Purchases and Sales Made in Q1 2023 in Ishares Msci Intl Quality Fact (IQLT)
This table provides information about the institutional ownership of Ishares Msci Intl Quality Fact (IQLT) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI INTL QUALITY FACT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.02M+ 3985.39% |
$196M - $213M
|
6.17M
$236M
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.36M+ 1269286.88% |
$44.2M - $48.1M
|
1.36M
$52M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.2MNew |
$39M - $42.4M
|
1.2M
$45.8M
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
926KNew |
$30.1M - $32.8M
|
926K
$35.4M
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
861K+ 54.0% |
$28M - $30.5M
|
2.46M
$94M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
850K+ 17.39% |
$27.7M - $30.1M
|
5.74M
$219M
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
845KNew |
$27.5M - $29.9M
|
845K
$32.3M
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
790K+ 14.64% |
$25.7M - $28M
|
6.18M
$237M
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
631K+ 5179.3% |
$20.6M - $22.4M
|
644K
$24.6M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
594K+ 9.86% |
$19.3M - $21M
|
6.62M
$253M
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
572KNew |
$18.6M - $20.2M
|
572K
$21.9M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
536K+ 4.52% |
$17.4M - $19M
|
12.4M
$474M
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
457K+ 65.91% |
$14.9M - $16.2M
|
1.15M
$44M
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
BUY
|
- |
454KNew |
$14.8M - $16.1M
|
454K
$17.4M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
454K+ 52.4% |
$14.8M - $16.1M
|
1.32M
$50.5M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
446K+ 105.37% |
$14.5M - $15.8M
|
869K
$33.2M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
425K+ 61.63% |
$13.8M - $15.1M
|
1.11M
$42.7M
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
401KNew |
$13M - $14.2M
|
401K
$15.3M
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
362K+ 32.7% |
$11.8M - $12.8M
|
1.47M
$56.2M
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
358K+ 247.32% |
$11.7M - $12.7M
|
503K
$19.3M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
347KNew |
$11.3M - $12.3M
|
347K
$13.3M
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
326K+ 1717.98% |
$10.6M - $11.5M
|
345K
$13.2M
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
304K+ 17.93% |
$9.91M - $10.8M
|
2M
$76.6M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
239K+ 20.72% |
$7.78M - $8.46M
|
1.39M
$53.2M
|
|
May 12, 2023
Q1 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
222K+ 4.72% |
$7.24M - $7.87M
|
4.93M
$189M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
209K+ 10.53% |
$6.8M - $7.4M
|
2.19M
$83.9M
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
179KNew |
$5.84M - $6.36M
|
179K
$6.87M
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
154K+ 406.12% |
$5.02M - $5.46M
|
192K
$7.35M
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
137K+ 24.22% |
$4.47M - $4.86M
|
705K
$27M
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
125K+ 6.46% |
$4.06M - $4.41M
|
2.05M
$78.6M
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
120K+ 25.07% |
$3.92M - $4.26M
|
600K
$23M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
116K+ 10.33% |
$3.77M - $4.1M
|
1.24M
$47.3M
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
105KNew |
$3.43M - $3.73M
|
105K
$4.03M
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
103K+ 44.01% |
$3.36M - $3.66M
|
338K
$12.9M
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
101K+ 100.99% |
$3.3M - $3.59M
|
202K
$7.71M
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
97.6KNew |
$3.18M - $3.46M
|
97.6K
$3.73M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
94.8K+ 17.59% |
$3.09M - $3.36M
|
634K
$24.3M
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
88.2K+ 14.77% |
$2.87M - $3.12M
|
685K
$26.2M
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
80.5KNew |
$2.62M - $2.85M
|
80.5K
$3.08M
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
74K+ 105.23% |
$2.41M - $2.62M
|
144K
$5.52M
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
73.3K+ 203.86% |
$2.39M - $2.6M
|
109K
$4.18M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
68.5K+ 15.68% |
$2.23M - $2.42M
|
505K
$19.3M
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
68KNew |
$2.21M - $2.41M
|
68K
$2.6M
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
64.2K+ 3.61% |
$2.09M - $2.27M
|
1.85M
$70.6M
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
63.6K+ 39.33% |
$2.07M - $2.25M
|
225K
$8.61M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
58.1K+ 28.54% |
$1.89M - $2.06M
|
262K
$10M
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
56K+ 94.32% |
$1.82M - $1.98M
|
115K
$4.41M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
55.8K+ 32.08% |
$1.82M - $1.98M
|
230K
$8.79M
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
51.5KNew |
$1.68M - $1.82M
|
51.5K
$1.97M
|
|
May 04, 2023
Q1 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
50.9K+ 25.27% |
$1.66M - $1.8M
|
252K
$9.65M
|