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 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.06K- 15.03% |
$39.4K - $43.7K
|
6K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.12K- 14.15% |
$41.6K - $46.2K
|
6.8K
$264K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.18K- 0.1% |
$43.8K - $48.6K
|
1.18M
$45.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.4K- 0.75% |
$51.8K - $57.6K
|
184K
$7.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-1.4K- 1.77% |
$52.1K - $57.9K
|
77.8K
$3.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-1.47K- 6.77% |
$54.6K - $60.6K
|
20.3K
$788K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.73K- 1.58% |
$64.4K - $71.5K
|
108K
$4.19M
|
|
|
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 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-3.37K- 6.51% |
$125K - $139K
|
48.4K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.98K- 6.1% |
$148K - $164K
|
61.2K
$2.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-4.01K- 0.74% |
$149K - $165K
|
538K
$20.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.55K- 15.09% |
$169K - $188K
|
25.6K
$996K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-4.8K- 10.33% |
$178K - $198K
|
41.7K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.71K- 4.54% |
$212K - $235K
|
120K
$4.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-6.28K- 3.05% |
$233K - $259K
|
200K
$7.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-6.51K- 28.2% |
$242K - $269K
|
16.6K
$645K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-6.59K- 6.32% |
$244K - $271K
|
97.6K
$3.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-7.85K- 21.17% |
$292K - $324K
|
29.2K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-8.5K- 21.58% |
$316K - $351K
|
30.9K
$1.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-8.51K- 28.01% |
$316K - $351K
|
21.9K
$850K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.72K- 99.97% |
$324K - $359K
|
3
$117
|
|
|
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 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-11.7K- 6.31% |
$434K - $483K
|
174K
$6.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-12.8K- 9.51% |
$477K - $529K
|
122K
$4.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-12.9K- 4.55% |
$481K - $534K
|
271K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-13K- 1.37% |
$483K - $536K
|
940K
$36.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.2K- 30.41% |
$565K - $628K
|
34.8K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-20.9K- 24.14% |
$776K - $862K
|
65.7K
$2.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-23.3K- 8.06% |
$864K - $959K
|
266K
$10.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-24.7K- 16.48% |
$916K - $1.02M
|
125K
$4.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-25.1K- 12.26% |
$932K - $1.03M
|
180K
$6.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-28.8K- 66.63% |
$1.07M - $1.19M
|
14.4K
$561K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-33.6K- 10.0% |
$1.25M - $1.39M
|
303K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-39.6K- 20.14% |
$1.47M - $1.63M
|
157K
$6.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-44K- 18.05% |
$1.63M - $1.81M
|
200K
$7.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-61.3K- 48.57% |
$2.27M - $2.53M
|
64.9K
$2.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-96.3K- 29.22% |
$3.57M - $3.97M
|
233K
$9.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-125K- 11.34% |
$4.66M - $5.17M
|
981K
$38.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-133K- 78.41% |
$4.95M - $5.5M
|
36.7K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-288K- 81.5% |
$10.7M - $11.9M
|
65.4K
$2.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-499K- 90.95% |
$18.5M - $20.6M
|
49.7K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.25M- 89.63% |
$46.5M - $51.6M
|
145K
$5.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.52M- 99.72% |
$56.2M - $62.5M
|
4.24K
$165K
|