Purchases and Sales Made in Q3 2023 in Ishares Msci Intl Quality Fact (IQLT)
This table provides information about the institutional ownership of Ishares Msci Intl Quality Fact (IQLT) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
44.6K+ 1.63% |
$1.49M - $1.63M
|
2.78M
$107M
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
44.6KNew |
$1.48M - $1.63M
|
44.6K
$1.72M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
44.1K+ 19.77% |
$1.47M - $1.61M
|
267K
$10.3M
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
38.5K+ 14.5% |
$1.28M - $1.4M
|
304K
$11.7M
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
37.4K+ 2.68% |
$1.25M - $1.37M
|
1.43M
$55.2M
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
37.3K+ 17.54% |
$1.24M - $1.36M
|
250K
$9.61M
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
34.7K+ 7.13% |
$1.16M - $1.27M
|
522K
$20.1M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.5K+ 10.62% |
$1.08M - $1.18M
|
338K
$13M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.5K+ 20.34% |
$1.08M - $1.18M
|
192K
$7.39M
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
31.7K+ 1.63% |
$1.06M - $1.16M
|
1.98M
$76.2M
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
30.3K+ 4.76% |
$1.01M - $1.11M
|
667K
$25.7M
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
BUY
|
- |
30K+ 12.37% |
$999K - $1.09M
|
272K
$10.5M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
29.4K+ 57.11% |
$981K - $1.07M
|
80.9K
$3.12M
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
26.2K+ 13.7% |
$872K - $955K
|
217K
$8.36M
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
25.9K+ 364.48% |
$863K - $944K
|
33K
$1.27M
|
|
Oct 13, 2023
Q3 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
25.1K+ 18.69% |
$837K - $916K
|
159K
$6.14M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.4K+ 4.16% |
$779K - $853K
|
586K
$22.6M
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
22.1K+ 72.33% |
$738K - $808K
|
52.7K
$2.03M
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
21K+ 5.57% |
$700K - $766K
|
398K
$15.3M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.6KNew |
$686K - $752K
|
20.6K
$793K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
20.5K+ 30.94% |
$683K - $747K
|
86.7K
$3.34M
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
20.1K+ 56.03% |
$669K - $733K
|
55.9K
$2.15M
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
19.2K+ 169.99% |
$640K - $701K
|
30.5K
$1.17M
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
19K+ 12.93% |
$633K - $693K
|
166K
$6.39M
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
18.9K+ 16.49% |
$630K - $690K
|
134K
$5.14M
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
18.2K+ 6.68% |
$607K - $664K
|
291K
$11.2M
|
|
Nov 02, 2023
Q3 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
18K+ 29.57% |
$600K - $657K
|
78.9K
$3.04M
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
16.8K+ 18.02% |
$559K - $611K
|
110K
$4.22M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
16.7K+ 17.77% |
$558K - $611K
|
111K
$4.27M
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
16.3K+ 4.99% |
$545K - $597K
|
344K
$13.3M
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
16.1K+ 3.71% |
$538K - $589K
|
452K
$17.4M
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
15.6K+ 9.39% |
$519K - $569K
|
181K
$6.99M
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
15.5K+ 1.63% |
$517K - $566K
|
969K
$37.3M
|
|
Oct 20, 2023
Q3 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
15.4K+ 8.78% |
$513K - $561K
|
191K
$7.34M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.1KNew |
$503K - $551K
|
15.1K
$581K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15K+ 1.05% |
$501K - $549K
|
1.45M
$55.9M
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
14.3K+ 7.0% |
$478K - $524K
|
219K
$8.44M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
14.3K+ 9.58% |
$478K - $523K
|
164K
$6.32M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
14.3K+ 22.76% |
$477K - $522K
|
77.1K
$2.97M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
14.2K+ 10.81% |
$474K - $518K
|
146K
$5.61M
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
12.7KNew |
$424K - $464K
|
12.7K
$489K
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
11.9K+ 3.84% |
$397K - $435K
|
322K
$12.4M
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
11.1K+ 1.56% |
$369K - $404K
|
720K
$27.7M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11K+ 8.68% |
$368K - $403K
|
138K
$5.32M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.8K+ 1.65% |
$359K - $393K
|
662K
$25.5M
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
10.7K+ 23.71% |
$357K - $391K
|
55.9K
$2.15M
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
10.3K+ 4.32% |
$343K - $375K
|
248K
$9.56M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.1K+ 12.5% |
$337K - $368K
|
90.9K
$3.5M
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
9.91K+ 4.75% |
$330K - $362K
|
218K
$8.41M
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
9.59KNew |
$320K - $350K
|
9.59K
$369K
|