Purchases and Sales Made in Q1 2024 in Ishares Msci Intl Quality Fact (IQLT)
This table provides information about the institutional ownership of Ishares Msci Intl Quality Fact (IQLT) during Q1 2024. 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 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
146+ 32.74% |
$5.28K - $5.82K
|
592
$23.5K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
136+ 3.15% |
$4.92K - $5.42K
|
4.45K
$177K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
134New |
$4.84K - $5.34K
|
134
$5.33K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
124New |
$4.48K - $4.94K
|
124
$4.93K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
115+ 0.23% |
$4.16K - $4.58K
|
50.6K
$2.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
111New |
$4.01K - $4.42K
|
111
$4.41K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$3.61K - $3.99K
|
100
$3.97K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
83+ 0.07% |
$3K - $3.31K
|
117K
$4.63M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
61+ 0.31% |
$2.2K - $2.43K
|
20K
$794K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
60New |
$2.17K - $2.39K
|
60
$2.38K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
59New |
$2.13K - $2.35K
|
59
$2.34K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
53New |
$1.92K - $2.11K
|
53
$2.11K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
36New |
$1.3K - $1.43K
|
36
$1.43K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
36+ 0.36% |
$1.3K - $1.43K
|
9.93K
$395K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
34New |
$1.23K - $1.36K
|
34
$1.35K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28+ 0.34% |
$1.01K - $1.12K
|
8.26K
$328K
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
20+ 0.22% |
$723 - $797
|
9.16K
$364K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
14New |
$506 - $558
|
14
$556
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
5+ 0.08% |
$181 - $199
|
6.55K
$260K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1+ 0.02% |
$36.1 - $39.9
|
5.69K
$226K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-4- 0.05% |
$145 - $159
|
7.82K
$311K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-5- 0.05% |
$181 - $199
|
9.33K
$371K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-8- 0.1% |
$289 - $319
|
8.01K
$318K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-12- 0.18% |
$434 - $478
|
6.7K
$266K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-82- 0.3% |
$2.96K - $3.27K
|
27K
$1.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-116- 0.11% |
$4.19K - $4.62K
|
101K
$4.02M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-127- 1.44% |
$4.59K - $5.06K
|
8.66K
$344K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-130- 1.6% |
$4.7K - $5.18K
|
8K
$318K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-150- 23.66% |
$5.42K - $5.98K
|
484
$19.2K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-150- 23.66% |
$5.42K - $5.98K
|
484
$19.2K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-185- 0.43% |
$6.69K - $7.37K
|
42.7K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-190- 0.29% |
$6.87K - $7.57K
|
64.9K
$2.58M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-200- 2.5% |
$7.23K - $7.97K
|
7.8K
$310K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-200- 1.18% |
$7.23K - $7.97K
|
16.8K
$666K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-230- 0.67% |
$8.31K - $9.17K
|
34.3K
$1.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-298- 4.33% |
$10.8K - $11.9K
|
6.58K
$262K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-303- 6.69% |
$11K - $12.1K
|
4.22K
$168K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-323- 4.79% |
$11.7K - $12.9K
|
6.42K
$255K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-330- 6.05% |
$11.9K - $13.2K
|
5.13K
$204K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-334- 79.71% |
$12.1K - $13.3K
|
85
$3.38K
|
|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-341- 0.12% |
$12.3K - $13.6K
|
278K
$11M
|
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-342- 0.12% |
$12.4K - $13.6K
|
278K
$11M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-359- 0.75% |
$13K - $14.3K
|
47.6K
$1.89M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-401- 3.44% |
$14.5K - $16K
|
11.2K
$447K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-423- 1.49% |
$15.3K - $16.9K
|
27.9K
$1.11M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-462- 0.93% |
$16.7K - $18.4K
|
49.4K
$1.96M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-500- 1.3% |
$18.1K - $19.9K
|
37.9K
$1.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-532- 1.99% |
$19.2K - $21.2K
|
26.2K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-563- 0.36% |
$20.3K - $22.4K
|
157K
$6.25M
|