Purchases and Sales Made in Q1 2023 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 2023. 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 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-142- 1.9% |
$9.06K - $9.61K
|
7.35K
$513K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-145- 5.05% |
$9.25K - $9.81K
|
2.73K
$190K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-155- 0.65% |
$9.89K - $10.5K
|
23.7K
$1.66M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-156- 0.45% |
$9.95K - $10.6K
|
34.3K
$2.4M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-159- 3.01% |
$10.1K - $10.8K
|
5.12K
$358K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-170- 3.57% |
$10.8K - $11.5K
|
4.59K
$320K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-175- 81.4% |
$11.2K - $11.8K
|
40
$2.79K
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-185- 3.75% |
$11.8K - $12.5K
|
4.75K
$332K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-189- 1.24% |
$12.1K - $12.8K
|
15K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-195- 2.11% |
$12.4K - $13.2K
|
9.07K
$633K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-197- 0.61% |
$12.6K - $13.3K
|
32.3K
$2.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-198- 46.26% |
$12.6K - $13.4K
|
230
$16.1K
|
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-209- 4.67% |
$13.3K - $14.1K
|
4.27K
$298K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-213- 1.81% |
$13.6K - $14.4K
|
11.6K
$808K
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
SELL
|
- |
-218- 1.58% |
$13.9K - $14.7K
|
13.6K
$948K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-220- 2.65% |
$14K - $14.9K
|
8.09K
$565K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-240- 1.77% |
$15.3K - $16.2K
|
13.3K
$932K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-259- 7.5% |
$16.5K - $17.5K
|
3.19K
$223K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-263- 6.2% |
$16.8K - $17.8K
|
3.98K
$278K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-300- 9.86% |
$19.1K - $20.3K
|
2.74K
$191K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-303- 4.85% |
$19.3K - $20.5K
|
5.95K
$415K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-314- 2.45% |
$20K - $21.2K
|
12.5K
$872K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-337- 3.87% |
$21.5K - $22.8K
|
8.37K
$585K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-341- 5.57% |
$21.8K - $23.1K
|
5.78K
$404K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-344- 5.58% |
$21.9K - $23.3K
|
5.82K
$406K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-345- 1.79% |
$22K - $23.3K
|
19K
$1.32M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-366- 28.26% |
$23.4K - $24.8K
|
929
$64.9K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-367- 5.89% |
$23.4K - $24.8K
|
5.86K
$409K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-371- 0.8% |
$23.7K - $25.1K
|
46.1K
$3.21M
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-397- 0.49% |
$25.3K - $26.9K
|
80.4K
$5.61M
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-400- 10.55% |
$25.5K - $27.1K
|
3.39K
$237K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-402- 5.27% |
$25.6K - $27.2K
|
7.23K
$505K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-415- 4.87% |
$26.5K - $28.1K
|
8.12K
$567K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-427- 8.88% |
$27.2K - $28.9K
|
4.38K
$306K
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-447- 7.96% |
$28.5K - $30.2K
|
5.17K
$361K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
SELL
|
- |
-500- 5.94% |
$31.9K - $33.8K
|
7.92K
$553K
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-506- 6.12% |
$32.3K - $34.2K
|
7.76K
$542K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-515- 4.57% |
$32.9K - $34.8K
|
10.7K
$750K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-520- 3.87% |
$33.2K - $35.2K
|
12.9K
$901K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-520- 4.0% |
$33.2K - $35.2K
|
12.5K
$871K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-530- 47.41% |
$33.8K - $35.9K
|
588
$41K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-540- 13.61% |
$34.5K - $36.5K
|
3.43K
$239K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-547- 3.85% |
$34.9K - $37K
|
13.7K
$955K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-551- 14.47% |
$35.2K - $37.3K
|
3.26K
$227K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-553- 13.18% |
$35.3K - $37.4K
|
3.64K
$254K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-574- 5.35% |
$36.6K - $38.8K
|
10.1K
$708K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-585- 73.58% |
$37.3K - $39.6K
|
210
$14.7K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-622- 1.66% |
$39.7K - $42.1K
|
36.9K
$2.58M
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-632- 1.57% |
$40.3K - $42.8K
|
39.6K
$2.76M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-642- 14.12% |
$41K - $43.4K
|
3.91K
$273K
|