Concord Wealth Partners Ishares Trust Ishares Msci Glo Transaction History

Concord Wealth Partners

  • $548 Million
  • Q1 2024

A detailed history of Concord Wealth Partners transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Concord Wealth Partners holds 2,791 shares of SDG stock, worth $209,520. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,791
Previous 1,368 104.02%
Holding current value
$209,520
Previous $110,000 99.09%
% of portfolio
0.04%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$75.05 - $80.02 $106,796 - $113,868
1,423 Added 104.02%
2,791 $219,000
Q4 2023

Apr 30, 2024
SELL
$70.72 - $81.11 $253,319 - $290,536
-3,582 Reduced 72.36%
1,368 $110,000
Q4 2023

Feb 05, 2024
SELL
$70.72 - $81.11 $253,319 - $290,536
-3,582 Reduced 72.36%
1,368 $110,000
Q3 2023

Apr 30, 2024
BUY
$73.96 - $82.95 $264,924 - $297,126
3,582 Added 261.84%
4,950 $368,000
Q3 2023

Oct 25, 2023
SELL
$73.96 - $82.95 $207,309 - $232,508
-2,803 Reduced 36.15%
4,950 $368,000
Q2 2023

Aug 07, 2023
BUY
$76.79 - $81.48 $217,930 - $231,240
2,838 Added 57.74%
7,753 $612,000
Q1 2023

Apr 26, 2023
SELL
$75.46 - $83.68 $130,470 - $144,682
-1,729 Reduced 26.02%
4,915 $389,000
Q4 2022

Jan 27, 2023
BUY
$73.76 - $81.82 $151,355 - $167,894
2,052 Added 44.69%
6,644 $524,000
Q3 2022

Nov 10, 2022
BUY
$71.94 - $83.78 $233,805 - $272,285
3,250 Added 242.18%
4,592 $325,000
Q2 2022

Aug 04, 2022
BUY
$77.15 - $86.93 $49,530 - $55,809
642 Added 91.71%
1,342 $107,000
Q4 2020

Feb 16, 2021
BUY
$77.55 - $93.5 $54,285 - $65,450
700 New
700 $65,000

Others Institutions Holding SDG

# of Institutions
122
Shares Held
1.8M
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
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