Purchases and Sales Made in Q4 2023 in Ishares Msci Intl Quality Fact (IQLT)
This table provides information about the institutional ownership of Ishares Msci Intl Quality Fact (IQLT) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.26MNew |
$106M - $123M
|
3.26M
$126M
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.29MNew |
$41.8M - $48.6M
|
1.29M
$49.7M
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.24M+ 421.64% |
$40M - $46.5M
|
1.53M
$58.9M
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.07MNew |
$34.6M - $40.3M
|
1.07M
$41.2M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
878K+ 45.33% |
$28.4M - $33.1M
|
2.81M
$108M
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
852K+ 214020.09% |
$27.6M - $32.1M
|
852K
$32.8M
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
816KNew |
$26.4M - $30.7M
|
816K
$31.4M
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
725KNew |
$23.5M - $27.3M
|
725K
$27.9M
|
|
Feb 01, 2024
Q4 2023
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
719KNew |
$23.3M - $27.1M
|
719K
$27.7M
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
544K+ 204.82% |
$17.6M - $20.5M
|
809K
$31.1M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
542K+ 1.84% |
$17.5M - $20.4M
|
30M
$1.15B
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
536K+ 279.33% |
$17.4M - $20.2M
|
728K
$28M
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
377K+ 405.14% |
$12.2M - $14.2M
|
470K
$18.1M
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
335K+ 5.72% |
$10.8M - $12.6M
|
6.19M
$238M
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
278KNew |
$9M - $10.5M
|
278K
$10.7M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
270KNew |
$8.74M - $10.2M
|
270K
$10.4M
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
239KNew |
$7.72M - $8.99M
|
239K
$9.19M
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
238KNew |
$7.69M - $8.95M
|
238K
$9.15M
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
231KNew |
$7.49M - $8.72M
|
231K
$8.91M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
221K+ 59.81% |
$7.14M - $8.31M
|
590K
$22.7M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
209KNew |
$6.77M - $7.88M
|
209K
$8.06M
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
187K+ 5.43% |
$6.06M - $7.06M
|
3.64M
$140M
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
181K+ 30.64% |
$5.87M - $6.83M
|
773K
$29.8M
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
179K+ 804.95% |
$5.8M - $6.75M
|
202K
$7.76M
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
173KNew |
$5.61M - $6.53M
|
173K
$6.67M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
169K+ 50.04% |
$5.47M - $6.37M
|
507K
$19.5M
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
163KNew |
$5.27M - $6.14M
|
163K
$6.27M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
161K+ 12.12% |
$5.2M - $6.05M
|
1.49M
$57.2M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
160KNew |
$5.17M - $6.02M
|
160K
$6.15M
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
155K+ 5.56% |
$5M - $5.82M
|
2.93M
$113M
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
136K+ 6.03% |
$4.41M - $5.13M
|
2.39M
$92.2M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
124K+ 8.36% |
$4.03M - $4.69M
|
1.61M
$62.1M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
120K+ 21.14% |
$3.89M - $4.52M
|
688K
$26.5M
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
116K+ 13.15% |
$3.75M - $4.36M
|
997K
$38.4M
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
108K+ 270.17% |
$3.5M - $4.08M
|
148K
$5.71M
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
106KNew |
$3.41M - $3.97M
|
106K
$4.06M
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
102K+ 11.33% |
$3.3M - $3.84M
|
1M
$38.6M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
101K+ 11.91% |
$3.27M - $3.8M
|
949K
$36.5M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
101K+ 6.94% |
$3.26M - $3.8M
|
1.55M
$59.8M
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
97.4K+ 90.84% |
$3.15M - $3.67M
|
205K
$7.88M
|
|
Jan 29, 2024
Q4 2023
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
93KNew |
$3.01M - $3.5M
|
93K
$3.58M
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
91.3K+ 205.03% |
$2.96M - $3.44M
|
136K
$5.23M
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
84.9K+ 5.11% |
$2.75M - $3.2M
|
1.75M
$67.2M
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
75.2K+ 18.42% |
$2.43M - $2.83M
|
483K
$18.6M
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
75KNew |
$2.43M - $2.82M
|
75K
$2.89M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
74.1K+ 283.38% |
$2.4M - $2.79M
|
100K
$3.86M
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
66.3K+ 60.41% |
$2.15M - $2.5M
|
176K
$6.78M
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
65.1KNew |
$2.11M - $2.45M
|
65.1K
$2.51M
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
64.7KNew |
$2.09M - $2.44M
|
64.7K
$2.49M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
64.2K+ 60.54% |
$2.08M - $2.42M
|
170K
$6.56M
|