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 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-8.5K- 21.58% |
$316K - $351K
|
30.9K
$1.22M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-8.51K- 28.01% |
$316K - $351K
|
21.9K
$866K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.7K- 10.78% |
$323K - $359K
|
72K
$2.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.72K- 99.97% |
$324K - $359K
|
3
$119
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-9.29K- 1.91% |
$345K - $383K
|
478K
$18.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-11K- 10.9% |
$408K - $453K
|
89.8K
$3.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-11.6K- 15.72% |
$429K - $477K
|
62K
$2.45M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-11.7K- 6.31% |
$434K - $483K
|
174K
$6.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-12.8K- 9.51% |
$477K - $529K
|
122K
$4.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-12.9K- 4.55% |
$481K - $534K
|
271K
$10.7M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-13K- 1.37% |
$483K - $536K
|
940K
$37.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.2K- 30.41% |
$565K - $628K
|
34.8K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-15.7K- 41.5% |
$584K - $648K
|
22.2K
$877K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-20.9K- 24.14% |
$776K - $862K
|
65.7K
$2.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-23.3K- 8.06% |
$864K - $959K
|
266K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-24.7K- 16.48% |
$916K - $1.02M
|
125K
$4.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-25.1K- 12.26% |
$932K - $1.03M
|
180K
$7.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-28.8K- 66.63% |
$1.07M - $1.19M
|
14.4K
$572K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-33.6K- 10.0% |
$1.25M - $1.39M
|
303K
$12M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-39.6K- 20.14% |
$1.47M - $1.63M
|
157K
$6.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-44K- 18.05% |
$1.63M - $1.81M
|
200K
$7.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-48.8K- 70.09% |
$1.81M - $2.01M
|
20.8K
$824K
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-61.3K- 48.57% |
$2.27M - $2.53M
|
64.9K
$2.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-62.4K- 2.7% |
$2.32M - $2.57M
|
2.24M
$88.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-67.9K- 2.47% |
$2.52M - $2.8M
|
2.69M
$106M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-75.3K- 67.62% |
$2.8M - $3.1M
|
36.1K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-96.3K- 29.22% |
$3.57M - $3.97M
|
233K
$9.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-97.5K- 27.43% |
$3.62M - $4.02M
|
258K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-99.7K- 59.16% |
$3.7M - $4.11M
|
68.8K
$2.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-125K- 11.34% |
$4.66M - $5.17M
|
981K
$38.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-133K- 78.41% |
$4.95M - $5.5M
|
36.7K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-288K- 81.5% |
$10.7M - $11.9M
|
65.4K
$2.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-499K- 90.95% |
$18.5M - $20.6M
|
49.7K
$1.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.25M- 89.63% |
$46.5M - $51.6M
|
145K
$5.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.52M- 99.72% |
$56.2M - $62.5M
|
4.24K
$168K
|