Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
2.24K+ 200.18% |
$169K - $178K
|
3.36K
$234K
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.2K+ 2.91% |
$166K - $175K
|
77.8K
$5.43M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.11K+ 29.11% |
$159K - $168K
|
9.35K
$653K
|
|
Nov 08, 2021
Q3 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2.08KNew |
$157K - $165K
|
2.08K
$145K
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
2.03K+ 25.97% |
$153K - $161K
|
9.84K
$687K
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 1.37% |
$147K - $155K
|
144K
$10M
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.94K+ 1.08% |
$146K - $155K
|
182K
$12.7M
|
|
Oct 13, 2021
Q3 2021
|
Friedenthal Financial
|
BUY
|
- |
1.91K+ 2.77% |
$144K - $151K
|
70.7K
$4.93M
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.83K+ 22.56% |
$138K - $145K
|
9.94K
$694K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
1.82KNew |
$137K - $144K
|
1.82K
$127K
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.77K+ 1.03% |
$133K - $141K
|
174K
$12.1M
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.74KNew |
$131K - $138K
|
1.74K
$121K
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.66K+ 2.8% |
$125K - $132K
|
61K
$4.26M
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.61K+ 58.29% |
$121K - $128K
|
4.38K
$305K
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.59K+ 26.24% |
$119K - $126K
|
7.63K
$532K
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
1.46K+ 30.15% |
$110K - $116K
|
6.3K
$440K
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.43K+ 6.19% |
$108K - $114K
|
24.5K
$1.71M
|
|
Oct 26, 2021
Q3 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.18K+ 2.79% |
$88.8K - $93.8K
|
43.4K
$3.03M
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.15K+ 2.86% |
$86.6K - $91.4K
|
41.4K
$2.89M
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.14K+ 2.47% |
$86.2K - $91K
|
47.5K
$3.32M
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.08K+ 36.22% |
$81.7K - $86.2K
|
4.08K
$285K
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.06K+ 5.57% |
$79.9K - $84.3K
|
20.1K
$1.4M
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
1KNew |
$75.3K - $79.5K
|
1K
$69.8K
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
773+ 0.66% |
$58.2K - $61.5K
|
117K
$8.2M
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
743New |
$56K - $59.1K
|
743
$51.9K
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
729+ 8.93% |
$54.9K - $58K
|
8.89K
$620K
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
701+ 2.54% |
$52.8K - $55.7K
|
28.3K
$1.98M
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
675+ 1.74% |
$50.9K - $53.7K
|
39.5K
$2.76M
|
|
Oct 19, 2021
Q3 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
675+ 3.05% |
$50.9K - $53.7K
|
22.8K
$1.59M
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
630+ 87.14% |
$47.5K - $50.1K
|
1.35K
$94.5K
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
559+ 18.58% |
$42.1K - $44.5K
|
3.57K
$249K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
545+ 26.6% |
$41.1K - $43.3K
|
2.59K
$181K
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
525+ 5.67% |
$39.6K - $41.7K
|
9.79K
$683K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
522+ 3.14% |
$39.3K - $41.5K
|
17.1K
$1.2M
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
425+ 2.89% |
$32K - $33.8K
|
15.1K
$1.06M
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
419+ 0.13% |
$31.6K - $33.3K
|
328K
$22.9M
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
413+ 1.54% |
$31.1K - $32.8K
|
27.2K
$1.9M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
410+ 0.38% |
$30.9K - $32.6K
|
108K
$7.57M
|
|
Oct 12, 2021
Q3 2021
|
Moneywise, Inc.
|
BUY
|
- |
402+ 11.42% |
$30.3K - $32K
|
3.92K
$274K
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
386+ 1.09% |
$29.1K - $30.7K
|
35.9K
$2.5M
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
378+ 2.73% |
$28.5K - $30.1K
|
14.2K
$993K
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
374+ 5.71% |
$28.2K - $29.7K
|
6.92K
$483K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
345+ 3.31% |
$26K - $27.4K
|
10.8K
$753K
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
339+ 9.64% |
$25.5K - $27K
|
3.85K
$269K
|
|
Nov 08, 2021
Q3 2021
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
325+ 9.49% |
$24.5K - $25.8K
|
3.75K
$262K
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
318+ 7.37% |
$24K - $25.3K
|
4.63K
$323K
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
315+ 3.49% |
$23.7K - $25K
|
9.34K
$652K
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
314+ 3.96% |
$23.7K - $25K
|
8.25K
$576K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
307New |
$23.1K - $24.4K
|
307
$21.4K
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
296New |
$22.3K - $23.5K
|
296
$20.7K
|