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 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-461- 3.48% |
$12.8K - $15.6K
|
12.8K
$497K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
10.2KNew |
$283K - $345K
|
10.2K
$398K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
82New |
$2.27K - $2.77K
|
82
$3.19K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 1.47% |
$55.3 - $67.5
|
138
$5.37K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-776- 79.26% |
$21.5K - $26.2K
|
203
$7.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
480New |
$13.3K - $16.2K
|
480
$18.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
6+ 0.9% |
$166 - $203
|
672
$26.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
51+ 0.66% |
$1.41K - $1.72K
|
7.82K
$305K
|
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-496- 5.07% |
$13.7K - $16.7K
|
9.29K
$362K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
11.8KNew |
$327K - $398K
|
11.8K
$459K
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
21.1KNew |
$584K - $712K
|
21.1K
$822K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
6.41KNew |
$177K - $216K
|
6.41K
$250K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
14KNew |
$388K - $474K
|
14K
$546K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
275New |
$7.61K - $9.28K
|
275
$10.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
32New |
$885 - $1.08K
|
32
$1.25K
|
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
BUY
|
- |
68+ 0.93% |
$1.88K - $2.3K
|
7.36K
$287K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
10.5KNew |
$290K - $354K
|
10.5K
$408K
|
|
| Q3 2022 | |||||||
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 8.41% |
$31.4K - $37.8K
|
12.4K
$484K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
255New |
$7.02K - $8.45K
|
255
$9.93K
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
8.04K+ 12.71% |
$221K - $266K
|
71.3K
$2.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-175K- 91.44% |
$4.82M - $5.8M
|
16.4K
$638K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
123K+ 1461.25% |
$3.38M - $4.07M
|
131K
$5.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
SELL
|
- |
-110- 1.27% |
$3.03K - $3.64K
|
8.53K
$332K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-1.13M- 43.64% |
$31.1M - $37.4M
|
1.46M
$56.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
606+ 4.75% |
$16.7K - $20.1K
|
13.4K
$521K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
700New |
$19.3K - $23.2K
|
700
$27.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
320+ 2.14% |
$8.81K - $10.6K
|
15.3K
$595K
|
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
SELL
|
- |
-150- 36.23% |
$4.13K - $4.97K
|
264
$10.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
157New |
$4.32K - $5.2K
|
157
$6.11K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
44.1KNew |
$1.21M - $1.46M
|
44.1K
$1.72M
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
9+ 2.9% |
$248 - $298
|
319
$12.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
3.43K+ 5.12% |
$94.3K - $113K
|
70.3K
$2.74M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.15KNew |
$59.3K - $71.3K
|
2.15K
$83.8K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
16+ 2.64% |
$482 - $598
|
623
$24.3K
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
300KNew |
$9.03M - $11.2M
|
300K
$11.7M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-460Closed |
$13.9K - $17.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
20.5KNew |
$617K - $766K
|
20.5K
$798K
|
|
|
Aug 15, 2022
Q2 2022
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-150Closed |
$4.52K - $5.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-100K- 83.28% |
$3.02M - $3.74M
|
20.1K
$784K
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
12.4KNew |
$374K - $464K
|
12.4K
$484K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
396+ 2.36% |
$11.9K - $14.8K
|
17.2K
$668K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-12.9KClosed |
$389K - $482K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.5K- 12.35% |
$45.2K - $56K
|
10.6K
$414K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-30Closed |
$903 - $1.12K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-5.65KClosed |
$170K - $211K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
101New |
$3.04K - $3.77K
|
101
$3.93K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
315New |
$9.48K - $11.8K
|
315
$12.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
19.1KNew |
$574K - $712K
|
19.1K
$743K
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
418+ 6.64% |
$12.6K - $15.6K
|
6.71K
$261K
|
|