A detailed history of Journey Strategic Wealth LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 2,734 shares of SDG stock, worth $197,914. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,734
Previous 3,002 8.93%
Holding current value
$197,914
Previous $225,000 2.67%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$74.95 - $85.33 $20,086 - $22,868
-268 Reduced 8.93%
2,734 $231,000
Q2 2024

Aug 14, 2024

BUY
$74.48 - $81.76 $34,037 - $37,364
457 Added 17.96%
3,002 $225,000
Q1 2024

May 13, 2024

BUY
$75.05 - $80.02 $191,002 - $203,650
2,545 New
2,545 $200,000

Others Institutions Holding SDG

About ISHARES TRUST ISHARES MSCI GLO


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