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 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-6.57K- 10.17% |
$237K - $262K
|
58K
$2.26M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-6.75K- 99.0% |
$244K - $269K
|
68
$2.64K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.47K- 8.0% |
$270K - $298K
|
85.9K
$3.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-7.86K- 59.68% |
$284K - $313K
|
5.31K
$206K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.3K- 5.38% |
$300K - $331K
|
146K
$5.67M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-8.48K- 2.96% |
$307K - $338K
|
278K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.49K- 11.45% |
$307K - $339K
|
65.7K
$2.55M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.56K- 11.21% |
$309K - $341K
|
67.8K
$2.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.72K- 17.35% |
$315K - $347K
|
41.5K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-10.3K- 43.15% |
$371K - $410K
|
13.5K
$527K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-10.4K- 52.6% |
$374K - $413K
|
9.33K
$363K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-11.3K- 12.25% |
$408K - $450K
|
80.9K
$3.14M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-12.3K- 48.56% |
$446K - $492K
|
13.1K
$508K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13K- 13.9% |
$470K - $519K
|
80.6K
$3.13M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-13.2K- 1.26% |
$478K - $528K
|
1.03M
$40.2M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-14K- 15.26% |
$505K - $557K
|
77.6K
$3.02M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-14.2K- 25.95% |
$512K - $565K
|
40.4K
$1.57M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-15.3K- 22.87% |
$552K - $609K
|
51.5K
$2M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-15.6K- 68.28% |
$563K - $621K
|
7.24K
$281K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23K- 20.23% |
$830K - $915K
|
90.6K
$3.52M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-24.6K- 10.64% |
$890K - $982K
|
207K
$8.04M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-28K- 16.47% |
$1.01M - $1.12M
|
142K
$5.53M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-28.5K- 37.95% |
$1.03M - $1.13M
|
46.5K
$1.81M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-28.8K- 75.61% |
$1.04M - $1.15M
|
9.28K
$361K
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-29.5K- 4.71% |
$1.07M - $1.18M
|
597K
$23.2M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-31.1K- 55.15% |
$1.12M - $1.24M
|
25.3K
$983K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-32.6K- 3.83% |
$1.18M - $1.3M
|
820K
$31.9M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-33.6K- 31.5% |
$1.21M - $1.34M
|
73K
$2.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-34.3K- 18.97% |
$1.24M - $1.37M
|
147K
$5.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-36.3K- 31.0% |
$1.31M - $1.45M
|
80.9K
$3.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-45.3K- 4.51% |
$1.64M - $1.81M
|
960K
$37.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-46.7K- 8.89% |
$1.69M - $1.86M
|
478K
$18.6M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-47.8K- 18.3% |
$1.73M - $1.91M
|
214K
$8.3M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-60.2K- 2.05% |
$2.17M - $2.4M
|
2.87M
$112M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-73.8K- 20.81% |
$2.67M - $2.94M
|
281K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-78.9K- 15.36% |
$2.85M - $3.15M
|
435K
$16.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-89.6K- 43.78% |
$3.24M - $3.57M
|
115K
$4.47M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-101K- 99.59% |
$3.64M - $4.02M
|
420
$16.3K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-116K- 12.38% |
$4.19M - $4.62M
|
820K
$31.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-146K- 15.36% |
$5.27M - $5.81M
|
803K
$31.2M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-165K- 0.77% |
$5.95M - $6.57M
|
21.1M
$820M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-229K- 3.7% |
$8.28M - $9.13M
|
5.96M
$232M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-249K- 3.62% |
$8.99M - $9.92M
|
6.63M
$258M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-261K- 16.79% |
$9.42M - $10.4M
|
1.29M
$50.3M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-315K- 5.95% |
$11.4M - $12.6M
|
4.98M
$194M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-318K- 19.74% |
$11.5M - $12.7M
|
1.29M
$50.3M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-436K- 92.82% |
$15.8M - $17.4M
|
33.7K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.24M- 27.79% |
$44.7M - $49.3M
|
3.22M
$125M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-1.29M- 91.42% |
$46.7M - $51.5M
|
121K
$4.71M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.99M- 18.09% |
$71.8M - $79.2M
|
8.99M
$350M
|