Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-929- 6.61% |
$59.3K - $62.8K
|
13.1K
$1.04M
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-747- 58.5% |
$47.7K - $50.5K
|
530
$41.9K
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-400- 10.55% |
$25.5K - $27.1K
|
3.39K
$268K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-366- 28.26% |
$23.4K - $24.8K
|
929
$73.5K
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-220- 2.65% |
$14K - $14.9K
|
8.09K
$640K
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-198- 46.26% |
$12.6K - $13.4K
|
230
$18.2K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-85- 2.28% |
$5.42K - $5.75K
|
3.65K
$289K
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-61- 0.27% |
$3.89K - $4.13K
|
22.4K
$1.77M
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-43Closed |
$2.74K - $2.91K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-14- 53.85% |
$893 - $947
|
12
$949
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-5- 12.2% |
$319 - $338
|
36
$2.85K
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-26.5K- 31.25% |
$1.49M - $1.72M
|
58.3K
$4.61M
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11.9K- 78.73% |
$669K - $774K
|
3.22K
$254K
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.74KClosed |
$210K - $243K
|
0
$0
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-3.34K- 90.01% |
$188K - $217K
|
370
$29.3K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.57K- 6.1% |
$144K - $167K
|
39.5K
$3.12M
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-550- 13.22% |
$30.9K - $35.7K
|
3.61K
$286K
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-216- 6.4% |
$12.2K - $14K
|
3.16K
$250K
|
|
Feb 08, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-210- 5.22% |
$11.8K - $13.6K
|
3.81K
$301K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-155- 3.4% |
$8.72K - $10.1K
|
4.41K
$349K
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-135- 11.9% |
$7.59K - $8.77K
|
999
$79K
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-67- 1.44% |
$3.77K - $4.35K
|
4.59K
$363K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-35- 0.26% |
$1.97K - $2.27K
|
13.4K
$1.06M
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3- 7.32% |
$169 - $195
|
38
$3.01K
|
|
Q3 2022 | |||||||
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-15.1KClosed |
$857K - $997K
|
0
$0
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-13.3K- 44.19% |
$752K - $875K
|
16.8K
$1.33M
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-10.4K- 91.93% |
$588K - $683K
|
910
$72K
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-7.97K- 39.56% |
$452K - $525K
|
12.2K
$963K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-7.33K- 23.56% |
$415K - $483K
|
23.8K
$1.88M
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-4.05K- 41.04% |
$229K - $267K
|
5.81K
$460K
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.4K- 26.43% |
$193K - $224K
|
9.46K
$748K
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-1.67K- 3.87% |
$94.8K - $110K
|
41.5K
$3.29M
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.56K- 29.07% |
$88.2K - $103K
|
3.8K
$300K
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-463- 80.8% |
$26.2K - $30.5K
|
110
$8.7K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-460Closed |
$26.1K - $30.3K
|
0
$0
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-392Closed |
$22.2K - $25.8K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-234- 4.99% |
$13.3K - $15.4K
|
4.46K
$353K
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-155- 1.14% |
$8.79K - $10.2K
|
13.4K
$1.06M
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-150- 18.75% |
$8.5K - $9.89K
|
650
$51.4K
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-118- 3.22% |
$6.69K - $7.78K
|
3.54K
$280K
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-85- 33.46% |
$4.82K - $5.6K
|
169
$13.4K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-65- 10.57% |
$3.68K - $4.29K
|
550
$43.5K
|
|
Q2 2022 | |||||||
Jul 22, 2022
Q2 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-794KClosed |
$48.6M - $57.7M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-208KClosed |
$12.8M - $15.1M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-187KClosed |
$11.4M - $13.6M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-36.5KClosed |
$2.24M - $2.66M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-10.3KClosed |
$630K - $748K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-9.61KClosed |
$588K - $698K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-9.46KClosed |
$579K - $688K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.21KClosed |
$503K - $596K
|
0
$0
|