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 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
4.79KNew |
$319K - $339K
|
4.79K
$413K
|
|
| Q1 2023 | |||||||
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-3.62KClosed |
$231K - $245K
|
0
$0
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-43Closed |
$2.74K - $2.91K
|
0
$0
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
24New |
$1.53K - $1.62K
|
24
$2.07K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.36K+ 117.1% |
$87K - $92.2K
|
2.53K
$218K
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-1.06K- 24.91% |
$67.4K - $71.4K
|
3.18K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-14- 53.85% |
$893 - $947
|
12
$1.04K
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.01KNew |
$192K - $204K
|
3.01K
$260K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.35K- 76.16% |
$150K - $159K
|
735
$63.4K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.17KNew |
$266K - $282K
|
4.17K
$360K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
102+ 0.25% |
$6.51K - $6.9K
|
40.9K
$3.53M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-5- 12.2% |
$319 - $338
|
36
$3.11K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-85- 2.28% |
$5.42K - $5.75K
|
3.65K
$315K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2.13KNew |
$136K - $144K
|
2.13K
$183K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-220- 2.65% |
$14K - $14.9K
|
8.09K
$698K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.99KNew |
$191K - $202K
|
2.99K
$258K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
50New |
$3.19K - $3.38K
|
50
$4.31K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.12KNew |
$199K - $211K
|
3.12K
$269K
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-6.13K- 15.85% |
$391K - $415K
|
32.6K
$2.81M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
140+ 1.57% |
$8.93K - $9.47K
|
9.05K
$780K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
3.06KNew |
$195K - $207K
|
3.06K
$264K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
355New |
$22.6K - $24K
|
355
$30.6K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3.09KNew |
$197K - $209K
|
3.09K
$266K
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
BUY
|
- |
27.5K+ 58.36% |
$1.75M - $1.86M
|
74.6K
$6.44M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-366- 28.26% |
$23.4K - $24.8K
|
929
$80.1K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.1KNew |
$134K - $142K
|
2.1K
$181K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.97KNew |
$189K - $201K
|
2.97K
$256K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-198- 46.26% |
$12.6K - $13.4K
|
230
$19.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-747- 58.5% |
$47.7K - $50.5K
|
530
$45.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-61- 0.27% |
$3.89K - $4.13K
|
22.4K
$1.93M
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-6.6K- 58.66% |
$421K - $446K
|
4.65K
$401K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
22New |
$1.4K - $1.49K
|
22
$1.9K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.07K- 22.05% |
$68K - $72.1K
|
3.77K
$325K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.45K+ 34.4% |
$92.5K - $98.1K
|
5.67K
$489K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-929- 6.61% |
$59.3K - $62.8K
|
13.1K
$1.13M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.35K- 97.78% |
$278K - $294K
|
99
$8.54K
|
|
| Q4 2022 | |||||||
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
215New |
$12.1K - $14K
|
215
$18.5K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.74KClosed |
$210K - $243K
|
0
$0
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
106New |
$5.96K - $6.89K
|
106
$9.14K
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.04KNew |
$283K - $327K
|
5.04K
$435K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
554New |
$31.2K - $36K
|
554
$47.8K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.34KNew |
$188K - $217K
|
3.34K
$288K
|
|
|
Feb 17, 2023
Q4 2022
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4.65KNew |
$262K - $302K
|
4.65K
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-155- 3.4% |
$8.72K - $10.1K
|
4.41K
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.22KNew |
$181K - $209K
|
3.22K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
583New |
$32.8K - $37.9K
|
583
$50.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
37New |
$2.08K - $2.4K
|
37
$3.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
300New |
$16.9K - $19.5K
|
300
$25.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
369New |
$20.8K - $24K
|
369
$31.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
3.53KNew |
$199K - $229K
|
3.53K
$304K
|
|