Integrated Wealth Concepts LLC Ishares Trust Ishares Msci Glo Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

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 2,996 shares of SDG stock, worth $250,825. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,996
Previous 3,195 6.23%
Holding current value
$250,825
Previous $231,000 1.73%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
SELL
$65.66 - $77.49 $13,066 - $15,420
-199 Reduced 6.23%
2,996 $227,000
Q1 2025

May 15, 2025
SELL
$69.64 - $76.33 $2,228 - $2,442
-32 Reduced 0.99%
3,195 $231,000
Q4 2024

Feb 14, 2025
SELL
$71.56 - $85.77 $14,240 - $17,068
-199 Reduced 5.81%
3,227 $230,000
Q3 2024

Nov 14, 2024
SELL
$74.95 - $85.33 $29,530 - $33,620
-394 Reduced 10.31%
3,426 $290,000
Q2 2024

Aug 14, 2024
BUY
$74.48 - $81.76 $8,788 - $9,647
118 Added 3.19%
3,820 $286,000
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

# of Institutions
112
Shares Held
928K
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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