Purchases and Sales Made in Q2 2023 in Ishares Msci Eafe Min Vol Fact (EFAV)

EFAV Quotes by TradingView

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
Howe & Rusling Inc

Rochester, NY
BUY
 -
177
+ 142.74%
$11.8K - $12.5K
301 $21.3K
Jul 31, 2023 Q2 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
173
+ 5.8%
$11.5K - $12.3K
3.16K $223K
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
172
+ 2.96%
$11.5K - $12.2K
5.99K $423K
Jul 24, 2023 Q2 2023
Dohj, LLC

Seattle, WA
BUY
 -
163
+ 0.97%
$10.9K - $11.5K
16.9K $1.2M
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
162
New
$10.8K - $11.5K
162 $11.5K
Aug 07, 2023 Q2 2023
Investment Partners, Ltd.

BUY
 -
151
+ 0.66%
$10.1K - $10.7K
23.1K $1.63M
Oct 29, 2024 Q2 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
151
+ 115.27%
$10.1K - $10.7K
282 $19.9K
Jul 11, 2023 Q2 2023
Brickley Wealth Management

BUY
 -
133
+ 0.42%
$8.88K - $9.42K
31.5K $2.22M
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
122
New
$8.14K - $8.64K
122 $8.62K
Jul 13, 2023 Q2 2023
Patriot Investment Management Inc.

BUY
 -
121
+ 1.12%
$8.08K - $8.57K
10.9K $769K
Sep 26, 2023 Q2 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
116
New
$7.74K - $8.22K
116 $8.2K
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
108
+ 2.03%
$7.21K - $7.65K
5.42K $383K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
105
+ 5.21%
$7.01K - $7.44K
2.12K $150K
Aug 04, 2023 Q2 2023
Citizens Financial Group Inc

BUY
 -
95
+ 0.35%
$6.34K - $6.73K
27.6K $1.95M
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
93
+ 44.29%
$6.21K - $6.59K
303 $21.4K
Aug 09, 2023 Q2 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
91
+ 1.18%
$6.07K - $6.45K
7.81K $552K
Jul 24, 2023 Q2 2023
Blankinship & Foster, LLC

Solana Beach, CA
BUY
 -
89
+ 1.93%
$5.94K - $6.31K
4.7K $332K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
88
New
$5.87K - $6.23K
88 $6.22K
Aug 09, 2023 Q2 2023
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
88
+ 1.95%
$5.87K - $6.23K
4.61K $326K
Jul 27, 2023 Q2 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
80
+ 1.93%
$5.34K - $5.67K
4.23K $299K
Aug 14, 2023 Q2 2023
Prudential PLC

London, England, X0
BUY
 -
73
+ 1.62%
$4.87K - $5.17K
4.58K $324K
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
70
+ 0.88%
$4.67K - $4.96K
7.98K $564K
Aug 02, 2023 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
65
+ 0.52%
$4.34K - $4.61K
12.5K $886K
Jul 25, 2023 Q2 2023
Horst & Graben Wealth Management LLC

BUY
 -
60
+ 1.96%
$4.01K - $4.25K
3.12K $220K
Sep 11, 2024 Q2 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
58
+ 1.26%
$3.87K - $4.11K
4.65K $329K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
57
+ 0.15%
$3.8K - $4.04K
38.1K $2.69M
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
43
+ 2.29%
$2.87K - $3.05K
1.92K $136K
Jul 24, 2023 Q2 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
41
+ 0.86%
$2.74K - $2.9K
4.79K $339K
Aug 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
40
New
$2.67K - $2.83K
40 $2.83K
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
39
+ 0.54%
$2.6K - $2.76K
7.2K $509K
Aug 04, 2023 Q2 2023
Motco

BUY
 -
39
New
$2.6K - $2.76K
39 $2.76K
Jul 28, 2023 Q2 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
39
+ 0.85%
$2.6K - $2.76K
4.63K $327K
Jul 31, 2023 Q2 2023
Dakota Wealth Management

BUY
 -
39
+ 1.19%
$2.6K - $2.76K
3.31K $234K
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
32
+ 0.28%
$2.14K - $2.27K
11.6K $821K
Aug 14, 2023 Q2 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
31
+ 0.6%
$2.07K - $2.2K
5.16K $364K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
30
+ 18.52%
$2K - $2.13K
192 $13.6K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
30
+ 18.52%
$2K - $2.13K
192 $13.6K
Jul 20, 2023 Q2 2023
Pds Planning, Inc

BUY
 -
28
+ 0.35%
$1.87K - $1.98K
7.95K $562K
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
25
New
$1.67K - $1.77K
25 $1.77K
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
25
+ 50.0%
$1.67K - $1.77K
75 $5.3K
Jul 06, 2023 Q2 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
25
+ 1.92%
$1.67K - $1.77K
1.32K $93.6K
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

BUY
 -
24
+ 2.8%
$1.6K - $1.7K
882 $62.3K
Jul 25, 2023 Q2 2023
Cowa, LLC

Tulsa, OK
BUY
 -
24
+ 0.46%
$1.6K - $1.7K
5.2K $367K
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
23
+ 0.67%
$1.54K - $1.63K
3.45K $244K
Aug 08, 2023 Q2 2023
South State Corp

BUY
 -
23
New
$1.54K - $1.63K
23 $1.63K
Jul 13, 2023 Q2 2023
Everhart Financial Group, Inc.

BUY
 -
22
+ 0.53%
$1.47K - $1.56K
4.16K $294K
Aug 11, 2023 Q2 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
22
+ 0.13%
$1.47K - $1.56K
17.2K $1.22M
Aug 07, 2023 Q2 2023
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
20
+ 0.22%
$1.34K - $1.42K
9.09K $642K
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
20
+ 0.25%
$1.34K - $1.42K
7.98K $564K

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