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 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
957+ 0.76% |
$78.2K - $82.6K
|
127K
$11M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
874+ 1.41% |
$71.5K - $75.5K
|
62.9K
$5.43M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
870+ 21.4% |
$71.1K - $75.1K
|
4.94K
$426K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
867New |
$70.9K - $74.9K
|
867
$74.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
858+ 1.04% |
$70.2K - $74.1K
|
83.3K
$7.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
758+ 1684.44% |
$62K - $65.5K
|
803
$69.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
725+ 13.75% |
$59.3K - $62.6K
|
6K
$517K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
706+ 171.36% |
$57.7K - $61K
|
1.12K
$96.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
704+ 2.1% |
$57.6K - $60.8K
|
34.2K
$2.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
703+ 3.82% |
$57.5K - $60.7K
|
19.1K
$1.65M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
678+ 20.07% |
$55.4K - $58.6K
|
4.06K
$350K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
660+ 2.56% |
$54K - $57K
|
26.5K
$2.28M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
643+ 62.92% |
$52.6K - $55.5K
|
1.67K
$144K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
638New |
$52.2K - $55.1K
|
638
$55K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
631+ 2.94% |
$51.6K - $54.5K
|
22.1K
$1.91M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
618+ 6.91% |
$50.5K - $53.4K
|
9.57K
$825K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
604+ 21.5% |
$49.4K - $52.2K
|
3.41K
$294K
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
572+ 18.58% |
$46.8K - $49.4K
|
3.65K
$315K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
565+ 22.05% |
$46.2K - $48.8K
|
3.13K
$270K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
564+ 4.33% |
$46.1K - $48.7K
|
13.6K
$1.17M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
562+ 20.5% |
$45.9K - $48.5K
|
3.3K
$285K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
500+ 8.35% |
$40.9K - $43.2K
|
6.49K
$559K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
444+ 19.93% |
$36.3K - $38.3K
|
2.67K
$230K
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
440+ 1.09% |
$36K - $38K
|
40.8K
$3.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
429+ 809.43% |
$35.1K - $37K
|
482
$41.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
428+ 1.58% |
$35K - $37K
|
27.5K
$2.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
397+ 14.57% |
$32.5K - $34.3K
|
3.12K
$269K
|
|
|
Nov 05, 2025
Q3 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
380+ 1.68% |
$31.1K - $32.8K
|
23K
$1.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
375+ 0.91% |
$30.7K - $32.4K
|
41.7K
$3.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
355New |
$29K - $30.7K
|
355
$30.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
303New |
$24.8K - $26.2K
|
303
$26.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
299+ 5.72% |
$24.4K - $25.8K
|
5.53K
$477K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
285+ 10.56% |
$23.3K - $24.6K
|
2.99K
$257K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
273+ 53.63% |
$22.3K - $23.6K
|
782
$67.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
259+ 41.57% |
$21.2K - $22.4K
|
882
$76.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
257+ 6.01% |
$21K - $22.2K
|
4.54K
$391K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
234+ 7.57% |
$19.1K - $20.2K
|
3.33K
$287K
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
212+ 4.26% |
$17.3K - $18.3K
|
5.19K
$448K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
207+ 7.61% |
$16.9K - $17.9K
|
2.93K
$253K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
205+ 3.8% |
$16.8K - $17.7K
|
5.6K
$483K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
186New |
$15.2K - $16.1K
|
186
$16K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
180+ 6.51% |
$14.7K - $15.5K
|
2.94K
$254K
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
180+ 3.86% |
$14.7K - $15.5K
|
4.85K
$418K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
156+ 1.75% |
$12.8K - $13.5K
|
9.05K
$780K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
126+ 2.24% |
$10.3K - $10.9K
|
5.76K
$497K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
116+ 123.4% |
$9.48K - $10K
|
210
$18.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
105New |
$8.58K - $9.07K
|
105
$9.06K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
102New |
$8.34K - $8.81K
|
102
$8.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
87New |
$7.11K - $7.51K
|
87
$7.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
86+ 3.36% |
$7.03K - $7.43K
|
2.64K
$228K
|
|