Purchases and Sales Made in Q4 2024 in Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG) during Q4 2024. 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, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.1K+ 436.86% |
$1.79M - $2.15M
|
30.8K
$2.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
23.1K+ 89.55% |
$1.65M - $1.98M
|
48.8K
$3.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23K+ 334.54% |
$1.65M - $1.97M
|
29.9K
$2.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.8K+ 50.33% |
$775K - $929K
|
32.4K
$2.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.2KNew |
$658K - $789K
|
9.2K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.56K+ 55.29% |
$541K - $648K
|
21.2K
$1.59M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.24K+ 5.15% |
$375K - $449K
|
107K
$8.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.3KNew |
$308K - $369K
|
4.3K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.05K+ 21.84% |
$290K - $348K
|
22.6K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.7KNew |
$264K - $317K
|
3.7K
$277K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
2.99KNew |
$214K - $256K
|
2.99K
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.16K+ 4.37% |
$155K - $186K
|
51.7K
$3.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.62K+ 28.97% |
$116K - $139K
|
7.21K
$540K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.04KNew |
$74.4K - $89.1K
|
1.04K
$77.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
600+ 20.0% |
$42.9K - $51.5K
|
3.6K
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
553+ 5.82% |
$39.6K - $47.4K
|
10.1K
$754K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
478+ 3.97% |
$34.2K - $41K
|
12.5K
$938K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
400New |
$28.6K - $34.3K
|
400
$30K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
380New |
$27.2K - $32.6K
|
380
$28.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
326New |
$23.3K - $28K
|
326
$24.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
305+ 5.15% |
$21.8K - $26.2K
|
6.22K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
304+ 7.0% |
$21.8K - $26.1K
|
4.65K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
301+ 0.77% |
$21.5K - $25.8K
|
39.3K
$2.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
279+ 3.15% |
$20K - $23.9K
|
9.14K
$685K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
238+ 4.68% |
$17K - $20.4K
|
5.33K
$399K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
236+ 1.8% |
$16.9K - $20.2K
|
13.4K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
222+ 2.18% |
$15.9K - $19K
|
10.4K
$779K
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
195+ 6.84% |
$14K - $16.7K
|
3.05K
$228K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
181New |
$13K - $15.5K
|
181
$13.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
157+ 4.06% |
$11.2K - $13.5K
|
4.03K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
157+ 4.06% |
$11.2K - $13.5K
|
4.03K
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
111+ 0.84% |
$7.94K - $9.52K
|
13.3K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
109+ 1.95% |
$7.8K - $9.35K
|
5.71K
$428K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
105+ 0.83% |
$7.51K - $9.01K
|
12.8K
$961K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
87New |
$6.23K - $7.46K
|
87
$6.52K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
65New |
$4.65K - $5.58K
|
65
$4.87K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
60New |
$4.29K - $5.15K
|
60
$4.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
48+ 0.22% |
$3.43K - $4.12K
|
21.7K
$1.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
34+ 72.34% |
$2.43K - $2.92K
|
81
$6.07K
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
27+ 0.82% |
$1.93K - $2.32K
|
3.31K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.06% |
$429 - $515
|
9.74K
$730K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.8% |
$358 - $429
|
633
$47.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.25% |
$143 - $172
|
796
$59.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.85% |
$71.6 - $85.8
|
55
$4.12K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 3.23% |
$71.6 - $85.8
|
32
$2.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1+ 0.01% |
$71.6 - $85.8
|
9.5K
$712K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.56% |
$71.6 - $85.8
|
181
$13.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5- 0.96% |
$358 - $429
|
518
$38.8K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-12- 6.52% |
$859 - $1.03K
|
172
$12.9K
|