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 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
40.9KNew |
$1.42M - $1.49M
|
40.9K
$1.57M
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
40.5K+ 10.12% |
$1.41M - $1.47M
|
441K
$16.9M
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
40.4K+ 36.95% |
$1.4M - $1.47M
|
150K
$5.73M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
37.5K+ 4.69% |
$1.3M - $1.36M
|
836K
$32M
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
37K+ 32.07% |
$1.28M - $1.34M
|
152K
$5.83M
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
36.3K+ 239.17% |
$1.26M - $1.32M
|
51.5K
$1.97M
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
35.9KNew |
$1.25M - $1.31M
|
35.9K
$1.37M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
35.6K+ 15.5% |
$1.24M - $1.3M
|
265K
$10.2M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.6K+ 12.76% |
$1.2M - $1.26M
|
306K
$11.7M
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
34.1K+ 4.99% |
$1.19M - $1.24M
|
719K
$27.5M
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
31.6K+ 27.4% |
$1.1M - $1.15M
|
147K
$5.62M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
29.9K+ 46.44% |
$1.04M - $1.09M
|
94.2K
$3.6M
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
BUY
|
- |
29.9K+ 102.6% |
$1.04M - $1.09M
|
59K
$2.26M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
27.3KNew |
$946K - $991K
|
27.3K
$1.04M
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
27.2K+ 2.94% |
$946K - $990K
|
953K
$36.5M
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
27K+ 12.79% |
$937K - $981K
|
238K
$9.11M
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
26.5K+ 283.88% |
$920K - $963K
|
35.8K
$1.37M
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25.2KNew |
$876K - $917K
|
25.2K
$966K
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
BUY
|
- |
25.1K+ 11.53% |
$870K - $911K
|
242K
$9.27M
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
24.4K+ 161.39% |
$845K - $885K
|
39.4K
$1.51M
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
21.6K+ 15.0% |
$751K - $787K
|
166K
$6.35M
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
21.5K+ 1.46% |
$747K - $782K
|
1.49M
$57M
|
|
Jul 31, 2023
Q2 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
21K+ 8.31% |
$727K - $762K
|
273K
$10.5M
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
19.6K+ 23.25% |
$679K - $711K
|
104K
$3.97M
|
|
Aug 03, 2023
Q2 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
19.5K+ 16.97% |
$676K - $708K
|
134K
$5.14M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.5K+ 69.29% |
$641K - $672K
|
45.1K
$1.73M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.4K+ 2.75% |
$604K - $633K
|
651K
$24.9M
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
16.6K+ 4.8% |
$575K - $602K
|
361K
$13.8M
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
16.5K+ 6.24% |
$574K - $601K
|
282K
$10.8M
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
16.4K+ 8.52% |
$568K - $595K
|
209K
$7.98M
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
15.9K+ 30.81% |
$551K - $577K
|
67.4K
$2.58M
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
15.5KNew |
$539K - $564K
|
15.5K
$594K
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
15.2K+ 10.1% |
$528K - $553K
|
166K
$6.35M
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
15.1K+ 6.33% |
$523K - $548K
|
253K
$9.69M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.7K+ 14.19% |
$509K - $533K
|
118K
$4.52M
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
14.3K+ 107.49% |
$497K - $520K
|
27.6K
$1.06M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
13.6KNew |
$472K - $495K
|
13.6K
$521K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.4K+ 9.2% |
$466K - $488K
|
160K
$6.1M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
13.3K+ 22.74% |
$462K - $484K
|
71.9K
$2.75M
|
|
Aug 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
13.1K+ 11.31% |
$456K - $477K
|
129K
$4.94M
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
12.6K+ 406.45% |
$437K - $458K
|
15.7K
$601K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12.6K+ 25.04% |
$437K - $457K
|
62.8K
$2.4M
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
12.3K+ 3.6% |
$427K - $447K
|
354K
$13.5M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11.9KNew |
$412K - $432K
|
11.9K
$455K
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
11.5K+ 4.13% |
$399K - $418K
|
290K
$11.1M
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
11.5K+ 6.38% |
$398K - $417K
|
191K
$7.31M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.4K+ 9.85% |
$396K - $415K
|
127K
$4.87M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.3K+ 12.64% |
$394K - $412K
|
101K
$3.87M
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.3KNew |
$392K - $411K
|
11.3K
$432K
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
10.9K+ 21.69% |
$380K - $398K
|
61.4K
$2.35M
|