Purchases and Sales Made in Q4 2023 in Ishares Msci Intl Quality Fact (IQLT)
This table provides information about the institutional ownership of Ishares Msci Intl Quality Fact (IQLT) during Q4 2023. 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 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10.4KNew |
$337K - $393K
|
10.4K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.82KNew |
$318K - $370K
|
9.82K
$382K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
9.58KNew |
$310K - $361K
|
9.58K
$373K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
9.42KNew |
$305K - $355K
|
9.42K
$367K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
9.33KNew |
$302K - $351K
|
9.33K
$363K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.29K+ 1.31% |
$301K - $350K
|
719K
$28M
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
9.16K+ 2.03% |
$297K - $345K
|
461K
$17.9M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
9.1KNew |
$295K - $343K
|
9.1K
$355K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9KNew |
$291K - $339K
|
9K
$350K
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8.93KNew |
$289K - $336K
|
8.93K
$348K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
8.86K+ 6.92% |
$287K - $334K
|
137K
$5.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
8.81K+ 49.31% |
$285K - $332K
|
26.7K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
8.79K+ 17.74% |
$284K - $331K
|
58.3K
$2.27M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8.75K+ 2.54% |
$283K - $330K
|
353K
$13.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
8.57K+ 1.85% |
$277K - $323K
|
471K
$18.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
8.5KNew |
$275K - $320K
|
8.5K
$331K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
8.39K+ 0.84% |
$272K - $316K
|
1.01M
$39.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
8.07K+ 2.53% |
$261K - $304K
|
327K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.99KNew |
$258K - $301K
|
7.99K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
7.95K+ 7.36% |
$257K - $300K
|
116K
$4.51M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.93K+ 7.15% |
$257K - $299K
|
119K
$4.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
7.82KNew |
$253K - $295K
|
7.82K
$305K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.79K+ 5.35% |
$252K - $293K
|
153K
$5.97M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
7.72K+ 4.25% |
$250K - $291K
|
189K
$7.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.24KNew |
$234K - $273K
|
7.24K
$282K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.2K+ 177.68% |
$233K - $271K
|
11.2K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.95KNew |
$225K - $262K
|
6.95K
$271K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.88KNew |
$223K - $259K
|
6.88K
$268K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
6.8K+ 61845.45% |
$220K - $256K
|
6.81K
$265K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.72KNew |
$218K - $253K
|
6.72K
$262K
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
6.57K+ 4.12% |
$213K - $248K
|
166K
$6.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.5KNew |
$210K - $245K
|
6.5K
$253K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.2K+ 39.24% |
$201K - $233K
|
22K
$857K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
6.2KNew |
$200K - $233K
|
6.2K
$241K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6.07KNew |
$196K - $229K
|
6.07K
$236K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5.91KNew |
$191K - $223K
|
5.91K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
5.91KNew |
$191K - $223K
|
5.91K
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.83KNew |
$188K - $219K
|
5.83K
$227K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.82K+ 24.34% |
$188K - $219K
|
29.7K
$1.16M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
5.78KNew |
$187K - $218K
|
5.78K
$225K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
5.74K+ 1.1% |
$186K - $216K
|
527K
$20.5M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
5.69KNew |
$184K - $214K
|
5.69K
$221K
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.63K+ 0.78% |
$182K - $212K
|
725K
$28.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.63K+ 1.41% |
$182K - $212K
|
404K
$15.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
5.63K+ 3.7% |
$182K - $212K
|
158K
$6.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.54K+ 15.7% |
$179K - $209K
|
40.8K
$1.59M
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
5.49KNew |
$178K - $207K
|
5.49K
$214K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.42KNew |
$175K - $204K
|
5.42K
$211K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.24K+ 18.83% |
$170K - $197K
|
33.1K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.12K+ 6.35% |
$166K - $193K
|
85.7K
$3.34M
|