Purchases and Sales Made in Q4 2022 in Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG) during Q4 2022. 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 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
72.7KNew |
$5.08M - $5.95M
|
72.7K
$5.27M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43.8K+ 1062.21% |
$3.06M - $3.58M
|
47.9K
$3.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
30.6KNew |
$2.14M - $2.51M
|
30.6K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.3KNew |
$1.35M - $1.58M
|
19.3K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
18.4KNew |
$1.28M - $1.5M
|
18.4K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
17K+ 26.72% |
$1.18M - $1.39M
|
80.4K
$5.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16K+ 35.24% |
$1.12M - $1.31M
|
61.5K
$4.45M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
12.3K+ 355.91% |
$857K - $1M
|
15.7K
$1.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
8.46K+ 50.12% |
$591K - $692K
|
25.3K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
7.92K+ 117.94% |
$553K - $648K
|
14.6K
$1.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.88K+ 9.68% |
$550K - $645K
|
89.3K
$6.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.45K+ 13.31% |
$520K - $609K
|
63.4K
$4.59M
|
|
|
Jan 17, 2023
Q4 2022
|
Whelan Financial
|
BUY
|
- |
6.61K+ 134.74% |
$462K - $541K
|
11.5K
$834K
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
5.93K+ 121.95% |
$414K - $485K
|
10.8K
$782K
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
4.04KNew |
$282K - $331K
|
4.04K
$293K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.02K+ 11.96% |
$280K - $329K
|
37.6K
$2.72M
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.88K+ 39.81% |
$271K - $318K
|
13.6K
$987K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.64KNew |
$254K - $297K
|
3.64K
$263K
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.08KNew |
$215K - $252K
|
3.08K
$223K
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
3.08KNew |
$215K - $252K
|
3.08K
$223K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3KNew |
$210K - $246K
|
3K
$217K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.96K+ 56.58% |
$207K - $242K
|
8.19K
$593K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.87KNew |
$200K - $235K
|
2.87K
$208K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.69KNew |
$188K - $220K
|
2.69K
$195K
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
2.69K+ 15.89% |
$188K - $220K
|
19.6K
$1.42M
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.58KNew |
$180K - $211K
|
2.58K
$187K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.3K+ 4.65% |
$161K - $188K
|
51.8K
$3.75M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
2.05K+ 44.69% |
$143K - $168K
|
6.64K
$481K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.4KNew |
$97.7K - $115K
|
1.4K
$101K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.39K+ 14.35% |
$96.7K - $113K
|
11K
$799K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.11KNew |
$77.6K - $91K
|
1.11K
$80.5K
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
1.11K+ 9.96% |
$77.6K - $91K
|
12.3K
$889K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.02KNew |
$71.2K - $83.5K
|
1.02K
$73.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
997+ 3.6% |
$69.6K - $81.6K
|
28.7K
$2.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
900+ 3.11% |
$62.8K - $73.6K
|
29.9K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
797+ 14.53% |
$55.6K - $65.2K
|
6.28K
$455K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
792New |
$55.3K - $64.8K
|
792
$57.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
BUY
|
- |
788+ 5.86% |
$55K - $64.5K
|
14.2K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
721+ 12.62% |
$50.3K - $59K
|
6.43K
$466K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
703+ 764.13% |
$49.1K - $57.5K
|
795
$57.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
539+ 9.94% |
$37.6K - $44.1K
|
5.96K
$431K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
522+ 13.61% |
$36.4K - $42.7K
|
4.36K
$315K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
516+ 11.75% |
$36K - $42.2K
|
4.91K
$355K
|
|
|
Jan 18, 2023
Q4 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
508New |
$35.5K - $41.6K
|
508
$36.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
481+ 4.96% |
$33.6K - $39.4K
|
10.2K
$736K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
474+ 11.28% |
$33.1K - $38.8K
|
4.68K
$338K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
466+ 9.61% |
$32.5K - $38.1K
|
5.32K
$385K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
414New |
$28.9K - $33.9K
|
414
$30K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
408+ 1.13% |
$28.5K - $33.4K
|
36.6K
$2.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
326+ 3.14% |
$22.8K - $26.7K
|
10.7K
$775K
|