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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
77+ 1.82% |
$5.62K - $6.58K
|
4.32K
$372K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
6+ 0.14% |
$438 - $513
|
4.24K
$366K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.56KNew |
$187K - $219K
|
2.56K
$221K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 3.7% |
$73 - $85.5
|
28
$2.42K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
132+ 1.41% |
$9.64K - $11.3K
|
9.46K
$816K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1- 2.38% |
$73 - $85.5
|
41
$3.54K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-89- 3.4% |
$6.5K - $7.61K
|
2.53K
$218K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.65KNew |
$193K - $226K
|
2.65K
$229K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
2.75KNew |
$201K - $235K
|
2.75K
$237K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.15KNew |
$230K - $269K
|
3.15K
$272K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-174- 5.26% |
$12.7K - $14.9K
|
3.13K
$270K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-67- 1.02% |
$4.89K - $5.73K
|
6.49K
$560K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.55KNew |
$186K - $218K
|
2.55K
$220K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.81KNew |
$205K - $241K
|
2.81K
$243K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-150- 1.22% |
$11K - $12.8K
|
12.2K
$1.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
42+ 0.74% |
$3.07K - $3.59K
|
5.74K
$495K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
205+ 1.93% |
$15K - $17.5K
|
10.8K
$935K
|
|
| Q1 2025 | |||||||
|
Aug 27, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
368+ 4.5% |
$25.7K - $29K
|
8.55K
$737K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.3KNew |
$1.41M - $1.6M
|
20.3K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-334- 11.18% |
$23.3K - $26.4K
|
2.65K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7KNew |
$489K - $552K
|
7K
$604K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
519+ 0.75% |
$36.2K - $40.9K
|
69.9K
$6.03M
|
|
|
May 15, 2025
Q1 2025
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-335- 8.28% |
$23.4K - $26.4K
|
3.71K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-400- 40.0% |
$27.9K - $31.6K
|
600
$51.8K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
2.6KNew |
$182K - $205K
|
2.6K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
150New |
$10.5K - $11.8K
|
150
$12.9K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
743New |
$51.9K - $58.6K
|
743
$64.1K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-88- 49.72% |
$6.14K - $6.94K
|
89
$7.68K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.4KNew |
$377K - $426K
|
5.4K
$465K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-32- 0.14% |
$2.23K - $2.52K
|
23.1K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
288+ 98.63% |
$20.1K - $22.7K
|
580
$50K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.16KNew |
$80.9K - $91.4K
|
1.16K
$100K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
12.1KNew |
$843K - $952K
|
12.1K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
125KNew |
$8.69M - $9.82M
|
125K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
133KNew |
$9.31M - $10.5M
|
133K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.72KNew |
$190K - $215K
|
2.72K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-490- 2.76% |
$34.2K - $38.7K
|
17.3K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-190- 86.76% |
$13.3K - $15K
|
29
$2.5K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
268New |
$18.7K - $21.1K
|
268
$23.1K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-24- 0.75% |
$1.68K - $1.89K
|
3.19K
$275K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
134KNew |
$9.34M - $10.6M
|
134K
$11.5M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
33New |
$2.3K - $2.6K
|
33
$2.85K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
817+ 35.83% |
$57K - $64.5K
|
3.1K
$267K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
30New |
$2.09K - $2.37K
|
30
$2.59K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
260New |
$18.2K - $20.5K
|
260
$22.4K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
23New |
$1.61K - $1.81K
|
23
$1.98K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
492New |
$34.3K - $38.8K
|
492
$42.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
206New |
$14.4K - $16.3K
|
206
$17.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
30New |
$2.09K - $2.37K
|
30
$2.59K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
97New |
$6.77K - $7.65K
|
97
$8.37K
|
|