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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
413KNew |
$28.9M - $31.6M
|
413K
$32.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-96- 1.21% |
$6.73K - $7.35K
|
7.85K
$621K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
28+ 0.64% |
$1.96K - $2.14K
|
4.42K
$350K
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
4.36KNew |
$306K - $334K
|
4.36K
$345K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
711+ 44.27% |
$49.8K - $54.4K
|
2.32K
$183K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
4+ 0.05% |
$280 - $306
|
8.67K
$686K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.17K- 27.38% |
$152K - $166K
|
5.75K
$455K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
29New |
$2.03K - $2.22K
|
29
$2.29K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-9.14K- 3.59% |
$641K - $699K
|
245K
$19.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-16- 0.06% |
$1.12K - $1.22K
|
26.9K
$2.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-58- 1.4% |
$4.07K - $4.44K
|
4.1K
$324K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.7K+ 116.94% |
$2.93M - $3.19M
|
77.4K
$6.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-84- 1.43% |
$5.89K - $6.43K
|
5.8K
$459K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.28KNew |
$370K - $404K
|
5.28K
$418K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-496- 7.55% |
$34.8K - $38K
|
6.08K
$481K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21+ 0.92% |
$1.47K - $1.61K
|
2.31K
$183K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
209+ 1.49% |
$14.7K - $16K
|
14.2K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
439K+ 35.7% |
$30.8M - $33.6M
|
1.67M
$132M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-665- 5.48% |
$46.6K - $50.9K
|
11.5K
$907K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
8.02KNew |
$562K - $614K
|
8.02K
$635K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
69New |
$4.84K - $5.28K
|
69
$5.46K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.16K- 23.42% |
$151K - $165K
|
7.05K
$557K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.48K+ 3.71% |
$104K - $113K
|
41.4K
$3.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
380+ 73.08% |
$26.6K - $29.1K
|
900
$71.2K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-314- 7.6% |
$22K - $24K
|
3.82K
$302K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-105- 1.62% |
$7.36K - $8.04K
|
6.36K
$503K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
30+ 0.67% |
$2.1K - $2.3K
|
4.48K
$354K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
68+ 0.92% |
$4.77K - $5.2K
|
7.48K
$591K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13.5K- 24.79% |
$943K - $1.03M
|
40.8K
$3.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
136+ 4.02% |
$9.53K - $10.4K
|
3.52K
$278K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.26KNew |
$228K - $249K
|
3.26K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.11K- 8.32% |
$148K - $161K
|
23.3K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-36.4K- 19.96% |
$2.55M - $2.78M
|
146K
$11.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
10.9K+ 12.46% |
$765K - $836K
|
98.6K
$7.8M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.36K- 5.36% |
$376K - $411K
|
94.7K
$7.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-126- 0.18% |
$8.83K - $9.64K
|
68.4K
$5.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
43New |
$3.01K - $3.29K
|
43
$3.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
42+ 0.17% |
$2.94K - $3.21K
|
24.9K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.17KNew |
$81.8K - $89.3K
|
1.17K
$92.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.42K- 24.31% |
$169K - $185K
|
7.52K
$595K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.37K- 7.7% |
$236K - $258K
|
40.4K
$3.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-55- 1.12% |
$3.86K - $4.21K
|
4.85K
$384K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.47K+ 16.77% |
$103K - $113K
|
10.2K
$810K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
21+ 0.69% |
$1.47K - $1.61K
|
3.07K
$243K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
199New |
$13.9K - $15.2K
|
199
$15.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-13.6K- 43.58% |
$951K - $1.04M
|
17.6K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-6.45K- 5.41% |
$452K - $494K
|
113K
$8.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
16+ 0.56% |
$1.12K - $1.22K
|
2.87K
$227K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-18- 0.27% |
$1.26K - $1.38K
|
6.65K
$526K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-815- 9.79% |
$57.1K - $62.4K
|
7.51K
$594K
|