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 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-18.6K- 8.95% |
$1.21M - $1.29M
|
189K
$13.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-19K- 25.59% |
$1.24M - $1.32M
|
55.3K
$3.86M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-19.2K- 40.09% |
$1.25M - $1.33M
|
28.8K
$2.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-20.3K- 41.66% |
$1.32M - $1.4M
|
28.4K
$1.98M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-20.8K- 5.84% |
$1.36M - $1.44M
|
335K
$23.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.2K- 0.62% |
$1.38M - $1.47M
|
3.41M
$238M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-27K- 53.48% |
$1.76M - $1.87M
|
23.5K
$1.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-28.3K- 2.74% |
$1.84M - $1.96M
|
1M
$70.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-34.5K- 40.29% |
$2.25M - $2.39M
|
51.2K
$3.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-37.1K- 17.76% |
$2.42M - $2.57M
|
172K
$12M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-43.2K- 10.17% |
$2.81M - $2.99M
|
381K
$26.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-48.6K- 2.29% |
$3.17M - $3.36M
|
2.08M
$145M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-49.3K- 6.05% |
$3.22M - $3.41M
|
767K
$53.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-52.3K- 6.63% |
$3.41M - $3.62M
|
737K
$51.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-54.7K- 23.11% |
$3.56M - $3.78M
|
182K
$12.7M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-55.8K- 66.11% |
$3.64M - $3.86M
|
28.6K
$2M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-57.7K- 46.67% |
$3.76M - $3.99M
|
65.9K
$4.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-60.4K- 38.85% |
$3.93M - $4.17M
|
95K
$6.63M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-62.6K- 16.39% |
$4.08M - $4.33M
|
320K
$22.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-93.3K- 88.28% |
$6.08M - $6.45M
|
12.4K
$864K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-134K- 2.63% |
$8.73M - $9.26M
|
4.96M
$346M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-258K- 69.15% |
$16.8M - $17.8M
|
115K
$8.04M
|