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 26, 2021
Q4 2020
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
322+ 1.51% |
$21.1K - $23.8K
|
21.6K
$1.57M
|
|
Feb 08, 2021
Q4 2020
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
309+ 8.02% |
$20.2K - $22.8K
|
4.16K
$303K
|
|
Mar 10, 2021
Q4 2020
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
307New |
$20.1K - $22.7K
|
307
$22.4K
|
|
Feb 12, 2021
Q4 2020
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
302New |
$19.8K - $22.3K
|
302
$22K
|
|
Feb 12, 2021
Q4 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
298+ 4.45% |
$19.5K - $22K
|
7K
$510K
|
|
Feb 05, 2021
Q4 2020
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
293+ 0.6% |
$19.2K - $21.6K
|
49K
$3.56M
|
|
Feb 10, 2021
Q4 2020
|
Flc Capital Advisors
|
BUY
|
- |
291+ 0.69% |
$19.1K - $21.5K
|
42.4K
$3.08M
|
|
Feb 04, 2021
Q4 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
281+ 2.85% |
$18.4K - $20.7K
|
10.2K
$739K
|
|
Feb 03, 2021
Q4 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
278+ 81.52% |
$18.2K - $20.5K
|
619
$45.1K
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
274+ 10.95% |
$17.9K - $20.2K
|
2.78K
$202K
|
|
Jan 26, 2021
Q4 2020
|
Diversified, LLC
|
BUY
|
- |
267New |
$17.5K - $19.7K
|
267
$19.4K
|
|
Jan 15, 2021
Q4 2020
|
Private Capital Management LLC
|
BUY
|
- |
240+ 1.13% |
$15.7K - $17.7K
|
21.4K
$1.56M
|
|
Feb 09, 2021
Q4 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
227+ 1.79% |
$14.9K - $16.8K
|
12.9K
$939K
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
205New |
$13.4K - $15.1K
|
205
$14.9K
|
|
Jan 20, 2021
Q4 2020
|
Oak Asset Management, LLC
|
BUY
|
- |
200+ 2.32% |
$13.1K - $14.8K
|
8.83K
$643K
|
|
Jan 11, 2021
Q4 2020
|
True Private Wealth Advisors
|
BUY
|
- |
189+ 10.21% |
$12.4K - $14K
|
2.04K
$149K
|
|
Feb 11, 2021
Q4 2020
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
177+ 0.37% |
$11.6K - $13.1K
|
47.9K
$3.49M
|
|
Jan 25, 2021
Q4 2020
|
Ifs Advisors, LLC
|
BUY
|
- |
154New |
$10.1K - $11.4K
|
154
$11.2K
|
|
Jan 19, 2021
Q4 2020
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
142+ 0.08% |
$9.3K - $10.5K
|
176K
$12.8M
|
|
Jan 09, 2024
Q4 2020
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
141+ 2.89% |
$9.23K - $10.4K
|
5.02K
$365K
|
|
Mar 24, 2021
Q4 2020
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
140New |
$9.17K - $10.3K
|
140
$10.2K
|
|
Jan 14, 2021
Q4 2020
|
Kovack Advisors, Inc.
|
BUY
|
- |
124+ 2.85% |
$8.12K - $9.15K
|
4.47K
$326K
|
|
Feb 18, 2021
Q4 2020
|
Apella Capital, LLC
|
BUY
|
- |
120+ 0.75% |
$7.86K - $8.86K
|
16K
$1.17M
|
|
Feb 05, 2021
Q4 2020
|
Hudock, Inc.
|
BUY
|
- |
117New |
$7.66K - $8.64K
|
117
$8.52K
|
|
Feb 04, 2021
Q4 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
116New |
$7.6K - $8.56K
|
116
$8.45K
|
|
Feb 16, 2021
Q4 2020
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
116New |
$7.6K - $8.56K
|
116
$8.45K
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
100New |
$6.55K - $7.38K
|
100
$7.28K
|
|
Mar 19, 2021
Q4 2020
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
100New |
$6.55K - $7.38K
|
100
$7.28K
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
100+ 4.65% |
$6.55K - $7.38K
|
2.25K
$164K
|
|
Feb 03, 2021
Q4 2020
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
90+ 2.71% |
$5.89K - $6.64K
|
3.41K
$248K
|
|
Jan 28, 2021
Q4 2020
|
Gemmer Asset Management LLC
|
BUY
|
- |
89New |
$5.83K - $6.57K
|
89
$6.48K
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
85+ 0.07% |
$5.57K - $6.27K
|
122K
$8.89M
|
|
Feb 12, 2021
Q4 2020
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
81+ 0.87% |
$5.3K - $5.98K
|
9.39K
$684K
|
|
Feb 08, 2021
Q4 2020
|
Jones Financial Companies Lllp
|
BUY
|
- |
64New |
$4.19K - $4.72K
|
64
$4.66K
|
|
Feb 12, 2021
Q4 2020
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
51+ 0.66% |
$3.34K - $3.76K
|
7.78K
$567K
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
46New |
$3.01K - $3.4K
|
46
$3.35K
|
|
Jan 25, 2021
Q4 2020
|
Fifth Third Securities, Inc.
|
BUY
|
- |
42+ 0.54% |
$2.75K - $3.1K
|
7.83K
$570K
|
|
Feb 12, 2021
Q4 2020
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
38New |
$2.49K - $2.8K
|
38
$2.77K
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
31+ 1.5% |
$2.03K - $2.29K
|
2.1K
$153K
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
30+ 1.94% |
$1.96K - $2.21K
|
1.58K
$115K
|
|
Feb 16, 2021
Q4 2020
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
28+ 0.71% |
$1.83K - $2.07K
|
3.98K
$289K
|
|
Jan 15, 2021
Q4 2020
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.47% |
$1.64K - $1.85K
|
5.3K
$386K
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
14+ 0.29% |
$917 - $1.03K
|
4.88K
$355K
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10New |
$655 - $738
|
10
$728
|
|
Jan 28, 2021
Q4 2020
|
Goal Vest Advisory LLC
|
BUY
|
- |
7New |
$458 - $517
|
7
$510
|
|
Feb 12, 2021
Q4 2020
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
4+ 0.03% |
$262 - $295
|
11.9K
$869K
|
|
Feb 16, 2021
Q4 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
3+ 1.55% |
$196 - $221
|
197
$14.3K
|
|
Feb 12, 2021
Q4 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.01% |
$131 - $148
|
22.7K
$1.66M
|
|
Jan 26, 2021
Q4 2020
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-9- 0.35% |
$589 - $664
|
2.57K
$187K
|