Purchases and Sales Made in Q3 2024 in Ishares Msci Intl Quality Fact (IQLT)
This table provides information about the institutional ownership of Ishares Msci Intl Quality Fact (IQLT) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-493- 0.36% |
$18.4K - $20.6K
|
135K
$5.26M
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-502- 1.0% |
$18.8K - $21K
|
49.5K
$1.93M
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-511- 9.31% |
$19.1K - $21.4K
|
4.98K
$194K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-556- 4.51% |
$20.8K - $23.3K
|
11.8K
$459K
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-567- 0.22% |
$21.2K - $23.7K
|
263K
$10.2M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-577- 2.29% |
$21.6K - $24.1K
|
24.6K
$958K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-600- 14.78% |
$22.4K - $25.1K
|
3.46K
$135K
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-617- 9.43% |
$23.1K - $25.8K
|
5.93K
$231K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-638- 5.89% |
$23.8K - $26.7K
|
10.2K
$397K
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-658- 8.2% |
$24.6K - $27.5K
|
7.37K
$287K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-685- 2.78% |
$25.6K - $28.6K
|
24K
$934K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-693- 0.93% |
$25.9K - $29K
|
73.6K
$2.86M
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-721- 1.62% |
$26.9K - $30.2K
|
43.8K
$1.7M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-800- 1.78% |
$29.9K - $33.5K
|
44.3K
$1.72M
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-815- 2.35% |
$30.5K - $34.1K
|
33.9K
$1.32M
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-835- 0.5% |
$31.2K - $34.9K
|
168K
$6.54M
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-841- 3.02% |
$31.4K - $35.2K
|
27K
$1.05M
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-846- 0.39% |
$31.6K - $35.4K
|
216K
$8.43M
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-857- 1.88% |
$32K - $35.8K
|
44.7K
$1.74M
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-878- 11.25% |
$32.8K - $36.7K
|
6.92K
$270K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-913- 2.66% |
$34.1K - $38.2K
|
33.4K
$1.3M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-922- 15.76% |
$34.5K - $38.6K
|
4.93K
$192K
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.07K- 2.7% |
$39.9K - $44.7K
|
38.5K
$1.5M
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.13K- 14.24% |
$42K - $47K
|
6.78K
$264K
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.28K- 0.96% |
$47.9K - $53.7K
|
132K
$5.15M
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.35K- 14.58% |
$50.5K - $56.5K
|
7.92K
$308K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.4K- 2.89% |
$52.4K - $58.6K
|
47.1K
$1.84M
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 2.15% |
$54.1K - $60.6K
|
65.8K
$2.56M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.49K- 12.25% |
$55.8K - $62.4K
|
10.7K
$416K
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.51K- 5.14% |
$56.5K - $63.2K
|
27.9K
$1.09M
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.58K- 0.79% |
$58.9K - $65.9K
|
199K
$7.74M
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-1.62K- 1.38% |
$60.4K - $67.6K
|
116K
$4.5M
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.72K- 1.62% |
$64.1K - $71.7K
|
104K
$4.05M
|
|
Oct 15, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-1.77K- 0.63% |
$66.1K - $74K
|
278K
$10.8M
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.82K- 0.53% |
$67.9K - $76K
|
338K
$13.2M
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.83K- 5.23% |
$68.2K - $76.3K
|
33.1K
$1.29M
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.9K- 0.68% |
$71.1K - $79.5K
|
276K
$10.8M
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-1.93K- 6.63% |
$72.2K - $80.8K
|
27.2K
$1.06M
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.95K- 7.62% |
$72.8K - $81.4K
|
23.6K
$919K
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.99K- 2.82% |
$74.5K - $83.4K
|
68.6K
$2.67M
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.13K- 1.45% |
$79.7K - $89.2K
|
145K
$5.66M
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.34K- 5.08% |
$87.5K - $97.9K
|
43.8K
$1.7M
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-2.41K- 7.48% |
$90.1K - $101K
|
29.8K
$1.16M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.58K- 10.46% |
$96.2K - $108K
|
22K
$858K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.64K- 19.2% |
$98.7K - $110K
|
11.1K
$433K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.89K- 0.37% |
$108K - $121K
|
778K
$30.3M
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-2.95K- 2.31% |
$110K - $123K
|
125K
$4.87M
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-3.04K- 0.56% |
$113K - $127K
|
542K
$21.1M
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-3.1K- 6.51% |
$116K - $130K
|
44.6K
$1.74M
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-3.57K- 18.2% |
$133K - $149K
|
16K
$625K
|