Purchases and Sales Made in Q4 2022 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 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
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.02% |
$113 - $130
|
10.6K
$743K
|
|
Feb 10, 2023
Q4 2022
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
2+ 7.41% |
$113 - $130
|
29
$2.02K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.02% |
$113 - $130
|
8.74K
$610K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.6% |
$56.3 - $65
|
167
$11.7K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3- 7.32% |
$169 - $195
|
38
$2.65K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5- 0.22% |
$281 - $325
|
2.31K
$161K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12- 0.19% |
$675 - $780
|
6.29K
$439K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-13- 7.26% |
$731 - $845
|
166
$11.6K
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-14- 0.3% |
$788 - $910
|
4.62K
$323K
|
|
Jan 17, 2023
Q4 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-18- 0.4% |
$1.01K - $1.17K
|
4.48K
$313K
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-22- 0.31% |
$1.24K - $1.43K
|
7.12K
$497K
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-32- 0.14% |
$1.8K - $2.08K
|
22.4K
$1.57M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-35- 0.26% |
$1.97K - $2.27K
|
13.4K
$935K
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-53- 1.06% |
$2.98K - $3.44K
|
4.94K
$345K
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-56- 1.24% |
$3.15K - $3.64K
|
4.48K
$312K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-65- 7.6% |
$3.66K - $4.22K
|
790
$55.1K
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-67- 1.44% |
$3.77K - $4.35K
|
4.59K
$320K
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-78- 36.79% |
$4.39K - $5.07K
|
134
$9.35K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-79- 1.27% |
$4.44K - $5.13K
|
6.12K
$427K
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-80- 1.47% |
$4.5K - $5.2K
|
5.37K
$375K
|
|
Feb 02, 2023
Q4 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-81- 0.07% |
$4.56K - $5.26K
|
121K
$8.47M
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-81- 11.89% |
$4.56K - $5.26K
|
600
$41.9K
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-85- 2.23% |
$4.78K - $5.52K
|
3.73K
$260K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-89- 0.13% |
$5.01K - $5.78K
|
68.2K
$4.76M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-116- 2.29% |
$6.53K - $7.54K
|
4.96K
$346K
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-119- 13.12% |
$6.69K - $7.73K
|
788
$55K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-121- 2.39% |
$6.81K - $7.86K
|
4.93K
$344K
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-135- 11.9% |
$7.59K - $8.77K
|
999
$69.7K
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-137- 0.81% |
$7.71K - $8.9K
|
16.8K
$1.17M
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-138- 18.65% |
$7.76K - $8.97K
|
602
$42K
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-153- 5.06% |
$8.61K - $9.94K
|
2.87K
$201K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-155- 3.4% |
$8.72K - $10.1K
|
4.41K
$308K
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-164- 1.01% |
$9.23K - $10.7K
|
16K
$1.12M
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-199- 16.61% |
$11.2K - $12.9K
|
999
$69.7K
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-200- 0.76% |
$11.3K - $13K
|
26.1K
$1.82M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-201- 3.67% |
$11.3K - $13.1K
|
5.28K
$369K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-205- 4.91% |
$11.5K - $13.3K
|
3.97K
$277K
|
|
Feb 08, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-210- 5.22% |
$11.8K - $13.6K
|
3.81K
$266K
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-223- 4.43% |
$12.5K - $14.5K
|
4.81K
$336K
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-241- 6.52% |
$13.6K - $15.7K
|
3.46K
$241K
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-245- 2.95% |
$13.8K - $15.9K
|
8.07K
$563K
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-283- 3.41% |
$15.9K - $18.4K
|
8.02K
$560K
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-285- 1.75% |
$16K - $18.5K
|
16K
$1.12M
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-300- 7.33% |
$16.9K - $19.5K
|
3.79K
$265K
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
SELL
|
- |
-302- 1.05% |
$17K - $19.6K
|
28.4K
$1.99M
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-316- 2.3% |
$17.8K - $20.5K
|
13.4K
$937K
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-338- 3.68% |
$19K - $22K
|
8.85K
$618K
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-341- 6.01% |
$19.2K - $22.2K
|
5.34K
$373K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-341- 3.93% |
$19.2K - $22.2K
|
8.33K
$582K
|