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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.16KNew |
$572K - $625K
|
8.16K
$610K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-21.6K- 76.72% |
$1.51M - $1.65M
|
6.54K
$488K
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
870+ 10.96% |
$61K - $66.6K
|
8.81K
$658K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-188K- 39.94% |
$13.2M - $14.4M
|
282K
$21.1M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
143+ 0.57% |
$10K - $10.9K
|
25.2K
$1.88M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
6.2KNew |
$435K - $474K
|
6.2K
$463K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-821- 17.06% |
$57.6K - $62.8K
|
3.99K
$298K
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12+ 0.27% |
$841 - $918
|
4.46K
$333K
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-19.3K- 18.96% |
$1.36M - $1.48M
|
82.7K
$6.17M
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-37- 1.6% |
$2.59K - $2.83K
|
2.28K
$170K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-45- 29.8% |
$3.15K - $3.44K
|
106
$7.92K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
205K+ 0.9% |
$14.4M - $15.7M
|
23M
$1.72B
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-640- 2.16% |
$44.9K - $49K
|
29K
$2.16M
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
675+ 0.99% |
$47.3K - $51.7K
|
68.6K
$5.12M
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-162- 0.94% |
$11.4K - $12.4K
|
17K
$1.27M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.25K+ 2.87% |
$87.3K - $95.3K
|
44.7K
$3.34M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
6.18K+ 1.04% |
$433K - $473K
|
603K
$45M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26.8K+ 52.08% |
$1.88M - $2.05M
|
78.3K
$5.85M
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.21K- 5.08% |
$84.8K - $92.5K
|
22.6K
$1.69M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-16- 3.73% |
$1.12K - $1.22K
|
413
$30.8K
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.28KNew |
$580K - $634K
|
8.28K
$618K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-52- 0.27% |
$3.65K - $3.98K
|
19.4K
$1.45M
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 1.54% |
$70.1 - $76.5
|
66
$4.93K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-695- 2.11% |
$48.7K - $53.2K
|
32.2K
$2.41M
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-750- 6.84% |
$52.6K - $57.4K
|
10.2K
$763K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
815+ 6.51% |
$57.1K - $62.4K
|
13.3K
$995K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.82K+ 1.01% |
$268K - $293K
|
381K
$28.5M
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.67K+ 4.0% |
$187K - $204K
|
69.4K
$5.18M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.8K- 3.98% |
$1.46M - $1.59M
|
502K
$37.5M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
332+ 0.33% |
$23.3K - $25.4K
|
99.5K
$7.43M
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.41K- 2.3% |
$169K - $184K
|
102K
$7.62M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.32K- 4.75% |
$513K - $560K
|
147K
$11M
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-96- 0.21% |
$6.73K - $7.35K
|
45.3K
$3.38M
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-470- 7.76% |
$32.9K - $36K
|
5.58K
$417K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.01KNew |
$211K - $230K
|
3.01K
$225K
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.15KNew |
$80.4K - $87.8K
|
1.15K
$85.6K
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.89KNew |
$272K - $297K
|
3.89K
$290K
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
3.22KNew |
$226K - $246K
|
3.22K
$240K
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-964- 15.19% |
$67.6K - $73.8K
|
5.38K
$402K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.7K- 18.87% |
$890K - $971K
|
54.6K
$4.07M
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.19KNew |
$434K - $474K
|
6.19K
$463K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13K+ 132.75% |
$911K - $994K
|
22.8K
$1.7M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.2K+ 15.44% |
$365K - $398K
|
38.9K
$2.9M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.75KNew |
$193K - $210K
|
2.75K
$205K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-123- 3.63% |
$8.62K - $9.41K
|
3.27K
$244K
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
75+ 13.04% |
$5.26K - $5.74K
|
650
$48.5K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
732+ 131.89% |
$51.3K - $56K
|
1.29K
$96.1K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
6New |
$421 - $459
|
6
$448
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
5.31KNew |
$372K - $406K
|
5.31K
$396K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-219- 0.94% |
$15.4K - $16.8K
|
23.1K
$1.72M
|