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 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.81KNew |
$195K - $217K
|
2.81K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.77KNew |
$192K - $214K
|
2.77K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.76KNew |
$191K - $213K
|
2.76K
$201K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
2.75KNew |
$190K - $213K
|
2.75K
$200K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.69KNew |
$186K - $208K
|
2.69K
$196K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.63KNew |
$182K - $203K
|
2.63K
$192K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.62KNew |
$181K - $202K
|
2.62K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.01K+ 9.0% |
$139K - $156K
|
24.4K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.01K+ 46.56% |
$139K - $156K
|
6.33K
$461K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.84K+ 3.7% |
$127K - $142K
|
51.5K
$3.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.74KNew |
$120K - $134K
|
1.74K
$126K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
1.68K+ 0.59% |
$117K - $130K
|
287K
$20.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.39K+ 4.47% |
$96.6K - $108K
|
32.6K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.23K+ 11.73% |
$85.2K - $95.1K
|
11.7K
$852K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.14K+ 157.6% |
$79.1K - $88.2K
|
1.87K
$136K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.09K+ 15.83% |
$75.2K - $83.9K
|
7.94K
$578K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
996New |
$69K - $77K
|
996
$72.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
987+ 8.62% |
$68.4K - $76.3K
|
12.4K
$906K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
918+ 2.35% |
$63.6K - $71K
|
39.9K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
877+ 5.62% |
$60.8K - $67.8K
|
16.5K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
845+ 18.3% |
$58.6K - $65.4K
|
5.46K
$398K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
771+ 17.67% |
$53.4K - $59.6K
|
5.14K
$374K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
675New |
$46.8K - $52.2K
|
675
$49.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
667+ 0.68% |
$46.2K - $51.6K
|
99.2K
$7.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
638New |
$44.2K - $49.3K
|
638
$46.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
550New |
$38.1K - $42.5K
|
550
$40.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
544+ 6.68% |
$37.7K - $42.1K
|
8.69K
$633K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
388+ 159.67% |
$26.9K - $30K
|
631
$45.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
338New |
$23.4K - $26.1K
|
338
$24.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
316New |
$21.9K - $24.4K
|
316
$23K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
308+ 8.34% |
$21.3K - $23.8K
|
4K
$291K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
300+ 4.03% |
$20.8K - $23.2K
|
7.74K
$564K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
278+ 8.98% |
$19.3K - $21.5K
|
3.37K
$246K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
202+ 4.75% |
$14K - $15.6K
|
4.45K
$324K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
195+ 11.93% |
$13.5K - $15.1K
|
1.83K
$133K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
177New |
$12.3K - $13.7K
|
177
$12.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
171+ 1.3% |
$11.9K - $13.2K
|
13.3K
$971K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
169New |
$11.7K - $13.1K
|
169
$12.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
150New |
$10.4K - $11.6K
|
150
$10.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
144+ 0.21% |
$9.98K - $11.1K
|
67.9K
$4.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
117+ 95.12% |
$8.11K - $9.05K
|
240
$17.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
112+ 6.42% |
$7.76K - $8.66K
|
1.86K
$135K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
108+ 9.29% |
$7.49K - $8.35K
|
1.27K
$92.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
100+ 0.81% |
$6.93K - $7.73K
|
12.5K
$911K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
96+ 8.99% |
$6.65K - $7.42K
|
1.16K
$84.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
94+ 0.38% |
$6.52K - $7.27K
|
24.9K
$1.81M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
79+ 0.73% |
$5.48K - $6.11K
|
10.9K
$792K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
49New |
$3.4K - $3.79K
|
49
$3.57K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
49+ 0.61% |
$3.4K - $3.79K
|
8.14K
$593K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
45+ 23.44% |
$3.12K - $3.48K
|
237
$17.3K
|