Latest Institutional Transactions on Ishares Msci Eafe Min Vol Fact (EFAV)
This table provides information on the latest institutional transactions involving Ishares Msci Eafe Min Vol Fact (EFAV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.41K+ 1.3% |
$98.8K - $108K
|
110K
$7.67M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 1.53% |
$140 - $153
|
133
$9.28K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.31KNew |
$232K - $253K
|
3.31K
$231K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-374- 1.74% |
$26.2K - $28.6K
|
21.1K
$1.47M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-564- 8.52% |
$39.5K - $43.2K
|
6.06K
$423K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-54- 1.55% |
$3.79K - $4.13K
|
3.43K
$239K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
129+ 1.23% |
$9.04K - $9.87K
|
10.6K
$742K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.32K- 3.15% |
$230K - $257K
|
102K
$7.14M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-12- 4.3% |
$832 - $928
|
267
$18.6K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.98K- 60.7% |
$415K - $463K
|
3.87K
$270K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
25.4KNew |
$1.76M - $1.96M
|
25.4K
$1.77M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.44KNew |
$308K - $343K
|
4.44K
$310K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.93K- 9.9% |
$133K - $149K
|
17.5K
$1.22M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.44K- 2.8% |
$100K - $112K
|
50.1K
$3.5M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
79+ 0.73% |
$5.48K - $6.11K
|
10.9K
$759K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.7K+ 12.66% |
$1.29M - $1.44M
|
166K
$11.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-728- 8.83% |
$50.5K - $56.3K
|
7.52K
$525K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
45+ 23.44% |
$3.12K - $3.48K
|
237
$16.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
4.05KNew |
$281K - $313K
|
4.05K
$283K
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-59.7K- 88.88% |
$4.14M - $4.62M
|
7.47K
$522K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.01K- 11.77% |
$70.1K - $78.3K
|
7.58K
$529K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.81K- 14.14% |
$125K - $140K
|
11K
$766K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.09K+ 15.83% |
$75.2K - $83.9K
|
7.94K
$554K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
28.1KNew |
$1.95M - $2.17M
|
28.1K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-678- 12.35% |
$47K - $52.4K
|
4.81K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.77KNew |
$192K - $214K
|
2.77K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
38.3KNew |
$2.65M - $2.96M
|
38.3K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
2.93KNew |
$203K - $227K
|
2.93K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
171+ 1.3% |
$11.9K - $13.2K
|
13.3K
$931K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
25.5K+ 4.46% |
$1.76M - $1.97M
|
597K
$41.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.8K- 12.64% |
$402K - $448K
|
40.1K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30+ 0.12% |
$2.08K - $2.32K
|
25K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-485- 1.06% |
$33.6K - $37.5K
|
45.4K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-61.4K- 90.96% |
$4.26M - $4.75M
|
6.1K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.68K+ 1.55% |
$116K - $130K
|
110K
$7.69M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.25K- 50.49% |
$641K - $716K
|
9.07K
$633K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.01K+ 9.0% |
$139K - $156K
|
24.4K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.56K+ 15.49% |
$594K - $662K
|
63.9K
$4.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-596- 1.35% |
$41.3K - $46.1K
|
43.4K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.67K- 4.39% |
$324K - $361K
|
102K
$7.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.92K- 49.83% |
$202K - $225K
|
2.94K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.98K+ 10.12% |
$414K - $462K
|
65.1K
$4.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.35K- 7.03% |
$163K - $182K
|
31K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
100+ 0.81% |
$6.93K - $7.73K
|
12.5K
$873K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.81KNew |
$333K - $372K
|
4.81K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.22K- 3.22% |
$154K - $172K
|
66.7K
$4.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
117+ 95.12% |
$8.11K - $9.05K
|
240
$16.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-108K- 17.13% |
$7.49M - $8.35M
|
523K
$36.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-195- 1.62% |
$13.5K - $15.1K
|
11.8K
$827K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15K+ 28.95% |
$1.04M - $1.16M
|
66.9K
$4.67M
|
|