A detailed history of Financial Perspectives, Inc transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Financial Perspectives, Inc holds 628 shares of SDG stock, worth $46,873. This represents 0.02% of its overall portfolio holdings.

Number of Shares
628
Previous 628 -0.0%
Holding current value
$46,873
Previous $47.1 Million 12.95%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$74.48 - $81.76 $521 - $572
7 Added 1.13%
628 $47.1 Million
Q4 2023

Feb 01, 2024

BUY
$70.72 - $81.11 $424 - $486
6 Added 0.98%
621 $50.3 Million
Q2 2023

Jan 09, 2024

BUY
$76.79 - $81.48 $383 - $407
5 Added 0.82%
615 $48.6 Million
Q1 2023

Jan 09, 2024

BUY
$75.46 - $83.68 $3,923 - $4,351
52 Added 9.32%
610 $48.3 Million
Q4 2022

Jan 09, 2024

BUY
$69.82 - $81.82 $349 - $409
5 Added 0.9%
558 $44 Million
Q2 2022

Jan 09, 2024

BUY
$77.15 - $86.93 $385 - $434
5 Added 0.91%
553 $44.2 Million
Q1 2022

Jan 09, 2024

BUY
$82.15 - $90.96 $15,772 - $17,464
192 Added 53.93%
548 $46.7 Million
Q4 2021

Jan 09, 2024

BUY
$87.78 - $97.25 $351 - $389
4 Added 1.14%
356 $32.3 Million
Q2 2021

Jan 09, 2024

SELL
$94.42 - $99.78 $2.65 Million - $2.8 Million
-28,043 Reduced 98.76%
352 $35 Million
Q1 2021

Jan 09, 2024

BUY
$92.2 - $100.06 $2.59 Million - $2.82 Million
28,138 Added 10948.64%
28,395 $299,000
Q4 2020

Jan 09, 2024

BUY
$77.55 - $93.5 $77 - $93
1 Added 0.39%
257 $24 Million
Q2 2020

Jan 09, 2024

BUY
$55.24 - $69.67 $14,141 - $17,835
256 New
256 $17.5 Million

Others Institutions Holding SDG

About ISHARES TRUST ISHARES MSCI GLO


  • Ticker SDG
  • Sector ETFs
  • Industry ETFs
More about SDG
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc 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 Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.