Plum Street Advisors, LLC Ishares Trust Ishares Msci Glo Transaction History

Plum Street Advisors, LLC

  • $227 Billion
  • Q2 2025

A detailed history of Plum Street Advisors, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Plum Street Advisors, LLC holds 5,159 shares of SDG stock, worth $431,911. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,159
Previous 5,576 7.48%
Holding current value
$431,911
Previous $404 Million 3.04%
% of portfolio
0.17%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$65.66 - $77.49 $27,380 - $32,313
-417 Reduced 7.48%
5,159 $391 Million
Q4 2024

May 29, 2025
BUY
$71.56 - $85.77 $52,739 - $63,212
737 Added 15.23%
5,576 $399 Million
Q1 2024

May 29, 2025
BUY
$75.05 - $80.02 $20,713 - $22,085
276 Added 6.05%
4,839 $410 Million
Q4 2023

May 29, 2025
BUY
$70.72 - $81.11 $322,695 - $370,104
4,563 New
4,563 $370 Million

Others Institutions Holding SDG

# of Institutions
113
Shares Held
933K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES MSCI GLO

SDG Quotes by TradingView
  • Ticker SDG
  • Sector ETFs
  • Industry ETFs
More about SDG
Track This Portfolio

Track Plum Street Advisors, LLC Portfolio

Follow Plum Street Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plum Street Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plum Street Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email