Purchases and Sales Made in Q1 2023 in Ishares Msci Intl Quality Fact (IQLT)
This table provides information about the institutional ownership of Ishares Msci Intl Quality Fact (IQLT) during Q1 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 |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
46.8K+ 82.61% |
$1.52M - $1.66M
|
103K
$4.03M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
44.5K+ 98.42% |
$1.45M - $1.58M
|
89.7K
$3.49M
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
38.6KNew |
$1.26M - $1.37M
|
38.6K
$1.5M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
37.8K+ 4.96% |
$1.23M - $1.34M
|
799K
$31.1M
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
37.5K+ 12.34% |
$1.22M - $1.33M
|
341K
$13.3M
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
31.9K+ 133.69% |
$1.04M - $1.13M
|
55.7K
$2.17M
|
|
Apr 14, 2023
Q1 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
29.5K+ 34.5% |
$959K - $1.04M
|
115K
$4.47M
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
29.1K+ 2.12% |
$948K - $1.03M
|
1.4M
$54.7M
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
29.1KNew |
$948K - $1.03M
|
29.1K
$1.13M
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
26.5KNew |
$863K - $939K
|
26.5K
$1.03M
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
25.8K+ 1290.25% |
$840K - $914K
|
27.8K
$1.08M
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
25.7KNew |
$838K - $911K
|
25.7K
$1M
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
25.3K+ 67.84% |
$823K - $895K
|
62.5K
$2.43M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.5K+ 9.92% |
$796K - $866K
|
271K
$10.6M
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
22.5K+ 182.59% |
$733K - $797K
|
34.8K
$1.36M
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
20.8K+ 3.03% |
$678K - $737K
|
707K
$27.5M
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
20.7K+ 10.85% |
$673K - $731K
|
211K
$8.22M
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
20.3KNew |
$661K - $719K
|
20.3K
$790K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19KNew |
$618K - $672K
|
19K
$739K
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
18.9KNew |
$615K - $668K
|
18.9K
$735K
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
17.7K+ 4.43% |
$576K - $627K
|
418K
$16.3M
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
17.6K+ 5.01% |
$574K - $624K
|
370K
$14.4M
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
BUY
|
- |
16.5K+ 5.75% |
$536K - $583K
|
303K
$11.8M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
16.1K+ 20914.29% |
$524K - $570K
|
16.2K
$630K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.2KNew |
$494K - $537K
|
15.2K
$591K
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
15.1KNew |
$491K - $534K
|
15.1K
$588K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
14.7KNew |
$477K - $519K
|
14.7K
$571K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.9K+ 27.67% |
$454K - $494K
|
64.3K
$2.51M
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
13.7K+ 14.94% |
$446K - $486K
|
106K
$4.11M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.6K+ 56.45% |
$444K - $483K
|
37.8K
$1.47M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.3K+ 2.14% |
$433K - $471K
|
634K
$24.7M
|
|
Apr 10, 2023
Q1 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
12.7K+ 69.23% |
$415K - $451K
|
31.2K
$1.21M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.1K+ 45.37% |
$394K - $428K
|
38.8K
$1.51M
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
11.6K+ 2.16% |
$379K - $412K
|
550K
$21.4M
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
11.6KNew |
$378K - $411K
|
11.6K
$452K
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
11.6KNew |
$378K - $411K
|
11.6K
$452K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.4K+ 24.12% |
$372K - $405K
|
58.8K
$2.29M
|
|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
BUY
|
- |
11.4K+ 8.21% |
$370K - $402K
|
150K
$5.83M
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
11.1KNew |
$360K - $392K
|
11.1K
$431K
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11KNew |
$357K - $388K
|
11K
$427K
|
|
Apr 11, 2023
Q1 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
9.8K+ 387.15% |
$319K - $347K
|
12.3K
$480K
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
9.72KNew |
$317K - $344K
|
9.72K
$379K
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
9.63KNew |
$313K - $341K
|
9.63K
$375K
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
9.55K+ 24.23% |
$311K - $338K
|
48.9K
$1.91M
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
9.5K+ 20.14% |
$309K - $336K
|
56.7K
$2.21M
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
9.48K+ 90.58% |
$309K - $336K
|
19.9K
$777K
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
9.34KNew |
$304K - $331K
|
9.34K
$364K
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
9K+ 3.53% |
$293K - $319K
|
264K
$10.3M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.87K+ 2.09% |
$289K - $314K
|
433K
$16.8M
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
8.74K+ 8.2% |
$285K - $309K
|
115K
$4.49M
|