Purchases and Sales Made in Q1 2021 in Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG) during Q1 2021. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES MSCI GLO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
127K+ 25.9% |
$11.7M - $12.7M
|
619K
$52.8M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
42.1K+ 99.11% |
$3.88M - $4.21M
|
84.5K
$7.21M
|
|
Jan 09, 2024
Q1 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
28.1K+ 10948.64% |
$2.59M - $2.82M
|
28.4K
$2.42M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
22.3K+ 83.52% |
$2.05M - $2.23M
|
48.9K
$4.18M
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.9KNew |
$1.28M - $1.39M
|
13.9K
$1.19M
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.9KNew |
$1.1M - $1.19M
|
11.9K
$1.02M
|
|
May 10, 2021
Q1 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
8.87K+ 13.58% |
$818K - $888K
|
74.2K
$6.33M
|
|
Apr 21, 2021
Q1 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.84K+ 160.82% |
$539K - $584K
|
9.47K
$808K
|
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.69K+ 40.71% |
$524K - $569K
|
19.7K
$1.68M
|
|
May 06, 2021
Q1 2021
|
Financial Management Network Inc
|
BUY
|
- |
5.53K+ 29.71% |
$510K - $554K
|
24.2K
$2.06M
|
|
May 11, 2021
Q1 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.44KNew |
$409K - $444K
|
4.44K
$379K
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.36K+ 93.96% |
$402K - $436K
|
8.99K
$767K
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.98K+ 19.78% |
$367K - $398K
|
24.1K
$2.06M
|
|
May 10, 2021
Q1 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.17KNew |
$292K - $317K
|
3.17K
$270K
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
3.13KNew |
$288K - $313K
|
3.13K
$267K
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.87K+ 15.42% |
$265K - $287K
|
21.5K
$1.84M
|
|
Apr 23, 2021
Q1 2021
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.6K+ 16.98% |
$240K - $260K
|
17.9K
$1.53M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.22KNew |
$204K - $222K
|
2.22K
$189K
|
|
May 17, 2021
Q1 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.12KNew |
$195K - $212K
|
2.12K
$181K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.78KNew |
$164K - $178K
|
1.78K
$151K
|
|
May 10, 2021
Q1 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.57K+ 49.26% |
$145K - $157K
|
4.77K
$407K
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.4K+ 43.52% |
$129K - $140K
|
4.6K
$393K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.39K+ 40.21% |
$128K - $139K
|
4.84K
$413K
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.39K+ 14.17% |
$128K - $139K
|
11.2K
$952K
|
|
May 04, 2021
Q1 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.17K+ 44.49% |
$108K - $117K
|
3.8K
$324K
|
|
May 12, 2021
Q1 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
1.16K+ 14.46% |
$106K - $116K
|
9.15K
$780K
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.04K+ 31.14% |
$96K - $104K
|
4.38K
$374K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
930+ 22.63% |
$85.7K - $93.1K
|
5.04K
$430K
|
|
May 06, 2021
Q1 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
828+ 10.88% |
$76.3K - $82.8K
|
8.44K
$720K
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
809+ 12.73% |
$74.6K - $80.9K
|
7.16K
$611K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
625New |
$57.6K - $62.5K
|
625
$53.3K
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
576+ 25.25% |
$53.1K - $57.6K
|
2.86K
$244K
|
|
May 06, 2021
Q1 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
508+ 6.56% |
$46.8K - $50.8K
|
8.25K
$704K
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
BUY
|
- |
420+ 8.58% |
$38.7K - $42K
|
5.31K
$453K
|
|
May 03, 2021
Q1 2021
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
353+ 1.79% |
$32.5K - $35.3K
|
20.1K
$1.71M
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
300New |
$27.7K - $30K
|
300
$25.6K
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
280+ 45.83% |
$25.8K - $28K
|
891
$76K
|
|
Jul 21, 2021
Q1 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
251New |
$23.1K - $25.1K
|
251
$21.4K
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
236+ 8.03% |
$21.8K - $23.6K
|
3.18K
$271K
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
228New |
$21K - $22.8K
|
228
$19.5K
|
|
May 14, 2021
Q1 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
204New |
$18.8K - $20.4K
|
204
$17.4K
|
|
May 13, 2021
Q1 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
196New |
$18.1K - $19.6K
|
196
$16.7K
|
|
Apr 23, 2021
Q1 2021
|
Patten Group, Inc.
|
BUY
|
- |
185+ 5.78% |
$17.1K - $18.5K
|
3.38K
$289K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
169New |
$15.6K - $16.9K
|
169
$14.4K
|
|
Apr 28, 2021
Q1 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
150New |
$13.8K - $15K
|
150
$12.8K
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
138+ 4.16% |
$12.7K - $13.8K
|
3.46K
$295K
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
129+ 3.87% |
$11.9K - $12.9K
|
3.46K
$295K
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
110+ 6.37% |
$10.1K - $11K
|
1.84K
$157K
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
106+ 2.65% |
$9.77K - $10.6K
|
4.11K
$350K
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
94New |
$8.67K - $9.41K
|
94
$8.02K
|