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 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
63.6KNew |
$2.06M - $2.4M
|
63.6K
$2.48M
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
63K+ 12.35% |
$2.04M - $2.37M
|
573K
$22.3M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
60.5K+ 53.11% |
$1.96M - $2.28M
|
174K
$6.79M
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
55.8K+ 2.97% |
$1.81M - $2.1M
|
1.94M
$75.4M
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
54.9KNew |
$1.78M - $2.07M
|
54.9K
$2.14M
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
52KNew |
$1.68M - $1.96M
|
52K
$2.02M
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
51.9K+ 6.28% |
$1.68M - $1.95M
|
878K
$34.2M
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
50.5KNew |
$1.63M - $1.9M
|
50.5K
$1.97M
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
50.4KNew |
$1.63M - $1.9M
|
50.4K
$1.96M
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
49.4K+ 703.46% |
$1.6M - $1.86M
|
56.4K
$2.2M
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
48.7K+ 63.1% |
$1.58M - $1.83M
|
126K
$4.9M
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
47.1K+ 21.54% |
$1.52M - $1.77M
|
265K
$10.3M
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
46.4KNew |
$1.5M - $1.75M
|
46.4K
$1.81M
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
42.3K+ 2.14% |
$1.37M - $1.59M
|
2.02M
$78.7M
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
38KNew |
$1.23M - $1.43M
|
38K
$1.48M
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
36.2K+ 10.85% |
$1.17M - $1.36M
|
370K
$14.4M
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
34.9K+ 16.65% |
$1.13M - $1.32M
|
245K
$9.53M
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
27.4K+ 1.41% |
$886K - $1.03M
|
1.97M
$76.8M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.1K+ 4.63% |
$878K - $1.02M
|
613K
$23.9M
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
24.8K+ 3.41% |
$803K - $935K
|
754K
$29.3M
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
24.4KNew |
$790K - $919K
|
24.4K
$950K
|
|
Jan 22, 2024
Q4 2023
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
24.3KNew |
$785K - $913K
|
24.3K
$944K
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
23.7KNew |
$768K - $893K
|
23.7K
$924K
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
23.5K+ 3.52% |
$761K - $886K
|
692K
$26.9M
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
23.1K+ 14.47% |
$747K - $870K
|
183K
$7.11M
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
22.6K+ 9.01% |
$730K - $850K
|
273K
$10.6M
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
21.9K+ 20.32% |
$710K - $827K
|
130K
$5.06M
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
21.2K+ 113.34% |
$687K - $800K
|
40K
$1.56M
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20K+ 29.71% |
$648K - $754K
|
87.4K
$3.4M
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
19.5KNew |
$630K - $734K
|
19.5K
$759K
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
19.3K+ 4.97% |
$625K - $728K
|
408K
$15.9M
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
19.3K+ 33.28% |
$624K - $726K
|
77.3K
$3.01M
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
18K+ 8.31% |
$584K - $679K
|
235K
$9.16M
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
17.3K+ 1.78% |
$559K - $651K
|
986K
$38.4M
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
17.1K+ 53.11% |
$555K - $646K
|
49.4K
$1.92M
|
|
Jan 09, 2024
Q4 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
16.7K+ 113.66% |
$540K - $629K
|
31.4K
$1.22M
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
16.4KNew |
$531K - $618K
|
16.4K
$639K
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.3K+ 120.61% |
$527K - $613K
|
29.8K
$1.16M
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
16.2KNew |
$524K - $610K
|
16.2K
$631K
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
15.9K+ 3.54% |
$515K - $600K
|
465K
$18.1M
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
15.3KNew |
$495K - $576K
|
15.3K
$596K
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
13.9K+ 5.11% |
$450K - $524K
|
286K
$11.1M
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
13.8K+ 24.66% |
$446K - $519K
|
69.6K
$2.71M
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
12.1K+ 15.16% |
$392K - $457K
|
92.1K
$3.59M
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
11.8K+ 5.78% |
$380K - $443K
|
215K
$8.38M
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
11.2KNew |
$364K - $423K
|
11.2K
$438K
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
10.7K+ 15.37% |
$347K - $404K
|
80.5K
$3.13M
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
10.6K+ 38.19% |
$344K - $400K
|
38.4K
$1.5M
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
10.5KNew |
$340K - $396K
|
10.5K
$409K
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10.4KNew |
$337K - $393K
|
10.4K
$406K
|