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 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-2.37K- 32.3% |
$145K - $172K
|
4.96K
$389K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.78KClosed |
$170K - $202K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.53KClosed |
$216K - $256K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-103- 52.02% |
$6.31K - $7.49K
|
95
$7.44K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
110New |
$6.74K - $7.99K
|
110
$8.61K
|
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
38New |
$2.33K - $2.76K
|
38
$2.97K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.21KClosed |
$503K - $596K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-89Closed |
$5.45K - $6.47K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-80Closed |
$4.9K - $5.81K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-794KClosed |
$48.6M - $57.7M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-4.89KClosed |
$299K - $355K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-68Closed |
$4.16K - $4.94K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.17KNew |
$194K - $230K
|
3.17K
$248K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
7KNew |
$428K - $508K
|
7K
$547K
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6.12KNew |
$375K - $445K
|
6.12K
$479K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-55- 4.57% |
$3.37K - $4K
|
1.15K
$89.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
SELL
|
- |
-3.06KClosed |
$187K - $222K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
104New |
$6.37K - $7.56K
|
104
$8.14K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.38KNew |
$84.2K - $99.9K
|
1.38K
$108K
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-10.3KClosed |
$630K - $748K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.97K- 27.47% |
$121K - $143K
|
5.2K
$407K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
94New |
$5.76K - $6.83K
|
94
$7.36K
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-5.13K- 60.76% |
$314K - $373K
|
3.31K
$259K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1KClosed |
$61.2K - $72.7K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
125+ 1.2% |
$7.66K - $9.09K
|
10.5K
$822K
|
|
|
Jul 14, 2022
Q2 2022
|
Smart Money Group LLC
|
SELL
|
- |
-5.26K- 37.43% |
$322K - $382K
|
8.79K
$688K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.26KNew |
$138K - $164K
|
2.26K
$177K
|
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
SELL
|
- |
-4.2K- 7.96% |
$257K - $305K
|
48.5K
$3.8M
|
|
|
Jul 13, 2022
Q2 2022
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-302Closed |
$18.5K - $21.9K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-2.98K- 8.07% |
$182K - $217K
|
34K
$2.66M
|
|
|
Jul 13, 2022
Q2 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-6.61KClosed |
$405K - $480K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-5.42KClosed |
$332K - $394K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-961- 23.24% |
$58.9K - $69.8K
|
3.18K
$249K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-96Closed |
$5.88K - $6.98K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-2.61KClosed |
$177K - $200K
|
0
$0
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-577Closed |
$39.1K - $44.2K
|
0
$0
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.26KClosed |
$85.3K - $96.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-500Closed |
$33.9K - $38.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-30.3KClosed |
$2.05M - $2.32M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-20.1KClosed |
$1.36M - $1.54M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-69Closed |
$4.67K - $5.29K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.63KClosed |
$246K - $278K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-2.99KClosed |
$202K - $229K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-2.18KClosed |
$147K - $167K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-4.77KClosed |
$323K - $366K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-16.3KClosed |
$1.1M - $1.25M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4New |
$271 - $307
|
4
$313
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-10.4KClosed |
$705K - $798K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
700New |
$47.4K - $53.7K
|
700
$54.8K
|
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-80.4KClosed |
$5.45M - $6.16M
|
0
$0
|
|