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 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
45+ 0.4% |
$1.46K - $1.69K
|
11.4K
$444K
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
45+ 0.11% |
$1.46K - $1.69K
|
41.8K
$1.63M
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
42+ 0.15% |
$1.36K - $1.58K
|
27.5K
$1.07M
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
42+ 14.69% |
$1.36K - $1.58K
|
328
$12.8K
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
34+ 0.25% |
$1.1K - $1.28K
|
13.4K
$523K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
23+ 0.22% |
$744 - $866
|
10.6K
$411K
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
23+ 1.77% |
$744 - $866
|
1.32K
$51.4K
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
22New |
$712 - $829
|
22
$857
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
21+ 0.09% |
$680 - $791
|
22.5K
$876K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 2.25% |
$421 - $490
|
592
$23.1K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
12+ 0.12% |
$388 - $452
|
9.89K
$385K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.34% |
$162 - $188
|
1.48K
$57.5K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.35% |
$32.4 - $37.7
|
75
$2.92K
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.01% |
$32.4 - $37.7
|
7.91K
$308K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12- 3.87% |
$388 - $452
|
298
$11.6K
|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-12- 0.02% |
$388 - $452
|
64.6K
$2.52M
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-34- 0.51% |
$1.1K - $1.28K
|
6.69K
$260K
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-37- 0.4% |
$1.2K - $1.39K
|
9.14K
$356K
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-44- 0.38% |
$1.42K - $1.66K
|
11.5K
$447K
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-46- 0.57% |
$1.49K - $1.73K
|
8.02K
$312K
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-56- 0.17% |
$1.81K - $2.11K
|
33.3K
$1.3M
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-58- 0.78% |
$1.88K - $2.18K
|
7.37K
$287K
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-72- 0.43% |
$2.33K - $2.71K
|
16.5K
$644K
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-79- 1.19% |
$2.56K - $2.98K
|
6.55K
$255K
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-100- 0.83% |
$3.24K - $3.77K
|
11.9K
$463K
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-115- 0.83% |
$3.72K - $4.33K
|
13.8K
$537K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-120- 10.05% |
$3.88K - $4.52K
|
1.07K
$41.8K
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-137- 0.55% |
$4.43K - $5.16K
|
24.8K
$966K
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-177- 0.66% |
$5.73K - $6.67K
|
26.5K
$1.03M
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-190- 0.81% |
$6.15K - $7.16K
|
23.2K
$905K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-196- 99.49% |
$6.34K - $7.38K
|
1
$38.9
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-202- 4.74% |
$6.54K - $7.61K
|
4.06K
$158K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-207- 1.25% |
$6.7K - $7.8K
|
16.3K
$635K
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-211- 1.25% |
$6.83K - $7.95K
|
16.7K
$650K
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-229- 0.1% |
$7.41K - $8.62K
|
228K
$8.89M
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-244- 1.42% |
$7.9K - $9.19K
|
16.9K
$659K
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-270- 0.29% |
$8.74K - $10.2K
|
93.5K
$3.64M
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-280- 1.05% |
$9.06K - $10.5K
|
26.5K
$1.03M
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-281- 1.24% |
$9.09K - $10.6K
|
22.3K
$869K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-305- 3.62% |
$9.87K - $11.5K
|
8.13K
$317K
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-330- 0.32% |
$10.7K - $12.4K
|
101K
$3.94M
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-372- 60.78% |
$12K - $14K
|
240
$9.35K
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-388- 2.86% |
$12.6K - $14.6K
|
13.2K
$513K
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-523- 1.19% |
$16.9K - $19.7K
|
43.3K
$1.69M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-580- 53.65% |
$18.8K - $21.8K
|
501
$19.5K
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-930- 1.2% |
$30.1K - $35K
|
76.4K
$2.97M
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-978- 11.78% |
$31.6K - $36.8K
|
7.32K
$285K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.02K- 1.82% |
$33.1K - $38.6K
|
55.3K
$2.15M
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-1.03K- 10.66% |
$33.2K - $38.7K
|
8.61K
$335K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.03K- 96.45% |
$33.4K - $38.8K
|
38
$1.48K
|