Purchases and Sales Made in Q2 2025 in Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.35K+ 41.47% |
$286K - $337K
|
14.8K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.71KNew |
$178K - $210K
|
2.71K
$217K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.3K+ 25.0% |
$151K - $178K
|
11.5K
$920K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
866+ 14.51% |
$56.9K - $67.1K
|
6.83K
$547K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
735+ 14.32% |
$48.3K - $57K
|
5.87K
$469K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
644+ 9.71% |
$42.3K - $49.9K
|
7.28K
$582K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
411+ 5.37% |
$27K - $31.8K
|
8.07K
$646K
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
76+ 98.7% |
$4.99K - $5.89K
|
153
$12.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
43+ 1.07% |
$2.82K - $3.33K
|
4.07K
$326K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
38+ 1.08% |
$2.5K - $2.94K
|
3.54K
$283K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
28+ 4.48% |
$1.84K - $2.17K
|
653
$52.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
11+ 10.89% |
$722 - $852
|
112
$8.96K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8New |
$525 - $620
|
8
$640
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7+ 1.75% |
$460 - $542
|
408
$32.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7+ 1.11% |
$460 - $542
|
640
$51.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2+ 1.1% |
$131 - $155
|
183
$14.6K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-23- 0.57% |
$1.51K - $1.78K
|
3.99K
$319K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-26- 3.3% |
$1.71K - $2.01K
|
762
$61K
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-32- 0.24% |
$2.1K - $2.48K
|
13.4K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-45- 1.04% |
$2.95K - $3.49K
|
4.3K
$344K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-64- 1.01% |
$4.2K - $4.96K
|
6.29K
$503K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-82- 5.88% |
$5.38K - $6.35K
|
1.31K
$105K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-124- 79.49% |
$8.14K - $9.61K
|
32
$2.56K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-152- 5.33% |
$9.98K - $11.8K
|
2.7K
$216K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-242- 96.03% |
$15.9K - $18.8K
|
10
$800
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-242- 3.5% |
$15.9K - $18.8K
|
6.68K
$535K
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
SELL
|
- |
-279- 3.13% |
$18.3K - $21.6K
|
8.62K
$690K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-300- 9.09% |
$19.7K - $23.2K
|
3K
$240K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-311- 3.8% |
$20.4K - $24.1K
|
7.86K
$629K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-345- 2.56% |
$22.7K - $26.7K
|
13.1K
$1.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-366- 4.3% |
$24K - $28.4K
|
8.15K
$652K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-445- 0.19% |
$29.2K - $34.5K
|
234K
$18.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-476- 10.76% |
$31.3K - $36.9K
|
3.95K
$316K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-714- 11.01% |
$46.9K - $55.3K
|
5.77K
$462K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-941- 23.64% |
$61.8K - $72.9K
|
3.04K
$243K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.09K- 10.92% |
$71.8K - $84.7K
|
8.92K
$714K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.88K- 46.47% |
$189K - $223K
|
3.31K
$265K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.19K- 11.94% |
$209K - $247K
|
23.5K
$1.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.47K- 84.4% |
$228K - $269K
|
641
$51.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.87K- 15.46% |
$319K - $377K
|
26.6K
$2.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.2K- 41.54% |
$341K - $403K
|
7.32K
$586K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-6.19K- 85.43% |
$406K - $479K
|
1.06K
$84.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-21.5K- 67.86% |
$1.41M - $1.67M
|
10.2K
$815K
|