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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-141- 3.1% |
$9.41K - $9.99K
|
4.41K
$308K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-142- 74.74% |
$9.48K - $10.1K
|
48
$3.35K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-148- 45.68% |
$9.88K - $10.5K
|
176
$12.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-153- 0.39% |
$10.2K - $10.8K
|
39.4K
$2.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-154- 3.44% |
$10.3K - $10.9K
|
4.32K
$302K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-155- 3.54% |
$10.3K - $11K
|
4.22K
$295K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-164- 25.27% |
$10.9K - $11.6K
|
485
$33.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-167- 4.13% |
$11.1K - $11.8K
|
3.87K
$270K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-168- 1.34% |
$11.2K - $11.9K
|
12.3K
$860K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-178- 1.33% |
$11.9K - $12.6K
|
13.2K
$919K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-187- 2.93% |
$12.5K - $13.2K
|
6.2K
$433K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-191- 0.6% |
$12.7K - $13.5K
|
31.5K
$2.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-199- 2.38% |
$13.3K - $14.1K
|
8.16K
$570K
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-215- 3.67% |
$14.4K - $15.2K
|
5.65K
$394K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-246- 52.23% |
$16.4K - $17.4K
|
225
$15.7K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-246- 52.23% |
$16.4K - $17.4K
|
225
$15.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-270- 50.09% |
$18K - $19.1K
|
269
$18.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-294- 10.72% |
$19.6K - $20.8K
|
2.45K
$171K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-311- 1.1% |
$20.8K - $22K
|
28K
$1.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-320- 8.19% |
$21.4K - $22.7K
|
3.59K
$250K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-321- 3.01% |
$21.4K - $22.7K
|
10.3K
$721K
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-321- 5.34% |
$21.4K - $22.7K
|
5.69K
$397K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-322- 9.0% |
$21.5K - $22.8K
|
3.26K
$227K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-338- 8.5% |
$22.6K - $23.9K
|
3.64K
$254K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-339- 6.54% |
$22.6K - $24K
|
4.85K
$338K
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
SELL
|
- |
-369- 5.07% |
$24.6K - $26.1K
|
6.91K
$482K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-400- 10.7% |
$26.7K - $28.3K
|
3.34K
$233K
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-410- 7.29% |
$27.4K - $29K
|
5.22K
$364K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-452- 0.12% |
$30.2K - $32K
|
382K
$26.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-458- 1.7% |
$30.6K - $32.4K
|
26.4K
$1.85M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-462- 7.77% |
$30.8K - $32.7K
|
5.49K
$383K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Capital Trust CO
|
SELL
|
- |
-495- 0.28% |
$33K - $35.1K
|
178K
$12.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-500- 9.25% |
$33.4K - $35.4K
|
4.91K
$343K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-518- 18.99% |
$34.6K - $36.7K
|
2.21K
$154K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-529- 28.05% |
$35.3K - $37.5K
|
1.36K
$94.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-530- 4.45% |
$35.4K - $37.6K
|
11.4K
$795K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-558- 6.03% |
$37.2K - $39.5K
|
8.69K
$607K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-573- 13.42% |
$38.2K - $40.6K
|
3.7K
$258K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-614- 0.83% |
$41K - $43.5K
|
73.7K
$5.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-637- 7.96% |
$42.5K - $45.1K
|
7.37K
$514K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-648- 28.11% |
$43.3K - $45.9K
|
1.66K
$116K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-704- 8.59% |
$47K - $49.9K
|
7.49K
$523K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-710- 79.15% |
$47.4K - $50.3K
|
187
$13.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-711- 5.51% |
$47.5K - $50.4K
|
12.2K
$851K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-739- 3.76% |
$49.3K - $52.4K
|
18.9K
$1.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-811- 2.16% |
$54.1K - $57.5K
|
36.7K
$2.56M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-839- 11.6% |
$56K - $59.4K
|
6.39K
$446K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-845- 5.95% |
$56.4K - $59.9K
|
13.4K
$933K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-905- 0.84% |
$60.4K - $64.1K
|
106K
$7.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-929- 5.51% |
$62K - $65.8K
|
15.9K
$1.11M
|