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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
279+ 12.24% |
$21K - $22.2K
|
2.56K
$179K
|
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
BUY
|
- |
274+ 42.28% |
$20.6K - $21.8K
|
922
$64.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
270+ 1.7% |
$20.3K - $21.5K
|
16.2K
$1.13M
|
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
260+ 5.15% |
$19.6K - $20.7K
|
5.31K
$370K
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
246+ 3.1% |
$18.5K - $19.6K
|
8.17K
$570K
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
225+ 0.22% |
$17K - $17.9K
|
102K
$7.12M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
208New |
$15.7K - $16.5K
|
208
$14.5K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
203+ 1.75% |
$15.3K - $16.1K
|
11.8K
$826K
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
199+ 0.23% |
$15K - $15.8K
|
86.1K
$6.01M
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
195+ 2.67% |
$14.7K - $15.5K
|
7.5K
$524K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
164+ 2.51% |
$12.4K - $13K
|
6.69K
$467K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
146New |
$11K - $11.6K
|
146
$10.2K
|
|
|
Oct 21, 2021
Q3 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
144+ 1.44% |
$10.8K - $11.5K
|
10.1K
$707K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
134New |
$10.1K - $10.7K
|
134
$9.35K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
131+ 1.74% |
$9.87K - $10.4K
|
7.64K
$534K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
128+ 5.28% |
$9.64K - $10.2K
|
2.55K
$178K
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
120+ 0.03% |
$9.04K - $9.54K
|
359K
$25.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
113+ 0.23% |
$8.51K - $8.99K
|
50.2K
$3.51M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
111New |
$8.36K - $8.83K
|
111
$7.75K
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
109+ 1.28% |
$8.21K - $8.67K
|
8.62K
$601K
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
108+ 15.04% |
$8.14K - $8.59K
|
826
$57.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
107+ 0.87% |
$8.06K - $8.51K
|
12.4K
$863K
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
106+ 1.01% |
$7.99K - $8.43K
|
10.6K
$740K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
88New |
$6.63K - $7K
|
88
$6.14K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
73New |
$5.5K - $5.8K
|
73
$5.1K
|
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
BUY
|
- |
73+ 2.3% |
$5.5K - $5.8K
|
3.25K
$227K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
65+ 0.28% |
$4.9K - $5.17K
|
23.1K
$1.61M
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
61New |
$4.6K - $4.85K
|
61
$4.26K
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
54+ 0.23% |
$4.07K - $4.29K
|
23.6K
$1.65M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
50+ 4.25% |
$3.77K - $3.98K
|
1.23K
$85.7K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
49New |
$3.69K - $3.9K
|
49
$3.42K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
40New |
$3.01K - $3.18K
|
40
$2.79K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
38New |
$2.86K - $3.02K
|
38
$2.65K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
36+ 0.92% |
$2.71K - $2.86K
|
3.94K
$275K
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
36+ 0.35% |
$2.71K - $2.86K
|
10.4K
$729K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
27+ 0.95% |
$2.03K - $2.15K
|
2.87K
$200K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
25+ 4.81% |
$1.88K - $1.99K
|
545
$38K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
25+ 0.73% |
$1.88K - $1.99K
|
3.47K
$242K
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
24+ 34.78% |
$1.81K - $1.91K
|
93
$6.49K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
22+ 2.68% |
$1.66K - $1.75K
|
842
$58.8K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
18+ 900.0% |
$1.36K - $1.43K
|
20
$1.4K
|
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
13+ 0.24% |
$979 - $1.03K
|
5.47K
$382K
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
3+ 0.01% |
$226 - $239
|
33.6K
$2.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$75.3 - $79.5
|
1
$69.8
|
|
|
Oct 22, 2021
Q3 2021
|
Santori & Peters, Inc.
|
SELL
|
- |
-3- 0.05% |
$226 - $239
|
6.65K
$464K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-3- 0.59% |
$226 - $239
|
506
$35.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4- 2.96% |
$301 - $318
|
131
$9.15K
|
|
|
Nov 15, 2021
Q3 2021
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-8- 0.03% |
$603 - $636
|
29.9K
$2.09M
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-9- 0.49% |
$678 - $716
|
1.83K
$128K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-12- 0.12% |
$904 - $954
|
10.1K
$702K
|