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
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.85K- 2.17% |
$60.3K - $65.6K
|
83.4K
$3.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.92K- 20.58% |
$62.6K - $68.1K
|
7.42K
$299K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.99K- 90.87% |
$64.8K - $70.5K
|
200
$8.04K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2K- 2.53% |
$65.2K - $70.9K
|
77.2K
$3.11M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.03K- 1.34% |
$66.1K - $71.8K
|
150K
$6.03M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-2.1K- 9.42% |
$68.3K - $74.3K
|
20.2K
$811K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.21K- 11.57% |
$71.8K - $78.1K
|
16.9K
$678K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
SELL
|
- |
-2.22K- 12.14% |
$72.3K - $78.7K
|
16.1K
$647K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-2.38K- 7.38% |
$77.4K - $84.1K
|
29.8K
$1.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.54K- 8.7% |
$82.7K - $89.9K
|
26.7K
$1.07M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.63K- 3.19% |
$85.6K - $93.1K
|
79.9K
$3.21M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.91K- 1.82% |
$94.6K - $103K
|
157K
$6.31M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.56K- 93.44% |
$116K - $126K
|
250
$10.1K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.62K- 2.69% |
$118K - $128K
|
131K
$5.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-3.65K- 4.7% |
$119K - $129K
|
74K
$2.97M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.72K- 12.34% |
$121K - $132K
|
26.4K
$1.06M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.84K- 9.34% |
$125K - $136K
|
37.2K
$1.5M
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-3.97K- 27.91% |
$129K - $141K
|
10.3K
$412K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-4.13K- 39.75% |
$134K - $146K
|
6.25K
$251K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.36K- 0.42% |
$142K - $154K
|
1.02M
$41.2M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.56K- 2.77% |
$148K - $161K
|
160K
$6.44M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.69K- 6.4% |
$153K - $166K
|
68.6K
$2.76M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-4.91K- 5.95% |
$160K - $174K
|
77.5K
$3.12M
|
|
|
May 10, 2023
Q1 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-5.09K- 4.48% |
$166K - $180K
|
108K
$4.36M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.18K- 63.74% |
$169K - $183K
|
2.95K
$118K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-5.28K- 12.36% |
$172K - $187K
|
37.4K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.49K- 0.65% |
$179K - $194K
|
833K
$33.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.88K- 4.83% |
$191K - $208K
|
116K
$4.66M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.38K- 14.13% |
$208K - $226K
|
38.8K
$1.56M
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-7.21K- 10.43% |
$235K - $255K
|
61.9K
$2.49M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-7.97K- 1.49% |
$260K - $282K
|
526K
$21.1M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-8.12K- 10.43% |
$264K - $287K
|
69.7K
$2.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-8.33K- 15.79% |
$271K - $295K
|
44.4K
$1.79M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-9.11K- 61.42% |
$296K - $322K
|
5.72K
$230K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-11.2K- 9.07% |
$364K - $395K
|
112K
$4.5M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.1K- 31.21% |
$394K - $428K
|
26.7K
$1.07M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-12.9K- 3.96% |
$419K - $455K
|
312K
$12.5M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-13K- 13.39% |
$423K - $460K
|
84.1K
$3.38M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-13K- 5.83% |
$424K - $461K
|
210K
$8.46M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13.5K- 9.62% |
$440K - $478K
|
127K
$5.1M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.4K- 2.05% |
$470K - $511K
|
690K
$27.8M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-15.1K- 29.26% |
$493K - $536K
|
36.6K
$1.47M
|
|
|
May 04, 2023
Q1 2023
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-15.5K- 14.67% |
$504K - $548K
|
90K
$3.62M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-15.8K- 7.15% |
$515K - $560K
|
205K
$8.26M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-17K- 58.95% |
$552K - $601K
|
11.8K
$475K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-17.6K- 0.63% |
$573K - $624K
|
2.76M
$111M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-19K- 35.04% |
$618K - $672K
|
35.2K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.4K- 16.92% |
$664K - $722K
|
100K
$4.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-21.3K- 7.41% |
$693K - $754K
|
266K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22.5K- 60.76% |
$733K - $797K
|
14.5K
$585K
|