Latest Institutional Purchases of Ishares Msci Eafe Min Vol Fact (EFAV)
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 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.7K+ 12.66% |
$1.29M - $1.44M
|
166K
$11.8M
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
17.1K+ 10.84% |
$1.19M - $1.32M
|
175K
$12.5M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15K+ 28.95% |
$1.04M - $1.16M
|
66.9K
$4.76M
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
13.7KNew |
$948K - $1.06M
|
13.7K
$973K
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
12.4K+ 71.87% |
$859K - $959K
|
29.6K
$2.11M
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
12.1KNew |
$841K - $938K
|
12.1K
$863K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.5KNew |
$800K - $893K
|
11.5K
$821K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.56K+ 15.49% |
$594K - $662K
|
63.9K
$4.54M
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
6.43KNew |
$445K - $497K
|
6.43K
$457K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.98K+ 10.12% |
$414K - $462K
|
65.1K
$4.63M
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.88K+ 5.12% |
$408K - $455K
|
121K
$8.59M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.31K+ 12.6% |
$368K - $411K
|
47.4K
$3.38M
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
5.12K+ 3.8% |
$355K - $396K
|
140K
$9.95M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.05KNew |
$350K - $390K
|
5.05K
$359K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.81KNew |
$333K - $372K
|
4.81K
$342K
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.48K+ 68.34% |
$310K - $346K
|
11K
$785K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.44KNew |
$308K - $343K
|
4.44K
$316K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.26K+ 2.75% |
$295K - $329K
|
159K
$11.3M
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
4.05KNew |
$281K - $313K
|
4.05K
$288K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.79K+ 49.23% |
$263K - $293K
|
11.5K
$817K
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
3.55KNew |
$246K - $275K
|
3.55K
$253K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.23K+ 3.12% |
$224K - $250K
|
107K
$7.6M
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
3.02KNew |
$209K - $233K
|
3.02K
$214K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.93KNew |
$203K - $226K
|
2.93K
$208K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.85KNew |
$198K - $220K
|
2.85K
$203K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.81KNew |
$195K - $217K
|
2.81K
$200K
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.77KNew |
$192K - $214K
|
2.77K
$197K
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.76KNew |
$191K - $213K
|
2.76K
$196K
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
2.75KNew |
$190K - $213K
|
2.75K
$195K
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.69KNew |
$186K - $208K
|
2.69K
$191K
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.63KNew |
$182K - $203K
|
2.63K
$187K
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.62KNew |
$181K - $202K
|
2.62K
$186K
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
2.1K+ 4.04% |
$146K - $162K
|
54.1K
$3.85M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.08K+ 25.03% |
$144K - $161K
|
10.4K
$738K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.01K+ 9.0% |
$139K - $156K
|
24.4K
$1.73M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.01K+ 46.56% |
$139K - $156K
|
6.33K
$450K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.84K+ 3.7% |
$127K - $142K
|
51.5K
$3.66M
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.74KNew |
$120K - $134K
|
1.74K
$123K
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
1.68K+ 0.59% |
$117K - $130K
|
287K
$20.4M
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.39K+ 4.47% |
$96.6K - $108K
|
32.6K
$2.32M
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.37K+ 0.7% |
$94.8K - $106K
|
196K
$14M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.23K+ 11.73% |
$85.2K - $95.1K
|
11.7K
$833K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.14K+ 157.6% |
$79.1K - $88.2K
|
1.87K
$133K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.09K+ 15.83% |
$75.2K - $83.9K
|
7.94K
$565K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
996New |
$69K - $77K
|
996
$70.9K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
987+ 8.62% |
$68.4K - $76.3K
|
12.4K
$885K
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
918+ 2.35% |
$63.6K - $71K
|
39.9K
$2.84M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
877+ 5.62% |
$60.8K - $67.8K
|
16.5K
$1.17M
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
845+ 18.3% |
$58.6K - $65.4K
|
5.46K
$389K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
771+ 17.67% |
$53.4K - $59.6K
|
5.14K
$365K
|