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 |
---|---|---|---|---|---|---|---|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-680- 1.66% |
$25.2K - $28K
|
40.3K
$1.61M
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
411+ 0.36% |
$15.3K - $16.9K
|
116K
$4.64M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-20.9K- 24.14% |
$776K - $862K
|
65.7K
$2.63M
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.15% |
$74.2 - $82.5
|
1.32K
$53K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.98K- 6.1% |
$148K - $164K
|
61.2K
$2.45M
|
|
Feb 03, 2025
Q4 2024
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.32KNew |
$235K - $261K
|
6.32K
$253K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.3K+ 5.48% |
$567K - $630K
|
294K
$11.8M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7.73K+ 5.36% |
$287K - $319K
|
152K
$6.08M
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-499K- 90.95% |
$18.5M - $20.6M
|
49.7K
$1.99M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.71K- 4.54% |
$212K - $235K
|
120K
$4.81M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-33.6K- 10.0% |
$1.25M - $1.39M
|
303K
$12.1M
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
195K+ 13.52% |
$7.25M - $8.06M
|
1.64M
$65.7M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.4K- 0.75% |
$51.8K - $57.6K
|
184K
$7.36M
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
1.47K+ 1.72% |
$54.5K - $60.5K
|
86.8K
$3.48M
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
21.1K+ 7.52% |
$783K - $869K
|
301K
$12.1M
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.58K+ 14.75% |
$95.8K - $106K
|
20.1K
$804K
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
8.71K+ 4.92% |
$323K - $359K
|
186K
$7.43M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
277K+ 110.0% |
$10.3M - $11.4M
|
528K
$21.1M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-232- 0.75% |
$8.61K - $9.57K
|
30.6K
$1.23M
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.01K+ 1.71% |
$149K - $165K
|
238K
$9.54M
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
648New |
$24.1K - $26.7K
|
648
$25.9K
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
7.94KNew |
$295K - $327K
|
7.94K
$318K
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-165- 0.37% |
$6.12K - $6.8K
|
44.7K
$1.79M
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-24.7K- 16.48% |
$916K - $1.02M
|
125K
$5.01M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-259- 7.69% |
$9.61K - $10.7K
|
3.11K
$125K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.73K- 1.58% |
$64.4K - $71.5K
|
108K
$4.32M
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-288K- 81.5% |
$10.7M - $11.9M
|
65.4K
$2.62M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-7.85K- 21.17% |
$292K - $324K
|
29.2K
$1.17M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.4K+ 5.2% |
$608K - $676K
|
331K
$13.3M
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.08K+ 1.95% |
$40K - $44.4K
|
56.4K
$2.26M
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
13.2KNew |
$488K - $542K
|
13.2K
$527K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
15.5KNew |
$574K - $638K
|
15.5K
$619K
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.25M- 89.63% |
$46.5M - $51.6M
|
145K
$5.8M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.04K+ 4.52% |
$299K - $332K
|
186K
$7.45M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
18.2K+ 34.49% |
$676K - $751K
|
71K
$2.84M
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
46+ 0.35% |
$1.71K - $1.9K
|
13.2K
$529K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-3.37K- 6.51% |
$125K - $139K
|
48.4K
$1.94M
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-402- 6.69% |
$14.9K - $16.6K
|
5.61K
$224K
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
8.01K+ 18.31% |
$297K - $330K
|
51.8K
$2.07M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.52M- 99.72% |
$56.2M - $62.5M
|
4.24K
$170K
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
63.3K+ 21.37% |
$2.35M - $2.61M
|
359K
$14.4M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.72K- 99.97% |
$324K - $359K
|
3
$120
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-61.3K- 48.57% |
$2.27M - $2.53M
|
64.9K
$2.6M
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-13K- 1.37% |
$483K - $536K
|
940K
$37.6M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
40.9K+ 92.53% |
$1.52M - $1.69M
|
85.2K
$3.41M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
260KNew |
$9.66M - $10.7M
|
260K
$10.4M
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6.7K+ 3.13% |
$249K - $276K
|
221K
$8.83M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
64.9KNew |
$2.41M - $2.67M
|
64.9K
$2.6M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-28.8K- 66.63% |
$1.07M - $1.19M
|
14.4K
$578K
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-23.3K- 8.06% |
$864K - $959K
|
266K
$10.6M
|