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 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.64K+ 11.93% |
$87.9K - $96.2K
|
24.7K
$963K
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.53K+ 34.7% |
$84.4K - $92.4K
|
9.83K
$383K
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.5K+ 10.34% |
$83.2K - $91.1K
|
26.6K
$1.04M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.3K+ 5.59% |
$76.6K - $83.9K
|
43.4K
$1.69M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.25K+ 6.03% |
$74.9K - $82K
|
39.5K
$1.54M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.25K+ 10.69% |
$74.8K - $81.9K
|
23.3K
$905K
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.22K+ 1917.24% |
$74.1K - $81.2K
|
2.34K
$91.1K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.09K+ 2.07% |
$69.8K - $76.4K
|
103K
$4.02M
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.06K+ 93.2% |
$68.6K - $75.1K
|
4.26K
$166K
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.02K+ 1.83% |
$67.3K - $73.6K
|
112K
$4.36M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.95K+ 7.13% |
$65.1K - $71.3K
|
29.4K
$1.14M
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
1.94K+ 1.84% |
$64.6K - $70.7K
|
107K
$4.17M
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.86K+ 4.27% |
$62K - $67.9K
|
45.4K
$1.77M
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.8K+ 0.79% |
$60K - $65.7K
|
228K
$8.89M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.76K+ 14.78% |
$58.5K - $64.1K
|
13.6K
$531K
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
1.74K+ 3.76% |
$58K - $63.5K
|
48K
$1.87M
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
1.71K+ 5.53% |
$56.8K - $62.2K
|
32.5K
$1.27M
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.66K+ 28.66% |
$55.4K - $60.6K
|
7.46K
$291K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.65K+ 7.98% |
$54.9K - $60.1K
|
22.3K
$867K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.6K+ 0.64% |
$53.2K - $58.2K
|
250K
$9.75M
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
1.54K+ 0.29% |
$51.4K - $56.3K
|
533K
$20.8M
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.54K+ 13.76% |
$51.4K - $56.2K
|
12.7K
$496K
|
|
Oct 18, 2023
Q3 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.53K+ 3.8% |
$51K - $55.8K
|
41.8K
$1.63M
|
|
Oct 10, 2023
Q3 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.52K+ 1.18% |
$50.6K - $55.4K
|
131K
$5.09M
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
1.45K+ 6.6% |
$48.3K - $52.9K
|
23.4K
$912K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.35K+ 213.74% |
$45.1K - $49.4K
|
1.99K
$77.3K
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.26K+ 1.22% |
$41.8K - $45.8K
|
104K
$4.05M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.19KNew |
$39.8K - $43.6K
|
1.19K
$46.5K
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 1.67% |
$37.5K - $41K
|
68.5K
$2.67M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.07KNew |
$35.6K - $39K
|
1.07K
$41.6K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.03K+ 4.09% |
$34.3K - $37.5K
|
26.1K
$1.02M
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
859+ 6.59% |
$28.6K - $31.3K
|
13.9K
$541K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
835+ 30.06% |
$27.8K - $30.5K
|
3.61K
$141K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
816+ 111.32% |
$27.2K - $29.8K
|
1.55K
$60.3K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
815New |
$27.2K - $29.7K
|
815
$31.7K
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
707+ 8.81% |
$23.6K - $25.8K
|
8.73K
$340K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
692+ 7.53% |
$23.1K - $25.3K
|
9.88K
$385K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
686+ 9.47% |
$22.9K - $25K
|
7.93K
$309K
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
681+ 4.12% |
$22.7K - $24.8K
|
17.2K
$670K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
663+ 0.71% |
$22.1K - $24.2K
|
93.5K
$3.64M
|
|
Nov 13, 2023
Q3 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
650+ 0.91% |
$21.7K - $23.7K
|
71.9K
$2.8M
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
607New |
$20.2K - $22.1K
|
607
$23.6K
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
572+ 1.42% |
$19.1K - $20.9K
|
40.9K
$1.59M
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
571+ 4.2% |
$19K - $20.8K
|
14.2K
$552K
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
530+ 1.97% |
$17.7K - $19.3K
|
27.4K
$1.07M
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
445New |
$14.8K - $16.2K
|
445
$17.3K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
375+ 1630.43% |
$12.5K - $13.7K
|
398
$15.5K
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
373+ 1.95% |
$12.4K - $13.6K
|
19.5K
$758K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
370+ 0.77% |
$12.3K - $13.5K
|
48.5K
$1.89M
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
358+ 4.88% |
$11.9K - $13.1K
|
7.69K
$299K
|