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 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.67K+ 4.0% |
$187K - $204K
|
69.4K
$5.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.8K- 3.98% |
$1.46M - $1.59M
|
502K
$39.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
332+ 0.33% |
$23.3K - $25.4K
|
99.5K
$7.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.41K- 2.3% |
$169K - $184K
|
102K
$8.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.32K- 4.75% |
$513K - $560K
|
147K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-96- 0.21% |
$6.73K - $7.35K
|
45.3K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-470- 7.76% |
$32.9K - $36K
|
5.58K
$442K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.01KNew |
$211K - $230K
|
3.01K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.15KNew |
$80.4K - $87.8K
|
1.15K
$90.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.89KNew |
$272K - $297K
|
3.89K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
3.22KNew |
$226K - $246K
|
3.22K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15K+ 0.71% |
$1.05M - $1.15M
|
2.12M
$168M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
42+ 0.61% |
$2.94K - $3.21K
|
6.9K
$545K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25+ 7.14% |
$1.75K - $1.91K
|
375
$29.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
4.74K+ 4.47% |
$332K - $363K
|
111K
$8.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
64+ 1.23% |
$4.49K - $4.9K
|
5.26K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-216K- 23.73% |
$15.2M - $16.6M
|
695K
$55M
|
|
|
Feb 14, 2025
Q4 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
4.05KNew |
$284K - $310K
|
4.05K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.8K- 23.75% |
$968K - $1.06M
|
44.3K
$3.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$7.01K - $7.65K
|
100
$7.91K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.84K- 24.48% |
$129K - $141K
|
5.68K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
250New |
$17.5K - $19.1K
|
250
$19.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
5.48KNew |
$384K - $420K
|
5.48K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-554- 8.75% |
$38.8K - $42.4K
|
5.78K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-15- 6.33% |
$1.05K - $1.15K
|
222
$17.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
14+ 0.14% |
$981 - $1.07K
|
9.93K
$785K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
177New |
$12.4K - $13.5K
|
177
$14K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-964- 15.19% |
$67.6K - $73.8K
|
5.38K
$426K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.7K- 18.87% |
$890K - $971K
|
54.6K
$4.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.19KNew |
$434K - $474K
|
6.19K
$490K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13K+ 132.75% |
$911K - $994K
|
22.8K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.2K+ 15.44% |
$365K - $398K
|
38.9K
$3.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.75KNew |
$193K - $210K
|
2.75K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-123- 3.63% |
$8.62K - $9.41K
|
3.27K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
75+ 13.04% |
$5.26K - $5.74K
|
650
$51.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
732+ 131.89% |
$51.3K - $56K
|
1.29K
$102K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
6New |
$421 - $459
|
6
$475
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-219- 0.94% |
$15.4K - $16.8K
|
23.1K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
58+ 0.92% |
$4.07K - $4.44K
|
6.38K
$505K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 1.12% |
$3.5K - $3.83K
|
4.5K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-414- 6.88% |
$29K - $31.7K
|
5.6K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.15K- 3.87% |
$221K - $241K
|
78.2K
$6.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-900- 10.36% |
$63.1K - $68.9K
|
7.79K
$616K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.78K+ 6.93% |
$195K - $213K
|
42.9K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.26K- 9.87% |
$159K - $173K
|
20.7K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.33KNew |
$234K - $255K
|
3.33K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
4.52KNew |
$317K - $346K
|
4.52K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.6K- 7.06% |
$322K - $352K
|
60.5K
$4.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
71+ 0.57% |
$4.98K - $5.43K
|
12.6K
$999K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.13K- 39.78% |
$149K - $163K
|
3.22K
$254K
|