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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-241- 3.35% |
$15.7K - $16.7K
|
6.95K
$485K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-243- 17.91% |
$15.8K - $16.8K
|
1.11K
$77.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-247- 0.9% |
$16.1K - $17.1K
|
27.2K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-257- 16.67% |
$16.7K - $17.8K
|
1.29K
$89.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-257- 15.51% |
$16.7K - $17.8K
|
1.4K
$97.7K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-290- 2.2% |
$18.9K - $20.1K
|
12.9K
$899K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-295- 92.77% |
$19.2K - $20.4K
|
23
$1.61K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-297- 0.25% |
$19.3K - $20.5K
|
118K
$8.26M
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-300- 0.95% |
$19.5K - $20.7K
|
31.2K
$2.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-304- 0.43% |
$19.8K - $21K
|
69.7K
$4.86M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-309- 1.63% |
$20.1K - $21.4K
|
18.6K
$1.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-316- 0.67% |
$20.6K - $21.9K
|
47.1K
$3.29M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-322- 13.31% |
$21K - $22.3K
|
2.1K
$146K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-350- 9.04% |
$22.8K - $24.2K
|
3.52K
$246K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-351- 4.04% |
$22.9K - $24.3K
|
8.34K
$582K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-353- 4.27% |
$23K - $24.4K
|
7.92K
$553K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-353- 10.23% |
$23K - $24.4K
|
3.1K
$216K
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-356- 1.82% |
$23.2K - $24.6K
|
19.3K
$1.34M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-364- 7.83% |
$23.7K - $25.2K
|
4.29K
$299K
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-365- 6.41% |
$23.8K - $25.2K
|
5.33K
$372K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-372- 17.54% |
$24.2K - $25.7K
|
1.75K
$122K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-373- 5.5% |
$24.3K - $25.8K
|
6.41K
$447K
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-395- 4.35% |
$25.7K - $27.3K
|
8.69K
$607K
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-420- 8.08% |
$27.4K - $29K
|
4.78K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-445- 2.58% |
$29K - $30.8K
|
16.8K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-448- 8.41% |
$29.2K - $31K
|
4.88K
$341K
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-452- 1.46% |
$29.4K - $31.3K
|
30.5K
$2.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-463- 14.66% |
$30.2K - $32K
|
2.7K
$188K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-464- 7.74% |
$30.2K - $32.1K
|
5.53K
$386K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-476- 1.31% |
$31K - $32.9K
|
35.8K
$2.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-489- 8.57% |
$31.9K - $33.8K
|
5.22K
$364K
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-518- 3.06% |
$33.7K - $35.8K
|
16.4K
$1.14M
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
SELL
|
- |
-557- 8.07% |
$36.3K - $38.5K
|
6.35K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-558- 2.47% |
$36.4K - $38.6K
|
22K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-591- 12.82% |
$38.5K - $40.9K
|
4.02K
$280K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-600- 25.4% |
$39.1K - $41.5K
|
1.76K
$123K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-613- 3.92% |
$39.9K - $42.4K
|
15K
$1.05M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-619- 2.34% |
$40.3K - $42.8K
|
25.8K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-669- 8.93% |
$43.6K - $46.3K
|
6.82K
$476K
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-677- 0.27% |
$44.1K - $46.8K
|
248K
$17.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-721- 12.0% |
$47K - $49.9K
|
5.29K
$369K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-723- 6.07% |
$47.1K - $50K
|
11.2K
$781K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-728- 14.25% |
$47.4K - $50.3K
|
4.38K
$306K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-746- 8.5% |
$48.6K - $51.6K
|
8.03K
$560K
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-770- 16.34% |
$50.2K - $53.2K
|
3.94K
$275K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-778- 5.1% |
$50.7K - $53.8K
|
14.5K
$1.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-780- 2.12% |
$50.8K - $53.9K
|
36K
$2.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-780- 73.58% |
$50.8K - $53.9K
|
280
$19.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-791- 13.82% |
$51.5K - $54.7K
|
4.93K
$344K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-804- 1.68% |
$52.4K - $55.6K
|
47.1K
$3.29M
|