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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
2.38KNew |
$174K - $204K
|
2.38K
$205K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
2.22KNew |
$162K - $190K
|
2.22K
$191K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.32K+ 13.7% |
$96.5K - $113K
|
11K
$946K
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
1.05KNew |
$76.7K - $89.8K
|
1.05K
$90.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
580New |
$42.3K - $49.6K
|
580
$50K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
487New |
$35.6K - $41.6K
|
487
$42K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
371New |
$27.1K - $31.7K
|
371
$32K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
229+ 2.84% |
$16.7K - $19.6K
|
8.3K
$716K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
227New |
$16.6K - $19.4K
|
227
$19.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
205+ 1.93% |
$15K - $17.5K
|
10.8K
$935K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
195+ 2.2% |
$14.2K - $16.7K
|
9.06K
$781K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
180+ 1.99% |
$13.1K - $15.4K
|
9.24K
$797K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
171New |
$12.5K - $14.6K
|
171
$14.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
142New |
$10.4K - $12.1K
|
142
$12.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
137New |
$10K - $11.7K
|
137
$11.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
132+ 1.41% |
$9.64K - $11.3K
|
9.46K
$816K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
99+ 3.29% |
$7.23K - $8.46K
|
3.11K
$268K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
98+ 1.6% |
$7.15K - $8.38K
|
6.22K
$537K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
91New |
$6.64K - $7.78K
|
91
$7.85K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
91+ 3.02% |
$6.64K - $7.78K
|
3.11K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
90+ 0.97% |
$6.57K - $7.7K
|
9.39K
$810K
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
79+ 1.78% |
$5.77K - $6.75K
|
4.53K
$390K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
77+ 1.82% |
$5.62K - $6.58K
|
4.32K
$372K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
70+ 2.85% |
$5.11K - $5.99K
|
2.53K
$218K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
68+ 1.93% |
$4.96K - $5.81K
|
3.59K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
57+ 1.08% |
$4.16K - $4.87K
|
5.33K
$460K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
53+ 1.33% |
$3.87K - $4.53K
|
4.03K
$348K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
45+ 1.02% |
$3.29K - $3.85K
|
4.47K
$385K
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
BUY
|
- |
45+ 1.63% |
$3.29K - $3.85K
|
2.81K
$242K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
42+ 0.74% |
$3.07K - $3.59K
|
5.74K
$495K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
39+ 1.3% |
$2.85K - $3.33K
|
3.04K
$262K
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
33+ 0.78% |
$2.41K - $2.82K
|
4.24K
$366K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
32New |
$2.34K - $2.74K
|
32
$2.76K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
30+ 0.27% |
$2.19K - $2.57K
|
10.9K
$944K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
29+ 0.39% |
$2.12K - $2.48K
|
7.39K
$637K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
27New |
$1.97K - $2.31K
|
27
$2.33K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
23+ 0.23% |
$1.68K - $1.97K
|
9.95K
$858K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
21New |
$1.53K - $1.8K
|
21
$1.81K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 0.39% |
$1.24K - $1.45K
|
4.43K
$382K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
16New |
$1.17K - $1.37K
|
16
$1.38K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
13+ 0.14% |
$949 - $1.11K
|
9.26K
$799K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
13New |
$949 - $1.11K
|
13
$1.12K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
12New |
$876 - $1.03K
|
12
$1.04K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12+ 80.0% |
$876 - $1.03K
|
27
$2.33K
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
9+ 0.16% |
$657 - $770
|
5.49K
$474K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
8New |
$584 - $684
|
8
$690
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
6New |
$438 - $513
|
6
$518
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
6+ 2.17% |
$438 - $513
|
282
$24.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
6+ 0.14% |
$438 - $513
|
4.24K
$366K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
5+ 1.81% |
$365 - $428
|
281
$24.2K
|
|