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 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
15.9KNew |
$1M - $1.1M
|
15.9K
$1.24M
|
|
| Q3 2023 | |||||||
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-4.43KClosed |
$288K - $306K
|
0
$0
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
23New |
$1.5K - $1.59K
|
23
$1.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
373New |
$24.3K - $25.8K
|
373
$29.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
187New |
$12.2K - $12.9K
|
187
$14.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
3.68KNew |
$240K - $255K
|
3.68K
$288K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
18.9KNew |
$1.23M - $1.31M
|
18.9K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
252New |
$16.4K - $17.4K
|
252
$19.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-780- 73.58% |
$50.8K - $53.9K
|
280
$21.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
71New |
$4.63K - $4.91K
|
71
$5.56K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
32+ 13.11% |
$2.08K - $2.21K
|
276
$21.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
91New |
$5.93K - $6.29K
|
91
$7.12K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-37.1K- 17.76% |
$2.42M - $2.57M
|
172K
$13.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3New |
$195 - $207
|
3
$235
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
25New |
$1.63K - $1.73K
|
25
$1.96K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
71+ 0.13% |
$4.63K - $4.91K
|
53.3K
$4.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
39New |
$2.54K - $2.7K
|
39
$3.05K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 5.11% |
$456 - $484
|
144
$11.3K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
4.25KNew |
$277K - $294K
|
4.25K
$333K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.56KNew |
$167K - $177K
|
2.56K
$200K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
82+ 178.26% |
$5.34K - $5.67K
|
128
$10K
|
|
|
Oct 31, 2023
Q3 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-3.08K- 1.69% |
$201K - $213K
|
180K
$14.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.26K- 88.56% |
$147K - $156K
|
292
$22.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-9- 45.0% |
$586 - $622
|
11
$861
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-832- 3.36% |
$54.2K - $57.5K
|
23.9K
$1.87M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
103New |
$6.71K - $7.12K
|
103
$8.06K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-151- 3.63% |
$9.84K - $10.4K
|
4.01K
$314K
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-1.44K- 29.34% |
$93.8K - $99.6K
|
3.47K
$271K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-351- 4.04% |
$22.9K - $24.3K
|
8.34K
$653K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
745New |
$48.5K - $51.5K
|
745
$58.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-130- 3.92% |
$8.47K - $8.99K
|
3.18K
$249K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
13.1KNew |
$851K - $903K
|
13.1K
$1.02M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$977 - $1.04K
|
15
$1.17K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2K+ 9.6% |
$130K - $138K
|
22.8K
$1.79M
|
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.29K+ 3.47% |
$83.7K - $88.9K
|
38.3K
$3M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
61.1KNew |
$3.98M - $4.22M
|
61.1K
$4.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
356New |
$23.2K - $24.6K
|
356
$27.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-1.23K- 67.9% |
$79.9K - $84.8K
|
580
$45.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.24KNew |
$276K - $293K
|
4.24K
$332K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16- 1.79% |
$1.04K - $1.11K
|
876
$68.6K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
9.56KNew |
$638K - $677K
|
9.56K
$748K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
116New |
$7.74K - $8.22K
|
116
$9.08K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
746New |
$49.8K - $52.9K
|
746
$58.4K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-93- 2.77% |
$6.21K - $6.59K
|
3.27K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
40New |
$2.67K - $2.83K
|
40
$3.13K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
21.4KNew |
$1.43M - $1.52M
|
21.4K
$1.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
93+ 44.29% |
$6.21K - $6.59K
|
303
$23.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.53KNew |
$235K - $250K
|
3.53K
$276K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
7.2KNew |
$480K - $510K
|
7.2K
$563K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
16.6K+ 5.36% |
$1.11M - $1.17M
|
325K
$25.5M
|
|