Purchases and Sales Made in Q2 2021 in Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 28, 2021
Q2 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
77+ 0.81% |
$7.27K - $7.68K
|
9.55K
$717K
|
|
Aug 09, 2021
Q2 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
70+ 2.21% |
$6.61K - $6.98K
|
3.24K
$243K
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
55+ 1.09% |
$5.19K - $5.49K
|
5.1K
$382K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
35New |
$3.3K - $3.49K
|
35
$2.63K
|
|
Aug 13, 2021
Q2 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
20+ 0.53% |
$1.89K - $2K
|
3.82K
$287K
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
19New |
$1.79K - $1.9K
|
19
$1.43K
|
|
Jul 30, 2021
Q2 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
16+ 6.37% |
$1.51K - $1.6K
|
267
$20K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
15+ 0.21% |
$1.42K - $1.5K
|
7.18K
$539K
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6+ 0.48% |
$567 - $599
|
1.27K
$95.2K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-15- 0.26% |
$1.42K - $1.5K
|
5.65K
$424K
|
|
Jul 14, 2021
Q2 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-18- 0.58% |
$1.7K - $1.8K
|
3.08K
$231K
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-34Closed |
$3.21K - $3.39K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-67- 67.0% |
$6.33K - $6.69K
|
33
$2.48K
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-86- 2.71% |
$8.12K - $8.58K
|
3.09K
$232K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-190- 3.92% |
$17.9K - $19K
|
4.65K
$349K
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-228Closed |
$21.5K - $22.7K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-248Closed |
$23.4K - $24.7K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-260- 63.41% |
$24.5K - $25.9K
|
150
$11.3K
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-313- 2.05% |
$29.6K - $31.2K
|
14.9K
$1.12M
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-431- 15.09% |
$40.7K - $43K
|
2.43K
$182K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-613- 8.92% |
$57.9K - $61.2K
|
6.26K
$470K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-625Closed |
$59K - $62.4K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-914- 41.25% |
$86.3K - $91.2K
|
1.3K
$97.7K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.05K- 54.21% |
$99.1K - $105K
|
887
$66.6K
|
|
Jul 27, 2021
Q2 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-2.07K- 24.48% |
$195K - $206K
|
6.37K
$478K
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.54K- 21.29% |
$239K - $253K
|
9.37K
$703K
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-7K- 14.3% |
$661K - $698K
|
41.9K
$3.15M
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.5KClosed |
$2.31M - $2.44M
|
0
$0
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-27.3K- 98.99% |
$2.58M - $2.73M
|
278
$20.9K
|
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-28K- 98.76% |
$2.65M - $2.8M
|
352
$26.4K
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-35.8K- 98.99% |
$3.38M - $3.57M
|
364
$27.3K
|