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 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
12.8KNew |
$948K - $995K
|
12.8K
$902K
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
12.6KNew |
$934K - $979K
|
12.6K
$888K
|
|
|
Jan 07, 2022
Q4 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
12.5K+ 7.9% |
$931K - $976K
|
171K
$12.1M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
11.9KNew |
$886K - $929K
|
11.9K
$843K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
11.3KNew |
$840K - $881K
|
11.3K
$799K
|
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
BUY
|
- |
11.2K+ 8.2% |
$832K - $872K
|
148K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
11.1K+ 5.26% |
$829K - $869K
|
223K
$15.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
10.6KNew |
$787K - $826K
|
10.6K
$749K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.6K+ 8.66% |
$785K - $824K
|
133K
$9.37M
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
10.4KNew |
$775K - $812K
|
10.4K
$737K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.2K+ 3.38% |
$760K - $797K
|
313K
$22.1M
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
9.87KNew |
$733K - $769K
|
9.87K
$697K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9.44KNew |
$702K - $736K
|
9.44K
$667K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.36K+ 0.83% |
$696K - $730K
|
1.14M
$80.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.24K+ 19.2% |
$687K - $721K
|
57.4K
$4.06M
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
9.24KNew |
$687K - $721K
|
9.24K
$653K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.06KNew |
$673K - $706K
|
9.06K
$640K
|
|
|
Jan 27, 2022
Q4 2021
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
8.46K+ 7.83% |
$629K - $659K
|
117K
$8.24M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.31KNew |
$543K - $570K
|
7.31K
$517K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.16K+ 4.37% |
$533K - $559K
|
171K
$12.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
BUY
|
- |
6.96K+ 14.05% |
$517K - $543K
|
56.5K
$3.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
6.68K+ 2.98% |
$497K - $521K
|
231K
$16.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.57KNew |
$488K - $512K
|
6.57K
$464K
|
|
|
Feb 08, 2022
Q4 2021
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
6.53K+ 3.81% |
$486K - $509K
|
178K
$12.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Monumental Financial Group Inc.
|
BUY
|
- |
6.49K+ 71.74% |
$483K - $506K
|
15.5K
$1.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.26KNew |
$465K - $488K
|
6.26K
$443K
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
6.17KNew |
$459K - $481K
|
6.17K
$436K
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.16KNew |
$458K - $480K
|
6.16K
$436K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.08KNew |
$452K - $474K
|
6.08K
$430K
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5.97KNew |
$443K - $465K
|
5.97K
$422K
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
5.66K+ 10.06% |
$421K - $441K
|
61.9K
$4.38M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.5KNew |
$409K - $429K
|
5.5K
$389K
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
5.47KNew |
$407K - $427K
|
5.47K
$387K
|
|
|
Jan 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
5.42K+ 2.94% |
$403K - $423K
|
190K
$13.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
5.3K+ 0.38% |
$394K - $413K
|
1.4M
$99.2M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.07KNew |
$376K - $395K
|
5.07K
$358K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.97K+ 6.86% |
$370K - $388K
|
77.4K
$5.47M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4.86K+ 38.34% |
$361K - $379K
|
17.5K
$1.24M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
4.83K+ 2.85% |
$359K - $376K
|
175K
$12.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.77KNew |
$355K - $372K
|
4.77K
$337K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.46K+ 25.0% |
$331K - $347K
|
22.3K
$1.58M
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.32K+ 3.01% |
$321K - $337K
|
148K
$10.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.26K+ 4.54% |
$317K - $332K
|
98.1K
$6.93M
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.24K+ 11.16% |
$315K - $331K
|
42.2K
$2.99M
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.24K+ 11.16% |
$315K - $331K
|
42.2K
$2.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.16K+ 2.99% |
$309K - $324K
|
143K
$10.1M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
4.08K+ 2.85% |
$303K - $318K
|
148K
$10.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.01KNew |
$298K - $312K
|
4.01K
$283K
|
|
|
Feb 15, 2022
Q4 2021
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
3.97KNew |
$295K - $310K
|
3.97K
$281K
|
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.92KNew |
$291K - $305K
|
3.92K
$277K
|