Purchases and Sales Made in Q4 2021 in Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
196+ 8.97% |
$17.2K - $19.1K
|
2.38K
$172K
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
194+ 10.56% |
$17K - $18.9K
|
2.03K
$147K
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
142+ 225.4% |
$12.5K - $13.8K
|
205
$14.8K
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
126New |
$11.1K - $12.3K
|
126
$9.12K
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
100New |
$8.78K - $9.73K
|
100
$7.24K
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
79+ 0.54% |
$6.93K - $7.68K
|
14.8K
$1.07M
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
77+ 3.02% |
$6.76K - $7.49K
|
2.63K
$190K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
72New |
$6.32K - $7K
|
72
$5.21K
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
38+ 0.73% |
$3.34K - $3.7K
|
5.25K
$380K
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
38+ 15.14% |
$3.34K - $3.7K
|
289
$20.9K
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
33New |
$2.9K - $3.21K
|
33
$2.39K
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
30New |
$2.63K - $2.92K
|
30
$2.17K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17+ 0.73% |
$1.49K - $1.65K
|
2.34K
$169K
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
15+ 0.41% |
$1.32K - $1.46K
|
3.63K
$263K
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.14% |
$614 - $681
|
5.03K
$364K
|
|
Feb 14, 2022
Q4 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
6+ 0.11% |
$527 - $584
|
5.62K
$407K
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 1.14% |
$351 - $389
|
356
$25.8K
|
|
Feb 07, 2022
Q4 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
4+ 1.38% |
$351 - $389
|
293
$21.2K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
2+ 1.18% |
$176 - $195
|
171
$12.4K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$87.8 - $97.3
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16- 0.67% |
$1.4K - $1.56K
|
2.36K
$170K
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-40- 1.3% |
$3.51K - $3.89K
|
3.04K
$220K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-45Closed |
$3.95K - $4.38K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-50Closed |
$4.39K - $4.86K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-77- 2.93% |
$6.76K - $7.49K
|
2.55K
$185K
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-83Closed |
$7.29K - $8.07K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-136- 9.88% |
$11.9K - $13.2K
|
1.24K
$89.8K
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-150Closed |
$13.2K - $14.6K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-216- 8.28% |
$19K - $21K
|
2.39K
$173K
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-285- 22.48% |
$25K - $27.7K
|
983
$71.2K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-300Closed |
$26.3K - $29.2K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-324- 8.16% |
$28.4K - $31.5K
|
3.65K
$264K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-364Closed |
$32K - $35.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-494- 5.14% |
$43.4K - $48K
|
9.12K
$660K
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-674Closed |
$59.2K - $65.5K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-685- 99.85% |
$60.1K - $66.6K
|
1
$72.4
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
SELL
|
- |
-742- 23.47% |
$65.1K - $72.2K
|
2.42K
$175K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-771- 12.4% |
$67.7K - $75K
|
5.45K
$394K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-773- 19.73% |
$67.9K - $75.2K
|
3.14K
$228K
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-880- 17.74% |
$77.2K - $85.6K
|
4.08K
$295K
|
|
Jan 18, 2022
Q4 2021
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-968- 4.84% |
$85K - $94.1K
|
19K
$1.38M
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.41K- 22.43% |
$124K - $137K
|
4.88K
$353K
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-1.73K- 46.95% |
$152K - $168K
|
1.96K
$142K
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.12KClosed |
$186K - $206K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.2KClosed |
$193K - $214K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-2.9K- 6.36% |
$255K - $282K
|
42.7K
$3.09M
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.38KClosed |
$297K - $329K
|
0
$0
|
|
Aug 02, 2023
Q4 2021
|
Money Design Co.,Ltd.
|
SELL
|
- |
-3.4K- 26.55% |
$298K - $330K
|
9.39K
$680K
|
|
Feb 08, 2022
Q4 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-4.28KClosed |
$376K - $416K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.76K- 17.19% |
$417K - $462K
|
22.9K
$1.66M
|