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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
157+ 1.15% |
$11.8K - $13.1K
|
13.8K
$991K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
150+ 75.0% |
$11.3K - $12.6K
|
350
$25.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
145+ 2.55% |
$10.9K - $12.1K
|
5.84K
$419K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
138+ 1150.0% |
$10.4K - $11.5K
|
150
$10.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
88+ 2.41% |
$6.64K - $7.36K
|
3.75K
$269K
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
54+ 0.65% |
$4.07K - $4.52K
|
8.41K
$604K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
53New |
$4K - $4.44K
|
53
$3.81K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
52+ 9.32% |
$3.92K - $4.35K
|
610
$43.8K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25+ 0.42% |
$1.89K - $2.09K
|
6K
$431K
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.28% |
$1.21K - $1.34K
|
5.76K
$414K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4New |
$302 - $335
|
4
$287
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$75.5 - $83.7
|
5.07K
$364K
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2- 0.75% |
$151 - $167
|
264
$19K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-18- 0.9% |
$1.36K - $1.51K
|
1.98K
$142K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-81- 2.66% |
$6.11K - $6.78K
|
2.97K
$213K
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-110- 1.47% |
$8.3K - $9.2K
|
7.38K
$530K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-129- 0.88% |
$9.73K - $10.8K
|
14.5K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-138- 92.0% |
$10.4K - $11.5K
|
12
$862
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-166- 5.76% |
$12.5K - $13.9K
|
2.72K
$195K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-232- 4.96% |
$17.5K - $19.4K
|
4.44K
$319K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-269- 2.67% |
$20.3K - $22.5K
|
9.8K
$704K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-347- 7.04% |
$26.2K - $29K
|
4.58K
$329K
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-380- 5.91% |
$28.7K - $31.8K
|
6.05K
$435K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-390- 2.92% |
$29.4K - $32.6K
|
13K
$931K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-400- 10.37% |
$30.2K - $33.5K
|
3.46K
$248K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-462- 10.6% |
$34.9K - $38.7K
|
3.9K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-476- 6.66% |
$35.9K - $39.8K
|
6.67K
$479K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-530- 5.67% |
$40K - $44.4K
|
8.81K
$633K
|
|
|
May 12, 2023
Q1 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-607- 3.09% |
$45.8K - $50.8K
|
19K
$1.37M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-639- 7.8% |
$48.2K - $53.5K
|
7.55K
$542K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-716- 6.81% |
$54K - $59.9K
|
9.8K
$704K
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-785- 19.43% |
$59.2K - $65.7K
|
3.26K
$234K
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.04K- 24.97% |
$78.3K - $86.9K
|
3.12K
$224K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.5K- 2.89% |
$113K - $125K
|
50.3K
$3.61M
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.51K- 10.14% |
$114K - $126K
|
13.4K
$961K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.73K- 26.02% |
$130K - $145K
|
4.92K
$353K
|
|
|
May 22, 2023
Q1 2023
|
Whelan Financial
|
SELL
|
- |
-1.78K- 15.46% |
$134K - $149K
|
9.74K
$700K
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.83K- 13.14% |
$138K - $153K
|
12.1K
$866K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.84K- 3.53% |
$214K - $237K
|
77.6K
$5.57M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.73K- 51.64% |
$281K - $312K
|
3.49K
$251K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-5.45K- 37.28% |
$412K - $456K
|
9.17K
$659K
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-7.16K- 47.5% |
$540K - $599K
|
7.92K
$569K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.4K- 19.47% |
$558K - $619K
|
30.6K
$2.2M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.96K- 11.15% |
$752K - $833K
|
79.3K
$5.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-13.3K- 2.99% |
$1M - $1.11M
|
432K
$31M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-16.9K- 27.43% |
$1.27M - $1.41M
|
44.6K
$3.21M
|