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 |
---|---|---|---|---|---|---|---|
Feb 08, 2021
Q4 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.13K- 6.77% |
$140K - $157K
|
29.4K
$2.14M
|
|
Feb 12, 2021
Q4 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.15K- 36.74% |
$141K - $159K
|
3.7K
$269K
|
|
Feb 05, 2021
Q4 2020
|
Financial Insights, Inc.
|
SELL
|
- |
-2.22K- 2.03% |
$146K - $164K
|
107K
$7.79M
|
|
Jan 29, 2021
Q4 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.24K- 42.31% |
$147K - $165K
|
3.05K
$222K
|
|
Feb 03, 2021
Q4 2020
|
Savant Capital, LLC
|
SELL
|
- |
-2.55K- 12.98% |
$167K - $188K
|
17.1K
$1.25M
|
|
Jan 19, 2021
Q4 2020
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.8K- 8.28% |
$183K - $207K
|
31K
$2.26M
|
|
Feb 08, 2021
Q4 2020
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.9K- 0.37% |
$190K - $214K
|
786K
$57.2M
|
|
Feb 11, 2021
Q4 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.95KClosed |
$193K - $218K
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-2.97KClosed |
$194K - $219K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.98K- 4.01% |
$195K - $220K
|
71.3K
$5.19M
|
|
Feb 01, 2021
Q4 2020
|
First Citizens Financial Corp
|
SELL
|
- |
-3KClosed |
$197K - $222K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-3.04K- 97.31% |
$199K - $224K
|
84
$6.12K
|
|
Feb 12, 2021
Q4 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.04K- 4.04% |
$199K - $225K
|
72.2K
$5.26M
|
|
Jan 29, 2021
Q4 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.07KClosed |
$201K - $226K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Acg Wealth
|
SELL
|
- |
-3.16K- 28.37% |
$207K - $233K
|
7.97K
$581K
|
|
Feb 08, 2021
Q4 2020
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-3.18K- 32.36% |
$208K - $234K
|
6.64K
$483K
|
|
Feb 02, 2021
Q4 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.18KClosed |
$208K - $235K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Strong Box Wealth, LLC
|
SELL
|
- |
-3.22K- 24.94% |
$211K - $237K
|
9.67K
$704K
|
|
Feb 04, 2021
Q4 2020
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.32KClosed |
$217K - $245K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.32K- 8.59% |
$218K - $245K
|
35.4K
$2.58M
|
|
Jan 19, 2021
Q4 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-3.39KClosed |
$222K - $250K
|
0
$0
|
|
Mar 14, 2023
Q4 2020
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.5K- 19.71% |
$229K - $258K
|
14.3K
$1.04M
|
|
Feb 16, 2021
Q4 2020
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.5K- 19.71% |
$229K - $259K
|
14.3K
$1.04M
|
|
Jan 29, 2021
Q4 2020
|
Eagle Ridge Investment Management
|
SELL
|
- |
-3.6K- 50.63% |
$236K - $266K
|
3.51K
$256K
|
|
Feb 11, 2021
Q4 2020
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-3.67K- 23.31% |
$241K - $271K
|
12.1K
$880K
|
|
Feb 09, 2021
Q4 2020
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.67K- 7.61% |
$241K - $271K
|
44.6K
$3.25M
|
|
Feb 02, 2021
Q4 2020
|
Trust CO Of Virginia
|
SELL
|
- |
-3.69K- 7.06% |
$241K - $272K
|
48.5K
$3.53M
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-3.69K- 93.35% |
$242K - $273K
|
263
$19.2K
|
|
Feb 11, 2021
Q4 2020
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3.71KClosed |
$243K - $274K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-4.01K- 13.5% |
$263K - $296K
|
25.7K
$1.87M
|
|
Feb 05, 2021
Q4 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-4.01K- 58.76% |
$263K - $296K
|
2.82K
$205K
|
|
Feb 10, 2021
Q4 2020
|
Courier Capital LLC
|
SELL
|
- |
-4.07K- 11.12% |
$266K - $300K
|
32.5K
$2.37M
|
|
Feb 16, 2021
Q4 2020
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-4.11K- 2.44% |
$269K - $303K
|
164K
$12M
|
|
Feb 08, 2021
Q4 2020
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-4.14K- 68.38% |
$271K - $305K
|
1.91K
$139K
|
|
Jan 29, 2021
Q4 2020
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-4.18KClosed |
$273K - $308K
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.2K- 12.63% |
$275K - $310K
|
29K
$2.11M
|
|
Feb 10, 2021
Q4 2020
|
Assetmark, Inc
|
SELL
|
- |
-4.23K- 46.22% |
$277K - $312K
|
4.93K
$359K
|
|
Mar 02, 2021
Q4 2020
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-4.32K- 20.59% |
$283K - $319K
|
16.7K
$1.21M
|
|
Feb 10, 2021
Q4 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.47K- 23.31% |
$293K - $330K
|
14.7K
$1.07M
|
|
Jan 20, 2021
Q4 2020
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-4.48K- 37.2% |
$293K - $331K
|
7.56K
$551K
|
|
Feb 12, 2021
Q4 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.65K- 0.37% |
$304K - $343K
|
1.24M
$90.1M
|
|
Feb 16, 2021
Q4 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-4.94K- 40.54% |
$324K - $365K
|
7.25K
$528K
|
|
Jan 21, 2021
Q4 2020
|
Pds Planning, Inc
|
SELL
|
- |
-4.96K- 33.14% |
$325K - $366K
|
10K
$728K
|
|
Feb 09, 2021
Q4 2020
|
Rmr Wealth Builders
|
SELL
|
- |
-4.96K- 69.71% |
$325K - $366K
|
2.16K
$157K
|
|
Feb 16, 2021
Q4 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.08K- 48.56% |
$332K - $375K
|
5.38K
$391K
|
|
Feb 10, 2021
Q4 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5.23K- 6.34% |
$342K - $386K
|
77.3K
$5.63M
|
|
Feb 10, 2021
Q4 2020
|
First National Trust CO
|
SELL
|
- |
-5.39KClosed |
$353K - $398K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-5.5K- 3.48% |
$360K - $406K
|
153K
$11.1M
|
|
Feb 16, 2021
Q4 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.52K- 4.3% |
$361K - $407K
|
123K
$8.94M
|
|
Feb 11, 2021
Q4 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.52KClosed |
$361K - $407K
|
0
$0
|