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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
1.1KNew |
$81.8K - $85.8K
|
1.1K
$94.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-27.6K- 83.57% |
$2.05M - $2.15M
|
5.43K
$468K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.51KClosed |
$335K - $352K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-109Closed |
$8.1K - $8.5K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-60.2KClosed |
$4.47M - $4.69M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
G&S Capital LLC
|
SELL
|
- |
-20.1KClosed |
$1.49M - $1.56M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
419New |
$31.1K - $32.7K
|
419
$36.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-3.61KClosed |
$268K - $282K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-13.1KClosed |
$971K - $1.02M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-73Closed |
$5.43K - $5.69K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-48- 1.44% |
$3.62K - $3.82K
|
3.28K
$283K
|
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
21.1KNew |
$1.59M - $1.68M
|
21.1K
$1.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-29.7KClosed |
$2.24M - $2.36M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.92KClosed |
$220K - $232K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
4.83K+ 147.71% |
$364K - $384K
|
8.1K
$699K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-921Closed |
$69.4K - $73.2K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-8.76KClosed |
$660K - $697K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-200Closed |
$15.1K - $15.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.3KClosed |
$249K - $263K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.07KClosed |
$382K - $403K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-11.8KClosed |
$890K - $939K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-89Closed |
$6.71K - $7.08K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-3.13KClosed |
$236K - $249K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$1.88M - $1.99M
|
25K
$2.16M
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-76Closed |
$5.73K - $6.04K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.23KClosed |
$243K - $257K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
SELL
|
- |
-3.51KClosed |
$265K - $279K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-74Closed |
$5.58K - $5.88K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-12.8KClosed |
$967K - $1.02M
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.1KClosed |
$82.9K - $87.5K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.05KNew |
$154K - $163K
|
2.05K
$177K
|
|
|
Oct 21, 2021
Q3 2021
|
Tufton Capital Management
|
SELL
|
- |
-3.5KClosed |
$264K - $278K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.39KClosed |
$180K - $190K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Verde Capital Management
|
SELL
|
- |
-29.2KClosed |
$2.2M - $2.32M
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.12KClosed |
$235K - $248K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Apr 10, 2025
Q2 2021
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-3.13KClosed |
$230K - $242K
|
0
$0
|
|
|
Mar 28, 2025
Q2 2021
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-3.1K- 5.52% |
$228K - $240K
|
53.1K
$4.58M
|
|
|
Jan 02, 2024
Q2 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4.12KClosed |
$302K - $318K
|
0
$0
|
|
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-7.73KClosed |
$568K - $598K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.09K+ 25.33% |
$79.7K - $83.9K
|
5.37K
$463K
|
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-92Closed |
$6.76K - $7.11K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-6.07KClosed |
$446K - $469K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
48New |
$3.53K - $3.71K
|
48
$4.14K
|
|
|
Aug 13, 2021
Q2 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.75KClosed |
$276K - $290K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-25.4KClosed |
$1.87M - $1.96M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-594Closed |
$43.6K - $45.9K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-3.8KClosed |
$279K - $293K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-7.79KClosed |
$572K - $602K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-251Closed |
$18.4K - $19.4K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-8.94KClosed |
$657K - $691K
|
0
$0
|
|