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 |
---|---|---|---|---|---|---|---|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
2K+ 4.9% |
$65.1K - $70.8K
|
42.8K
$1.65M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.99K+ 2.08% |
$64.8K - $70.5K
|
97.7K
$3.76M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.95K+ 19.48% |
$63.5K - $69K
|
12K
$460K
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.93K+ 2.16% |
$62.8K - $68.3K
|
91.2K
$3.51M
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.8K+ 4.87% |
$58.4K - $63.6K
|
38.6K
$1.49M
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.77K+ 11.69% |
$57.5K - $62.6K
|
16.9K
$650K
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.72K+ 3.54% |
$56.1K - $61K
|
50.5K
$1.94M
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.67KNew |
$54.5K - $59.2K
|
1.67K
$64.4K
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.59K+ 0.38% |
$51.7K - $56.2K
|
423K
$16.3M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.54K+ 13.71% |
$50.3K - $54.7K
|
12.8K
$493K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.51K+ 3.1% |
$49.2K - $53.5K
|
50.3K
$1.93M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.47KNew |
$47.9K - $52.1K
|
1.47K
$56.7K
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.41K+ 0.28% |
$46K - $50.1K
|
515K
$19.8M
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
1.4K+ 0.77% |
$45.5K - $49.5K
|
182K
$7.01M
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1.38K+ 4.99% |
$44.8K - $48.7K
|
28.9K
$1.11M
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.37KNew |
$44.6K - $48.5K
|
1.37K
$52.7K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.24K+ 177.14% |
$40.4K - $43.9K
|
1.94K
$74.7K
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.15K+ 2.38% |
$37.4K - $40.7K
|
49.4K
$1.9M
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.14K+ 8.08% |
$37.2K - $40.4K
|
15.3K
$588K
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
1.13K+ 1.71% |
$36.8K - $40K
|
67.1K
$2.58M
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
916+ 1.03% |
$29.8K - $32.4K
|
89.7K
$3.45M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
861+ 5.24% |
$28K - $30.5K
|
17.3K
$666K
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
722+ 3.54% |
$23.5K - $25.6K
|
21.1K
$814K
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
721+ 1.9% |
$23.5K - $25.5K
|
38.6K
$1.49M
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
697+ 138.84% |
$22.7K - $24.7K
|
1.2K
$46.2K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
695+ 3.16% |
$22.6K - $24.6K
|
22.7K
$875K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
678+ 10.88% |
$22.1K - $24K
|
6.91K
$266K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
646+ 0.26% |
$21K - $22.9K
|
250K
$9.64M
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
619+ 2.36% |
$20.2K - $21.9K
|
26.9K
$1.03M
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
607+ 102.53% |
$19.8K - $21.5K
|
1.2K
$46.2K
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
597+ 3.51% |
$19.4K - $21.1K
|
17.6K
$679K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
587+ 1630.56% |
$19.1K - $20.8K
|
623
$24K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
562+ 1.87% |
$18.3K - $19.9K
|
30.7K
$1.18M
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
500New |
$16.3K - $17.7K
|
500
$19.3K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
478New |
$15.6K - $16.9K
|
478
$18.4K
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
BUY
|
- |
437+ 6.32% |
$14.2K - $15.5K
|
7.35K
$283K
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
415+ 0.13% |
$13.5K - $14.7K
|
323K
$12.5M
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
376+ 0.95% |
$12.2K - $13.3K
|
39.8K
$1.53M
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
329+ 1.9% |
$10.7K - $11.6K
|
17.6K
$678K
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
321+ 3.06% |
$10.5K - $11.4K
|
10.8K
$416K
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
312New |
$10.2K - $11K
|
312
$12K
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
306+ 2.84% |
$9.96K - $10.8K
|
11.1K
$426K
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
267+ 0.28% |
$8.69K - $9.45K
|
95.1K
$3.66M
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
240+ 3.15% |
$7.81K - $8.5K
|
7.87K
$303K
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
220+ 5.22% |
$7.16K - $7.79K
|
4.43K
$171K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
198New |
$6.45K - $7.01K
|
198
$7.62K
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
196+ 0.17% |
$6.38K - $6.94K
|
116K
$4.46M
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
137+ 21.61% |
$4.46K - $4.85K
|
771
$29.7K
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
121+ 1.63% |
$3.94K - $4.28K
|
7.54K
$290K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
121New |
$3.94K - $4.28K
|
121
$4.66K
|