Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$977 - $1.04K
|
15
$1.05K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12New |
$782 - $830
|
12
$838
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11+ 1.82% |
$717 - $761
|
616
$43K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 5.11% |
$456 - $484
|
144
$10.1K
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6+ 0.1% |
$391 - $415
|
6.21K
$433K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3New |
$195 - $207
|
3
$209
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3+ 25.0% |
$195 - $207
|
15
$1.05K
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1+ 0.24% |
$65.2 - $69.2
|
412
$28.8K
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-4- 0.05% |
$261 - $277
|
7.89K
$551K
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-5- 0.08% |
$326 - $346
|
5.96K
$416K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-6- 0.91% |
$391 - $415
|
653
$45.6K
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-9- 45.0% |
$586 - $622
|
11
$768
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
SELL
|
- |
-12- 0.01% |
$782 - $830
|
178K
$12.4M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16- 1.79% |
$1.04K - $1.11K
|
876
$61.2K
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-16- 0.11% |
$1.04K - $1.11K
|
14.8K
$1.03M
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-30- 0.41% |
$1.95K - $2.07K
|
7.34K
$512K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-43- 3.95% |
$2.8K - $2.97K
|
1.05K
$73K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-50- 0.98% |
$3.26K - $3.46K
|
5.04K
$352K
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-70- 0.48% |
$4.56K - $4.84K
|
14.4K
$1.01M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-70- 0.54% |
$4.56K - $4.84K
|
12.9K
$901K
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-70- 0.28% |
$4.56K - $4.84K
|
25K
$1.75M
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-78- 0.63% |
$5.08K - $5.39K
|
12.2K
$855K
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-85- 0.22% |
$5.54K - $5.88K
|
39.3K
$2.75M
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-86- 0.63% |
$5.6K - $5.95K
|
13.6K
$950K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-90- 0.11% |
$5.86K - $6.22K
|
81.7K
$5.7M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-91- 0.53% |
$5.93K - $6.29K
|
17.1K
$1.19M
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-92- 0.38% |
$5.99K - $6.36K
|
24.4K
$1.7M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-96- 0.34% |
$6.25K - $6.64K
|
28.4K
$1.99M
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-99- 6.79% |
$6.45K - $6.85K
|
1.36K
$94.9K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-102- 0.64% |
$6.65K - $7.05K
|
15.8K
$1.11M
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-115- 3.16% |
$7.49K - $7.95K
|
3.52K
$246K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-117- 33.14% |
$7.62K - $8.09K
|
236
$16.5K
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-118- 2.24% |
$7.69K - $8.16K
|
5.15K
$360K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-130- 3.92% |
$8.47K - $8.99K
|
3.18K
$222K
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-144- 3.11% |
$9.38K - $9.96K
|
4.49K
$313K
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-151- 3.63% |
$9.84K - $10.4K
|
4.01K
$280K
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-153- 54.64% |
$9.97K - $10.6K
|
127
$8.87K
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-160- 3.34% |
$10.4K - $11.1K
|
4.63K
$323K
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-160- 4.69% |
$10.4K - $11.1K
|
3.25K
$227K
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-162- 21.77% |
$10.6K - $11.2K
|
582
$40.6K
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-167- 1.86% |
$10.9K - $11.5K
|
8.81K
$615K
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-170- 2.12% |
$11.1K - $11.8K
|
7.85K
$548K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-178- 0.51% |
$11.6K - $12.3K
|
34.8K
$2.43M
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-180- 2.21% |
$11.7K - $12.4K
|
7.98K
$557K
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-185- 1.29% |
$12.1K - $12.8K
|
14.2K
$990K
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 28.37% |
$13K - $13.8K
|
505
$35.3K
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-203- 5.55% |
$13.2K - $14K
|
3.45K
$241K
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-224- 1.84% |
$14.6K - $15.5K
|
12K
$836K
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-226- 3.92% |
$14.7K - $15.6K
|
5.54K
$387K
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-229- 5.16% |
$14.9K - $15.8K
|
4.21K
$294K
|