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 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-613- 3.62% |
$22.2K - $24.4K
|
16.3K
$634K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-672- 1.63% |
$24.3K - $26.8K
|
40.5K
$1.57M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-674- 14.43% |
$24.4K - $26.9K
|
4K
$155K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-781- 5.11% |
$28.2K - $31.1K
|
14.5K
$564K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-785- 7.46% |
$28.4K - $31.3K
|
9.73K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-802- 6.91% |
$29K - $32K
|
10.8K
$420K
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-814- 4.18% |
$29.4K - $32.4K
|
18.7K
$726K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-976- 12.34% |
$35.3K - $38.9K
|
6.94K
$270K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1K- 3.16% |
$36.2K - $39.9K
|
30.7K
$1.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.17K- 89.24% |
$42.3K - $46.6K
|
141
$5.48K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.32K- 12.78% |
$47.7K - $52.7K
|
9.02K
$351K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.35K- 19.65% |
$48.8K - $53.9K
|
5.53K
$215K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.46K- 19.92% |
$52.7K - $58.2K
|
5.87K
$228K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.47K- 0.73% |
$53K - $58.5K
|
198K
$7.71M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.57K- 3.38% |
$56.6K - $62.5K
|
44.8K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.68K- 16.08% |
$60.6K - $66.8K
|
8.75K
$340K
|
|
|
Apr 11, 2024
Q1 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-1.69K- 5.37% |
$60.9K - $67.2K
|
29.7K
$1.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.7K- 7.16% |
$61.4K - $67.7K
|
22K
$856K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.76K- 4.11% |
$63.5K - $70.1K
|
41.1K
$1.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-1.8K- 20.92% |
$65.1K - $71.8K
|
6.81K
$265K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.94K- 3.6% |
$69.9K - $77.1K
|
51.8K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.98K- 0.72% |
$71.5K - $78.9K
|
271K
$10.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-2.04K- 7.77% |
$73.6K - $81.2K
|
24.2K
$940K
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-2.11K- 9.48% |
$76.4K - $84.3K
|
20.2K
$785K
|
|
|
Apr 16, 2024
Q1 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-2.31K- 2.99% |
$83.5K - $92.1K
|
75.1K
$2.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.45K- 0.28% |
$88.5K - $97.6K
|
876K
$34M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.73K- 61.31% |
$98.5K - $109K
|
1.72K
$66.9K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.77K- 35.48% |
$100K - $111K
|
5.04K
$196K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.8K- 0.87% |
$101K - $112K
|
320K
$12.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-2.83K- 2.07% |
$102K - $113K
|
134K
$5.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.12K- 4.4% |
$113K - $124K
|
67.7K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-3.24K- 0.96% |
$117K - $129K
|
334K
$13M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.25K- 2.11% |
$117K - $130K
|
151K
$5.87M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.31K- 1.86% |
$120K - $132K
|
174K
$6.78M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.58K- 6.24% |
$129K - $143K
|
53.8K
$2.09M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.66K- 22.11% |
$132K - $146K
|
12.9K
$501K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.95K- 5.3% |
$143K - $157K
|
70.5K
$2.74M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-4.12K- 25.14% |
$149K - $164K
|
12.3K
$477K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.33K- 14.71% |
$157K - $173K
|
25.1K
$977K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4.49K- 2.13% |
$162K - $179K
|
206K
$8.02M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.65K- 7.68% |
$168K - $185K
|
55.8K
$2.17M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4.96K- 1.87% |
$179K - $198K
|
261K
$10.1M
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-5.17K- 1.19% |
$187K - $206K
|
430K
$16.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-5.19K- 15.58% |
$187K - $207K
|
28.1K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.33K- 23.57% |
$192K - $212K
|
17.3K
$672K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-5.72K- 43.6% |
$207K - $228K
|
7.4K
$288K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-5.83K- 17.73% |
$211K - $232K
|
27K
$1.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-5.86K- 0.89% |
$212K - $233K
|
652K
$25.3M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.12K- 41.68% |
$221K - $244K
|
8.56K
$333K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-6.43K- 25.92% |
$232K - $256K
|
18.4K
$714K
|