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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
71+ 0.13% |
$4.63K - $4.91K
|
53.3K
$4.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
39New |
$2.54K - $2.7K
|
39
$3.36K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
4.25KNew |
$277K - $294K
|
4.25K
$367K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.56KNew |
$167K - $177K
|
2.56K
$221K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
82+ 178.26% |
$5.34K - $5.67K
|
128
$11K
|
|
|
Oct 31, 2023
Q3 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-3.08K- 1.69% |
$201K - $213K
|
180K
$15.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-9- 45.0% |
$586 - $622
|
11
$949
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-832- 3.36% |
$54.2K - $57.5K
|
23.9K
$2.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
103New |
$6.71K - $7.12K
|
103
$8.88K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-151- 3.63% |
$9.84K - $10.4K
|
4.01K
$346K
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-1.44K- 29.34% |
$93.8K - $99.6K
|
3.47K
$299K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-351- 4.04% |
$22.9K - $24.3K
|
8.34K
$719K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
745New |
$48.5K - $51.5K
|
745
$64.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-130- 3.92% |
$8.47K - $8.99K
|
3.18K
$275K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
13.1KNew |
$851K - $903K
|
13.1K
$1.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.29K+ 3.47% |
$83.7K - $88.9K
|
38.3K
$3.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
61.1KNew |
$3.98M - $4.22M
|
61.1K
$5.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
356New |
$23.2K - $24.6K
|
356
$30.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-1.23K- 67.9% |
$79.9K - $84.8K
|
580
$50K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.24KNew |
$276K - $293K
|
4.24K
$366K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
9.56KNew |
$638K - $677K
|
9.56K
$824K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
116New |
$7.74K - $8.22K
|
116
$10K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
746New |
$49.8K - $52.9K
|
746
$64.3K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-93- 2.77% |
$6.21K - $6.59K
|
3.27K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
40New |
$2.67K - $2.83K
|
40
$3.45K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
21.4KNew |
$1.43M - $1.52M
|
21.4K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
7.2KNew |
$480K - $510K
|
7.2K
$621K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
16.6K+ 5.36% |
$1.11M - $1.17M
|
325K
$28.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-7.28K- 5.4% |
$486K - $516K
|
127K
$11M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.69KNew |
$112K - $119K
|
1.69K
$145K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.53K- 11.02% |
$436K - $463K
|
52.7K
$4.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
36.7KNew |
$2.45M - $2.6M
|
36.7K
$3.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
11.3K+ 6.07% |
$755K - $801K
|
198K
$17.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-573- 13.42% |
$38.2K - $40.6K
|
3.7K
$319K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
39New |
$2.6K - $2.76K
|
39
$3.36K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-11- 5.09% |
$734 - $779
|
205
$17.7K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
795+ 46.79% |
$53.1K - $56.3K
|
2.49K
$215K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
278+ 0.56% |
$18.6K - $19.7K
|
50K
$4.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-270- 50.09% |
$18K - $19.1K
|
269
$23.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
25New |
$1.67K - $1.77K
|
25
$2.16K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
162New |
$10.8K - $11.5K
|
162
$14K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 2.86% |
$66.8 - $70.9
|
36
$3.11K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-12- 2.22% |
$801 - $850
|
528
$45.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
2.27KNew |
$152K - $161K
|
2.27K
$196K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
60+ 1.96% |
$4.01K - $4.25K
|
3.12K
$269K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-148- 45.68% |
$9.88K - $10.5K
|
176
$15.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-27- 0.02% |
$1.8K - $1.91K
|
117K
$10.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
990+ 9.85% |
$66.1K - $70.1K
|
11K
$952K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
5+ 1.77% |
$334 - $354
|
287
$24.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-141- 3.1% |
$9.41K - $9.99K
|
4.41K
$381K
|
|