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 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.64KClosed |
$576K - $608K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.75KClosed |
$584K - $616K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-7.94K- 21.61% |
$598K - $632K
|
28.8K
$2.01M
|
|
|
Oct 13, 2021
Q3 2021
|
Gfg Capital, LLC
|
SELL
|
- |
-7.97K- 5.52% |
$600K - $633K
|
136K
$9.52M
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-8.6K- 15.09% |
$648K - $684K
|
48.4K
$3.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-8.76KClosed |
$660K - $697K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.82K- 2.58% |
$664K - $701K
|
333K
$23.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-9.07K- 41.34% |
$683K - $721K
|
12.9K
$898K
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-9.97K- 59.05% |
$751K - $793K
|
6.91K
$483K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.1KClosed |
$760K - $802K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-10.3K- 17.53% |
$774K - $817K
|
48.3K
$3.37M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.3K- 4.15% |
$779K - $822K
|
239K
$16.7M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-10.8K- 23.59% |
$815K - $860K
|
35K
$2.45M
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-10.8K- 30.53% |
$816K - $862K
|
24.7K
$1.72M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-10.9K- 4.61% |
$825K - $871K
|
226K
$15.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-11.8KClosed |
$890K - $939K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-12.1K- 4.95% |
$915K - $966K
|
233K
$16.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-12.4K- 9.69% |
$933K - $985K
|
116K
$8.06M
|
|
|
Oct 28, 2021
Q3 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-12.8KClosed |
$967K - $1.02M
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.1K- 53.84% |
$990K - $1.05M
|
11.3K
$787K
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-14.9K- 51.34% |
$1.12M - $1.18M
|
14.1K
$983K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.9K- 48.92% |
$1.13M - $1.19M
|
15.6K
$1.09M
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-15K- 94.94% |
$1.13M - $1.19M
|
800
$55.8K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-15.2K- 10.26% |
$1.14M - $1.21M
|
133K
$9.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-15.3K- 37.52% |
$1.15M - $1.22M
|
25.5K
$1.78M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.6K- 8.68% |
$1.18M - $1.24M
|
164K
$11.5M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-15.9K- 43.13% |
$1.19M - $1.26M
|
20.9K
$1.46M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18K- 3.13% |
$1.36M - $1.43M
|
557K
$38.9M
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-18.7K- 11.01% |
$1.41M - $1.49M
|
151K
$10.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-18.9K- 46.04% |
$1.42M - $1.5M
|
22.2K
$1.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19.8K- 6.32% |
$1.49M - $1.58M
|
294K
$20.5M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-20.8KClosed |
$1.57M - $1.66M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.9K- 2.8% |
$1.65M - $1.74M
|
761K
$53.1M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-21.9K- 8.88% |
$1.65M - $1.74M
|
225K
$15.7M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-23.6K- 12.22% |
$1.78M - $1.88M
|
170K
$11.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-25.2K- 53.29% |
$1.9M - $2M
|
22.1K
$1.54M
|
|
|
Nov 02, 2021
Q3 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-26K- 61.9% |
$1.96M - $2.07M
|
16K
$1.12M
|
|
|
Oct 13, 2021
Q3 2021
|
Verde Capital Management
|
SELL
|
- |
-29.2KClosed |
$2.2M - $2.32M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-29.7KClosed |
$2.24M - $2.36M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-31.1K- 48.48% |
$2.35M - $2.48M
|
33.1K
$2.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-32.8K- 24.11% |
$2.47M - $2.6M
|
103K
$7.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-35.6K- 3.04% |
$2.68M - $2.83M
|
1.13M
$79.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-39.9KClosed |
$3M - $3.17M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-42.6K- 20.93% |
$3.21M - $3.39M
|
161K
$11.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-43.9KClosed |
$3.3M - $3.49M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-47.7K- 18.37% |
$3.59M - $3.79M
|
212K
$14.8M
|
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-50.5K- 44.56% |
$3.8M - $4.02M
|
62.8K
$4.39M
|
|
|
Oct 29, 2021
Q3 2021
|
Smart Money Group LLC
|
SELL
|
- |
-51.1K- 73.98% |
$3.85M - $4.06M
|
18K
$1.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-54.8K- 6.86% |
$4.13M - $4.35M
|
743K
$51.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-55.7K- 6.9% |
$4.2M - $4.43M
|
752K
$52.5M
|