Latest Institutional Transactions on Ishares Msci Intl Quality Fact (IQLT)
This table provides information on the latest institutional transactions involving Ishares Msci Intl Quality Fact (IQLT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-3.54K- 19.28% |
$133K - $144K
|
14.8K
$577K
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
BUY
|
- |
40+ 0.51% |
$1.5K - $1.63K
|
7.89K
$307K
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-500- 3.21% |
$18.8K - $20.3K
|
15.1K
$586K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
43.4KNew |
$1.63M - $1.77M
|
43.4K
$1.69M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
218New |
$8.2K - $8.87K
|
218
$8.48K
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
894New |
$33.6K - $36.4K
|
894
$34.8K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
196New |
$7.37K - $7.98K
|
196
$7.62K
|
|
Q1 2024 | |||||||
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-150- 23.66% |
$5.42K - $5.98K
|
484
$18.8K
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.88KNew |
$249K - $274K
|
6.88K
$267K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
350New |
$12.6K - $14K
|
350
$13.6K
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5.3KNew |
$192K - $211K
|
5.3K
$206K
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
124New |
$4.48K - $4.94K
|
124
$4.82K
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.08KNew |
$111K - $123K
|
3.08K
$120K
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-185- 0.43% |
$6.69K - $7.37K
|
42.7K
$1.66M
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
16.4KNew |
$591K - $652K
|
16.4K
$636K
|
|
May 15, 2024
Q1 2024
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
12.7KNew |
$457K - $504K
|
12.7K
$492K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
134New |
$4.84K - $5.34K
|
134
$5.21K
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
34New |
$1.23K - $1.36K
|
34
$1.32K
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-101K- 99.59% |
$3.64M - $4.02M
|
420
$16.3K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
179K+ 11.13% |
$6.48M - $7.15M
|
1.79M
$69.6M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.8K+ 53.96% |
$715K - $789K
|
56.5K
$2.2M
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3.66KNew |
$132K - $146K
|
3.66K
$142K
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
14New |
$506 - $558
|
14
$544
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
50.3KNew |
$1.82M - $2.01M
|
50.3K
$1.96M
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-127- 1.44% |
$4.59K - $5.06K
|
8.66K
$337K
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
59New |
$2.13K - $2.35K
|
59
$2.29K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
32.4KNew |
$1.17M - $1.29M
|
32.4K
$1.26M
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
31.8K+ 53.25% |
$1.15M - $1.27M
|
91.5K
$3.56M
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.77K- 35.48% |
$100K - $111K
|
5.04K
$196K
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
198+ 2.33% |
$7.16K - $7.89K
|
8.7K
$338K
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
18.5KNew |
$670K - $739K
|
18.5K
$721K
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.3MNew |
$47.2M - $52M
|
1.3M
$50.7M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.4KNew |
$195K - $215K
|
5.4K
$210K
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.4KNew |
$520K - $574K
|
14.4K
$560K
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
49.1KNew |
$1.77M - $1.96M
|
49.1K
$1.91M
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
6.22KNew |
$225K - $248K
|
6.22K
$242K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
325New |
$11.7K - $13K
|
325
$12.6K
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.6K+ 81.19% |
$418K - $461K
|
25.8K
$1M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-298- 4.33% |
$10.8K - $11.9K
|
6.58K
$256K
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-4.12K- 25.14% |
$149K - $164K
|
12.3K
$477K
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-785- 7.46% |
$28.4K - $31.3K
|
9.73K
$378K
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
61+ 0.31% |
$2.2K - $2.43K
|
20K
$777K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$3.61K - $3.99K
|
100
$3.89K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
249+ 4.37% |
$9K - $9.93K
|
5.95K
$231K
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.64KNew |
$59.3K - $65.5K
|
1.64K
$63.8K
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
53New |
$1.92K - $2.11K
|
53
$2.06K
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
60New |
$2.17K - $2.39K
|
60
$2.33K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
298+ 0.95% |
$10.8K - $11.9K
|
31.6K
$1.23M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.21KNew |
$188K - $208K
|
5.21K
$202K
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
390New |
$14.1K - $15.5K
|
390
$15.2K
|