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
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.03K+ 7.56% |
$33.4K - $38.8K
|
14.7K
$570K
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
1.02K+ 0.82% |
$33K - $38.5K
|
126K
$4.89M
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
1K+ 100.0% |
$32.4K - $37.7K
|
2K
$77.8K
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
922+ 1.4% |
$29.8K - $34.7K
|
66.8K
$2.6M
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
BUY
|
- |
846+ 1.38% |
$27.4K - $31.9K
|
62.1K
$2.42M
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
821+ 1.07% |
$26.6K - $30.9K
|
77.4K
$3.01M
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
799New |
$25.9K - $30.1K
|
799
$31.1K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
775New |
$25.1K - $29.2K
|
775
$30.1K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
772+ 2.97% |
$25K - $29.1K
|
26.7K
$1.04M
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
757+ 124.71% |
$24.5K - $28.5K
|
1.36K
$53K
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
578+ 4.08% |
$18.7K - $21.8K
|
14.7K
$573K
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
574+ 1.2% |
$18.6K - $21.6K
|
48.6K
$1.89M
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
564+ 1.85% |
$18.3K - $21.2K
|
31.1K
$1.21M
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
557+ 1.36% |
$18K - $21K
|
41.5K
$1.61M
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
552New |
$17.9K - $20.8K
|
552
$21.5K
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
528+ 0.12% |
$17.1K - $19.9K
|
435K
$16.9M
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
479New |
$15.5K - $18K
|
479
$18.6K
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
474+ 2.44% |
$15.3K - $17.9K
|
19.9K
$775K
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
421+ 0.54% |
$13.6K - $15.9K
|
78.2K
$3.04M
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
415+ 1.34% |
$13.4K - $15.6K
|
31.4K
$1.22M
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300+ 3.78% |
$9.71K - $11.3K
|
8.23K
$320K
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
286+ 1.66% |
$9.25K - $10.8K
|
17.5K
$680K
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
274+ 1.64% |
$8.87K - $10.3K
|
17K
$660K
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
254+ 0.23% |
$8.22K - $9.57K
|
109K
$4.25M
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
248New |
$8.03K - $9.34K
|
248
$9.64K
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
232+ 0.2% |
$7.51K - $8.74K
|
117K
$4.56M
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
220+ 0.07% |
$7.12K - $8.29K
|
323K
$12.5M
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
220+ 0.06% |
$7.12K - $8.29K
|
386K
$15M
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
214+ 0.16% |
$6.93K - $8.06K
|
134K
$5.21M
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
212New |
$6.86K - $7.98K
|
212
$8.24K
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
200+ 2.56% |
$6.47K - $7.53K
|
8K
$311K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
198+ 11.9% |
$6.41K - $7.46K
|
1.86K
$72.4K
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
194+ 0.03% |
$6.28K - $7.31K
|
579K
$22.5M
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
172New |
$5.57K - $6.48K
|
172
$6.69K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
145New |
$4.69K - $5.46K
|
145
$5.64K
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
145+ 3.49% |
$4.69K - $5.46K
|
4.3K
$167K
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
135+ 0.97% |
$4.37K - $5.08K
|
14.1K
$547K
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
132+ 1.02% |
$4.27K - $4.97K
|
13.1K
$510K
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
129+ 1.68% |
$4.17K - $4.86K
|
7.82K
$304K
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
113+ 0.19% |
$3.66K - $4.26K
|
59.1K
$2.3M
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
109+ 0.25% |
$3.53K - $4.1K
|
42.9K
$1.67M
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
94New |
$3.04K - $3.54K
|
94
$3.65K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
91New |
$2.94K - $3.43K
|
91
$3.54K
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
87+ 3.72% |
$2.82K - $3.28K
|
2.43K
$94.4K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
81+ 1.82% |
$2.62K - $3.05K
|
4.53K
$176K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
66New |
$2.14K - $2.49K
|
66
$2.57K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
57New |
$1.84K - $2.15K
|
57
$2.22K
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
56+ 0.84% |
$1.81K - $2.11K
|
6.74K
$262K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
51New |
$1.65K - $1.92K
|
51
$1.98K
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
49New |
$1.59K - $1.85K
|
49
$1.91K
|