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 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
9.44K+ 39.85% |
$620K - $731K
|
33.1K
$2.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7K+ 14.05% |
$459K - $542K
|
56.8K
$4.75M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.35K+ 41.47% |
$286K - $337K
|
14.8K
$1.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.71KNew |
$178K - $210K
|
2.71K
$227K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.5K+ 18.95% |
$164K - $194K
|
15.7K
$1.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.3K+ 25.0% |
$151K - $178K
|
11.5K
$963K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.05K+ 16.11% |
$69K - $81.4K
|
7.58K
$634K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
866+ 14.51% |
$56.9K - $67.1K
|
6.83K
$572K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
735+ 14.32% |
$48.3K - $57K
|
5.87K
$491K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
644+ 9.71% |
$42.3K - $49.9K
|
7.28K
$609K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
511+ 117.47% |
$33.6K - $39.6K
|
946
$79.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
411+ 5.37% |
$27K - $31.8K
|
8.07K
$676K
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
76+ 98.7% |
$4.99K - $5.89K
|
153
$12.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
46+ 1.06% |
$3.02K - $3.56K
|
4.4K
$368K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
43+ 1.07% |
$2.82K - $3.33K
|
4.07K
$341K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
38+ 1.08% |
$2.5K - $2.94K
|
3.54K
$296K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
28+ 4.48% |
$1.84K - $2.17K
|
653
$54.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
23+ 0.26% |
$1.51K - $1.78K
|
8.74K
$732K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13+ 3.25% |
$854 - $1.01K
|
413
$34.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
11+ 10.89% |
$722 - $852
|
112
$9.38K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
11+ 9.73% |
$722 - $852
|
124
$10.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8New |
$525 - $620
|
8
$670
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7+ 1.11% |
$460 - $542
|
640
$53.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7+ 1.75% |
$460 - $542
|
408
$34.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6+ 0.49% |
$394 - $465
|
1.24K
$104K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2+ 1.1% |
$131 - $155
|
183
$15.3K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-5- 0.02% |
$328 - $387
|
21.7K
$1.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-13- 1.59% |
$854 - $1.01K
|
806
$67.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-23- 0.57% |
$1.51K - $1.78K
|
3.99K
$334K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-24- 0.5% |
$1.58K - $1.86K
|
4.74K
$396K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-25- 0.34% |
$1.64K - $1.94K
|
7.43K
$622K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-26- 3.3% |
$1.71K - $2.01K
|
762
$63.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-32- 0.24% |
$2.1K - $2.48K
|
13.4K
$1.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-45- 1.04% |
$2.95K - $3.49K
|
4.3K
$360K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-64- 1.01% |
$4.2K - $4.96K
|
6.29K
$526K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-82- 5.88% |
$5.38K - $6.35K
|
1.31K
$110K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-124- 79.49% |
$8.14K - $9.61K
|
32
$2.68K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-152- 5.33% |
$9.98K - $11.8K
|
2.7K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-199- 6.23% |
$13.1K - $15.4K
|
3K
$251K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-242- 3.5% |
$15.9K - $18.8K
|
6.68K
$559K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-242- 96.03% |
$15.9K - $18.8K
|
10
$837
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
SELL
|
- |
-279- 3.13% |
$18.3K - $21.6K
|
8.62K
$722K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-300- 9.09% |
$19.7K - $23.2K
|
3K
$251K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-311- 3.8% |
$20.4K - $24.1K
|
7.86K
$658K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-345- 2.56% |
$22.7K - $26.7K
|
13.1K
$1.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-366- 4.3% |
$24K - $28.4K
|
8.15K
$683K
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-417- 7.48% |
$27.4K - $32.3K
|
5.16K
$432K
|