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 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.8KNew |
$376K - $394K
|
10.8K
$422K
|
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
10.8K+ 6.57% |
$375K - $393K
|
175K
$6.81M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.8K+ 8.22% |
$374K - $392K
|
142K
$5.51M
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
10.7K+ 7.9% |
$373K - $390K
|
147K
$5.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.5K+ 27.73% |
$364K - $381K
|
48.2K
$1.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
9.94K+ 10.18% |
$345K - $361K
|
108K
$4.18M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
9.93K+ 10.41% |
$345K - $361K
|
105K
$4.09M
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
9.79K+ 0.49% |
$340K - $356K
|
2.01M
$78.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
9.36K+ 8.89% |
$325K - $340K
|
115K
$4.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9.32K+ 22.45% |
$323K - $339K
|
50.8K
$1.98M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
8.52KNew |
$296K - $310K
|
8.52K
$331K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
8.29K+ 24.49% |
$288K - $301K
|
42.1K
$1.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
8.03KNew |
$279K - $292K
|
8.03K
$312K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.02KNew |
$278K - $292K
|
8.02K
$312K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
7.99K+ 3.02% |
$277K - $290K
|
272K
$10.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
7.9K+ 19.2% |
$274K - $287K
|
49.1K
$1.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
7.9K+ 3.84% |
$274K - $287K
|
214K
$8.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7.8KNew |
$271K - $284K
|
7.8K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7.8K+ 5.61% |
$271K - $283K
|
147K
$5.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.64K+ 21.73% |
$265K - $278K
|
42.8K
$1.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
7.5K+ 20.52% |
$260K - $272K
|
44K
$1.71M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7.48KNew |
$260K - $272K
|
7.48K
$291K
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
7.18K+ 1.94% |
$249K - $261K
|
377K
$14.7M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
7.1KNew |
$246K - $258K
|
7.1K
$276K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.06KNew |
$245K - $257K
|
7.06K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
7K+ 2.01% |
$243K - $255K
|
356K
$13.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.77KNew |
$235K - $246K
|
6.77K
$263K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
6.6K+ 2.18% |
$229K - $240K
|
309K
$12M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
6.47K+ 3.21% |
$225K - $235K
|
208K
$8.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
6.46K+ 1.23% |
$224K - $235K
|
532K
$20.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6.34K+ 1.52% |
$220K - $230K
|
424K
$16.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
6.27K+ 95.97% |
$218K - $228K
|
12.8K
$498K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.22K+ 4.2% |
$216K - $226K
|
154K
$6M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.18K+ 13.09% |
$215K - $225K
|
53.4K
$2.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
5.93K+ 15.11% |
$206K - $215K
|
45.1K
$1.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
5.93K+ 24.02% |
$206K - $215K
|
30.6K
$1.19M
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
5.78KNew |
$201K - $210K
|
5.78K
$225K
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5.69KNew |
$197K - $207K
|
5.69K
$221K
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
5.66KNew |
$197K - $206K
|
5.66K
$220K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.39K+ 32.23% |
$187K - $196K
|
22.1K
$859K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
5.34K+ 9.43% |
$185K - $194K
|
62K
$2.41M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.13K+ 3.32% |
$178K - $186K
|
160K
$6.21M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.8K+ 123.86% |
$167K - $175K
|
8.68K
$337K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.63K+ 6.85% |
$161K - $168K
|
72.3K
$2.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.6K+ 1.64% |
$160K - $167K
|
285K
$11.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.59KNew |
$159K - $167K
|
4.59K
$178K
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
4.55K+ 4.31% |
$158K - $165K
|
110K
$4.28M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.44K+ 1.37% |
$154K - $162K
|
328K
$12.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.27K+ 6.9% |
$148K - $155K
|
66.2K
$2.57M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
4.2K+ 21.05% |
$146K - $153K
|
24.1K
$939K
|