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 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-4.36K- 25.33% |
$161K - $179K
|
12.8K
$554K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.38K- 7.15% |
$162K - $180K
|
56.9K
$2.45M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.45K- 31.07% |
$164K - $183K
|
9.87K
$426K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-4.72K- 12.25% |
$174K - $194K
|
33.8K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-4.99K- 39.59% |
$184K - $205K
|
7.62K
$329K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-5.2K- 5.59% |
$192K - $213K
|
87.7K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.27K- 8.5% |
$194K - $216K
|
56.7K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-5.44K- 4.32% |
$201K - $223K
|
121K
$5.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.48K- 21.4% |
$202K - $225K
|
20.1K
$869K
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-5.79K- 44.01% |
$214K - $237K
|
7.36K
$318K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.99K- 82.16% |
$221K - $246K
|
1.3K
$56.1K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-6.28K- 9.65% |
$232K - $258K
|
58.8K
$2.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-6.3K- 6.45% |
$232K - $258K
|
91.3K
$3.94M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.08K- 6.02% |
$261K - $290K
|
110K
$4.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-7.15K- 10.07% |
$264K - $294K
|
63.9K
$2.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-7.27K- 0.44% |
$268K - $298K
|
1.63M
$70.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-7.27K- 0.44% |
$268K - $298K
|
1.63M
$70.5M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-7.35K- 25.14% |
$271K - $302K
|
21.9K
$944K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-7.44K- 3.94% |
$275K - $305K
|
182K
$7.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-7.73K- 51.22% |
$285K - $317K
|
7.36K
$317K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-7.87K- 85.85% |
$290K - $323K
|
1.3K
$56K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-8.19K- 7.48% |
$302K - $336K
|
101K
$4.37M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-8.76K- 13.4% |
$323K - $359K
|
56.6K
$2.44M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-8.8K- 18.08% |
$325K - $361K
|
39.9K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-9.24K- 8.32% |
$341K - $379K
|
102K
$4.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-9.28K- 15.09% |
$342K - $381K
|
52.2K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-9.29K- 7.63% |
$343K - $381K
|
112K
$4.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-9.32K- 97.48% |
$344K - $383K
|
241
$10.4K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-9.93K- 4.55% |
$367K - $407K
|
208K
$8.98M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-10.1K- 8.72% |
$371K - $413K
|
105K
$4.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-11.1K- 10.3% |
$411K - $457K
|
97K
$4.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-11.2K- 6.5% |
$414K - $461K
|
162K
$6.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.4K- 12.48% |
$421K - $468K
|
80K
$3.45M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-11.6K- 5.82% |
$429K - $477K
|
188K
$8.11M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-12K- 4.07% |
$442K - $491K
|
282K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-12.5K- 4.84% |
$461K - $513K
|
246K
$10.6M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-12.5KClosed |
$463K - $515K
|
0
$0
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-12.6K- 5.9% |
$463K - $515K
|
200K
$8.64M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-13K- 37.4% |
$481K - $534K
|
21.8K
$941K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-13.1K- 27.17% |
$485K - $539K
|
35.2K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-13.3K- 50.19% |
$491K - $546K
|
13.2K
$570K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-13.7K- 64.84% |
$505K - $562K
|
7.43K
$320K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-14.3K- 18.21% |
$529K - $588K
|
64.3K
$2.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-14.5K- 6.63% |
$534K - $594K
|
204K
$8.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-14.8K- 60.09% |
$548K - $609K
|
9.86K
$425K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-16.5K- 2.41% |
$610K - $678K
|
670K
$28.9M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-16.8K- 16.51% |
$621K - $690K
|
85.1K
$3.67M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-18.6K- 51.44% |
$685K - $761K
|
17.5K
$755K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-19.2K- 4.54% |
$710K - $789K
|
404K
$17.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-19.3K- 18.69% |
$711K - $791K
|
83.8K
$3.62M
|