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 |
|---|---|---|---|---|---|---|---|
|
Aug 17, 2020
Q2 2020
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-376Closed |
$22.4K - $25.9K
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-85Closed |
$5.06K - $5.86K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-791Closed |
$47.1K - $54.5K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-70Closed |
$4.17K - $4.82K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-221Closed |
$13.2K - $15.2K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-172Closed |
$10.2K - $11.9K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-7.42KClosed |
$442K - $511K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
436KNew |
$26M - $30.1M
|
436K
$34.2M
|
|
|
Aug 13, 2020
Q2 2020
|
Covington Capital Management
|
SELL
|
- |
-5.5KClosed |
$327K - $379K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-3.85KClosed |
$229K - $265K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.83KClosed |
$466K - $540K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-3.88KClosed |
$231K - $268K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-3.47KClosed |
$207K - $239K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Hc Advisors, LLC
|
SELL
|
- |
-3.47KClosed |
$207K - $239K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-40.3KClosed |
$2.4M - $2.78M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
125New |
$7.44K - $8.62K
|
125
$9.78K
|
|
|
Aug 11, 2020
Q2 2020
|
Retirement Capital Strategies
|
SELL
|
- |
-124KClosed |
$7.37M - $8.53M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Camden Capital, LLC
|
SELL
|
- |
-3.98KClosed |
$237K - $274K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.61KClosed |
$215K - $249K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-5.2KClosed |
$310K - $358K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
F3 Logic, LLC
|
SELL
|
- |
-3.35KClosed |
$199K - $231K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-10KClosed |
$595K - $689K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
New Square Capital LLC
|
SELL
|
- |
-576Closed |
$34.3K - $39.7K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-132Closed |
$7.86K - $9.1K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Hartford Investment Management CO
|
SELL
|
- |
-9.45KClosed |
$563K - $651K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-315Closed |
$18.8K - $21.7K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-150Closed |
$8.93K - $10.3K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Executive Wealth Management, LLC
|
SELL
|
- |
-98.2KClosed |
$5.85M - $6.77M
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-4.28KClosed |
$255K - $295K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Madrona Financial Services, LLC
|
SELL
|
- |
-31.5KClosed |
$1.88M - $2.17M
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Spinnaker Trust
|
SELL
|
- |
-88KClosed |
$5.24M - $6.06M
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-773KClosed |
$46M - $53.3M
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
West Coast Financial LLC
|
SELL
|
- |
-5.03KClosed |
$299K - $347K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
BUY
|
- |
505+ 42.98% |
$30.1K - $34.8K
|
1.68K
$131K
|
|
|
Jul 09, 2020
Q2 2020
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-100- 1.69% |
$5.95K - $6.89K
|
5.8K
$454K
|
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-6.14KClosed |
$365K - $423K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-260Closed |
$15.5K - $17.9K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-432Closed |
$23.7K - $32.7K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-793Closed |
$43.5K - $60.1K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-3.89KClosed |
$213K - $295K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-62Closed |
$3.4K - $4.7K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.06KClosed |
$332K - $459K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-4.29KClosed |
$235K - $325K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.66MClosed |
$91.1M - $126M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-9.11KClosed |
$500K - $690K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.35KClosed |
$184K - $253K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-25.8KClosed |
$1.42M - $1.96M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-319Closed |
$17.5K - $24.2K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-70.7KClosed |
$3.88M - $5.35M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-8.44KClosed |
$463K - $639K
|
0
$0
|
|