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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-250- 1.99% |
$18.6K - $20.4K
|
12.3K
$893K
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-450- 32.14% |
$33.5K - $36.8K
|
950
$68.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-470Closed |
$35K - $38.4K
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-495- 9.97% |
$36.9K - $40.5K
|
4.47K
$323K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-550- 9.2% |
$41K - $45K
|
5.43K
$393K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-576- 12.55% |
$42.9K - $47.1K
|
4.01K
$291K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-663- 8.08% |
$49.4K - $54.2K
|
7.55K
$546K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-755- 1.71% |
$56.2K - $61.7K
|
43.4K
$3.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-759- 3.26% |
$56.5K - $62.1K
|
22.5K
$1.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-905- 4.14% |
$67.4K - $74K
|
20.9K
$1.52M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.33K- 9.2% |
$98.8K - $108K
|
13.1K
$948K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.65K- 4.05% |
$123K - $135K
|
39.1K
$2.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.67K- 19.48% |
$125K - $137K
|
6.91K
$500K
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-1.71K- 9.56% |
$127K - $140K
|
16.2K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.9K- 14.93% |
$141K - $155K
|
10.8K
$783K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.9K- 14.93% |
$141K - $155K
|
10.8K
$783K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.94K- 69.54% |
$145K - $159K
|
850
$61.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.04K- 17.19% |
$152K - $166K
|
9.8K
$710K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.04K- 21.53% |
$152K - $167K
|
7.45K
$539K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.16K- 19.79% |
$161K - $177K
|
8.77K
$635K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.16K- 20.57% |
$161K - $177K
|
8.35K
$605K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.19K- 17.49% |
$163K - $179K
|
10.3K
$749K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-2.74K- 21.45% |
$204K - $224K
|
10K
$726K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.25K- 49.91% |
$242K - $266K
|
3.27K
$236K
|
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
SELL
|
- |
-3.82K- 53.35% |
$284K - $312K
|
3.34K
$242K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4K- 39.6% |
$298K - $327K
|
6.1K
$442K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.62K- 36.42% |
$344K - $378K
|
8.06K
$584K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.7K- 17.34% |
$350K - $384K
|
22.4K
$1.62M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.6K- 10.05% |
$417K - $458K
|
50.1K
$3.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-6.19K- 85.43% |
$461K - $506K
|
1.06K
$76.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.65K- 91.19% |
$644K - $707K
|
835
$60.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-15.3K- 11.05% |
$1.14M - $1.25M
|
123K
$8.88M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-20.1K- 92.66% |
$1.5M - $1.65M
|
1.6K
$115K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-36K- 63.59% |
$2.68M - $2.94M
|
20.6K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-36.8K- 69.5% |
$2.74M - $3.01M
|
16.2K
$1.17M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-48.6K- 12.81% |
$3.62M - $3.97M
|
331K
$24M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-99.5K- 61.7% |
$7.41M - $8.13M
|
61.8K
$4.47M
|