Purchases and Sales Made in Q4 2022 in Ishares Msci Intl Quality Fact (IQLT)
This table provides information about the institutional ownership of Ishares Msci Intl Quality Fact (IQLT) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.11K+ 7.92% |
$30.7K - $37.5K
|
15.1K
$589K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.1K+ 5.16% |
$30.3K - $37K
|
22.3K
$870K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.06K+ 22.59% |
$29.2K - $35.6K
|
5.73K
$223K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.05K+ 2.58% |
$29.1K - $35.5K
|
41.8K
$1.63M
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1K+ 1.13% |
$27.7K - $33.8K
|
89.3K
$3.48M
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
869New |
$24K - $29.3K
|
869
$33.8K
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
780+ 4.27% |
$21.6K - $26.3K
|
19.1K
$742K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
728+ 4.63% |
$20.1K - $24.6K
|
16.4K
$640K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
700+ 2.7% |
$19.4K - $23.6K
|
26.7K
$1.04M
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
695+ 82.64% |
$19.2K - $23.5K
|
1.54K
$59.8K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
683+ 9.18% |
$18.9K - $23.1K
|
8.13K
$316K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
662New |
$18.3K - $22.3K
|
662
$25.8K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
631+ 1.42% |
$17.5K - $21.3K
|
45.2K
$1.76M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
502New |
$13.9K - $16.9K
|
502
$19.5K
|
|
Feb 06, 2023
Q4 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
480New |
$13.3K - $16.2K
|
480
$18.7K
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
373+ 1.59% |
$10.3K - $12.6K
|
23.8K
$928K
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
346+ 0.3% |
$9.57K - $11.7K
|
116K
$4.51M
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
341+ 2.43% |
$9.44K - $11.5K
|
14.4K
$559K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
335+ 3.07% |
$9.27K - $11.3K
|
11.3K
$438K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
275New |
$7.61K - $9.28K
|
275
$10.7K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
209+ 2.29% |
$5.78K - $7.05K
|
9.32K
$363K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
189+ 0.62% |
$5.23K - $6.38K
|
30.6K
$1.19M
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
142New |
$3.93K - $4.79K
|
142
$5.53K
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
119+ 1.47% |
$3.29K - $4.02K
|
8.21K
$320K
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
89New |
$2.46K - $3K
|
89
$3.47K
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
86+ 0.22% |
$2.38K - $2.9K
|
39.2K
$1.53M
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
82New |
$2.27K - $2.77K
|
82
$3.19K
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
79+ 0.93% |
$2.19K - $2.67K
|
8.57K
$334K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
77New |
$2.13K - $2.6K
|
77
$3K
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
BUY
|
- |
68+ 0.93% |
$1.88K - $2.3K
|
7.36K
$287K
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
55+ 0.08% |
$1.52K - $1.86K
|
66K
$2.57M
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
51+ 0.66% |
$1.41K - $1.72K
|
7.82K
$305K
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
32+ 0.18% |
$885 - $1.08K
|
18.3K
$713K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
32New |
$885 - $1.08K
|
32
$1.25K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
27New |
$747 - $911
|
27
$1.05K
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
22+ 0.28% |
$609 - $743
|
7.9K
$308K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
22+ 0.28% |
$609 - $743
|
7.9K
$308K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
13New |
$360 - $439
|
13
$506
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
10+ 0.07% |
$277 - $338
|
14.6K
$570K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 0.92% |
$221 - $270
|
878
$34.2K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
6+ 0.9% |
$166 - $203
|
672
$26.2K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5+ 0.06% |
$138 - $169
|
8.64K
$336K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
3+ 0.15% |
$83 - $101
|
2K
$77.9K
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 1.47% |
$55.3 - $67.5
|
138
$5.37K
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.39% |
$27.7 - $33.8
|
73
$2.84K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-3- 0.03% |
$83 - $101
|
10.7K
$415K
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-12- -0.0% |
$332 - $405
|
686K
$26.7M
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-45- 0.48% |
$1.25K - $1.52K
|
9.35K
$364K
|