Purchases and Sales Made in Q4 2022 in Ishares Msci Eafe Min Vol Fact (EFAV)

EFAV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Msci Eafe Min Vol Fact (EFAV) during Q4 2022. 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 13, 2023 Q4 2022
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
168
+ 2.75%
$9.45K - $10.9K
6.28K $451K
Jan 17, 2023 Q4 2022
Sequoia Financial Advisors, LLC

BUY
 -
160
+ 4.47%
$9K - $10.4K
3.74K $269K
Jan 10, 2023 Q4 2022
Gradient Investments LLC

BUY
 -
156
+ 30.83%
$8.78K - $10.1K
662 $47.6K
Oct 29, 2024 Q4 2022
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
149
+ 113.74%
$8.38K - $9.68K
280 $20.1K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
133
New
$7.48K - $8.64K
133 $9.55K
Jan 12, 2023 Q4 2022
Baystate Wealth Management LLC

BUY
 -
129
New
$7.26K - $8.38K
129 $9.27K
Feb 10, 2023 Q4 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
127
New
$7.14K - $8.25K
127 $9.12K
Feb 14, 2023 Q4 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
124
New
$6.98K - $8.06K
124 $8.91K
Jan 24, 2023 Q4 2022
Harbor Investment Advisory, LLC

BUY
 -
106
+ 5.5%
$5.96K - $6.89K
2.04K $146K
Sep 01, 2023 Q4 2022
Jag Capital Management, LLC

BUY
 -
106
New
$5.96K - $6.89K
106 $7.62K
Feb 15, 2023 Q4 2022
Ima Wealth, Inc.

Wichita, KS
BUY
 -
103
+ 0.23%
$5.79K - $6.69K
45.3K $3.26M
Feb 14, 2023 Q4 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
102
New
$5.74K - $6.63K
102 $7.33K
Feb 09, 2023 Q4 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
84
New
$4.73K - $5.46K
84 $6.03K
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
83
New
$4.67K - $5.39K
83 $5.96K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
79
New
$4.44K - $5.13K
79 $5.68K
Feb 01, 2023 Q4 2022
Townsend Asset Management Corp

BUY
 -
79
+ 4.33%
$4.44K - $5.13K
1.9K $137K
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
76
New
$4.28K - $4.94K
76 $5.46K
Feb 08, 2023 Q4 2022
Prudential PLC

London, England, X0
BUY
 -
70
+ 1.57%
$3.94K - $4.55K
4.52K $325K
Aug 26, 2024 Q4 2022
Centennial Bank/Ar/

Conway, AR
BUY
 -
66
New
$3.71K - $4.29K
66 $4.74K
Jan 17, 2023 Q4 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
61
+ 152.5%
$3.43K - $3.96K
101 $7.26K
Jan 18, 2023 Q4 2022
Rosenberg Matthew Hamilton

BUY
 -
53
New
$2.98K - $3.44K
53 $3.81K
Feb 14, 2023 Q4 2022
Studio Investment Management LLC

Chicago, IL
BUY
 -
51
New
$2.87K - $3.31K
51 $3.66K
Jan 27, 2023 Q4 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
50
+ 0.1%
$2.81K - $3.25K
50.5K $3.63M
Dec 20, 2023 Q4 2022
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
43
New
$2.42K - $2.79K
43 $3.09K
Jan 10, 2023 Q4 2022
American National Bank

BUY
 -
42
New
$2.36K - $2.73K
42 $3.02K
Feb 09, 2023 Q4 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
41
New
$2.31K - $2.66K
41 $2.95K
Feb 14, 2023 Q4 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
37
New
$2.08K - $2.4K
37 $2.66K
Jan 30, 2023 Q4 2022
Blankinship & Foster, LLC

Solana Beach, CA
BUY
 -
36
+ 0.79%
$2.03K - $2.34K
4.61K $331K
Nov 17, 2023 Q4 2022
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
33
+ 0.86%
$1.86K - $2.14K
3.88K $279K
Sep 11, 2024 Q4 2022
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
32
+ 0.68%
$1.8K - $2.08K
4.76K $342K
Jan 31, 2023 Q4 2022
Hwg Holdings LP

Houston, TX
BUY
 -
25
New
$1.41K - $1.62K
25 $1.8K
May 11, 2023 Q4 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
25
+ 500.0%
$1.41K - $1.62K
30 $2.16K
Feb 01, 2023 Q4 2022
High Mark Wealth Management LLC

BUY
 -
22
+ 13.1%
$1.24K - $1.43K
190 $13.6K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
19
+ 0.13%
$1.07K - $1.23K
15.2K $1.09M
Feb 07, 2023 Q4 2022
Amg National Trust Bank

BUY
 -
17
+ 0.42%
$956 - $1.1K
4.04K $290K
Feb 14, 2023 Q4 2022
Treynor Bancshares, Inc.

BUY
 -
15
+ 0.25%
$844 - $975
5.98K $430K
Feb 09, 2023 Q4 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
12
+ 0.23%
$675 - $780
5.12K $368K
Feb 09, 2023 Q4 2022
Everhart Financial Group, Inc.

BUY
 -
12
+ 0.3%
$675 - $780
4.01K $288K
Jan 26, 2023 Q4 2022
Pds Planning, Inc

BUY
 -
12
+ 0.14%
$675 - $780
8.42K $605K
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
10
+ 7.87%
$563 - $650
137 $9.84K
Jan 12, 2023 Q4 2022
Beacon Capital Management, Inc.

BUY
 -
9
New
$506 - $585
9 $647
Jan 25, 2023 Q4 2022
Evanson Asset Management, LLC

BUY
 -
6
+ 0.09%
$338 - $390
7.02K $504K
Feb 07, 2023 Q4 2022
Crewe Advisors LLC

BUY
 -
5
+ 13.89%
$281 - $325
41 $2.95K
Feb 03, 2023 Q4 2022
Ellevest, Inc.

BUY
 -
4
+ 0.75%
$225 - $260
538 $38.6K
Feb 08, 2023 Q4 2022
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
3
+ 0.05%
$169 - $195
5.54K $398K
Feb 10, 2023 Q4 2022
Tilia Fiduciary Partners, Inc.

BUY
 -
3
+ 1.08%
$169 - $195
282 $20.3K
Feb 09, 2023 Q4 2022
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
3
+ 0.83%
$169 - $195
364 $26.1K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
2
+ 0.82%
$113 - $130
245 $17.6K
Aug 06, 2024 Q4 2022
Hantz Financial Services, Inc.

BUY
 -
2
+ 0.54%
$113 - $130
373 $26.8K

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