Purchases and Sales Made in Q1 2025 in Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG) during Q1 2025. 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 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
76.1K+ 2058.14% |
$5.3M - $5.81M
|
79.8K
$5.97M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.1KNew |
$634K - $695K
|
9.1K
$681K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6.4K+ 756.03% |
$445K - $488K
|
7.24K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.19KNew |
$431K - $473K
|
6.19K
$463K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.97KNew |
$416K - $456K
|
5.97K
$447K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
5.92K+ 198.06% |
$412K - $452K
|
8.9K
$666K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.35KNew |
$303K - $332K
|
4.35K
$325K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.2KNew |
$223K - $244K
|
3.2K
$239K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.83K+ 588.42% |
$127K - $140K
|
2.14K
$160K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.41K+ 41.97% |
$98K - $107K
|
4.76K
$356K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.21K+ 22.86% |
$84.5K - $92.7K
|
6.52K
$488K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.17K+ 15.45% |
$81.2K - $89K
|
8.72K
$652K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.08K+ 4.79% |
$75.4K - $82.6K
|
23.7K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
605+ 8.58% |
$42.1K - $46.2K
|
7.66K
$573K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
580+ 16.9% |
$40.4K - $44.3K
|
4.01K
$300K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
560+ 44.8% |
$39K - $42.7K
|
1.81K
$135K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
431+ 4.28% |
$30K - $32.9K
|
10.5K
$785K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
287+ 0.12% |
$20K - $21.9K
|
234K
$17.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
287+ 9.42% |
$20K - $21.9K
|
3.33K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
198+ 5.99% |
$13.8K - $15.1K
|
3.5K
$262K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
175New |
$12.2K - $13.4K
|
175
$13.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
141+ 1.06% |
$9.82K - $10.8K
|
13.5K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
126New |
$8.77K - $9.62K
|
126
$9.43K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
109+ 0.82% |
$7.59K - $8.32K
|
13.5K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
95+ 1.89% |
$6.62K - $7.25K
|
5.13K
$384K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
74New |
$5.15K - $5.65K
|
74
$5.54K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
72New |
$5.01K - $5.5K
|
72
$5.39K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
40+ 0.54% |
$2.79K - $3.05K
|
7.45K
$557K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
21+ 5.53% |
$1.46K - $1.6K
|
401
$30K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
20+ 24.69% |
$1.39K - $1.53K
|
101
$7.56K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
16New |
$1.11K - $1.22K
|
16
$1.2K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9+ 0.2% |
$627 - $687
|
4.52K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1New |
$69.6 - $76.3
|
1
$74.8
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-8- 1.01% |
$557 - $611
|
788
$59K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-20- 0.09% |
$1.39K - $1.53K
|
21.7K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-32- 0.99% |
$2.23K - $2.44K
|
3.2K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-49- 9.46% |
$3.41K - $3.74K
|
469
$35.1K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-55- 1.36% |
$3.83K - $4.2K
|
3.98K
$298K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-79- 5.36% |
$5.5K - $6.03K
|
1.4K
$104K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-95- 55.23% |
$6.62K - $7.25K
|
77
$5.76K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 20.0% |
$6.96K - $7.63K
|
400
$29.9K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-280- 18.47% |
$19.5K - $21.4K
|
1.24K
$92.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-283- 3.93% |
$19.7K - $21.6K
|
6.92K
$518K
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-292- 6.28% |
$20.3K - $22.3K
|
4.36K
$326K
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-300- 8.33% |
$20.9K - $22.9K
|
3.3K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300Closed |
$20.9K - $22.9K
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-315- 9.95% |
$21.9K - $24K
|
2.85K
$213K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-327- 6.14% |
$22.8K - $25K
|
5K
$374K
|