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 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.09K- 8.75% |
$35.1K - $40.9K
|
11.3K
$441K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.1K- 8.63% |
$35.6K - $41.4K
|
11.6K
$453K
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.15K- 15.93% |
$37.2K - $43.3K
|
6.08K
$237K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.18K- 5.56% |
$38.1K - $44.3K
|
20K
$778K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.18K- 4.9% |
$38.1K - $44.3K
|
22.8K
$889K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-1.23K- 3.6% |
$39.7K - $46.2K
|
32.9K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.29K- 17.27% |
$41.7K - $48.6K
|
6.18K
$241K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.29K- 17.27% |
$41.7K - $48.6K
|
6.18K
$241K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.7K- 16.21% |
$55K - $64K
|
8.79K
$342K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.78K- 4.11% |
$57.7K - $67.2K
|
41.6K
$1.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.85K- 21.23% |
$60K - $69.8K
|
6.88K
$268K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-2.15K- 5.81% |
$69.6K - $81K
|
34.9K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.21K- 20.97% |
$71.6K - $83.3K
|
8.34K
$325K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.29K- 1.13% |
$74K - $86.1K
|
200K
$7.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.43K- 4.27% |
$78.7K - $91.6K
|
54.6K
$2.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-2.73K- 5.55% |
$88.2K - $103K
|
46.4K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.85K- 19.69% |
$92.1K - $107K
|
11.6K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.93K- 9.96% |
$94.7K - $110K
|
26.5K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.21K- 1.17% |
$104K - $121K
|
271K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.27K- 1.08% |
$106K - $123K
|
301K
$11.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-3.45K- 9.81% |
$112K - $130K
|
31.7K
$1.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.65K- 4.9% |
$118K - $137K
|
70.8K
$2.76M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-3.69K- 36.16% |
$120K - $139K
|
6.52K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-4.39K- 11.11% |
$142K - $165K
|
35.1K
$1.37M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.02K- 12.69% |
$162K - $189K
|
34.5K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.35K- 21.6% |
$173K - $201K
|
19.4K
$755K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-6.08K- 8.45% |
$197K - $229K
|
65.8K
$2.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.25K- 4.62% |
$202K - $235K
|
129K
$5.02M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-6.46K- 7.57% |
$209K - $243K
|
78.9K
$3.07M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-6.98K- 56.11% |
$226K - $263K
|
5.46K
$213K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-7.11K- 10.53% |
$230K - $268K
|
60.5K
$2.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-7.56K- 22.92% |
$245K - $285K
|
25.4K
$990K
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-7.63K- 24.2% |
$247K - $287K
|
23.9K
$930K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-7.8K- 7.85% |
$252K - $294K
|
91.5K
$3.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-7.82K- 3.56% |
$253K - $295K
|
212K
$8.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-7.99K- 2.99% |
$258K - $301K
|
259K
$10.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-8.65K- 8.36% |
$280K - $326K
|
94.8K
$3.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-9.18K- 6.29% |
$297K - $346K
|
137K
$5.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-9.39K- 1.41% |
$304K - $354K
|
658K
$25.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-9.74K- 5.94% |
$315K - $367K
|
154K
$6.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-10.9K- 9.69% |
$351K - $409K
|
101K
$3.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-11.3K- 13.65% |
$365K - $424K
|
71.3K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.9K- 12.73% |
$385K - $449K
|
81.6K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-12.7K- 36.0% |
$411K - $479K
|
22.6K
$880K
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-12.8K- 3.66% |
$415K - $483K
|
337K
$13.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-13.6K- 25.87% |
$441K - $514K
|
39.1K
$1.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14.5K- 11.35% |
$470K - $547K
|
114K
$4.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15.6K- 6.91% |
$506K - $589K
|
211K
$8.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.7K- 18.35% |
$540K - $628K
|
74.2K
$2.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-17.1K- 7.42% |
$554K - $645K
|
214K
$8.32M
|