Purchases and Sales Made in Q1 2024 in Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG) during Q1 2024. 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, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
53KNew |
$3.98M - $4.24M
|
53K
$3.84M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24K+ 73.74% |
$1.8M - $1.92M
|
56.6K
$4.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.6K+ 12.51% |
$867K - $924K
|
104K
$7.52M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.49KNew |
$713K - $760K
|
9.49K
$687K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.11K+ 15.75% |
$684K - $729K
|
67K
$4.85M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.67KNew |
$425K - $453K
|
5.67K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.16K+ 31.16% |
$387K - $413K
|
21.7K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
3.98K+ 9.89% |
$299K - $318K
|
44.2K
$3.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.5KNew |
$263K - $280K
|
3.5K
$253K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.47K+ 6.64% |
$260K - $278K
|
55.7K
$4.03M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.92KNew |
$219K - $234K
|
2.92K
$212K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.55KNew |
$191K - $204K
|
2.55K
$184K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.19K+ 1.61% |
$164K - $175K
|
138K
$9.99M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.9K+ 17.55% |
$143K - $152K
|
12.7K
$921K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.73K+ 4.44% |
$130K - $139K
|
40.8K
$2.95M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.52K+ 13.58% |
$114K - $121K
|
12.7K
$918K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.42K+ 104.02% |
$107K - $114K
|
2.79K
$202K
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.18K+ 10.33% |
$88.4K - $94.3K
|
12.6K
$911K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
662+ 3.28% |
$49.7K - $53K
|
20.8K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
547+ 4.49% |
$41.1K - $43.8K
|
12.7K
$921K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
547+ 4.49% |
$41.1K - $43.8K
|
12.7K
$921K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500New |
$37.5K - $40K
|
500
$36.2K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
470New |
$35.3K - $37.6K
|
470
$34K
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
440+ 2.53% |
$33K - $35.2K
|
17.9K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
422+ 8.43% |
$31.7K - $33.8K
|
5.43K
$393K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
322+ 5.66% |
$24.2K - $25.8K
|
6.01K
$435K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
291+ 4.37% |
$21.8K - $23.3K
|
6.95K
$503K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
240+ 4.7% |
$18K - $19.2K
|
5.34K
$387K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
212+ 2.06% |
$15.9K - $17K
|
10.5K
$761K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
105+ 3.22% |
$7.88K - $8.4K
|
3.37K
$244K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
100+ 1.18% |
$7.51K - $8K
|
8.58K
$621K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
80+ 2.99% |
$6K - $6.4K
|
2.75K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
70+ 0.98% |
$5.25K - $5.6K
|
7.22K
$523K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
62+ 0.89% |
$4.65K - $4.96K
|
7K
$507K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
47+ 0.79% |
$3.53K - $3.76K
|
5.98K
$433K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
42+ 1.15% |
$3.15K - $3.36K
|
3.7K
$268K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
13+ 0.06% |
$976 - $1.04K
|
21.7K
$1.57M
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
10+ 30.3% |
$751 - $800
|
43
$3.11K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 2.26% |
$751 - $800
|
452
$32.7K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1- 4.55% |
$75.1 - $80
|
21
$1.52K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4Closed |
$300 - $320
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-4- 0.04% |
$300 - $320
|
9.56K
$692K
|
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-7- 0.17% |
$525 - $560
|
4.16K
$301K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15- 78.95% |
$1.13K - $1.2K
|
4
$290
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-24- 0.49% |
$1.8K - $1.92K
|
4.91K
$356K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-41- 1.09% |
$3.08K - $3.28K
|
3.73K
$270K
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-42- 15.0% |
$3.15K - $3.36K
|
238
$17.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-46- 0.83% |
$3.45K - $3.68K
|
5.52K
$400K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-62- 1.44% |
$4.65K - $4.96K
|
4.24K
$307K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-82- 2.58% |
$6.15K - $6.56K
|
3.1K
$224K
|