Highland Financial Advisors, LLC Ishares Trust Ishares Msci Glo Transaction History

Highland Financial Advisors, LLC

  • $277 Million
  • Q1 2025

A detailed history of Highland Financial Advisors, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 3,333 shares of SDG stock, worth $245,975. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,333
Previous 3,046 9.42%
Holding current value
$245,975
Previous $218,000 11.01%
% of portfolio
0.09%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$69.64 - $76.33 $19,986 - $21,906
287 Added 9.42%
3,333 $242,000
Q4 2024

Jan 30, 2025
BUY
$71.56 - $85.77 $13,954 - $16,725
195 Added 6.84%
3,046 $218,000
Q3 2024

Oct 30, 2024
BUY
$74.95 - $85.33 $213,682 - $243,275
2,851 New
2,851 $242,000
Q2 2022

Aug 04, 2022
BUY
$77.15 - $86.93 $210,079 - $236,710
2,723 New
2,723 $218,000

Others Institutions Holding SDG

# of Institutions
123
Shares Held
1.05M
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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