Purchases and Sales Made in Q2 2023 in Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
38.2K+ 203.95% |
$2.93M - $3.11M
|
57K
$4.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.5K+ 50.45% |
$1.73M - $1.83M
|
67.1K
$4.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.3KNew |
$1.18M - $1.25M
|
15.3K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
12K+ 131.06% |
$923K - $980K
|
21.2K
$1.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.17K+ 10.77% |
$320K - $340K
|
42.9K
$3.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.56K+ 52.35% |
$274K - $290K
|
10.4K
$751K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.2K+ 8.53% |
$246K - $261K
|
40.7K
$2.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.95KNew |
$227K - $241K
|
2.95K
$214K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.84K+ 57.74% |
$218K - $231K
|
7.75K
$561K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.54K+ 16.88% |
$195K - $207K
|
17.6K
$1.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2.15K+ 7.09% |
$165K - $175K
|
32.4K
$2.34M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.84K+ 71.57% |
$142K - $150K
|
4.42K
$320K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.71K+ 3.39% |
$131K - $139K
|
52K
$3.76M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.67K+ 46.48% |
$128K - $136K
|
5.25K
$380K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.48K+ 12.66% |
$114K - $121K
|
13.2K
$954K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.26K+ 57.01% |
$96.5K - $102K
|
3.46K
$251K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.01K+ 2.66% |
$77.6K - $82.4K
|
39K
$2.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
947+ 7.31% |
$72.7K - $77.2K
|
13.9K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
943+ 15.58% |
$72.4K - $76.8K
|
7K
$506K
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
862+ 8.8% |
$66.2K - $70.2K
|
10.7K
$772K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
862+ 8.8% |
$66.2K - $70.2K
|
10.7K
$772K
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
564+ 9.76% |
$43.3K - $46K
|
6.35K
$459K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
531+ 6.34% |
$40.8K - $43.3K
|
8.9K
$644K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
510+ 11.13% |
$39.2K - $41.6K
|
5.09K
$369K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
396+ 6.74% |
$30.4K - $32.3K
|
6.27K
$454K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
396+ 2.21% |
$30.4K - $32.3K
|
18.4K
$1.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
385+ 7.67% |
$29.6K - $31.4K
|
5.4K
$391K
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
344+ 3.15% |
$26.4K - $28K
|
11.3K
$817K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
334+ 2.31% |
$25.6K - $27.2K
|
14.8K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
204+ 4.15% |
$15.7K - $16.6K
|
5.12K
$371K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
168+ 0.26% |
$12.9K - $13.7K
|
64.2K
$4.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
161New |
$12.4K - $13.1K
|
161
$11.7K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
140+ 4.04% |
$10.8K - $11.4K
|
3.61K
$261K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
134+ 4.04% |
$10.3K - $10.9K
|
3.45K
$250K
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
123+ 1.46% |
$9.45K - $10K
|
8.53K
$617K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
89+ 2.07% |
$6.83K - $7.25K
|
4.39K
$318K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
79+ 2.03% |
$6.07K - $6.44K
|
3.97K
$288K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
76+ 2.8% |
$5.84K - $6.19K
|
2.79K
$202K
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
61+ 1.62% |
$4.68K - $4.97K
|
3.83K
$277K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
44+ 0.96% |
$3.38K - $3.59K
|
4.65K
$337K
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.66% |
$2.92K - $3.1K
|
5.8K
$420K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
30+ 0.5% |
$2.3K - $2.44K
|
6.03K
$436K
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
28+ 0.86% |
$2.15K - $2.28K
|
3.28K
$238K
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
27+ 0.87% |
$2.07K - $2.2K
|
3.15K
$228K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25+ 0.56% |
$1.92K - $2.04K
|
4.47K
$324K
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
BUY
|
- |
25+ 0.17% |
$1.92K - $2.04K
|
14.7K
$1.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
8+ 200.0% |
$614 - $652
|
12
$869
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.82% |
$384 - $407
|
615
$44.5K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4New |
$307 - $326
|
4
$290
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4New |
$307 - $326
|
4
$290
|