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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
212New |
$6.86K - $7.98K
|
212
$8.29K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-372- 60.78% |
$12K - $14K
|
240
$9.39K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
49New |
$1.59K - $1.85K
|
49
$1.92K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-207- 1.25% |
$6.7K - $7.8K
|
16.3K
$638K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5.91KNew |
$191K - $223K
|
5.91K
$231K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
5.78KNew |
$187K - $218K
|
5.78K
$226K
|
|
| Q3 2023 | |||||||
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-10.3KClosed |
$342K - $374K
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.07KNew |
$35.6K - $39K
|
1.07K
$41.8K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-1.77K- 1.16% |
$59K - $64.6K
|
150K
$5.88M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
130+ 18.28% |
$4.33K - $4.74K
|
841
$32.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 1.67% |
$37.5K - $41K
|
68.5K
$2.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
78.3KNew |
$2.61M - $2.86M
|
78.3K
$3.06M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.57K- 4.78% |
$152K - $167K
|
91.1K
$3.56M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
89New |
$2.97K - $3.25K
|
89
$3.48K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
50New |
$1.67K - $1.82K
|
50
$1.96K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-36- 0.12% |
$1.2K - $1.31K
|
29K
$1.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-346- 54.49% |
$11.5K - $12.6K
|
289
$11.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
32New |
$1.07K - $1.17K
|
32
$1.25K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-18.2K- 87.71% |
$607K - $665K
|
2.55K
$99.8K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-29.8K- 81.33% |
$1.03M - $1.08M
|
6.83K
$267K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1- 50.0% |
$34.7 - $36.4
|
1
$39.1
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.5KNew |
$52.1K - $54.5K
|
1.5K
$58.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
12.3K+ 3.6% |
$427K - $447K
|
354K
$13.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
110New |
$3.82K - $4K
|
110
$4.3K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-729- 10.33% |
$25.3K - $26.5K
|
6.33K
$247K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
586New |
$20.3K - $21.3K
|
586
$22.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
219+ 0.56% |
$7.6K - $7.96K
|
39.3K
$1.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
61.5KNew |
$2.13M - $2.24M
|
61.5K
$2.4M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-3.84K- 40.33% |
$133K - $140K
|
5.68K
$222K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.81K- 12.21% |
$306K - $320K
|
63.3K
$2.48M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
360KNew |
$12.5M - $13.1M
|
360K
$14.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7.48KNew |
$260K - $272K
|
7.48K
$293K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
550K+ 8.9% |
$19.1M - $20M
|
6.73M
$263M
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
45.1KNew |
$1.56M - $1.64M
|
45.1K
$1.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-4.62K- 1.95% |
$160K - $168K
|
233K
$9.09M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.33KNew |
$46.1K - $48.3K
|
1.33K
$51.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-23.5K- 8.82% |
$815K - $853K
|
243K
$9.49M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.27KNew |
$44.1K - $46.2K
|
1.27K
$49.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-1.99K- 2.92% |
$68.9K - $72.2K
|
66K
$2.58M
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1.18K- 92.6% |
$40.8K - $42.7K
|
94
$3.68K
|
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.04K- 52.59% |
$36K - $37.7K
|
934
$36.5K
|
|
| Q1 2023 | |||||||
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
8.31K+ 814.71% |
$271K - $294K
|
9.33K
$365K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-89Closed |
$2.9K - $3.15K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
312New |
$10.2K - $11K
|
312
$12.2K
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
572KNew |
$18.6M - $20.2M
|
572K
$22.4M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.41K- 16.39% |
$45.7K - $49.8K
|
7.17K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-19- 1.11% |
$619 - $673
|
1.7K
$66.3K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.99K- 90.87% |
$64.8K - $70.5K
|
200
$7.82K
|
|