Purchases and Sales Made in Q1 2023 in Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
79.8K+ 406.87% |
$6.02M - $6.67M
|
99.4K
$7.09M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.1K+ 269.22% |
$3.93M - $4.36M
|
71.4K
$5.1M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.3K+ 245.28% |
$1.75M - $1.95M
|
32.7K
$2.34M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
16.5K+ 813.5% |
$1.25M - $1.38M
|
18.5K
$1.32M
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
16.2KNew |
$1.22M - $1.36M
|
16.2K
$1.16M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.6K+ 44.97% |
$1.03M - $1.14M
|
43.8K
$3.13M
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
12.1KNew |
$910K - $1.01M
|
12.1K
$860K
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11KNew |
$829K - $919K
|
11K
$784K
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10K+ 34.93% |
$757K - $839K
|
38.7K
$2.76M
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9.27KNew |
$699K - $776K
|
9.27K
$661K
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
7.94K+ 73.52% |
$599K - $664K
|
18.7K
$1.34M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.69K+ 46.38% |
$429K - $476K
|
18K
$1.28M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
5K+ 793.65% |
$377K - $418K
|
5.63K
$402K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.92KNew |
$371K - $411K
|
4.92K
$351K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
4.89K+ 19.31% |
$369K - $410K
|
30.2K
$2.16M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.3KNew |
$325K - $360K
|
4.3K
$307K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.64KNew |
$274K - $304K
|
3.64K
$259K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.58KNew |
$270K - $299K
|
3.58K
$255K
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.45KNew |
$260K - $288K
|
3.45K
$246K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.32KNew |
$250K - $278K
|
3.32K
$237K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.32KNew |
$250K - $277K
|
3.32K
$237K
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.21KNew |
$242K - $268K
|
3.21K
$229K
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.13KNew |
$236K - $262K
|
3.13K
$224K
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.81K+ 88.65% |
$212K - $235K
|
5.98K
$427K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.58KNew |
$194K - $215K
|
2.58K
$184K
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.21KNew |
$166K - $185K
|
2.21K
$157K
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.04KNew |
$154K - $170K
|
2.04K
$145K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.72K+ 5.74% |
$129K - $144K
|
31.6K
$2.25M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.41K+ 2.95% |
$107K - $118K
|
49.3K
$3.52M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.35K+ 6.82% |
$102K - $113K
|
21.2K
$1.51M
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
968+ 19.72% |
$73K - $81K
|
5.88K
$419K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
924+ 2.52% |
$69.7K - $77.3K
|
37.5K
$2.68M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
770+ 4.9% |
$58.1K - $64.4K
|
16.5K
$1.18M
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
715+ 23.25% |
$54K - $59.8K
|
3.79K
$270K
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
656+ 5.94% |
$49.5K - $54.9K
|
11.7K
$834K
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
600+ 20.92% |
$45.3K - $50.2K
|
3.47K
$247K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
589+ 0.93% |
$44.4K - $49.3K
|
64K
$4.57M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
562+ 7.2% |
$42.4K - $47K
|
8.37K
$597K
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
554+ 12.41% |
$41.8K - $46.4K
|
5.02K
$358K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
524+ 8.34% |
$39.5K - $43.8K
|
6.81K
$486K
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
501+ 16.25% |
$37.8K - $41.9K
|
3.58K
$256K
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
464+ 8.73% |
$35K - $38.8K
|
5.78K
$412K
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
463+ 0.34% |
$34.9K - $38.7K
|
137K
$9.8M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
462+ 7.75% |
$34.9K - $38.7K
|
6.42K
$458K
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
428+ 4.07% |
$32.3K - $35.8K
|
10.9K
$780K
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
BUY
|
- |
424+ 2.98% |
$32K - $35.5K
|
14.7K
$1.05M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
409+ 1.09% |
$30.9K - $34.2K
|
38K
$2.71M
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
403+ 11.97% |
$30.4K - $33.7K
|
3.77K
$269K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
367+ 1468.0% |
$27.7K - $30.7K
|
392
$28K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
275+ 6.35% |
$20.8K - $23K
|
4.61K
$329K
|