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 |
---|---|---|---|---|---|---|---|
Apr 23, 2021
Q1 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.4KClosed |
$241K - $254K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-6.87KClosed |
$487K - $513K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-25.7KClosed |
$1.82M - $1.92M
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
First Command Bank
|
SELL
|
- |
-1.07KClosed |
$76K - $80.1K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.07KClosed |
$76K - $80.1K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2.79KClosed |
$198K - $209K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-370Closed |
$26.2K - $27.6K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-4.13KClosed |
$293K - $308K
|
0
$0
|
|
Q4 2020 | |||||||
Jan 08, 2024
Q4 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.6KClosed |
$693K - $781K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-719Closed |
$47.1K - $53.1K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-19.2KClosed |
$1.26M - $1.42M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Round Table Services, LLC
|
SELL
|
- |
-6.14KClosed |
$402K - $453K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3.71KClosed |
$243K - $274K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.95KClosed |
$193K - $218K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
First National Trust CO
|
SELL
|
- |
-5.39KClosed |
$353K - $398K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Clear Investment Research, LLC
|
SELL
|
- |
-42- 16.22% |
$2.75K - $3.1K
|
217
$17K
|
|
Feb 10, 2021
Q4 2020
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-38.4KClosed |
$2.52M - $2.84M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-8.82KClosed |
$577K - $651K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-7.22KClosed |
$473K - $533K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-145Closed |
$9.5K - $10.7K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.32KClosed |
$217K - $245K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Wt Wealth Management
|
SELL
|
- |
-6.04KClosed |
$395K - $446K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-1.78MClosed |
$117M - $132M
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-4.18KClosed |
$273K - $308K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.07KClosed |
$201K - $226K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-45.6KClosed |
$2.99M - $3.37M
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-53.4KClosed |
$3.5M - $3.94M
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
100New |
$6.55K - $7.38K
|
100
$7.83K
|
|
Jan 20, 2021
Q4 2020
|
Atticus Wealth Management, LLC
|
BUY
|
- |
707New |
$46.3K - $52.2K
|
707
$55.3K
|
|
Jan 20, 2021
Q4 2020
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-8.97KClosed |
$588K - $662K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-3.39KClosed |
$222K - $250K
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-2.97KClosed |
$194K - $219K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Trust CO
|
SELL
|
- |
-6.4KClosed |
$419K - $472K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-50Closed |
$3.31K - $3.48K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
10New |
$662 - $696
|
10
$783
|
|
Nov 12, 2020
Q3 2020
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-87Closed |
$5.76K - $6.06K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
North Rock Partners, LLC
|
SELL
|
- |
-8.11KClosed |
$537K - $565K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-45Closed |
$2.98K - $3.13K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-176Closed |
$11.7K - $12.3K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.33KClosed |
$353K - $371K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-646Closed |
$42.8K - $45K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Paragon Advisors, LLC
|
SELL
|
- |
-4.36KClosed |
$288K - $303K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-721Closed |
$47.7K - $50.2K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Cutler Group LP
|
SELL
|
PUT |
-300- 27.27% |
$19.9K - $20.9K
|
800
$62.6K
|
|
Oct 23, 2020
Q3 2020
|
Simpli Fi, Inc.
|
SELL
|
- |
-305KClosed |
$20.2M - $21.2M
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Paragon Capital Management LTD
|
SELL
|
- |
-10.2KClosed |
$676K - $711K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Sharkey, Howes & Javer
|
SELL
|
- |
-8.31KClosed |
$550K - $579K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-8Closed |
$530 - $557
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.13K- 10.42% |
$246K - $285K
|
35.5K
$2.78M
|
|
Sep 07, 2021
Q2 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-750- 83.33% |
$44.6K - $51.7K
|
150
$11.7K
|