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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-155- 3.4% |
$8.72K - $10.1K
|
4.41K
$380K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-135- 11.9% |
$7.59K - $8.77K
|
999
$86.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-67- 1.44% |
$3.77K - $4.35K
|
4.59K
$396K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3- 7.32% |
$169 - $195
|
38
$3.28K
|
|
| 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
$1.45M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-10.4K- 91.93% |
$588K - $683K
|
910
$78.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-7.97K- 39.56% |
$452K - $525K
|
12.2K
$1.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-7.33K- 23.56% |
$415K - $483K
|
23.8K
$2.05M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-4.05K- 41.04% |
$229K - $267K
|
5.81K
$501K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.4K- 26.43% |
$193K - $224K
|
9.46K
$816K
|
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-1.67K- 3.87% |
$94.8K - $110K
|
41.5K
$3.58M
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.56K- 29.07% |
$88.2K - $103K
|
3.8K
$327K
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-463- 80.8% |
$26.2K - $30.5K
|
110
$9.49K
|
|
|
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
$385K
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-155- 1.14% |
$8.79K - $10.2K
|
13.4K
$1.16M
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-150- 18.75% |
$8.5K - $9.89K
|
650
$56.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-118- 3.22% |
$6.69K - $7.78K
|
3.54K
$306K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-85- 33.46% |
$4.82K - $5.6K
|
169
$14.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-65- 10.57% |
$3.68K - $4.29K
|
550
$47.4K
|
|
| 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
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-7KClosed |
$429K - $509K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-6.61KClosed |
$405K - $480K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-5.42KClosed |
$332K - $394K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-5.4KClosed |
$331K - $392K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Smart Money Group LLC
|
SELL
|
- |
-5.26K- 37.43% |
$322K - $382K
|
8.79K
$758K
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-5.13K- 60.76% |
$314K - $373K
|
3.31K
$286K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.72KClosed |
$289K - $343K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-4.45K- 50.28% |
$273K - $323K
|
4.4K
$380K
|
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-4.43KClosed |
$271K - $322K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.24KClosed |
$260K - $308K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-4.22KClosed |
$259K - $307K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
PUT |
-4KClosed |
$245K - $291K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.53KClosed |
$216K - $256K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.38K- 22.07% |
$207K - $245K
|
11.9K
$1.03M
|
|
|
Aug 02, 2022
Q2 2022
|
Moneywise, Inc.
|
SELL
|
- |
-3.3KClosed |
$202K - $240K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.26K- 48.01% |
$200K - $237K
|
3.53K
$304K
|
|
|
Aug 12, 2022
Q2 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-3.11KClosed |
$190K - $226K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
SELL
|
- |
-3.06KClosed |
$187K - $222K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-2.98K- 8.07% |
$182K - $217K
|
34K
$2.93M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.97KClosed |
$182K - $216K
|
0
$0
|
|