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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
479New |
$15.5K - $18K
|
479
$18.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
66New |
$2.14K - $2.49K
|
66
$2.57K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-58- 0.78% |
$1.88K - $2.18K
|
7.37K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.24KNew |
$234K - $273K
|
7.24K
$282K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
9.58KNew |
$310K - $361K
|
9.58K
$373K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
799New |
$25.9K - $30.1K
|
799
$31.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
172New |
$5.57K - $6.48K
|
172
$6.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
160KNew |
$5.17M - $6.02M
|
160K
$6.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
9.42KNew |
$305K - $355K
|
9.42K
$367K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
91New |
$2.94K - $3.43K
|
91
$3.54K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
145New |
$4.69K - $5.46K
|
145
$5.65K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.3K+ 120.61% |
$527K - $613K
|
29.8K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
757+ 124.71% |
$24.5K - $28.5K
|
1.36K
$53.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.15KNew |
$37.1K - $43.2K
|
1.15K
$44.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
725KNew |
$23.5M - $27.3M
|
725K
$28.2M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
1K+ 100.0% |
$32.4K - $37.7K
|
2K
$77.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-2.73K- 5.55% |
$88.2K - $103K
|
46.4K
$1.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
145+ 3.49% |
$4.69K - $5.46K
|
4.3K
$167K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
22New |
$712 - $829
|
22
$857
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
248New |
$8.03K - $9.34K
|
248
$9.66K
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-78.1K- 99.79% |
$2.53M - $2.94M
|
161
$6.27K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
42+ 14.69% |
$1.36K - $1.58K
|
328
$12.8K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
1.28KNew |
$41.3K - $48K
|
1.28K
$49.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-100- 0.83% |
$3.24K - $3.77K
|
11.9K
$463K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.42KNew |
$175K - $204K
|
5.42K
$211K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
51New |
$1.65K - $1.92K
|
51
$1.99K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
6.2KNew |
$200K - $233K
|
6.2K
$241K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-3.69K- 36.16% |
$120K - $139K
|
6.52K
$254K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
552New |
$17.9K - $20.8K
|
552
$21.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
212New |
$6.86K - $7.98K
|
212
$8.26K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
49New |
$1.59K - $1.85K
|
49
$1.91K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-372- 60.78% |
$12K - $14K
|
240
$9.35K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-207- 1.25% |
$6.7K - $7.8K
|
16.3K
$635K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5.91KNew |
$191K - $223K
|
5.91K
$230K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
5.78KNew |
$187K - $218K
|
5.78K
$225K
|
|
| Q3 2023 | |||||||
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-10.3KClosed |
$342K - $374K
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.07KNew |
$35.6K - $39K
|
1.07K
$41.6K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-1.77K- 1.16% |
$59K - $64.6K
|
150K
$5.85M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
130+ 18.28% |
$4.33K - $4.74K
|
841
$32.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 1.67% |
$37.5K - $41K
|
68.5K
$2.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
78.3KNew |
$2.61M - $2.86M
|
78.3K
$3.05M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.57K- 4.78% |
$152K - $167K
|
91.1K
$3.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
50New |
$1.67K - $1.82K
|
50
$1.95K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
89New |
$2.97K - $3.25K
|
89
$3.47K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-36- 0.12% |
$1.2K - $1.31K
|
29K
$1.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-346- 54.49% |
$11.5K - $12.6K
|
289
$11.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
32New |
$1.07K - $1.17K
|
32
$1.25K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-18.2K- 87.71% |
$607K - $665K
|
2.55K
$99.3K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-29.8K- 81.33% |
$1.03M - $1.08M
|
6.83K
$266K
|
|