Purchases and Sales Made in Q2 2024 in Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
25.2KNew |
$1.88M - $2.06M
|
25.2K
$1.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
12.7KNew |
$947K - $1.04M
|
12.7K
$920K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.37K+ 16.47% |
$475K - $521K
|
45.1K
$3.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.53KNew |
$412K - $452K
|
5.53K
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.69KNew |
$349K - $384K
|
4.69K
$340K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.61K+ 157.69% |
$343K - $377K
|
7.54K
$545K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.24KNew |
$316K - $347K
|
4.24K
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.61K+ 5.4% |
$269K - $295K
|
70.6K
$5.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.69KNew |
$201K - $220K
|
2.69K
$195K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.6K+ 22.91% |
$119K - $131K
|
8.6K
$623K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.47K+ 53.38% |
$109K - $120K
|
4.22K
$306K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.45K+ 8.06% |
$108K - $118K
|
19.4K
$1.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.18K+ 27.31% |
$88.2K - $96.8K
|
5.52K
$400K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
977+ 0.94% |
$72.8K - $79.9K
|
105K
$7.59M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
943New |
$70.2K - $77.1K
|
943
$68.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
805+ 6.53% |
$60K - $65.8K
|
13.1K
$951K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
672+ 21.92% |
$50.1K - $54.9K
|
3.74K
$271K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
625New |
$46.6K - $51.1K
|
625
$45.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
613+ 1.58% |
$45.7K - $50.1K
|
39.3K
$2.85M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
578+ 11.76% |
$43K - $47.3K
|
5.49K
$398K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
517New |
$38.5K - $42.3K
|
517
$37.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
509+ 8.47% |
$37.9K - $41.6K
|
6.52K
$472K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
503New |
$37.5K - $41.1K
|
503
$36.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
460+ 6.37% |
$34.3K - $37.6K
|
7.68K
$556K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
457+ 17.96% |
$34K - $37.4K
|
3K
$217K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
207+ 4.88% |
$15.4K - $16.9K
|
4.45K
$322K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
169New |
$12.6K - $13.8K
|
169
$12.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
131+ 3.38% |
$9.76K - $10.7K
|
4.01K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
118+ 3.19% |
$8.79K - $9.65K
|
3.82K
$277K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
89+ 1.63% |
$6.63K - $7.28K
|
5.55K
$402K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36+ 1.06% |
$2.68K - $2.94K
|
3.42K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
25New |
$1.86K - $2.04K
|
25
$1.81K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
15+ 0.56% |
$1.12K - $1.23K
|
2.72K
$197K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7+ 1.13% |
$521 - $572
|
628
$45.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
6+ 0.06% |
$447 - $491
|
9.57K
$693K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4+ 9.3% |
$298 - $327
|
47
$3.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3+ 0.09% |
$223 - $245
|
3.5K
$254K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.25% |
$149 - $164
|
794
$57.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 1.12% |
$149 - $164
|
180
$13K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-2- 0.13% |
$149 - $164
|
1.59K
$115K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-2- 0.04% |
$149 - $164
|
5.49K
$398K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-5- 0.13% |
$372 - $409
|
3.72K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-13- 0.06% |
$968 - $1.06K
|
21.7K
$1.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-13- 8.07% |
$968 - $1.06K
|
148
$10.7K
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-20- 8.4% |
$1.49K - $1.64K
|
218
$15.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-35- 0.65% |
$2.61K - $2.86K
|
5.39K
$390K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-89- 2.87% |
$6.63K - $7.28K
|
3.01K
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-128- 3.07% |
$9.53K - $10.5K
|
4.04K
$292K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-184- 5.85% |
$13.7K - $15K
|
2.96K
$214K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-237- 4.29% |
$17.7K - $19.4K
|
5.29K
$383K
|