Purchases and Sales Made in Q2 2023 in Ishares Msci Intl Quality Fact (IQLT)
This table provides information about the institutional ownership of Ishares Msci Intl Quality Fact (IQLT) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26.5M+ 0.0% |
$920M - $963M
|
26.5M
$1.01B
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.7M+ 148.94% |
$474M - $497M
|
22.8M
$874M
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
4.13M+ 5919.42% |
$143M - $150M
|
4.2M
$161M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
832K+ 12.58% |
$28.9M - $30.3M
|
7.45M
$285M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
780K+ 35.55% |
$27.1M - $28.3M
|
2.97M
$114M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
637K+ 11.1% |
$22.1M - $23.1M
|
6.37M
$244M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
616K+ 4.97% |
$21.4M - $22.4M
|
13M
$498M
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
610KNew |
$21.2M - $22.2M
|
610K
$23.4M
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
576K+ 23.43% |
$20M - $20.9M
|
3.03M
$116M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
550K+ 8.9% |
$19.1M - $20M
|
6.73M
$258M
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
487KNew |
$16.9M - $17.7M
|
487K
$18.6M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
467K+ 48.55% |
$16.2M - $17M
|
1.43M
$54.7M
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
465K+ 34.25% |
$16.1M - $16.9M
|
1.82M
$69.8M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
462K+ 37.39% |
$16M - $16.8M
|
1.7M
$64.9M
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
386KNew |
$13.4M - $14M
|
386K
$14.7M
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
360KNew |
$12.5M - $13.1M
|
360K
$13.8M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
320K+ 46.39% |
$11.1M - $11.6M
|
1.01M
$38.6M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
259K+ 40.87% |
$8.99M - $9.42M
|
893K
$34.2M
|
|
Jul 25, 2023
Q2 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
202KNew |
$7.01M - $7.34M
|
202K
$7.73M
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
201K+ 33.53% |
$6.99M - $7.32M
|
802K
$30.7M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
184K+ 111.05% |
$6.38M - $6.68M
|
349K
$13.4M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
178K+ 401.84% |
$6.2M - $6.49M
|
223K
$8.53M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
156K+ 18.77% |
$5.43M - $5.69M
|
990K
$37.9M
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
147K+ 17.38% |
$5.09M - $5.34M
|
992K
$37.9M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
122K+ 19.39% |
$4.23M - $4.43M
|
750K
$28.7M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
122K+ 8.75% |
$4.22M - $4.42M
|
1.51M
$57.9M
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
121K+ 5.89% |
$4.2M - $4.4M
|
2.17M
$83.2M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
118K+ 8.92% |
$4.09M - $4.28M
|
1.44M
$55M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
115K+ 712.29% |
$4M - $4.19M
|
131K
$5.03M
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
107K+ 2.16% |
$3.7M - $3.88M
|
5.04M
$193M
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
102K+ 5.54% |
$3.55M - $3.72M
|
1.95M
$74.5M
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
97.7K+ 92.8% |
$3.39M - $3.55M
|
203K
$7.76M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
94.6K+ 8.48% |
$3.28M - $3.44M
|
1.21M
$46.3M
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
85KNew |
$2.95M - $3.09M
|
85K
$3.25M
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
80.8K+ 661.65% |
$2.8M - $2.94M
|
93K
$3.56M
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
77.3K+ 96.04% |
$2.68M - $2.81M
|
158K
$6.04M
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
75.5K+ 10.71% |
$2.62M - $2.74M
|
780K
$29.8M
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
73.1KNew |
$2.54M - $2.66M
|
73.1K
$2.8M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
67.3K+ 15.55% |
$2.34M - $2.45M
|
500K
$19.1M
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
61.5KNew |
$2.13M - $2.24M
|
61.5K
$2.35M
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
BUY
|
- |
61.3KNew |
$2.13M - $2.23M
|
61.3K
$2.35M
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
60.5K+ 41.9% |
$2.1M - $2.2M
|
205K
$7.84M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
57.3K+ 11.34% |
$1.99M - $2.08M
|
562K
$21.5M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
53.2K+ 20.32% |
$1.85M - $1.93M
|
315K
$12M
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
52.4KNew |
$1.82M - $1.91M
|
52.4K
$2.01M
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
45.1KNew |
$1.56M - $1.64M
|
45.1K
$1.72M
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
44.1K+ 70.5% |
$1.53M - $1.6M
|
107K
$4.08M
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
43.6K+ 12.89% |
$1.51M - $1.58M
|
382K
$14.6M
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
43.5KNew |
$1.51M - $1.58M
|
43.5K
$1.67M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
41.7K+ 43.98% |
$1.45M - $1.51M
|
136K
$5.22M
|