Purchases and Sales Made in Q2 2024 in Ishares Msci Intl Quality Fact (IQLT)
This table provides information about the institutional ownership of Ishares Msci Intl Quality Fact (IQLT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.72K+ 7.26% |
$178K - $192K
|
69.7K
$2.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.71K+ 4.82% |
$177K - $192K
|
102K
$3.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.7K+ 3.23% |
$177K - $191K
|
150K
$5.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
4.44K+ 1.15% |
$167K - $180K
|
391K
$15M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.43K+ 10.64% |
$167K - $180K
|
46.1K
$1.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.98K+ 12.06% |
$150K - $162K
|
37K
$1.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.95K+ 5.6% |
$149K - $161K
|
74.5K
$2.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
3.85K+ 13.57% |
$145K - $157K
|
32.2K
$1.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.75K+ 3.01% |
$141K - $153K
|
128K
$4.94M
|
|
|
Jul 18, 2024
Q2 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
3.67K+ 3.73% |
$138K - $149K
|
102K
$3.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.37K+ 3.66% |
$127K - $137K
|
95.5K
$3.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3.35K+ 4.14% |
$126K - $136K
|
84.2K
$3.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.32K+ 1.61% |
$125K - $135K
|
209K
$8.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
3.24K+ 2.95% |
$122K - $132K
|
113K
$4.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.17K+ 37.09% |
$119K - $129K
|
11.7K
$452K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
3.16K+ 4.19% |
$119K - $129K
|
78.7K
$3.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
3.08K+ 60.03% |
$116K - $125K
|
8.21K
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.96K+ 13.67% |
$111K - $120K
|
24.6K
$947K
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.94K+ 1.13% |
$111K - $120K
|
263K
$10.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.87K+ 2.97% |
$108K - $117K
|
99.7K
$3.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.83K+ 40.07% |
$106K - $115K
|
9.88K
$380K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.8K+ 2.59% |
$105K - $114K
|
111K
$4.26M
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.79K+ 0.29% |
$105K - $114K
|
963K
$37.1M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.7K+ 29.97% |
$102K - $110K
|
11.7K
$451K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.59K+ 40.33% |
$97.4K - $105K
|
9.01K
$347K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
2.59K+ 10.81% |
$97.3K - $105K
|
26.5K
$1.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.56K+ 6.87% |
$96.2K - $104K
|
39.7K
$1.53M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.42K+ 4.03% |
$91.1K - $98.6K
|
62.5K
$2.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.33K+ 2.48% |
$87.8K - $95K
|
96.5K
$3.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.32K+ 6.87% |
$87.2K - $94.3K
|
36.1K
$1.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.31K+ 1.39% |
$86.7K - $93.8K
|
169K
$6.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.29K+ 1.58% |
$86.1K - $93.1K
|
147K
$5.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.22K+ 5.5% |
$83.6K - $90.5K
|
42.6K
$1.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.21K+ 1.23% |
$83K - $89.7K
|
182K
$7.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.12KNew |
$79.9K - $86.4K
|
2.12K
$81.7K
|
|
|
Oct 18, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
2.11K+ 0.76% |
$79.4K - $85.9K
|
280K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
2.11K+ 0.76% |
$79.4K - $85.9K
|
280K
$10.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
2.09K+ 4.92% |
$78.6K - $85K
|
44.6K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.01K+ 3.47% |
$75.7K - $81.8K
|
60K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.95K+ 1.24% |
$73.5K - $79.5K
|
159K
$6.13M
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.95K+ 4.74% |
$73.2K - $79.2K
|
43K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.89K+ 2780.88% |
$71.1K - $76.9K
|
1.96K
$75.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.76K+ 3.03% |
$66K - $71.4K
|
59.8K
$2.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.74K+ 3.43% |
$65.4K - $70.7K
|
52.4K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.58K+ 26.36% |
$59.5K - $64.4K
|
7.58K
$292K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.56K+ 0.79% |
$58.8K - $63.6K
|
200K
$7.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.49K+ 15.29% |
$56.1K - $60.7K
|
11.3K
$433K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.46K+ 5.84% |
$54.8K - $59.2K
|
26.4K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.42K+ 2.16% |
$53.4K - $57.7K
|
67.1K
$2.58M
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.41K+ 2.73% |
$52.9K - $57.2K
|
52.9K
$2.04M
|