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 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
500+ 8.35% |
$40.9K - $43.2K
|
6.49K
$559K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
474+ 4.91% |
$38.8K - $40.9K
|
10.1K
$874K
|
|
|
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
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
434New |
$35.5K - $37.5K
|
434
$37.4K
|
|
|
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
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
405+ 1.89% |
$33.1K - $35K
|
21.8K
$1.88M
|
|
|
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
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
350+ 1.71% |
$28.6K - $30.2K
|
20.9K
$1.8M
|
|
|
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 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
240+ 6.45% |
$19.6K - $20.7K
|
3.96K
$342K
|
|
|
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
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
207+ 1.01% |
$16.9K - $17.9K
|
20.8K
$1.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
205+ 3.8% |
$16.8K - $17.7K
|
5.6K
$483K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
192+ 1.26% |
$15.7K - $16.6K
|
15.4K
$1.33M
|
|
|
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
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
112+ 0.59% |
$9.16K - $9.67K
|
19.2K
$1.66M
|
|
|
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 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
102+ 24.88% |
$8.34K - $8.81K
|
512
$44.2K
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
85+ 0.5% |
$6.95K - $7.34K
|
17.1K
$1.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
85+ 0.59% |
$6.95K - $7.34K
|
14.5K
$1.25M
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
80+ 1.64% |
$6.54K - $6.91K
|
4.97K
$429K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
76+ 1.98% |
$6.21K - $6.56K
|
3.91K
$337K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
71+ 1.32% |
$5.8K - $6.13K
|
5.47K
$472K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
69New |
$5.64K - $5.96K
|
69
$5.95K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
63+ 3.52% |
$5.15K - $5.44K
|
1.86K
$160K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
62+ 7.9% |
$5.07K - $5.35K
|
847
$73.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
62New |
$5.07K - $5.35K
|
62
$5.35K
|
|
|
Oct 29, 2025
Q3 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
60+ 0.62% |
$4.91K - $5.18K
|
9.73K
$839K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
54+ 2.18% |
$4.42K - $4.66K
|
2.53K
$218K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
50New |
$4.09K - $4.32K
|
50
$4.31K
|
|