $130K
|
232K
$16.6M
|
|
Feb 08, 2021
Q4 2020
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.71K+ 1.25% |
$112K - $127K
|
138K
$9.94M
|
|
Jan 13, 2021
Q4 2020
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.71K+ 23.36% |
$112K - $126K
|
9.03K
$649K
|
|
Feb 09, 2021
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.7K+ 4.56% |
$111K - $125K
|
38.9K
$2.79M
|
|
Oct 13, 2022
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.7K+ 4.56% |
$111K - $125K
|
38.9K
$2.79M
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.62K+ 4.25% |
$106K - $119K
|
39.7K
$2.85M
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.59KNew |
$104K - $118K
|
1.59K
$115K
|
|
Feb 16, 2021
Q4 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.45KNew |
$95K - $107K
|
1.45K
$104K
|
|
Jul 24, 2024
Q4 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.35K+ 2.68% |
$88.5K - $99.7K
|
51.7K
$3.72M
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.33K+ 0.66% |
$86.8K - $97.8K
|
202K
$14.5M
|
|
Feb 02, 2021
Q4 2020
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.29K+ 42.06% |
$84.7K - $95.4K
|
4.37K
$314K
|
|
Jan 22, 2021
Q4 2020
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.27K+ 23.73% |
$83.4K - $94K
|
6.64K
$477K
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.24K+ 16.02% |
$81.3K - $91.6K
|
8.99K
$646K
|
|
Jan 26, 2021
Q4 2020
|
Pfg Advisors
|
BUY
|
- |
1.18K+ 1.84% |
$77.2K - $87K
|
65.2K
$4.68M
|
|
Feb 01, 2021
Q4 2020
|
Hya Advisors, Inc
|
BUY
|
- |
1.07K+ 1.97% |
$70.3K - $79.2K
|
55.5K
$3.99M
|
|
Jan 19, 2021
Q4 2020
|
First Command Bank
|
BUY
|
- |
1.07KNew |
$70.2K - $79.1K
|
1.07K
$77K
|
|
Jan 19, 2021
Q4 2020
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.07KNew |
$70.2K - $79.1K
|
1.07K
$77K
|
|
Feb 16, 2021
Q4 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.06K+ 251.9% |
$69.6K - $78.5K
|
1.49K
$107K
|
|
Jan 19, 2021
Q4 2020
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1K+ 3.61% |
$65.6K - $74K
|
28.7K
$2.06M
|
|
Jan 14, 2021
Q4 2020
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1KNew |
$65.6K - $73.9K
|
1K
$71.9K
|
|
Feb 16, 2021
Q4 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
962New |
$63K - $71K
|
962
$69.1K
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
BUY
|
- |
950+ 1.01% |
$62.2K - $70.1K
|
94.7K
$6.8M
|
|
Feb 11, 2021
Q4 2020
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
934+ 2.83% |
$61.2K - $68.9K
|
34K
$2.44M
|
|
Jan 25, 2021
Q4 2020
|
Beacon Financial Advisory LLC
|
BUY
|
- |
932+ 3.63% |
$61K - $68.8K
|
26.6K
$1.91M
|
|
Feb 04, 2021
Q4 2020
|
Family Capital Trust CO
|
BUY
|
- |
765+ 0.48% |
$50.1K - $56.5K
|
161K
$11.6M
|
|
Jan 02, 2024
Q4 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
731+ 2.39% |
$47.9K - $54K
|
31.3K
$2.25M
|
|
Jan 19, 2021
Q4 2020
|
Townsend & Associates, Inc
|
BUY
|
- |
722+ 3.75% |
$47.3K - $53.3K
|
20K
$1.43M
|
|
Jan 20, 2021
Q4 2020
|
Atticus Wealth Management, LLC
|
BUY
|
- |
707New |
$46.3K - $52.2K
|
707
$50.8K
|
|
Feb 08, 2021
Q4 2020
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
707New |
$46.3K - $52.2K
|
707
$50.8K
|
|
Feb 01, 2021
Q4 2020
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
685New |
$44.9K - $50.6K
|
685
$49.2K
|
|
Jan 19, 2021
Q4 2020
|
Allen Capital Group, LLC
|
BUY
|
- |
660+ 4.5% |
$43.2K - $48.7K
|
15.3K
$1.1M
|
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
626+ 8.28% |
$41K - $46.2K
|
8.19K
$588K
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
619New |
$40.5K - $45.7K
|
619
$44.5K
|
|
Feb 08, 2021
Q4 2020
|
Family Legacy, Inc.
|
BUY
|
- |
614+ 1.53% |
$40.2K - $45.3K
|
40.7K
$2.92M
|
|
Jan 13, 2021
Q4 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
565+ 2.94% |
$37K - $41.7K
|
19.8K
$1.42M
|
|
Feb 04, 2021
Q4 2020
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
562+ 2.43% |
$36.8K - $41.5K
|
23.7K
$1.7M
|
|
Feb 03, 2021
Q4 2020
|
Stone X Group Inc.
|
BUY
|
- |
507+ 3.2% |
$33.2K - $37.4K
|
16.3K
$1.17M
|
|
Jan 29, 2021
Q4 2020
|
Amg National Trust Bank
|
BUY
|
- |
500+ 16.22% |
$32.7K - $36.9K
|
3.58K
$257K
|
|
Feb 16, 2021
Q4 2020
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
493+ 7.75% |
$32.3K - $36.4K
|
6.85K
$492K
|
|
Feb 11, 2021
Q4 2020
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
483+ 1.53% |
$31.6K - $35.7K
|
32.1K
$2.3M
|
|
Feb 11, 2021
Q4 2020
|
Citizens National Bank Trust Department
|
BUY
|
- |
480+ 4.27% |
$31.4K - $35.4K
|
11.7K
$843K
|
|
Feb 11, 2021
Q4 2020
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
469New |
$30.7K - $34.6K
|
469
$33.7K
|
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
BUY
|
- |
399+ 51.15% |
$26.1K - $29.5K
|
1.18K
$84.7K
|
|
Feb 16, 2021
Q4 2020
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
372+ 0.76% |
$24.4K - $27.5K
|
49.3K
$3.54M
|
|
Feb 04, 2021
Q4 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
343+ 8.76% |
$22.5K - $25.3K
|
4.26K
$306K
|
|
Feb 12, 2021
Q4 2020
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
324+ 9.71% |
$21.2K - $23.9K
|
3.66K
$263K
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
323+ 11.83% |
$21.2K - $23.8K
|
3.05K
$219K
|