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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.64MNew |
$61M - $67.8M
|
1.64M
$65.1M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
587K+ 17.53% |
$21.8M - $24.2M
|
3.94M
$156M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
497K+ 22.21% |
$18.5M - $20.5M
|
2.74M
$108M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
481K+ 1.58% |
$17.9M - $19.8M
|
31M
$1.23B
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
423KNew |
$15.7M - $17.5M
|
423K
$16.8M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
380K+ 6.96% |
$14.1M - $15.7M
|
5.84M
$231M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
351K+ 4413.31% |
$13M - $14.5M
|
359K
$14.2M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
277K+ 110.0% |
$10.3M - $11.4M
|
528K
$20.9M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
275KNew |
$10.2M - $11.4M
|
275K
$10.9M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
260KNew |
$9.66M - $10.7M
|
260K
$10.3M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
247K+ 5.56% |
$9.18M - $10.2M
|
4.69M
$186M
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
229K+ 53.71% |
$8.51M - $9.45M
|
656K
$26M
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
229KNew |
$8.51M - $9.45M
|
229K
$9.07M
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
226K+ 23.46% |
$8.4M - $9.33M
|
1.19M
$47.2M
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
218KNew |
$8.1M - $8.99M
|
218K
$8.63M
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
195K+ 13.52% |
$7.25M - $8.06M
|
1.64M
$65M
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
195K+ 13.52% |
$7.25M - $8.06M
|
1.64M
$65M
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
189K+ 714.1% |
$7.03M - $7.8M
|
216K
$8.54M
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
180KNew |
$6.69M - $7.43M
|
180K
$7.13M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
173KNew |
$6.43M - $7.14M
|
173K
$6.85M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
161K+ 5.93% |
$5.99M - $6.65M
|
2.88M
$114M
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
143KNew |
$5.3M - $5.88M
|
143K
$5.65M
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
124K+ 11.9% |
$4.61M - $5.13M
|
1.17M
$46.3M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
117K+ 530.11% |
$4.34M - $4.82M
|
139K
$5.5M
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
109K+ 70.68% |
$4.05M - $4.49M
|
263K
$10.4M
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
92.9KNew |
$3.45M - $3.83M
|
92.9K
$3.68M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
85.9K+ 34.61% |
$3.19M - $3.54M
|
334K
$13.2M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
71.9K+ 3.5% |
$2.67M - $2.96M
|
2.13M
$84.1M
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
68.6KNew |
$2.55M - $2.83M
|
68.6K
$2.72M
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
65.9K+ 518.22% |
$2.44M - $2.71M
|
78.6K
$3.11M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
64.9KNew |
$2.41M - $2.67M
|
64.9K
$2.57M
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
63.4KNew |
$2.35M - $2.61M
|
63.4K
$2.51M
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
63.4K+ 7.64% |
$2.35M - $2.61M
|
893K
$35.4M
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
63.3K+ 21.37% |
$2.35M - $2.61M
|
359K
$14.2M
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
61.5KNew |
$2.28M - $2.53M
|
61.5K
$2.43M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
61.2K+ 40.32% |
$2.27M - $2.52M
|
213K
$8.42M
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
54.2KNew |
$2.01M - $2.23M
|
54.2K
$2.14M
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
49.8K+ 43.12% |
$1.85M - $2.05M
|
165K
$6.55M
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
48.7KNew |
$1.81M - $2.01M
|
48.7K
$1.93M
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
46.2K+ 11.21% |
$1.71M - $1.9M
|
458K
$18.1M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
44.9KNew |
$1.67M - $1.85M
|
44.9K
$1.78M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
40.9K+ 92.53% |
$1.52M - $1.69M
|
85.2K
$3.37M
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
40.1K+ 9.52% |
$1.49M - $1.65M
|
461K
$18.2M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
37.6K+ 3.24% |
$1.4M - $1.55M
|
1.2M
$47.5M
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
37.1K+ 27.33% |
$1.38M - $1.53M
|
173K
$6.84M
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
35.9K+ 7.2% |
$1.33M - $1.48M
|
535K
$21.2M
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
34.8K+ 10.3% |
$1.29M - $1.44M
|
373K
$14.8M
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
32.7K+ 3.35% |
$1.22M - $1.35M
|
1.01M
$39.9M
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
31.3KNew |
$1.16M - $1.29M
|
31.3K
$1.24M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29.4K+ 11.55% |
$1.09M - $1.21M
|
284K
$11.3M
|