Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-361- 2.24% |
$25.3K - $27.6K
|
15.7K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-362- 7.47% |
$25.4K - $27.7K
|
4.49K
$351K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-374- 1.74% |
$26.2K - $28.6K
|
21.1K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-380- 4.52% |
$26.6K - $29.1K
|
8.04K
$629K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-394- 0.84% |
$27.6K - $30.2K
|
46.4K
$3.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-396- 7.88% |
$27.8K - $30.3K
|
4.63K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-414- 6.88% |
$29K - $31.7K
|
5.6K
$439K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-438- 2.6% |
$30.7K - $33.5K
|
16.4K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-459- 14.23% |
$32.2K - $35.1K
|
2.77K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-470- 7.76% |
$32.9K - $36K
|
5.58K
$437K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-482- 2.23% |
$33.8K - $36.9K
|
21.1K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-486- 0.9% |
$34.1K - $37.2K
|
53.6K
$4.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-493- 6.91% |
$34.6K - $37.7K
|
6.64K
$520K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-496- 7.55% |
$34.8K - $38K
|
6.08K
$476K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-554- 8.75% |
$38.8K - $42.4K
|
5.78K
$452K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-554- 14.51% |
$38.8K - $42.4K
|
3.27K
$256K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-555- 12.42% |
$38.9K - $42.5K
|
3.91K
$306K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-564- 8.52% |
$39.5K - $43.2K
|
6.06K
$474K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-598- 9.01% |
$41.9K - $45.8K
|
6.04K
$473K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-605- 3.96% |
$42.4K - $46.3K
|
14.7K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-640- 2.16% |
$44.9K - $49K
|
29K
$2.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-660- 3.04% |
$46.3K - $50.5K
|
21.1K
$1.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-665- 5.48% |
$46.6K - $50.9K
|
11.5K
$897K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-695- 2.11% |
$48.7K - $53.2K
|
32.2K
$2.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-724- 38.82% |
$50.8K - $55.4K
|
1.14K
$89.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-737- 8.57% |
$51.7K - $56.4K
|
7.86K
$616K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-738- 9.73% |
$51.7K - $56.5K
|
6.85K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-750- 6.84% |
$52.6K - $57.4K
|
10.2K
$800K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-815- 9.79% |
$57.1K - $62.4K
|
7.51K
$588K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-815- 21.35% |
$57.1K - $62.4K
|
3K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-821- 17.06% |
$57.6K - $62.8K
|
3.99K
$312K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-833- 2.55% |
$58.4K - $63.7K
|
31.8K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-900- 10.36% |
$63.1K - $68.9K
|
7.79K
$610K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-963- 9.2% |
$67.5K - $73.7K
|
9.5K
$744K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-964- 15.19% |
$67.6K - $73.8K
|
5.38K
$421K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-978- 3.7% |
$68.6K - $74.8K
|
25.4K
$1.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.15K- 1.73% |
$80.9K - $88.3K
|
65.5K
$5.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.16K- 6.03% |
$81K - $88.4K
|
18K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.21K- 5.08% |
$84.8K - $92.5K
|
22.6K
$1.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 6.19% |
$88K - $96K
|
19K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.26K- 6.51% |
$88.6K - $96.7K
|
18.2K
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.45K- 2.47% |
$102K - $111K
|
57.1K
$4.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.48K- 12.67% |
$104K - $113K
|
10.2K
$800K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.84K- 6.71% |
$129K - $141K
|
25.5K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.84K- 24.48% |
$129K - $141K
|
5.68K
$444K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.88K- 10.31% |
$132K - $144K
|
16.3K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.11K- 8.32% |
$148K - $161K
|
23.3K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.13K- 39.78% |
$149K - $163K
|
3.22K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.13K- 3.22% |
$149K - $163K
|
63.9K
$5M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.16K- 23.42% |
$151K - $165K
|
7.05K
$551K
|