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 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.12K- 14.15% |
$41.6K - $46.2K
|
6.8K
$265K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.18K- 0.1% |
$43.8K - $48.6K
|
1.18M
$45.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-1.47K- 6.77% |
$54.6K - $60.6K
|
20.3K
$789K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.78K- 2.7% |
$65.9K - $73.2K
|
64.1K
$2.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-3.1K- 1.1% |
$115K - $128K
|
278K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.35K- 30.13% |
$124K - $138K
|
7.77K
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-4.01K- 0.74% |
$149K - $165K
|
538K
$21M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.55K- 15.09% |
$169K - $188K
|
25.6K
$998K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-6.28K- 3.05% |
$233K - $259K
|
200K
$7.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-6.51K- 28.2% |
$242K - $269K
|
16.6K
$646K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-6.59K- 6.32% |
$244K - $271K
|
97.6K
$3.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-8.51K- 28.01% |
$316K - $351K
|
21.9K
$852K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-9.29K- 1.91% |
$345K - $383K
|
478K
$18.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-11.6K- 15.72% |
$429K - $477K
|
62K
$2.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-12.8K- 9.51% |
$477K - $529K
|
122K
$4.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-25.1K- 12.26% |
$932K - $1.03M
|
180K
$7M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-39.6K- 20.14% |
$1.47M - $1.63M
|
157K
$6.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-44K- 18.05% |
$1.63M - $1.81M
|
200K
$7.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-96.3K- 29.22% |
$3.57M - $3.97M
|
233K
$9.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-125K- 11.34% |
$4.66M - $5.17M
|
981K
$38.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-133K- 78.41% |
$4.95M - $5.5M
|
36.7K
$1.43M
|