Purchases and Sales Made in Q1 2022 in Ishares Msci Eafe Min Vol Fact (EFAV)
This table provides information about the institutional ownership of Ishares Msci Eafe Min Vol Fact (EFAV) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES MSCI EAFE MIN VOL FACT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.18M+ 7150.24% |
$283M - $320M
|
4.24M
$300M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.07M+ 6182.49% |
$72.2M - $81.7M
|
1.08M
$76.6M
|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
752K+ 8666.18% |
$50.9M - $57.6M
|
760K
$53.7M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
321K+ 29.11% |
$21.7M - $24.6M
|
1.42M
$101M
|
|
May 18, 2022
Q1 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
215K+ 19.58% |
$14.6M - $16.5M
|
1.31M
$92.9M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
214K+ 8.51% |
$14.5M - $16.4M
|
2.73M
$193M
|
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
187KNew |
$12.7M - $14.3M
|
187K
$13.2M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
130KNew |
$8.82M - $9.98M
|
130K
$9.2M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
129KNew |
$8.71M - $9.85M
|
129K
$9.09M
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
101KNew |
$6.82M - $7.72M
|
101K
$7.12M
|
|
May 10, 2022
Q1 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
77.5KNew |
$5.25M - $5.94M
|
77.5K
$5.48M
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
64.4K+ 985.77% |
$4.36M - $4.93M
|
70.9K
$5.01M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60.9K+ 14.61% |
$4.13M - $4.67M
|
478K
$33.8M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
57.4K+ 99.07% |
$3.89M - $4.4M
|
115K
$8.15M
|
|
May 16, 2022
Q1 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
43.3K+ 2015.58% |
$2.94M - $3.32M
|
45.5K
$3.21M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
38.9K+ 428.89% |
$2.63M - $2.98M
|
47.9K
$3.39M
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
38K+ 16.47% |
$2.57M - $2.91M
|
269K
$19M
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
36.5KNew |
$2.47M - $2.8M
|
36.5K
$2.58M
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
36K+ 20.36% |
$2.44M - $2.76M
|
213K
$15M
|
|
May 05, 2022
Q1 2022
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
34.5K+ 38.06% |
$2.34M - $2.64M
|
125K
$8.85M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.6K+ 906.44% |
$2.07M - $2.34M
|
33.9K
$2.4M
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
30.1K+ 41.65% |
$2.04M - $2.31M
|
102K
$7.23M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
29.7KNew |
$2.01M - $2.28M
|
29.7K
$2.1M
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
29.2KNew |
$1.98M - $2.24M
|
29.2K
$2.07M
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
26.7KNew |
$1.81M - $2.04M
|
26.7K
$1.88M
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
BUY
|
- |
22.7K+ 4.36% |
$1.54M - $1.74M
|
543K
$38.4M
|
|
May 18, 2022
Q1 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
22.4KNew |
$1.52M - $1.72M
|
22.4K
$1.58M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
20.2K+ 169.37% |
$1.37M - $1.55M
|
32.1K
$2.27M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
20.1K+ 49.22% |
$1.36M - $1.54M
|
61K
$4.31M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.8K+ 7.65% |
$1.34M - $1.52M
|
279K
$19.7M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.7K+ 419.35% |
$1.27M - $1.44M
|
23.2K
$1.64M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.6KNew |
$1.26M - $1.43M
|
18.6K
$1.31M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17.1KNew |
$1.16M - $1.31M
|
17.1K
$1.21M
|
|
Apr 25, 2022
Q1 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
16.9K+ 6.25% |
$1.14M - $1.29M
|
287K
$20.3M
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
16.9K+ 58.2% |
$1.14M - $1.29M
|
45.8K
$3.24M
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
16.5K+ 27.96% |
$1.11M - $1.26M
|
75.3K
$5.32M
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
15.5K+ 10.46% |
$1.05M - $1.19M
|
163K
$11.5M
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
14.8K+ 1.14% |
$1M - $1.13M
|
1.31M
$92.3M
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
BUY
|
- |
14.6K+ 23.57% |
$989K - $1.12M
|
76.5K
$5.41M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.4K+ 46.41% |
$907K - $1.03M
|
42.2K
$2.99M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13.2K+ 13.77% |
$896K - $1.01M
|
109K
$7.73M
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
13.1K+ 24.33% |
$885K - $1M
|
66.7K
$4.72M
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.9K+ 1.51% |
$872K - $987K
|
868K
$61.3M
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
12.4K+ 3099.5% |
$840K - $950K
|
12.8K
$905K
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
11.4K+ 1.0% |
$771K - $873K
|
1.15M
$81.6M
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
10.3KNew |
$697K - $789K
|
10.3K
$728K
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
BUY
|
- |
10.2K+ 15.1% |
$693K - $784K
|
78K
$5.51M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.41K+ 0.75% |
$637K - $721K
|
1.27M
$89.6M
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9.35K+ 6.52% |
$633K - $717K
|
153K
$10.8M
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9.3K+ 5.44% |
$630K - $713K
|
180K
$12.7M
|