Purchases and Sales Made in Q4 2022 in Ishares Msci Intl Quality Fact (IQLT)
This table provides information about the institutional ownership of Ishares Msci Intl Quality Fact (IQLT) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
37.5KNew |
$1.04M - $1.26M
|
37.5K
$1.44M
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
36KNew |
$995K - $1.21M
|
36K
$1.38M
|
|
Feb 07, 2023
Q4 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
35.2K+ 27.89% |
$975K - $1.19M
|
162K
$6.22M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.9K+ 4.21% |
$938K - $1.14M
|
839K
$32.3M
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
32.9K+ 12.15% |
$911K - $1.11M
|
304K
$11.7M
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
32.9K+ 51.23% |
$910K - $1.11M
|
97.1K
$3.74M
|
|
Feb 09, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
31.9K+ 6.29% |
$883K - $1.08M
|
539K
$20.7M
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31.3K+ 14.87% |
$867K - $1.06M
|
242K
$9.32M
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
29.4KNew |
$814K - $993K
|
29.4K
$1.13M
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
29.3K+ 5.8% |
$810K - $987K
|
534K
$20.5M
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
27.5K+ 281.07% |
$760K - $927K
|
37.3K
$1.43M
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
27K+ 4.42% |
$747K - $911K
|
638K
$24.6M
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
24.6K+ 8.16% |
$681K - $830K
|
326K
$12.5M
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
24.5K+ 199.19% |
$679K - $828K
|
36.8K
$1.42M
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
24.3KNew |
$672K - $820K
|
24.3K
$935K
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
23.8K+ 22.6% |
$658K - $803K
|
129K
$4.97M
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
23.6K+ 18.82% |
$654K - $797K
|
149K
$5.74M
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
21.1KNew |
$584K - $712K
|
21.1K
$812K
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
20K+ 39.81% |
$554K - $675K
|
70.3K
$2.71M
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
19.9K+ 5.99% |
$551K - $672K
|
352K
$13.6M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
19K+ 14.85% |
$526K - $641K
|
147K
$5.66M
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
19KNew |
$525K - $640K
|
19K
$730K
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.5K+ 2.35% |
$485K - $591K
|
761K
$29.3M
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16.9K+ 142.77% |
$468K - $571K
|
28.8K
$1.11M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.7K+ 1.97% |
$463K - $564K
|
866K
$33.3M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.7K+ 224.59% |
$462K - $564K
|
24.1K
$930K
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
15.5K+ 49.13% |
$430K - $524K
|
47.2K
$1.82M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15.1K+ 32.68% |
$419K - $511K
|
61.4K
$2.36M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
15.1K+ 3.71% |
$418K - $510K
|
423K
$16.3M
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
14.8KNew |
$410K - $500K
|
14.8K
$571K
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
14.2KNew |
$394K - $480K
|
14.2K
$548K
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
14KNew |
$388K - $474K
|
14K
$540K
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
13.9K+ 16.09% |
$385K - $469K
|
100K
$3.86M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
13.5KNew |
$374K - $456K
|
13.5K
$520K
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
13.2K+ 9.77% |
$366K - $446K
|
148K
$5.71M
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
13.2KNew |
$364K - $444K
|
13.2K
$507K
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
12.9K+ 5.3% |
$356K - $434K
|
255K
$9.83M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.7K+ 57.35% |
$351K - $428K
|
34.8K
$1.34M
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
12.7K+ 24.7% |
$350K - $427K
|
63.9K
$2.46M
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
12.3KNew |
$341K - $416K
|
12.3K
$474K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
12.3KNew |
$340K - $415K
|
12.3K
$474K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
12KNew |
$333K - $407K
|
12K
$464K
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
12KNew |
$332K - $405K
|
12K
$462K
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
11.8KNew |
$327K - $398K
|
11.8K
$454K
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
11.7K+ 55.57% |
$323K - $394K
|
32.7K
$1.26M
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
10.5KNew |
$290K - $354K
|
10.5K
$404K
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
10.4KNew |
$287K - $350K
|
10.4K
$400K
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
10.2KNew |
$283K - $345K
|
10.2K
$393K
|
|
Jan 31, 2023
Q4 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
10.1K+ 34.35% |
$279K - $340K
|
39.4K
$1.52M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9.09K+ 11.94% |
$251K - $307K
|
85.2K
$3.28M
|