Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
446K+ 17.51% |
$29.8M - $31.6M
|
2.99M
$211M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
411K+ 9.43% |
$27.5M - $29.1M
|
4.77M
$337M
|
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
BUY
|
- |
237KNew |
$15.8M - $16.8M
|
237K
$16.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
197K+ 37.99% |
$13.2M - $14M
|
716K
$50.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
150K+ 3.04% |
$10M - $10.7M
|
5.1M
$360M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
149K+ 44.29% |
$9.94M - $10.5M
|
485K
$34.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
68.7K+ 3.11% |
$4.58M - $4.86M
|
2.28M
$161M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
58.3K+ 25.73% |
$3.89M - $4.13M
|
285K
$20.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
48.7KNew |
$3.25M - $3.45M
|
48.7K
$3.44M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
48KNew |
$3.2M - $3.4M
|
48K
$3.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.2K+ 37.26% |
$2.82M - $2.99M
|
155K
$11M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
41.9K+ 389.58% |
$2.79M - $2.97M
|
52.6K
$3.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
36.7KNew |
$2.45M - $2.6M
|
36.7K
$2.59M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
30.2K+ 23.24% |
$2.01M - $2.14M
|
160K
$11.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
28.8K+ 37.95% |
$1.92M - $2.04M
|
105K
$7.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
28.2K+ 7298.97% |
$1.89M - $2M
|
28.6K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.4K+ 38.21% |
$1.83M - $1.94M
|
99.2K
$7.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
27.1K+ 57.21% |
$1.81M - $1.92M
|
74.3K
$5.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
25.1KNew |
$1.67M - $1.78M
|
25.1K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
21.4KNew |
$1.43M - $1.52M
|
21.4K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
20K+ 11.47% |
$1.34M - $1.42M
|
194K
$13.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
18.6K+ 9.8% |
$1.24M - $1.32M
|
209K
$14.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18.6K+ 12.25% |
$1.24M - $1.32M
|
170K
$12M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
16.6K+ 5.36% |
$1.11M - $1.17M
|
325K
$23M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.4K+ 1.84% |
$1.09M - $1.16M
|
908K
$64.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.5K+ 3.22% |
$1.03M - $1.1M
|
496K
$35.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.2K+ 4.25% |
$1.02M - $1.08M
|
373K
$26.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
15KNew |
$1M - $1.06M
|
15K
$1.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14K+ 439.39% |
$937K - $994K
|
17.2K
$1.22M
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
13.7K+ 8.77% |
$912K - $968K
|
170K
$12M
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
12.7K+ 7.56% |
$848K - $900K
|
181K
$12.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
12.3K+ 2.71% |
$822K - $873K
|
467K
$33M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
12.3KNew |
$819K - $869K
|
12.3K
$867K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.6KNew |
$771K - $819K
|
11.6K
$817K
|
|
|
Aug 08, 2023
Q2 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
11.3K+ 6.07% |
$755K - $801K
|
198K
$14M
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
11.3K+ 5.75% |
$754K - $800K
|
208K
$14.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10.9KNew |
$724K - $769K
|
10.9K
$767K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
9.56KNew |
$638K - $677K
|
9.56K
$676K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.7K+ 38.22% |
$581K - $617K
|
31.5K
$2.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
8.62K+ 26.97% |
$575K - $611K
|
40.6K
$2.87M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.54KNew |
$570K - $605K
|
8.54K
$604K
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
8.44KNew |
$563K - $598K
|
8.44K
$596K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8.37KNew |
$558K - $593K
|
8.37K
$591K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
7.9KNew |
$527K - $559K
|
7.9K
$558K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.83KNew |
$523K - $555K
|
7.83K
$554K
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.66K+ 95.9% |
$511K - $542K
|
15.6K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
7.2KNew |
$480K - $510K
|
7.2K
$509K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.71K+ 188.21% |
$448K - $475K
|
10.3K
$726K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.56K+ 19.33% |
$438K - $464K
|
40.5K
$2.86M
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
6.08K+ 2.43% |
$406K - $431K
|
256K
$18.1M
|