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 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.31K- 7.44% |
$232K - $253K
|
41.2K
$3.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-106- 0.43% |
$7.43K - $8.11K
|
24.8K
$1.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.09K+ 0.74% |
$497K - $542K
|
965K
$76.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.99KNew |
$210K - $229K
|
2.99K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-163K- 16.38% |
$11.5M - $12.5M
|
835K
$66M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-354- 3.69% |
$24.8K - $27.1K
|
9.23K
$730K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.88K+ 38.48% |
$202K - $220K
|
10.3K
$818K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
23New |
$1.61K - $1.76K
|
23
$1.82K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.84K- 6.71% |
$129K - $141K
|
25.5K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.52K- 1.04% |
$247K - $270K
|
336K
$26.6M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
161New |
$11.3K - $12.3K
|
161
$12.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-128K- 80.52% |
$8.96M - $9.79M
|
30.9K
$2.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-307- 3.58% |
$21.5K - $23.5K
|
8.27K
$654K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-50- 1.52% |
$3.5K - $3.83K
|
3.23K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
20.7K+ 11.81% |
$1.45M - $1.58M
|
196K
$15.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23+ 1.24% |
$1.61K - $1.76K
|
1.88K
$149K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.48K- 12.67% |
$104K - $113K
|
10.2K
$809K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.15K- 12.59% |
$291K - $318K
|
28.8K
$2.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 2.33% |
$70.1 - $76.5
|
44
$3.48K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.49K- 47.81% |
$385K - $420K
|
6K
$474K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.83K- 4.83% |
$409K - $446K
|
115K
$9.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
4.23KNew |
$297K - $324K
|
4.23K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.9K- 7.37% |
$344K - $375K
|
61.6K
$4.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
266+ 38.22% |
$18.6K - $20.4K
|
962
$76.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4.91KNew |
$344K - $376K
|
4.91K
$388K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-8.6K- 2.78% |
$603K - $658K
|
301K
$23.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.58K- 4.93% |
$461K - $503K
|
127K
$10M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
62+ 1.02% |
$4.35K - $4.74K
|
6.13K
$485K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.16K- 6.03% |
$81K - $88.4K
|
18K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.26K+ 38.52% |
$158K - $173K
|
8.11K
$641K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
732+ 14.68% |
$51.3K - $56K
|
5.72K
$452K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
20.5KNew |
$1.44M - $1.57M
|
20.5K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
174+ 1.23% |
$12.2K - $13.3K
|
14.4K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-396- 7.88% |
$27.8K - $30.3K
|
4.63K
$366K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
44K+ 1305.66% |
$3.09M - $3.37M
|
47.4K
$3.75M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.24K- 4.17% |
$297K - $324K
|
97.5K
$7.71M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7.06KNew |
$495K - $541K
|
7.06K
$559K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2+ 2.3% |
$140 - $153
|
89
$7.04K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
466+ 0.44% |
$32.7K - $35.7K
|
107K
$8.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-52- 1.71% |
$3.65K - $3.98K
|
2.99K
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-361- 2.24% |
$25.3K - $27.6K
|
15.7K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
48+ 1.41% |
$3.36K - $3.67K
|
3.46K
$273K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
168+ 0.69% |
$11.8K - $12.9K
|
24.5K
$1.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-146- 0.88% |
$10.2K - $11.2K
|
16.4K
$1.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-2.83K- 0.99% |
$198K - $217K
|
284K
$22.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.5K+ 0.73% |
$105K - $114K
|
207K
$16.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.25K+ 24.92% |
$87.3K - $95.3K
|
6.24K
$494K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-125- 20.87% |
$8.76K - $9.57K
|
474
$37.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-362- 7.47% |
$25.4K - $27.7K
|
4.49K
$355K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-724- 38.82% |
$50.8K - $55.4K
|
1.14K
$90.3K
|