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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
301New |
$21K - $24.6K
|
301
$21.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
296+ 2.47% |
$20.7K - $24.2K
|
12.3K
$893K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
194New |
$13.5K - $15.9K
|
194
$14.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
150+ 300.0% |
$10.5K - $12.3K
|
200
$14.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
131+ 1.26% |
$9.15K - $10.7K
|
10.5K
$765K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
102+ 2.88% |
$7.12K - $8.35K
|
3.64K
$265K
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
69+ 0.83% |
$4.82K - $5.65K
|
8.35K
$608K
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
39+ 0.88% |
$2.72K - $3.19K
|
4.46K
$325K
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
37+ 1.11% |
$2.58K - $3.03K
|
3.37K
$245K
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
36+ 0.87% |
$2.51K - $2.95K
|
4.16K
$302K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20New |
$1.4K - $1.64K
|
20
$1.46K
|
|
|
Feb 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
16+ 0.22% |
$1.12K - $1.31K
|
7.26K
$528K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
7New |
$489 - $573
|
7
$509
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.9% |
$349 - $409
|
558
$40.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 0.03% |
$140 - $164
|
7.15K
$520K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
2+ 1.16% |
$140 - $164
|
175
$12.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.64% |
$69.8 - $81.8
|
62
$4.51K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6- 0.21% |
$419 - $491
|
2.88K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-7- 0.34% |
$489 - $573
|
2.03K
$148K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-17- 0.46% |
$1.19K - $1.39K
|
3.66K
$266K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27- 0.47% |
$1.89K - $2.21K
|
5.69K
$414K
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-29- 9.83% |
$2.02K - $2.37K
|
266
$19.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-30- 0.22% |
$2.09K - $2.45K
|
13.9K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-64- 3.1% |
$4.47K - $5.24K
|
2K
$145K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-74- 0.94% |
$5.17K - $6.05K
|
7.81K
$568K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-90- 0.61% |
$6.28K - $7.36K
|
14.6K
$1.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-90- 1.79% |
$6.28K - $7.36K
|
4.93K
$359K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-110- 0.73% |
$7.68K - $9K
|
14.9K
$1.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-147- 2.49% |
$10.3K - $12K
|
5.75K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-167- 1.63% |
$11.7K - $13.7K
|
10.1K
$733K
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-207- 2.17% |
$14.5K - $16.9K
|
9.34K
$680K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-310- 4.94% |
$21.6K - $25.4K
|
5.97K
$434K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-314- 25.84% |
$21.9K - $25.7K
|
901
$65.6K
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
SELL
|
- |
-443- 2.85% |
$30.9K - $36.2K
|
15.1K
$1.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-494- 2.27% |
$34.5K - $40.4K
|
21.3K
$1.55M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-560- 11.45% |
$39.1K - $45.8K
|
4.33K
$315K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-597- 60.12% |
$41.7K - $48.8K
|
396
$28.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-920- 23.2% |
$64.2K - $75.3K
|
3.05K
$222K
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-933- 11.08% |
$65.1K - $76.3K
|
7.49K
$545K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.21K- 7.47% |
$84.7K - $99.2K
|
15K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.59K- 5.0% |
$111K - $130K
|
30.2K
$2.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.85K- 47.37% |
$199K - $234K
|
3.17K
$231K
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.96K- 29.07% |
$206K - $242K
|
7.21K
$525K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.5K- 20.78% |
$244K - $286K
|
13.3K
$971K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.8K- 9.09% |
$265K - $311K
|
38K
$2.76M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.1K- 2.91% |
$286K - $335K
|
137K
$9.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-6.84K- 25.64% |
$478K - $560K
|
19.8K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-49K- 71.42% |
$3.42M - $4.01M
|
19.6K
$1.43M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-68.5K- 13.34% |
$4.78M - $5.6M
|
445K
$32.4M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-70.2K- 96.48% |
$4.9M - $5.74M
|
2.56K
$186K
|