Purchases and Sales Made in Q4 2024 in Ishares Msci Intl Quality Fact (IQLT)
This table provides information about the institutional ownership of Ishares Msci Intl Quality Fact (IQLT) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
247K+ 5.56% |
$9.18M - $10.2M
|
4.69M
$183M
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
229KNew |
$8.51M - $9.45M
|
229K
$8.93M
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
218KNew |
$8.1M - $8.99M
|
218K
$8.49M
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
189K+ 714.1% |
$7.03M - $7.8M
|
216K
$8.4M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
161K+ 5.93% |
$5.99M - $6.65M
|
2.88M
$112M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
85.9K+ 34.61% |
$3.19M - $3.54M
|
334K
$13M
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
68.6KNew |
$2.55M - $2.83M
|
68.6K
$2.67M
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
54.2KNew |
$2.01M - $2.23M
|
54.2K
$2.11M
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
46.2K+ 11.21% |
$1.71M - $1.9M
|
458K
$17.8M
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
40.1K+ 9.52% |
$1.49M - $1.65M
|
461K
$17.9M
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
37.1K+ 27.33% |
$1.38M - $1.53M
|
173K
$6.73M
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
35.9K+ 7.2% |
$1.33M - $1.48M
|
535K
$20.8M
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
32.7K+ 3.35% |
$1.22M - $1.35M
|
1.01M
$39.3M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29.4K+ 11.55% |
$1.09M - $1.21M
|
284K
$11.1M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
29.1KNew |
$1.08M - $1.2M
|
29.1K
$1.13M
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
28K+ 4.25% |
$1.04M - $1.15M
|
686K
$26.7M
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
26.9K+ 27.53% |
$999K - $1.11M
|
125K
$4.85M
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
24.7K+ 6.12% |
$918K - $1.02M
|
429K
$16.7M
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
24.7K+ 9.34% |
$917K - $1.02M
|
289K
$11.3M
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
23.3KNew |
$866K - $961K
|
23.3K
$908K
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
21K+ 11.18% |
$778K - $864K
|
208K
$8.12M
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
19K+ 5.56% |
$706K - $784K
|
361K
$14.1M
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
18.2KNew |
$677K - $752K
|
18.2K
$710K
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17.9KNew |
$665K - $739K
|
17.9K
$698K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17.6KNew |
$653K - $725K
|
17.6K
$685K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
17.1K+ 2.95% |
$636K - $706K
|
597K
$23.3M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.2K+ 2.02% |
$566K - $628K
|
770K
$30M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
14.5KNew |
$539K - $599K
|
14.5K
$566K
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
14.5K+ 3.53% |
$539K - $599K
|
426K
$16.6M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.9K+ 9.43% |
$516K - $573K
|
161K
$6.28M
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
13.2K+ 22.59% |
$489K - $543K
|
71.5K
$2.78M
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
11.8K+ 2.09% |
$439K - $487K
|
577K
$22.5M
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
11.6KNew |
$431K - $479K
|
11.6K
$452K
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
10.4K+ 44.63% |
$385K - $427K
|
33.6K
$1.31M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
9.36K+ 13.97% |
$347K - $386K
|
76.4K
$2.97M
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
9.3K+ 3.8% |
$345K - $383K
|
254K
$9.88M
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
9.27K+ 20.19% |
$344K - $382K
|
55.2K
$2.15M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.18K+ 4.62% |
$341K - $378K
|
208K
$8.1M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
8.63K+ 157.23% |
$320K - $356K
|
14.1K
$550K
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
8.3K+ 7.67% |
$308K - $342K
|
117K
$4.54M
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
8.2K+ 7.98% |
$304K - $338K
|
111K
$4.32M
|
|
Jan 14, 2025
Q4 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
8.19K+ 13.02% |
$304K - $337K
|
71K
$2.77M
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
8.08KNew |
$300K - $333K
|
8.08K
$315K
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.04K+ 2.2% |
$299K - $332K
|
374K
$14.5M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.57K+ 37.38% |
$281K - $312K
|
27.8K
$1.08M
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
6.67K+ 7.56% |
$247K - $275K
|
94.9K
$3.69M
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.59K+ 1.44% |
$244K - $271K
|
465K
$18.1M
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
6.39K+ 12.4% |
$237K - $264K
|
58K
$2.26M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.37K+ 6.26% |
$237K - $263K
|
108K
$4.21M
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6.22K+ 11.76% |
$231K - $257K
|
59.2K
$2.3M
|