Purchases and Sales Made in Q3 2022 in Ishares Msci Intl Quality Fact (IQLT)
This table provides information about the institutional ownership of Ishares Msci Intl Quality Fact (IQLT) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.82K- 7.88% |
$50K - $60.2K
|
21.2K
$827K
|
|
Nov 18, 2022
Q3 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.84K- 11.15% |
$50.5K - $60.8K
|
14.6K
$569K
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.84K- 92.38% |
$50.7K - $61K
|
152
$5.92K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.88K- 14.66% |
$51.7K - $62.2K
|
10.9K
$425K
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-2.15K- 6.24% |
$59K - $71K
|
32.2K
$1.25M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-2.57K- 14.06% |
$70.8K - $85.2K
|
15.7K
$612K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.66K- 26.33% |
$73.2K - $88.1K
|
7.44K
$290K
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-2.7K- 0.74% |
$74.4K - $89.5K
|
361K
$14.1M
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.81K- 4.16% |
$77.4K - $93.1K
|
64.8K
$2.52M
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
SELL
|
- |
-2.91K- 21.88% |
$79.9K - $96.2K
|
10.4K
$404K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.91K- 94.33% |
$80.1K - $96.4K
|
175
$6.81K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.99K- 78.02% |
$82.1K - $98.9K
|
841
$32.7K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-3.25K- 26.2% |
$89.4K - $108K
|
9.15K
$356K
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.72K- 1.11% |
$102K - $123K
|
332K
$12.9M
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-4.43K- 24.01% |
$122K - $147K
|
14K
$546K
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-4.49K- 26.09% |
$124K - $149K
|
12.7K
$496K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.19K- 2.24% |
$143K - $172K
|
226K
$8.8M
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.54K- 15.4% |
$152K - $183K
|
30.4K
$1.18M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.69K- 11.32% |
$157K - $188K
|
44.6K
$1.74M
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-5.88K- 2.4% |
$162K - $195K
|
239K
$9.32M
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6K- 30.86% |
$165K - $199K
|
13.4K
$524K
|
|
Jan 11, 2023
Q3 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-6.66KClosed |
$183K - $221K
|
0
$0
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-6.86K- 11.81% |
$189K - $227K
|
51.2K
$2M
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6.96K- 3.2% |
$192K - $231K
|
211K
$8.2M
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-7K- 9.12% |
$193K - $232K
|
69.8K
$2.72M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.52K- 3.31% |
$207K - $249K
|
219K
$8.54M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.83K- 2.94% |
$215K - $259K
|
258K
$10.1M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-9.31K- 10.02% |
$256K - $308K
|
83.6K
$3.26M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12K- 7.02% |
$329K - $396K
|
158K
$6.17M
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-12.6K- 16.59% |
$345K - $416K
|
63.1K
$2.46M
|
|
Oct 05, 2022
Q3 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-13K- 39.44% |
$357K - $430K
|
19.9K
$776K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-13.3K- 10.67% |
$366K - $441K
|
111K
$4.34M
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-13.4K- 9.94% |
$369K - $444K
|
121K
$4.73M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17.4K- 71.62% |
$478K - $576K
|
6.89K
$268K
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-19.2K- 27.7% |
$529K - $637K
|
50.2K
$1.95M
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-19.3K- 13.37% |
$531K - $639K
|
125K
$4.87M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-19.5K- 34.92% |
$537K - $646K
|
36.4K
$1.42M
|
|
Nov 22, 2022
Q3 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-19.8K- 12.63% |
$546K - $657K
|
137K
$5.34M
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-19.8K- 6.33% |
$546K - $657K
|
294K
$11.4M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-20.3K- 31.58% |
$558K - $671K
|
43.9K
$1.71M
|
|
Oct 25, 2022
Q3 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-21.4K- 42.17% |
$589K - $708K
|
29.3K
$1.14M
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-24.9K- 22.0% |
$685K - $825K
|
88.3K
$3.44M
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-25.4K- 4.53% |
$699K - $841K
|
535K
$20.8M
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-27.9K- 23.01% |
$767K - $923K
|
93.3K
$3.63M
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-33.9K- 28.32% |
$933K - $1.12M
|
85.8K
$3.34M
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
SELL
|
- |
-36.3K- 29.05% |
$998K - $1.2M
|
88.5K
$3.45M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-42.4K- 15.8% |
$1.17M - $1.4M
|
226K
$8.79M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-54.1K- 15.58% |
$1.49M - $1.79M
|
293K
$11.4M
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-65.8K- 32.74% |
$1.81M - $2.18M
|
135K
$5.26M
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-70.8K- 31.37% |
$1.95M - $2.34M
|
155K
$6.03M
|