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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.75K- 5.63% |
$98.3K - $114K
|
29.3K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.97K- 7.31% |
$111K - $128K
|
25K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.26K- 17.58% |
$127K - $147K
|
10.6K
$760K
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-2.29K- 5.3% |
$129K - $149K
|
40.8K
$2.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-2.29K- 20.43% |
$129K - $149K
|
8.91K
$640K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.32K- 19.29% |
$131K - $151K
|
9.71K
$697K
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.34K- 6.86% |
$132K - $152K
|
31.7K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.5K- 87.83% |
$141K - $163K
|
347
$24.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.57K- 6.1% |
$144K - $167K
|
39.5K
$2.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.6K- 6.37% |
$146K - $169K
|
38.3K
$2.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-2.6K- 76.43% |
$146K - $169K
|
802
$57.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.77K- 9.32% |
$156K - $180K
|
27K
$1.94M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.8K- 26.12% |
$157K - $182K
|
7.91K
$568K
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.89K- 1.53% |
$162K - $187K
|
186K
$13.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-3.11K- 13.35% |
$175K - $202K
|
20.2K
$1.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-3.19K- 27.84% |
$179K - $207K
|
8.27K
$594K
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-3.34K- 90.01% |
$188K - $217K
|
370
$26.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-3.43K- 24.41% |
$193K - $223K
|
10.6K
$764K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.56K- 11.84% |
$200K - $231K
|
26.5K
$1.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-3.59K- 24.19% |
$202K - $233K
|
11.2K
$808K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.74KClosed |
$210K - $243K
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.83K- 17.78% |
$215K - $249K
|
17.7K
$1.27M
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-3.95K- 3.23% |
$222K - $257K
|
118K
$8.5M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-4.12K- 8.99% |
$232K - $268K
|
41.7K
$3M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.5K- 91.61% |
$253K - $292K
|
412
$29.6K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-4.67K- 49.97% |
$262K - $303K
|
4.67K
$336K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-4.84K- 44.91% |
$272K - $314K
|
5.93K
$426K
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-5.06K- 56.5% |
$285K - $329K
|
3.89K
$280K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.13K- 53.66% |
$289K - $333K
|
4.43K
$318K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.24K- 20.46% |
$295K - $340K
|
20.4K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5.54K- 17.97% |
$312K - $360K
|
25.3K
$1.82M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-5.57K- 22.39% |
$313K - $362K
|
19.3K
$1.39M
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
SELL
|
- |
-5.66K- 32.4% |
$319K - $368K
|
11.8K
$849K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-5.68K- 19.58% |
$320K - $369K
|
23.3K
$1.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.95K- 3.66% |
$335K - $387K
|
156K
$11.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.14K- 1.3% |
$345K - $399K
|
465K
$33.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.23K- 46.6% |
$350K - $405K
|
7.14K
$513K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-6.86K- 84.12% |
$386K - $446K
|
1.3K
$93K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-7.19K- 15.71% |
$404K - $467K
|
38.5K
$2.77M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.19K- 33.58% |
$404K - $467K
|
14.2K
$1.02M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-7.22K- 10.59% |
$406K - $469K
|
61K
$4.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-7.59K- 24.38% |
$427K - $493K
|
23.5K
$1.69M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.81K- 48.38% |
$440K - $508K
|
8.34K
$599K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-8.31K- 17.43% |
$468K - $540K
|
39.4K
$2.83M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-8.39K- 33.88% |
$472K - $546K
|
16.4K
$1.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-8.47K- 7.12% |
$476K - $550K
|
110K
$7.93M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-8.56K- 39.4% |
$481K - $556K
|
13.2K
$945K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.62K- 35.93% |
$485K - $560K
|
15.4K
$1.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-8.64K- 16.78% |
$486K - $562K
|
42.9K
$3.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-9.03K- 9.52% |
$508K - $587K
|
85.8K
$6.17M
|