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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
395+ 4.78% |
$13.7K - $14.4K
|
8.67K
$332K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
386+ 58.31% |
$13.4K - $14K
|
1.05K
$40.1K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
381New |
$13.2K - $13.8K
|
381
$14.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
335+ 5.15% |
$11.6K - $12.2K
|
6.84K
$262K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
309+ 0.27% |
$10.7K - $11.2K
|
116K
$4.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
291+ 0.68% |
$10.1K - $10.6K
|
43.1K
$1.65M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
291+ 2.63% |
$10.1K - $10.6K
|
11.4K
$435K
|
|
|
Sep 05, 2023
Q2 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
264+ 0.76% |
$9.16K - $9.6K
|
35.1K
$1.34M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
249+ 0.93% |
$8.64K - $9.05K
|
26.9K
$1.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
232+ 0.44% |
$8.05K - $8.43K
|
53.6K
$2.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
219+ 0.56% |
$7.6K - $7.96K
|
39.3K
$1.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
205+ 0.32% |
$7.12K - $7.45K
|
64.6K
$2.47M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
201New |
$6.98K - $7.31K
|
201
$7.69K
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
BUY
|
- |
194+ 0.25% |
$6.73K - $7.05K
|
77.7K
$2.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
190+ 1.48% |
$6.59K - $6.91K
|
13K
$499K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
186+ 4.44% |
$6.46K - $6.76K
|
4.37K
$167K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
173+ 0.98% |
$6K - $6.29K
|
17.8K
$680K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
158+ 0.52% |
$5.48K - $5.74K
|
30.8K
$1.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
155+ 0.26% |
$5.38K - $5.63K
|
59K
$2.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
154+ 1.39% |
$5.35K - $5.6K
|
11.2K
$429K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
148New |
$5.14K - $5.38K
|
148
$5.66K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
129+ 1.08% |
$4.48K - $4.69K
|
12.1K
$463K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
116New |
$4.03K - $4.22K
|
116
$4.44K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
114+ 8.43% |
$3.96K - $4.14K
|
1.47K
$56.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
110New |
$3.82K - $4K
|
110
$4.21K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
90+ 0.7% |
$3.12K - $3.27K
|
13K
$497K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
85New |
$2.95K - $3.09K
|
85
$3.25K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
62+ 0.23% |
$2.15K - $2.25K
|
26.9K
$1.03M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
54+ 150.0% |
$1.87K - $1.96K
|
90
$3.44K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
32+ 0.4% |
$1.11K - $1.16K
|
8.06K
$308K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
26+ 0.84% |
$902 - $945
|
3.13K
$120K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
25+ 0.15% |
$868 - $909
|
16.9K
$647K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
23New |
$798 - $836
|
23
$880
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17+ 0.22% |
$590 - $618
|
7.91K
$303K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17+ 0.22% |
$590 - $618
|
7.91K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
13+ 0.08% |
$451 - $473
|
16.9K
$646K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12+ 0.05% |
$417 - $436
|
22.5K
$860K
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
12+ 0.04% |
$417 - $436
|
27.8K
$1.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
10+ 0.09% |
$347 - $364
|
11.8K
$450K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8+ 1.89% |
$278 - $291
|
431
$16.5K
|
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
6+ 0.06% |
$208 - $218
|
10.3K
$393K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.34% |
$174 - $182
|
1.48K
$56.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 0.31% |
$69.4 - $72.7
|
657
$25.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1New |
$34.7 - $36.4
|
1
$38.3
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.37% |
$34.7 - $36.4
|
74
$2.83K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1- 50.0% |
$34.7 - $36.4
|
1
$38.3
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9- 0.54% |
$312 - $327
|
1.66K
$63.7K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-34- 0.46% |
$1.18K - $1.24K
|
7.43K
$284K
|