Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
355K+ 11.67% |
$26.4M - $27.7M
|
3.39M
$240M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
321K+ 41.1% |
$23.9M - $25M
|
1.1M
$77.9M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
203K+ 7.05% |
$15.1M - $15.8M
|
3.08M
$218M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
195K+ 3.48% |
$14.5M - $15.2M
|
5.8M
$410M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
173K+ 5125.53% |
$12.9M - $13.5M
|
177K
$12.5M
|
|
|
Oct 03, 2024
Q4 2021
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
161KNew |
$12M - $12.6M
|
161K
$11.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
127KNew |
$9.44M - $9.9M
|
127K
$8.98M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
126K+ 20.72% |
$9.38M - $9.84M
|
735K
$52M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
115KNew |
$8.52M - $8.93M
|
115K
$8.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
109K+ 14.61% |
$8.07M - $8.47M
|
852K
$60.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
103K+ 833.8% |
$7.63M - $8.01M
|
115K
$8.13M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
83.3K+ 106.84% |
$6.19M - $6.49M
|
161K
$11.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
65.3K+ 167.87% |
$4.85M - $5.09M
|
104K
$7.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
60.2K+ 10.99% |
$4.47M - $4.69M
|
608K
$43M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
57.5K+ 486.15% |
$4.28M - $4.48M
|
69.4K
$4.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
40.5KNew |
$3.01M - $3.16M
|
40.5K
$2.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
40.3K+ 2.53% |
$3M - $3.14M
|
1.64M
$116M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
38.4K+ 175.66% |
$2.86M - $2.99M
|
60.3K
$4.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
37.4K+ 52.9% |
$2.78M - $2.91M
|
108K
$7.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
37.2KNew |
$2.77M - $2.9M
|
37.2K
$2.63M
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
34.6K+ 420.53% |
$2.57M - $2.69M
|
42.8K
$3.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
33.3KNew |
$2.48M - $2.6M
|
33.3K
$2.36M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31.1K+ 94.11% |
$2.31M - $2.43M
|
64.2K
$4.54M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
30.4K+ 2.48% |
$2.26M - $2.37M
|
1.26M
$89M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
30.1KNew |
$2.24M - $2.35M
|
30.1K
$2.13M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30K+ 31.68% |
$2.23M - $2.34M
|
125K
$8.82M
|
|
|
Feb 09, 2022
Q4 2021
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
29.7K+ 3.9% |
$2.2M - $2.31M
|
791K
$55.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
26.3K+ 5.03% |
$1.96M - $2.05M
|
550K
$38.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
25.7K+ 2.4% |
$1.91M - $2M
|
1.1M
$77.7M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
25.4KNew |
$1.89M - $1.98M
|
25.4K
$1.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
23.3K+ 67.34% |
$1.73M - $1.82M
|
57.9K
$4.09M
|
|
|
Feb 22, 2022
Q4 2021
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
22.3KNew |
$1.66M - $1.74M
|
22.3K
$1.58M
|
|
|
Jan 28, 2022
Q4 2021
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
20.3K+ 28.91% |
$1.51M - $1.58M
|
90.5K
$6.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
20.1KNew |
$1.49M - $1.57M
|
20.1K
$1.42M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
19.8K+ 58.25% |
$1.47M - $1.54M
|
53.7K
$3.79M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
19.6KNew |
$1.46M - $1.53M
|
19.6K
$1.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
18.7K+ 7.46% |
$1.39M - $1.46M
|
270K
$19.1M
|
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
BUY
|
- |
18.6K+ 3.7% |
$1.38M - $1.45M
|
520K
$36.8M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.2KNew |
$1.28M - $1.34M
|
17.2K
$1.22M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
17KNew |
$1.26M - $1.33M
|
17K
$1.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17K+ 5.24% |
$1.26M - $1.32M
|
341K
$24.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.9KNew |
$1.18M - $1.24M
|
15.9K
$1.12M
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
15.1K+ 9.63% |
$1.13M - $1.18M
|
172K
$12.2M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
15.1K+ 5.52% |
$1.12M - $1.18M
|
289K
$20.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
BUY
|
- |
14.4K+ 32.8% |
$1.07M - $1.13M
|
58.5K
$4.13M
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
14K+ 7.42% |
$1.04M - $1.09M
|
202K
$14.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.9K+ 340.2% |
$1.03M - $1.08M
|
17.9K
$1.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.3KNew |
$989K - $1.04M
|
13.3K
$941K
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
13KNew |
$966K - $1.01M
|
13K
$919K
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
12.8KNew |
$949K - $996K
|
12.8K
$903K
|