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 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
$9.87M
|
|
|
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
$8.09M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
9.09KNew |
$337K - $375K
|
9.09K
$353K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
8.71K+ 4.9% |
$323K - $359K
|
187K
$7.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
8.71K+ 4.92% |
$323K - $359K
|
186K
$7.22M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
8.63K+ 157.23% |
$320K - $356K
|
14.1K
$549K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
8.35K+ 1016.57% |
$310K - $344K
|
9.17K
$356K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
8.3K+ 7.67% |
$308K - $342K
|
117K
$4.53M
|
|
|
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
$2.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
8.08KNew |
$300K - $333K
|
8.08K
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.04K+ 4.52% |
$299K - $332K
|
186K
$7.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.04K+ 2.2% |
$299K - $332K
|
374K
$14.5M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
8.01K+ 18.31% |
$297K - $330K
|
51.8K
$2.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
7.94KNew |
$295K - $327K
|
7.94K
$309K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7.73K+ 5.36% |
$287K - $319K
|
152K
$5.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.57K+ 37.38% |
$281K - $312K
|
27.8K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
7.26K+ 5.0% |
$270K - $299K
|
153K
$5.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6.7K+ 3.13% |
$249K - $276K
|
221K
$8.57M
|
|
|
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
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.37K+ 6.26% |
$237K - $263K
|
108K
$4.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.32KNew |
$235K - $261K
|
6.32K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6.22K+ 11.76% |
$231K - $257K
|
59.2K
$2.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
6.21K+ 4.75% |
$231K - $256K
|
137K
$5.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
5.8K+ 0.69% |
$215K - $239K
|
850K
$33.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
5.55K+ 38.55% |
$206K - $229K
|
19.9K
$776K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
5.42K+ 51.02% |
$201K - $223K
|
16K
$624K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4.83KNew |
$179K - $199K
|
4.83K
$188K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
4.79K+ 4.61% |
$178K - $197K
|
109K
$4.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.72K+ 3.3% |
$175K - $195K
|
148K
$5.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
4.67KNew |
$173K - $193K
|
4.67K
$182K
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
4.57K+ 2.72% |
$170K - $188K
|
172K
$6.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.55K+ 5.98% |
$169K - $187K
|
80.6K
$3.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.01K+ 1.71% |
$149K - $165K
|
238K
$9.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.76K+ 9.57% |
$140K - $155K
|
43.1K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
3.19K+ 1.47% |
$118K - $131K
|
220K
$8.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.14K+ 3.96% |
$116K - $129K
|
82.3K
$3.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.58K+ 14.75% |
$95.8K - $106K
|
20.1K
$781K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.52K+ 3.9% |
$93.4K - $104K
|
67K
$2.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.11K+ 23.06% |
$78.3K - $87K
|
11.3K
$438K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.87K+ 2.03% |
$69.6K - $77.3K
|
94K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.79K+ 7.47% |
$66.6K - $73.9K
|
25.8K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.63K+ 0.5% |
$60.4K - $67K
|
329K
$12.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.51K+ 3.1% |
$56.1K - $62.3K
|
50.2K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
1.47K+ 1.72% |
$54.5K - $60.5K
|
86.8K
$3.37M
|