Levy Wealth Management Group, LLC Ishares Trust Ishares Msci Glo Transaction History

Levy Wealth Management Group, LLC

  • $376 Million
  • Q1 2024

A detailed history of Levy Wealth Management Group, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 5,496 shares of SDG stock, worth $412,584. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,496
Previous 5,496 -0.0%
Holding current value
$412,584
Previous $445,000 2.92%
% of portfolio
0.11%
Previous 0.13%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024
BUY
$70.72 - $81.11 $3,677 - $4,217
52 Added 0.96%
5,496 $445,000
Q3 2023

Oct 24, 2023
BUY
$73.96 - $82.95 $3,106 - $3,483
42 Added 0.78%
5,444 $405,000
Q2 2023

Jul 21, 2023
BUY
$76.79 - $81.48 $29,564 - $31,369
385 Added 7.67%
5,402 $427,000
Q1 2023

May 04, 2023
BUY
$75.46 - $83.68 $41,804 - $46,358
554 Added 12.41%
5,017 $397,000
Q4 2022

Feb 08, 2023
BUY
$73.76 - $81.82 $2,876 - $3,190
39 Added 0.88%
4,463 $352,000
Q3 2022

Oct 28, 2022
SELL
$71.94 - $83.78 $92,442 - $107,657
-1,285 Reduced 22.51%
4,424 $314,000
Q2 2022

Jul 27, 2022
BUY
$77.15 - $86.93 $24,533 - $27,643
318 Added 5.9%
5,709 $456,000
Q1 2022

May 05, 2022
BUY
$82.15 - $90.96 $11,583 - $12,825
141 Added 2.69%
5,391 $460,000
Q4 2021

Feb 10, 2022
BUY
$87.78 - $97.25 $3,335 - $3,695
38 Added 0.73%
5,250 $477,000
Q3 2021

Oct 26, 2021
BUY
$95.5 - $100.65 $13,370 - $14,091
140 Added 2.76%
5,212 $501,000
Q2 2021

Aug 10, 2021
BUY
$94.42 - $99.78 $28,609 - $30,233
303 Added 6.35%
5,072 $504,000
Q1 2021

May 10, 2021
BUY
$92.2 - $100.06 $145,122 - $157,494
1,574 Added 49.26%
4,769 $452,000
Q4 2020

Feb 10, 2021
BUY
$77.55 - $93.5 $247,772 - $298,732
3,195 New
3,195 $298,000

Others Institutions Holding SDG

# of Institutions
122
Shares Held
1.8M
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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