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
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-200- 4.93% |
$15.1K - $15.9K
|
3.86K
$277K
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-200Closed |
$15.1K - $15.9K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-202- 6.98% |
$15.2K - $16.1K
|
2.69K
$193K
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
SELL
|
- |
-210- 1.1% |
$15.8K - $16.7K
|
19K
$1.36M
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-223- 5.33% |
$16.8K - $17.7K
|
3.96K
$285K
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-224- 0.8% |
$16.9K - $17.8K
|
27.6K
$1.99M
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-231- 3.88% |
$17.4K - $18.4K
|
5.73K
$411K
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-246- 3.72% |
$18.5K - $19.6K
|
6.37K
$457K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-248- 9.73% |
$18.7K - $19.7K
|
2.3K
$165K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-264- 2.01% |
$19.9K - $21K
|
12.9K
$927K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-269- 2.51% |
$20.3K - $21.4K
|
10.4K
$749K
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-274- 3.16% |
$20.6K - $21.8K
|
8.41K
$604K
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-286- 4.69% |
$21.5K - $22.7K
|
5.81K
$417K
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-300- 1.36% |
$22.6K - $23.9K
|
21.8K
$1.57M
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-301Closed |
$22.7K - $23.9K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-306- 2.47% |
$23.1K - $24.3K
|
12.1K
$868K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-330- 11.73% |
$24.9K - $26.2K
|
2.48K
$178K
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-344- 0.98% |
$25.9K - $27.4K
|
34.7K
$2.49M
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-368- 0.87% |
$27.7K - $29.3K
|
41.8K
$3.01M
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-378- 3.65% |
$28.5K - $30.1K
|
9.98K
$717K
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-386- 9.27% |
$29.1K - $30.7K
|
3.78K
$271K
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-392Closed |
$29.5K - $31.2K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-404- 13.29% |
$30.4K - $32.1K
|
2.64K
$189K
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-409- 0.56% |
$30.8K - $32.5K
|
72.2K
$5.19M
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-433- 14.94% |
$32.6K - $34.4K
|
2.47K
$177K
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-440- 8.03% |
$33.1K - $35K
|
5.04K
$362K
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-450- 0.26% |
$33.9K - $35.8K
|
172K
$12.4M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-457- 6.72% |
$34.4K - $36.3K
|
6.34K
$456K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-464- 11.8% |
$35K - $36.9K
|
3.47K
$249K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-475- 1.0% |
$35.8K - $37.8K
|
46.9K
$3.37M
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-480- 7.28% |
$36.2K - $38.2K
|
6.11K
$439K
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-482- 0.12% |
$36.3K - $38.3K
|
400K
$28.7M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-495- 1.8% |
$37.3K - $39.4K
|
27K
$1.94M
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-497- 0.36% |
$37.4K - $39.5K
|
138K
$9.93M
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-517- 10.28% |
$39K - $41.1K
|
4.51K
$324K
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-517- 2.03% |
$39K - $41.1K
|
24.9K
$1.79M
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-522- 7.15% |
$39.3K - $41.5K
|
6.78K
$487K
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-528- 1.59% |
$39.8K - $42K
|
32.7K
$2.35M
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-534- 13.73% |
$40.2K - $42.5K
|
3.36K
$241K
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-549- 3.21% |
$41.4K - $43.7K
|
16.6K
$1.19M
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-572- 3.42% |
$43.1K - $45.5K
|
16.2K
$1.16M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-585- 4.11% |
$44.1K - $46.5K
|
13.6K
$980K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-585- 1.09% |
$44.1K - $46.5K
|
53.1K
$3.82M
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-600- 53.33% |
$45.2K - $47.7K
|
525
$37.7K
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-600- 85.71% |
$45.2K - $47.7K
|
100
$7.18K
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-620- 1.26% |
$46.7K - $49.3K
|
48.4K
$3.48M
|
|
Nov 12, 2021
Q3 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-636- 12.5% |
$47.9K - $50.6K
|
4.45K
$320K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-637- 1.57% |
$48K - $50.7K
|
39.9K
$2.87M
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-650- 7.1% |
$49K - $51.7K
|
8.51K
$611K
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-680- 4.95% |
$51.2K - $54.1K
|
13K
$937K
|