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 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-394- 0.84% |
$27.6K - $30.2K
|
46.4K
$3.67M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.99KNew |
$210K - $229K
|
2.99K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.6K- 10.6% |
$1.23M - $1.35M
|
148K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.35K- 1.89% |
$235K - $256K
|
173K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.2K- 18.57% |
$154K - $168K
|
9.65K
$763K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.75K+ 5.61% |
$263K - $287K
|
70.6K
$5.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.63K+ 5.26% |
$185K - $202K
|
52.7K
$4.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.31KNew |
$91.6K - $99.9K
|
1.31K
$103K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.9K+ 278.51% |
$483K - $528K
|
9.37K
$741K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
114+ 0.32% |
$7.99K - $8.72K
|
35.7K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-84.9K- 30.01% |
$5.95M - $6.49M
|
198K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-246- 1.11% |
$17.2K - $18.8K
|
22K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-192- 13.7% |
$13.5K - $14.7K
|
1.21K
$95.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
6New |
$421 - $459
|
6
$475
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.7K+ 10.48% |
$751K - $820K
|
113K
$8.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-232- 3.67% |
$16.3K - $17.8K
|
6.1K
$482K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
12New |
$841 - $918
|
12
$949
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
130+ 0.97% |
$9.11K - $9.95K
|
13.5K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-438- 2.6% |
$30.7K - $33.5K
|
16.4K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.99K+ 16.82% |
$349K - $382K
|
34.6K
$2.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.13K- 3.22% |
$149K - $163K
|
63.9K
$5.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.15K- 1.73% |
$80.9K - $88.3K
|
65.5K
$5.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5.15K- 11.28% |
$361K - $394K
|
40.5K
$3.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-151- 12.97% |
$10.6K - $11.6K
|
1.01K
$80.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.02K+ 31.88% |
$141K - $154K
|
8.34K
$660K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
290+ 2.77% |
$20.3K - $22.2K
|
10.8K
$851K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
35.7K+ 9.5% |
$2.51M - $2.73M
|
412K
$32.6M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
22.3KNew |
$1.57M - $1.71M
|
22.3K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-36.5K- 57.17% |
$2.56M - $2.79M
|
27.4K
$2.16M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-44- 1.1% |
$3.08K - $3.37K
|
3.95K
$312K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 1.69% |
$70.1 - $76.5
|
60
$4.75K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-298- 39.21% |
$20.9K - $22.8K
|
462
$36.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
54.7K+ 1411.26% |
$3.83M - $4.18M
|
58.5K
$4.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
19KNew |
$1.34M - $1.46M
|
19K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.9K- 1.73% |
$764K - $834K
|
618K
$48.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-317K- 15.65% |
$22.2M - $24.2M
|
1.71M
$135M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
52+ 1.77% |
$3.65K - $3.98K
|
2.99K
$236K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
44K+ 68.46% |
$3.09M - $3.37M
|
108K
$8.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
51+ 1.15% |
$3.58K - $3.9K
|
4.49K
$355K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-195- 10.66% |
$13.7K - $14.9K
|
1.63K
$129K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-35- 1.15% |
$2.45K - $2.68K
|
3.02K
$239K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-29.6K- 4.88% |
$2.07M - $2.26M
|
577K
$45.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
46New |
$3.22K - $3.52K
|
46
$3.64K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
128New |
$8.97K - $9.8K
|
128
$10.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
340+ 1.68% |
$23.8K - $26K
|
20.6K
$1.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-62.6K- 4.7% |
$4.39M - $4.79M
|
1.27M
$100M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-833- 2.55% |
$58.4K - $63.7K
|
31.8K
$2.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-44.6K- 4.53% |
$3.13M - $3.42M
|
941K
$74.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.45K- 2.47% |
$102K - $111K
|
57.1K
$4.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
141+ 4.64% |
$9.88K - $10.8K
|
3.18K
$251K
|