Purchases and Sales Made in Q1 2024 in Ishares Msci Intl Quality Fact (IQLT)
This table provides information about the institutional ownership of Ishares Msci Intl Quality Fact (IQLT) during Q1 2024. 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 08, 2024
Q1 2024
|
Ledyard National Bank
|
BUY
|
- |
15.5K+ 4.73% |
$559K - $616K
|
342K
$13.3M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
15.2K+ 11.03% |
$551K - $607K
|
153K
$5.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
15.2K+ 11.68% |
$548K - $605K
|
145K
$5.64M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14.8K+ 19.11% |
$534K - $589K
|
92.1K
$3.58M
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
14.7K+ 6.93% |
$531K - $586K
|
227K
$8.81M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.4KNew |
$520K - $574K
|
14.4K
$560K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
14.1K+ 2.64% |
$510K - $563K
|
549K
$21.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
13.7K+ 24.17% |
$496K - $547K
|
70.5K
$2.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
13.7K+ 8.24% |
$494K - $545K
|
180K
$6.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
13.6K+ 26.53% |
$493K - $543K
|
65K
$2.53M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
13.4K+ 11.58% |
$485K - $535K
|
129K
$5.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
13.2K+ 9.72% |
$477K - $526K
|
149K
$5.8M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
13K+ 3.98% |
$468K - $516K
|
338K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.8KNew |
$463K - $510K
|
12.8K
$498K
|
|
|
May 15, 2024
Q1 2024
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
12.7KNew |
$457K - $504K
|
12.7K
$492K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
12.4K+ 6.53% |
$447K - $493K
|
202K
$7.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
12.1K+ 15.0% |
$436K - $481K
|
92.6K
$3.6M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
11.8KNew |
$427K - $471K
|
11.8K
$460K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.7K+ 2.9% |
$423K - $467K
|
415K
$16.1M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.6K+ 81.19% |
$418K - $461K
|
25.8K
$1M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
11.5K+ 3.25% |
$415K - $458K
|
364K
$14.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
10.8KNew |
$391K - $431K
|
10.8K
$420K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
10.6K+ 21.48% |
$384K - $423K
|
60K
$2.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
10.4K+ 2.39% |
$377K - $416K
|
446K
$17.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.4K+ 51.85% |
$374K - $413K
|
30.3K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
9.9K+ 4.17% |
$358K - $395K
|
248K
$9.62M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
8.96KNew |
$324K - $357K
|
8.96K
$348K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
8.67KNew |
$313K - $346K
|
8.67K
$337K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.66KNew |
$313K - $345K
|
8.66K
$337K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
8.56K+ 69.71% |
$309K - $341K
|
20.8K
$810K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
8.52K+ 3.38% |
$308K - $340K
|
261K
$10.1M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
7.97KNew |
$288K - $318K
|
7.97K
$310K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.92KNew |
$286K - $316K
|
7.92K
$308K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
7.85KNew |
$284K - $313K
|
7.85K
$305K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.46K+ 144.42% |
$270K - $297K
|
12.6K
$491K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
7.36K+ 3.42% |
$266K - $293K
|
223K
$8.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.25K+ 64.49% |
$262K - $289K
|
18.5K
$719K
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
7.07KNew |
$256K - $282K
|
7.07K
$275K
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
7.04K+ 6.12% |
$254K - $280K
|
122K
$4.75M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.88KNew |
$249K - $274K
|
6.88K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.88KNew |
$249K - $274K
|
6.88K
$267K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
6.53K+ 24.69% |
$236K - $260K
|
33K
$1.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
6.29K+ 3.99% |
$227K - $251K
|
164K
$6.38M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
6.22KNew |
$225K - $248K
|
6.22K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
6.11K+ 12.84% |
$221K - $244K
|
53.7K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
6.03K+ 11.61% |
$218K - $240K
|
58K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
6KNew |
$217K - $239K
|
6K
$233K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.99K+ 5.68% |
$216K - $239K
|
112K
$4.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
5.94K+ 8.53% |
$215K - $237K
|
75.6K
$2.94M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5.87K+ 3.21% |
$212K - $234K
|
189K
$7.33M
|