Latest Institutional Purchases of Ishares Msci Eafe Min Vol Fact (EFAV)

EFAV Quotes by TradingView

This list provides information on the latest institutional transactions involving Ishares Msci Eafe Min Vol Fact (EFAV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 01, 2023 Q3 2023
Key F Inancial Inc

BUY
 -
82
+ 178.26%
$5.34K - $5.67K
128 $11K
Nov 13, 2023 Q3 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
71
New
$4.63K - $4.91K
71 $6.12K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
71
+ 0.13%
$4.63K - $4.91K
53.3K $4.6M
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
39
New
$2.54K - $2.7K
39 $3.36K
Nov 09, 2023 Q3 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
32
+ 13.11%
$2.08K - $2.21K
276 $23.8K
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
25
New
$1.63K - $1.73K
25 $2.16K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
23
New
$1.5K - $1.59K
23 $1.98K
Nov 08, 2023 Q3 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
3
New
$195 - $207
3 $259
Q2 2023
Aug 09, 2023 Q2 2023
Sykon Capital LLC

Harrison, NY
BUY
 -
36.7K
New
$2.45M - $2.6M
36.7K $3.16M
Aug 14, 2023 Q2 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
21.4K
New
$1.43M - $1.52M
21.4K $1.85M
Aug 08, 2023 Q2 2023
Liquid Strategies, LLC

Atlanta, GA
BUY
 -
11.3K
+ 6.07%
$755K - $801K
198K $17.1M
Feb 14, 2024 Q2 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
9.56K
New
$638K - $677K
9.56K $824K
Aug 11, 2023 Q2 2023
Security Financial Services, Inc.

BUY
 -
7.2K
New
$480K - $510K
7.2K $621K
Jul 06, 2023 Q2 2023
In Track Investment Management Inc

BUY
 -
4.79K
New
$319K - $339K
4.79K $413K
Jul 25, 2023 Q2 2023
Albion Financial Group

BUY
 -
2.27K
New
$152K - $161K
2.27K $196K
Aug 10, 2023 Q2 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
1.69K
New
$112K - $119K
1.69K $145K
Jul 20, 2023 Q2 2023
Advocacy Wealth Management Services, LLC

BUY
 -
990
+ 9.85%
$66.1K - $70.1K
11K $952K
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

BUY
 -
795
+ 46.79%
$53.1K - $56.3K
2.49K $215K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
746
New
$49.8K - $52.9K
746 $64.3K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
278
+ 0.56%
$18.6K - $19.7K
50K $4.32M
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
162
New
$10.8K - $11.5K
162 $14K
Sep 26, 2023 Q2 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
116
New
$7.74K - $8.22K
116 $10K
Jul 25, 2023 Q2 2023
Horst & Graben Wealth Management LLC

BUY
 -
60
+ 1.96%
$4.01K - $4.25K
3.12K $269K
Aug 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
40
New
$2.67K - $2.83K
40 $3.45K
Aug 04, 2023 Q2 2023
Motco

BUY
 -
39
New
$2.6K - $2.76K
39 $3.36K
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
25
New
$1.67K - $1.77K
25 $2.16K
Jul 13, 2023 Q2 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
5
+ 1.77%
$334 - $354
287 $24.8K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
1
+ 2.86%
$66.8 - $70.9
36 $3.11K
Q1 2023
May 04, 2023 Q1 2023
Hardy Reed LLC

BUY
 -
27.5K
+ 58.36%
$1.75M - $1.86M
74.6K $6.44M
May 15, 2023 Q1 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
4.17K
New
$266K - $282K
4.17K $360K
May 10, 2023 Q1 2023
Brandywine Oak Private Wealth LLC

BUY
 -
3.12K
New
$199K - $211K
3.12K $269K
May 04, 2023 Q1 2023
Peddock Capital Advisors, LLC

BUY
 -
3.09K
New
$197K - $209K
3.09K $266K
May 08, 2023 Q1 2023
Brown Advisory Inc

BUY
 -
3.06K
New
$195K - $207K
3.06K $264K
May 15, 2023 Q1 2023
Northcape Wealth Management, LLC

Williamsville, NY
BUY
 -
3.01K
New
$192K - $204K
3.01K $260K
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
2.99K
New
$191K - $202K
2.99K $258K
May 02, 2023 Q1 2023
V Wealth Advisors LLC

BUY
 -
2.97K
New
$189K - $201K
2.97K $256K
May 12, 2023 Q1 2023
Pointe Capital Management LLC

BUY
 -
2.13K
New
$136K - $144K
2.13K $183K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
2.1K
New
$134K - $142K
2.1K $181K
Apr 14, 2023 Q1 2023
Pinnacle Bancorp, Inc.

BUY
 -
1.45K
+ 34.4%
$92.5K - $98.1K
5.67K $489K
May 24, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
1.36K
+ 117.1%
$87K - $92.2K
2.53K $218K
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
355
New
$22.6K - $24K
355 $30.6K
May 08, 2023 Q1 2023
Wrapmanager Inc

BUY
 -
140
+ 1.57%
$8.93K - $9.47K
9.05K $780K
May 12, 2023 Q1 2023
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
102
+ 0.25%
$6.51K - $6.9K
40.9K $3.53M
May 11, 2023 Q1 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
50
New
$3.19K - $3.38K
50 $4.31K
Sep 12, 2023 Q1 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
24
New
$1.53K - $1.62K
24 $2.07K
Apr 18, 2023 Q1 2023
Johnson Midwest Financial, LLC

BUY
 -
22
New
$1.4K - $1.49K
22 $1.9K
Q4 2022
Feb 13, 2023 Q4 2022
Glovista Investments LLC

Jersey City, NJ
BUY
 -
104K
New
$5.86M - $6.77M
104K $8.99M
Jan 23, 2023 Q4 2022
Carnegie Capital Asset Management, LLC

BUY
 -
8.5K
New
$478K - $552K
8.5K $733K
Jun 13, 2023 Q4 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
5.04K
New
$283K - $327K
5.04K $435K

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