Latest Institutional Transactions on Ishares Msci Intl Quality Fact (IQLT)
This table provides information on the latest institutional transactions involving Ishares Msci Intl Quality Fact (IQLT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
13.4KNew |
$506K - $547K
|
13.4K
$523K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.51K- 13.24% |
$56.8K - $61.4K
|
9.89K
$385K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.17K+ 37.09% |
$119K - $129K
|
11.7K
$457K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-622- 78.93% |
$23.4K - $25.3K
|
166
$6.46K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
96.4K+ 9.31% |
$3.62M - $3.92M
|
1.13M
$44M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.14K- 8.98% |
$42.9K - $46.4K
|
11.6K
$450K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.33% |
$37.6 - $40.7
|
76
$2.96K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.96KNew |
$300K - $324K
|
7.96K
$310K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.49K+ 5.02% |
$207K - $224K
|
115K
$4.47M
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-38- 0.85% |
$1.43K - $1.55K
|
4.41K
$172K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50New |
$1.88K - $2.03K
|
50
$1.95K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.14K- 62.71% |
$42.7K - $46.2K
|
675
$26.3K
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-107- 0.57% |
$4.03K - $4.35K
|
18.6K
$723K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
343New |
$12.9K - $14K
|
343
$13.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.23% |
$113 - $122
|
1.32K
$51.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
212New |
$7.98K - $8.63K
|
212
$8.26K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
246New |
$9.25K - $10K
|
246
$9.58K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
628+ 5.59% |
$23.6K - $25.6K
|
11.9K
$462K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
233New |
$8.77K - $9.48K
|
233
$9.07K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.59K- 17.42% |
$59.7K - $64.5K
|
7.52K
$293K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-73.8K- 16.97% |
$2.78M - $3M
|
361K
$14.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
126+ 4.43% |
$4.74K - $5.13K
|
2.97K
$116K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
184KNew |
$6.91M - $7.48M
|
184K
$7.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
53.3KNew |
$2M - $2.17M
|
53.3K
$2.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
21.1KNew |
$794K - $859K
|
21.1K
$822K
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
102+ 0.12% |
$3.84K - $4.15K
|
84.8K
$3.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
5.2K+ 4.46% |
$196K - $212K
|
122K
$4.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2+ 0.01% |
$75.2 - $81.4
|
14.5K
$565K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-175- 99.43% |
$6.58K - $7.12K
|
1
$38.9
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.12KNew |
$79.9K - $86.4K
|
2.12K
$82.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
12.7K+ 32.32% |
$477K - $516K
|
52K
$2.02M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.59K+ 40.33% |
$97.4K - $105K
|
9.01K
$351K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-413- 0.8% |
$15.5K - $16.8K
|
51.4K
$2M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-4.34K- 72.98% |
$163K - $177K
|
1.61K
$62.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.81K- 8.37% |
$256K - $277K
|
74.5K
$2.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-528- 3.85% |
$19.9K - $21.5K
|
13.2K
$513K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
57New |
$2.14K - $2.32K
|
57
$2.22K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
933+ 11.7% |
$35.1K - $38K
|
8.9K
$347K
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-3.54K- 19.28% |
$133K - $144K
|
14.8K
$578K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-500- 3.21% |
$18.8K - $20.3K
|
15.1K
$587K
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
BUY
|
- |
40+ 0.51% |
$1.5K - $1.63K
|
7.89K
$307K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
218New |
$8.2K - $8.87K
|
218
$8.49K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
894New |
$33.6K - $36.4K
|
894
$34.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
43.4KNew |
$1.63M - $1.77M
|
43.4K
$1.69M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
196New |
$7.37K - $7.98K
|
196
$7.63K
|
|
| Q1 2024 | |||||||
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-150- 23.66% |
$5.42K - $5.98K
|
484
$18.8K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.88KNew |
$249K - $274K
|
6.88K
$268K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
350New |
$12.6K - $14K
|
350
$13.6K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5.3KNew |
$192K - $211K
|
5.3K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
16.4KNew |
$591K - $652K
|
16.4K
$637K
|
|