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 |
---|---|---|---|---|---|---|---|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.11K+ 2.67% |
$40K - $44.2K
|
42.6K
$1.66M
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.11K+ 6.63% |
$40K - $44.1K
|
17.8K
$692K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.1K+ 3.69% |
$39.6K - $43.7K
|
30.8K
$1.2M
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
859+ 2.2% |
$31K - $34.2K
|
39.9K
$1.55M
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
846+ 15.18% |
$30.6K - $33.7K
|
6.42K
$250K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
788New |
$28.5K - $31.4K
|
788
$30.6K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
760+ 2000.0% |
$27.5K - $30.3K
|
798
$31K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
716+ 2.93% |
$25.9K - $28.5K
|
25.2K
$979K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
686+ 3.05% |
$24.8K - $27.3K
|
23.2K
$901K
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
685+ 2.95% |
$24.8K - $27.3K
|
23.9K
$930K
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
652+ 4.42% |
$23.6K - $26K
|
15.4K
$599K
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
647+ 10.65% |
$23.4K - $25.8K
|
6.72K
$261K
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
636+ 1.52% |
$23K - $25.4K
|
42.5K
$1.65M
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
599+ 3.42% |
$21.6K - $23.9K
|
18.1K
$703K
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
593+ 0.27% |
$21.4K - $23.6K
|
221K
$8.61M
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
556+ 2.33% |
$20.1K - $22.2K
|
24.4K
$950K
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
534+ 0.49% |
$19.3K - $21.3K
|
110K
$4.27M
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
520+ 0.13% |
$18.8K - $20.7K
|
409K
$15.9M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
515New |
$18.6K - $20.5K
|
515
$20K
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
513+ 3.72% |
$18.5K - $20.4K
|
14.3K
$556K
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
510+ 1.64% |
$18.4K - $20.3K
|
31.6K
$1.23M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
437+ 5.47% |
$15.8K - $17.4K
|
8.42K
$327K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
435+ 86.83% |
$15.7K - $17.3K
|
936
$36.4K
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
420+ 17.31% |
$15.2K - $16.7K
|
2.85K
$111K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
406+ 0.84% |
$14.7K - $16.2K
|
49K
$1.9M
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
390New |
$14.1K - $15.5K
|
390
$15.2K
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
380+ 0.59% |
$13.7K - $15.1K
|
65K
$2.53M
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
367+ 0.17% |
$13.3K - $14.6K
|
214K
$8.32M
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
350+ 1.27% |
$12.6K - $14K
|
27.8K
$1.08M
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
350New |
$12.6K - $14K
|
350
$13.6K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
340+ 0.42% |
$12.3K - $13.6K
|
81.3K
$3.16M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
339+ 31.56% |
$12.3K - $13.5K
|
1.41K
$54.9K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
325New |
$11.7K - $13K
|
325
$12.6K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
302+ 9.73% |
$10.9K - $12K
|
3.41K
$132K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
298+ 0.95% |
$10.8K - $11.9K
|
31.6K
$1.23M
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
292+ 4.73% |
$10.6K - $11.6K
|
6.47K
$252K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
292+ 4.73% |
$10.6K - $11.6K
|
6.47K
$252K
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
284+ 0.81% |
$10.3K - $11.3K
|
35.4K
$1.38M
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
274+ 1.03% |
$9.9K - $10.9K
|
26.7K
$1.04M
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
274+ 2.04% |
$9.9K - $10.9K
|
13.7K
$533K
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
264+ 0.07% |
$9.54K - $10.5K
|
370K
$14.4M
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
261+ 0.06% |
$9.43K - $10.4K
|
461K
$17.9M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
249+ 4.37% |
$9K - $9.93K
|
5.95K
$231K
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
245+ 0.19% |
$8.85K - $9.77K
|
133K
$5.15M
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
242+ 0.41% |
$8.75K - $9.65K
|
59.5K
$2.31M
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
198+ 2.33% |
$7.16K - $7.89K
|
8.7K
$338K
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
182New |
$6.58K - $7.25K
|
182
$7.08K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
175+ 17500.0% |
$6.32K - $6.98K
|
176
$6.84K
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
175+ 0.05% |
$6.32K - $6.98K
|
386K
$15M
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
155+ 1.58% |
$5.6K - $6.18K
|
9.98K
$388K
|