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 |
---|---|---|---|---|---|---|---|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
67+ 203.03% |
$6.18K - $6.7K
|
100
$7.51K
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
50New |
$4.61K - $5K
|
50
$3.75K
|
|
May 05, 2021
Q1 2021
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
34New |
$3.13K - $3.4K
|
34
$2.55K
|
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
30New |
$2.77K - $3K
|
30
$2.25K
|
|
May 14, 2021
Q1 2021
|
Covington Capital Management
|
BUY
|
- |
25+ 16.67% |
$2.31K - $2.5K
|
175
$13.1K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
25+ 4.19% |
$2.31K - $2.5K
|
621
$46.6K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-48- 0.69% |
$4.43K - $4.8K
|
6.87K
$516K
|
|
Apr 30, 2021
Q1 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-74- 1.29% |
$6.82K - $7.4K
|
5.66K
$425K
|
|
Apr 30, 2021
Q1 2021
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-100- 1.73% |
$9.22K - $10K
|
5.69K
$427K
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-257Closed |
$23.7K - $25.7K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-300- 54.74% |
$27.7K - $30K
|
248
$18.6K
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-724- 4.53% |
$66.8K - $72.4K
|
15.2K
$1.14M
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-733Closed |
$67.6K - $73.3K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Arjuna Capital
|
SELL
|
- |
-842- 48.93% |
$77.6K - $84.3K
|
879
$66K
|
|
Apr 27, 2021
Q1 2021
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.02K- 19.89% |
$93.9K - $102K
|
4.1K
$308K
|
|
Apr 15, 2021
Q1 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.21K- 28.03% |
$111K - $121K
|
3.1K
$233K
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.24K- 1.56% |
$115K - $124K
|
78.5K
$5.89M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.25K- 4.87% |
$115K - $125K
|
24.5K
$1.84M
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.78K- 92.1% |
$164K - $179K
|
153
$11.5K
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.62KClosed |
$518K - $562K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-62.4K- 92.11% |
$5.76M - $6.25M
|
5.35K
$402K
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-127K- 20.57% |
$11.7M - $12.7M
|
492K
$36.9M
|