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
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-31- 15.82% |
$2.22K - $2.66K
|
165
$12.4K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34- 0.75% |
$2.43K - $2.92K
|
4.51K
$338K
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-45- 1.23% |
$3.22K - $3.86K
|
3.63K
$272K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-60- 1.72% |
$4.29K - $5.15K
|
3.43K
$257K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-74- 12.44% |
$5.3K - $6.35K
|
521
$39K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-81- 1.63% |
$5.8K - $6.95K
|
4.89K
$366K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-86- 21.66% |
$6.15K - $7.38K
|
311
$23.3K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-91- 5.81% |
$6.51K - $7.81K
|
1.47K
$110K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-115- 3.58% |
$8.23K - $9.86K
|
3.1K
$232K
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-128- 13.14% |
$9.16K - $11K
|
846
$63.4K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-147- 3.51% |
$10.5K - $12.6K
|
4.04K
$302K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-187- 5.58% |
$13.4K - $16K
|
3.17K
$237K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-199- 5.81% |
$14.2K - $17.1K
|
3.23K
$242K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-200- 44.25% |
$14.3K - $17.2K
|
252
$18.9K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-257- 49.81% |
$18.4K - $22K
|
259
$19.4K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-299- 4.07% |
$21.4K - $25.6K
|
7.05K
$529K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-324- 4.22% |
$23.2K - $27.8K
|
7.35K
$551K
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-582- 5.34% |
$41.6K - $49.9K
|
10.3K
$774K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-614- 10.86% |
$43.9K - $52.7K
|
5.04K
$378K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-651- 7.79% |
$46.6K - $55.8K
|
7.7K
$577K
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-710- 8.74% |
$50.8K - $60.9K
|
7.41K
$555K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-941- 23.45% |
$67.3K - $80.7K
|
3.07K
$230K
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.5K- 21.97% |
$107K - $128K
|
5.31K
$398K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.6K- 4.06% |
$115K - $137K
|
37.9K
$2.84M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.8K- 14.74% |
$129K - $155K
|
10.4K
$781K
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.05K- 37.96% |
$147K - $176K
|
3.35K
$251K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.33K- 36.16% |
$167K - $200K
|
4.11K
$308K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.89K- 8.9% |
$421K - $505K
|
60.3K
$4.52M
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-10.2K- 8.62% |
$728K - $873K
|
108K
$8.08M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.2K- 34.99% |
$871K - $1.04M
|
22.6K
$1.7M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-31.7K- 80.78% |
$2.27M - $2.72M
|
7.55K
$566K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-56.5K- 19.44% |
$4.04M - $4.84M
|
234K
$17.5M
|