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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.11K- 20.98% |
$358K - $391K
|
19.3K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-269- 5.68% |
$18.9K - $20.6K
|
4.47K
$353K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-978- 3.7% |
$68.6K - $74.8K
|
25.4K
$2.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
111+ 2.23% |
$7.78K - $8.49K
|
5.08K
$402K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-4.7K- 20.15% |
$330K - $360K
|
18.6K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16+ 1.64% |
$1.12K - $1.22K
|
991
$78.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
28+ 0.96% |
$1.96K - $2.14K
|
2.96K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-35.9K- 31.93% |
$2.52M - $2.75M
|
76.6K
$6.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$70.1 - $76.5
|
8.03K
$635K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4+ 0.06% |
$280 - $306
|
6.6K
$522K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
61+ 0.71% |
$4.28K - $4.67K
|
8.69K
$687K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
923+ 2.38% |
$64.7K - $70.6K
|
39.8K
$3.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-334- 25.48% |
$23.4K - $25.6K
|
977
$77.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
42New |
$2.94K - $3.21K
|
42
$3.32K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
46New |
$3.22K - $3.52K
|
46
$3.64K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-3.47K- 2.64% |
$243K - $265K
|
128K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
329+ 1.23% |
$23.1K - $25.2K
|
27.1K
$2.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.05K+ 76.04% |
$284K - $310K
|
9.37K
$741K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
8+ 0.09% |
$561 - $612
|
9.25K
$731K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-50- 36.23% |
$3.5K - $3.83K
|
88
$6.96K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-75- 0.85% |
$5.26K - $5.74K
|
8.77K
$694K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.22K- 11.15% |
$155K - $170K
|
17.7K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-118- 2.5% |
$8.27K - $9.03K
|
4.61K
$365K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
360+ 11.81% |
$25.2K - $27.6K
|
3.41K
$270K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-3.94K- 19.1% |
$276K - $301K
|
16.7K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-815- 21.35% |
$57.1K - $62.4K
|
3K
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-19.3K- 6.73% |
$1.35M - $1.48M
|
267K
$21.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
219New |
$15.4K - $16.8K
|
219
$17.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-355- 0.37% |
$24.9K - $27.2K
|
96.5K
$7.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
83New |
$5.82K - $6.35K
|
83
$6.57K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
189+ 1.27% |
$13.2K - $14.5K
|
15.1K
$1.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 1.53% |
$140 - $153
|
133
$10.5K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.31KNew |
$232K - $253K
|
3.31K
$261K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
129+ 1.23% |
$9.04K - $9.87K
|
10.6K
$841K
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
158+ 2.98% |
$11K - $12.2K
|
5.47K
$432K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
28New |
$1.94K - $2.17K
|
28
$2.21K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-12- 4.3% |
$832 - $928
|
267
$21.1K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.44KNew |
$308K - $343K
|
4.44K
$351K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
79+ 0.73% |
$5.48K - $6.11K
|
10.9K
$860K
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
4.05KNew |
$281K - $313K
|
4.05K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.77KNew |
$192K - $214K
|
2.77K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
38.3KNew |
$2.65M - $2.96M
|
38.3K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-61.4K- 90.96% |
$4.26M - $4.75M
|
6.1K
$483K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.35K- 7.03% |
$163K - $182K
|
31K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.81KNew |
$333K - $372K
|
4.81K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
117+ 95.12% |
$8.11K - $9.05K
|
240
$19K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
6.43KNew |
$445K - $497K
|
6.43K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-147- 2.93% |
$10.2K - $11.4K
|
4.86K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
996New |
$69K - $77K
|
996
$78.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-40- 0.35% |
$2.77K - $3.09K
|
11.4K
$901K
|
|