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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
9.02KNew |
$249K - $304K
|
9.02K
$345K
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.72K+ 6.92% |
$241K - $294K
|
135K
$5.15M
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8.21KNew |
$227K - $277K
|
8.21K
$314K
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
8.18K+ 37.21% |
$226K - $276K
|
30.2K
$1.15M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.14K+ 4651.43% |
$225K - $275K
|
8.32K
$318K
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
8.09KNew |
$224K - $273K
|
8.09K
$310K
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
BUY
|
- |
7.98KNew |
$221K - $269K
|
7.98K
$305K
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
7.95K+ 60.82% |
$220K - $268K
|
21K
$804K
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
7.62K+ 8.29% |
$211K - $257K
|
99.4K
$3.8M
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.21KNew |
$200K - $243K
|
7.21K
$276K
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
6.98K+ 7.01% |
$193K - $236K
|
107K
$4.08M
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
6.92KNew |
$191K - $233K
|
6.92K
$265K
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.54KNew |
$181K - $221K
|
6.54K
$250K
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.53KNew |
$181K - $220K
|
6.53K
$250K
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6.51K+ 85.42% |
$180K - $220K
|
14.1K
$541K
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
6.41KNew |
$177K - $216K
|
6.41K
$245K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.24K+ 14.13% |
$173K - $211K
|
50.4K
$1.93M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
6.23KNew |
$172K - $210K
|
6.23K
$238K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.08K+ 24.69% |
$168K - $205K
|
30.7K
$1.17M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.74K+ 2.38% |
$159K - $194K
|
246K
$9.43M
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.51K+ 6.86% |
$152K - $186K
|
85.7K
$3.28M
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.46K+ 3.54% |
$151K - $184K
|
160K
$6.11M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.23K+ 0.47% |
$145K - $177K
|
1.12M
$42.8M
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
5.03K+ 12.78% |
$139K - $170K
|
44.4K
$1.7M
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4.61K+ 10.45% |
$128K - $156K
|
48.7K
$1.86M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.56K+ 0.81% |
$126K - $154K
|
567K
$21.7M
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
4.24K+ 11.59% |
$117K - $143K
|
40.8K
$1.56M
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.07K+ 9.37% |
$113K - $137K
|
47.5K
$1.82M
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.95K+ 6.06% |
$109K - $133K
|
69.2K
$2.65M
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.95KNew |
$109K - $133K
|
3.95K
$151K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.53K+ 6.65% |
$97.7K - $119K
|
56.6K
$2.17M
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3.36KNew |
$93K - $113K
|
3.36K
$129K
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.36K+ 0.8% |
$92.9K - $113K
|
421K
$16.1M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.15K+ 2.45% |
$87K - $106K
|
132K
$5.04M
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.12K+ 8.62% |
$86.4K - $105K
|
39.3K
$1.51M
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.09K+ 276.07% |
$85.6K - $104K
|
4.21K
$161K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.03K+ 16.18% |
$83.8K - $102K
|
21.7K
$832K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.96K+ 10.9% |
$82K - $100K
|
30.2K
$1.15M
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.61K+ 13.18% |
$72.3K - $88.2K
|
22.5K
$859K
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
2.51K+ 1.41% |
$69.3K - $84.6K
|
181K
$6.91M
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.42K+ 13.43% |
$66.9K - $81.6K
|
20.4K
$781K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
2.4K+ 9.54% |
$66.4K - $81K
|
27.6K
$1.05M
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.31K+ 0.93% |
$63.8K - $77.9K
|
250K
$9.56M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.22KNew |
$61.4K - $74.9K
|
2.22K
$84.9K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.19KNew |
$60.6K - $73.9K
|
2.19K
$83.8K
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.6K+ 18.1% |
$44.4K - $54.1K
|
10.5K
$400K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.52KNew |
$42.1K - $51.3K
|
1.52K
$58.2K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.35KNew |
$37.4K - $45.6K
|
1.35K
$51.7K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.34K+ 4.67% |
$37.2K - $45.4K
|
30.1K
$1.15M
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.29K+ 307.13% |
$35.8K - $43.6K
|
1.71K
$65.6K
|