A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 3,702 shares of SDG stock, worth $277,909. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,702
Previous 3,660 1.15%
Holding current value
$277,909
Previous $296,000 1.69%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 15, 2024

BUY
$75.05 - $80.02 $3,152 - $3,360
42 Added 1.15%
3,702 $291,000
Q4 2023

Feb 13, 2024

SELL
$70.72 - $81.11 $4,031 - $4,623
-57 Reduced 1.53%
3,660 $296,000
Q3 2023

Nov 15, 2023

SELL
$73.96 - $82.95 $51,845 - $58,147
-701 Reduced 15.87%
3,717 $276,000
Q2 2023

Aug 15, 2023

BUY
$76.79 - $81.48 $141,523 - $150,167
1,843 Added 71.57%
4,418 $349,000
Q1 2023

May 03, 2023

BUY
$75.46 - $83.68 $194,309 - $215,476
2,575 New
2,575 $204,000
Q3 2021

Nov 15, 2021

SELL
$95.5 - $100.65 $210,482 - $221,832
-2,204 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
$94.42 - $99.78 $208,101 - $219,915
2,204 New
2,204 $219,000

Others Institutions Holding SDG

About ISHARES TRUST ISHARES MSCI GLO


  • Ticker SDG
  • Sector ETFs
  • Industry ETFs
More about SDG
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