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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-338- 0.51% |
$11.3K - $12.3K
|
65.9K
$2.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-346- 54.49% |
$11.5K - $12.6K
|
289
$11.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-349- 2.07% |
$11.6K - $12.7K
|
16.5K
$643K
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-368- 2.87% |
$12.3K - $13.4K
|
12.4K
$484K
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-369- 0.94% |
$12.3K - $13.5K
|
39K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-374- 0.87% |
$12.5K - $13.6K
|
42.8K
$1.66M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-381Closed |
$12.7K - $13.9K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-387- 0.35% |
$12.9K - $14.1K
|
109K
$4.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-398- 27.13% |
$13.3K - $14.5K
|
1.07K
$41.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
SELL
|
- |
-505- 1.46% |
$16.8K - $18.4K
|
34.1K
$1.33M
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-544- 0.92% |
$18.1K - $19.9K
|
58.4K
$2.27M
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-600- 1.59% |
$20K - $21.9K
|
37.1K
$1.44M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-631- 2.1% |
$21K - $23K
|
29.5K
$1.15M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-670- 0.42% |
$22.3K - $24.4K
|
159K
$6.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-690- 98.43% |
$23K - $25.2K
|
11
$428
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-817- 3.72% |
$27.2K - $29.8K
|
21.2K
$824K
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.01K- 8.97% |
$33.5K - $36.7K
|
10.2K
$398K
|
|
|
Oct 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-1.05K- 3.05% |
$35K - $38.3K
|
33.3K
$1.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.08K- 6.1% |
$36.1K - $39.6K
|
16.7K
$650K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.09K- 13.92% |
$36.2K - $39.6K
|
6.71K
$261K
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.31K- 0.89% |
$43.7K - $47.9K
|
146K
$5.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-1.43K- 1.37% |
$47.8K - $52.3K
|
103K
$4.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.55K- 0.84% |
$51.7K - $56.6K
|
182K
$7.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.6K- 2.36% |
$53.3K - $58.3K
|
66.2K
$2.58M
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-1.77K- 1.16% |
$59K - $64.6K
|
150K
$5.85M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.84K- 4.96% |
$61.2K - $67K
|
35.1K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.12K- 16.75% |
$70.6K - $77.3K
|
10.5K
$410K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.13K- 8.43% |
$70.9K - $77.7K
|
23.1K
$900K
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.22K- 4.23% |
$74K - $81K
|
50.3K
$1.96M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-2.25K- 9.06% |
$75K - $82.1K
|
22.6K
$880K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.56K- 3.21% |
$85.4K - $93.5K
|
77.3K
$3.01M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-2.7K- 72.95% |
$89.9K - $98.4K
|
1K
$38.9K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.73K- 3.1% |
$90.9K - $99.5K
|
85.3K
$3.32M
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-3.2K- 27.8% |
$107K - $117K
|
8.3K
$323K
|
|
|
Oct 30, 2023
Q3 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-3.23K- 4.76% |
$108K - $118K
|
64.6K
$2.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.27K- 11.98% |
$109K - $119K
|
24K
$934K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.28K- 0.86% |
$109K - $120K
|
378K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3.39K- 4.04% |
$113K - $124K
|
80.6K
$3.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.4K- 6.49% |
$113K - $124K
|
49K
$1.91M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.11K- 3.49% |
$137K - $150K
|
114K
$4.43M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.57K- 4.78% |
$152K - $167K
|
91.1K
$3.55M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.59K- 5.81% |
$153K - $167K
|
74.5K
$2.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.63K- 53.32% |
$154K - $169K
|
4.05K
$158K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-4.63K- 2.23% |
$154K - $169K
|
203K
$7.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.85K- 0.07% |
$162K - $177K
|
7.45M
$290M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.06K- 11.22% |
$169K - $185K
|
40.1K
$1.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-5.2K- 42.94% |
$173K - $190K
|
6.91K
$269K
|
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-5.58K- 2.76% |
$186K - $203K
|
196K
$7.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-5.58K- 1.57% |
$186K - $204K
|
350K
$13.6M
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-5.66KClosed |
$189K - $207K
|
0
$0
|