Purchases and Sales Made in Q4 2023 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 2023. 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 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.94K+ 25.37% |
$249K - $273K
|
19.5K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
3.94K+ 3.43% |
$248K - $273K
|
119K
$8.64M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.75KNew |
$237K - $260K
|
3.75K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
3.7KNew |
$233K - $256K
|
3.7K
$269K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.68K+ 22.87% |
$232K - $255K
|
19.8K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.58K+ 78.01% |
$226K - $248K
|
8.16K
$594K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.56KNew |
$225K - $247K
|
3.56K
$259K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.51KNew |
$222K - $244K
|
3.51K
$256K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
3.49K+ 1.47% |
$220K - $242K
|
241K
$17.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.49KNew |
$220K - $242K
|
3.49K
$254K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
3.15KNew |
$199K - $218K
|
3.15K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.98K+ 4.9% |
$188K - $207K
|
63.8K
$4.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.97KNew |
$187K - $206K
|
2.97K
$216K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.97KNew |
$187K - $206K
|
2.97K
$216K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.95KNew |
$186K - $204K
|
2.95K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.93KNew |
$185K - $203K
|
2.93K
$214K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.78KNew |
$176K - $193K
|
2.78K
$203K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.5K+ 9.67% |
$158K - $173K
|
28.3K
$2.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.46KNew |
$155K - $170K
|
2.46K
$179K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.41KNew |
$152K - $167K
|
2.41K
$176K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.35KNew |
$148K - $163K
|
2.35K
$171K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.17K+ 2.04% |
$137K - $151K
|
108K
$7.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.16K+ 22.28% |
$136K - $149K
|
11.8K
$861K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.15KNew |
$136K - $149K
|
2.15K
$157K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.97K+ 1.8% |
$124K - $137K
|
112K
$8.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
1.83K+ 11.47% |
$115K - $127K
|
17.8K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 9.71% |
$113K - $124K
|
20.3K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.79K+ 4.14% |
$113K - $124K
|
45.1K
$3.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
1.72K+ 628.83% |
$109K - $119K
|
2K
$145K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.66K+ 4.69% |
$105K - $115K
|
37.2K
$2.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.62K+ 17.98% |
$102K - $112K
|
10.6K
$774K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.61K+ 6.86% |
$102K - $112K
|
25.1K
$1.83M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
1.59K+ 2.43% |
$100K - $110K
|
67.1K
$4.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.57K+ 39.8% |
$99K - $109K
|
5.51K
$401K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.47KNew |
$93K - $102K
|
1.47K
$107K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.46K+ 3.7% |
$91.9K - $101K
|
40.8K
$2.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.4K+ 2.5% |
$88.3K - $97.1K
|
57.5K
$4.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.4K+ 2.01% |
$88.2K - $96.9K
|
71.1K
$5.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.39K+ 6.13% |
$87.6K - $96.3K
|
24K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.38K+ 8.73% |
$87.3K - $95.9K
|
17.2K
$1.25M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.23K+ 37.92% |
$77.8K - $85.5K
|
4.49K
$327K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.1K+ 28.92% |
$69.4K - $76.3K
|
4.9K
$357K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.09K+ 24.69% |
$68.8K - $75.6K
|
5.51K
$401K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
833+ 2.02% |
$52.6K - $57.8K
|
42.1K
$3.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
829+ 9.78% |
$52.3K - $57.5K
|
9.31K
$678K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
826+ 23.45% |
$52.1K - $57.3K
|
4.35K
$317K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
771New |
$48.7K - $53.5K
|
771
$56.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
626+ 14.49% |
$39.5K - $43.4K
|
4.95K
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
578+ 192.03% |
$36.5K - $40.1K
|
879
$64K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
545+ 1.08% |
$34.4K - $37.8K
|
51.2K
$3.73M
|