Purchases and Sales Made in Q1 2025 in Ishares Msci Intl Quality Fact (IQLT)
This table provides information about the institutional ownership of Ishares Msci Intl Quality Fact (IQLT) during Q1 2025. 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 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
35.9KNew |
$1.33M - $1.47M
|
35.9K
$1.55M
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
35.7KNew |
$1.32M - $1.47M
|
35.7K
$1.54M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
35.3K+ 9.41% |
$1.3M - $1.45M
|
410K
$17.7M
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
34K+ 5.69% |
$1.25M - $1.39M
|
631K
$27.2M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
33.8K+ 46.91% |
$1.25M - $1.39M
|
106K
$4.56M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
33K+ 12.69% |
$1.22M - $1.36M
|
293K
$12.7M
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
31.8K+ 44.82% |
$1.18M - $1.31M
|
103K
$4.44M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
31.8K+ 655.85% |
$1.18M - $1.31M
|
36.7K
$1.58M
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
30.8K+ 3.72% |
$1.14M - $1.26M
|
859K
$37.1M
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
29.9K+ 2.56% |
$1.1M - $1.23M
|
1.2M
$51.7M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
29.5K+ 147585.0% |
$1.09M - $1.21M
|
29.5K
$1.27M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
26.7K+ 15.92% |
$985K - $1.1M
|
194K
$8.38M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
26.2KNew |
$969K - $1.08M
|
26.2K
$1.13M
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
25.2KNew |
$931K - $1.03M
|
25.2K
$1.09M
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
24.4K+ 22.48% |
$902K - $1M
|
133K
$5.74M
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
23.2K+ 37.45% |
$856K - $951K
|
85.1K
$3.67M
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
22.4KNew |
$828K - $920K
|
22.4K
$968K
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
21.1K+ 343.48% |
$779K - $866K
|
27.3K
$1.18M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
20.5K+ 28.71% |
$757K - $842K
|
92K
$3.97M
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
20.5K+ 43.9% |
$756K - $841K
|
67.2K
$2.9M
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
20.4K+ 60.63% |
$752K - $836K
|
54K
$2.33M
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
19.9K+ 39.69% |
$735K - $816K
|
70K
$3.02M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
19.8KNew |
$731K - $812K
|
19.8K
$854K
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
19.5K+ 83.52% |
$719K - $799K
|
42.8K
$1.85M
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
19.2K+ 9.79% |
$708K - $787K
|
215K
$9.28M
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
18.9KNew |
$698K - $776K
|
18.9K
$816K
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
18.9K+ 6.06% |
$697K - $775K
|
331K
$14.3M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.8K+ 90.38% |
$695K - $772K
|
39.6K
$1.71M
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
18.8K+ 25.49% |
$695K - $772K
|
92.7K
$4M
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
18.8K+ 8.56% |
$694K - $772K
|
238K
$10.3M
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
18.7K+ 6.64% |
$688K - $765K
|
299K
$12.9M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
18.3KNew |
$674K - $750K
|
18.3K
$788K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
18.2K+ 29.4% |
$673K - $748K
|
80.3K
$3.46M
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
18.1K+ 3.96% |
$669K - $744K
|
476K
$20.5M
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
17.5K+ 111.89% |
$646K - $718K
|
33.1K
$1.43M
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
17.2K+ 27.09% |
$634K - $705K
|
80.6K
$3.48M
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
17K+ 2.94% |
$627K - $697K
|
594K
$25.6M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
16.5K+ 274.24% |
$610K - $678K
|
22.6K
$973K
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
16.3KNew |
$602K - $669K
|
16.3K
$704K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
15.2K+ 13.27% |
$559K - $622K
|
129K
$5.58M
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
15K+ 8.64% |
$554K - $615K
|
189K
$8.14M
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
15K+ 11.17% |
$553K - $615K
|
149K
$6.44M
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.5K+ 11.9% |
$537K - $596K
|
137K
$5.9M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.3K+ 460.88% |
$529K - $588K
|
17.4K
$753K
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
14.3K+ 9.11% |
$529K - $588K
|
172K
$7.4M
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
14K+ 68.87% |
$515K - $572K
|
34.2K
$1.48M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.9K+ 9.38% |
$512K - $570K
|
162K
$6.98M
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
13.9K+ 11.89% |
$512K - $569K
|
130K
$5.63M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.9KNew |
$511K - $568K
|
13.9K
$598K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
13.7K+ 17.99% |
$507K - $564K
|
90.1K
$3.89M
|