A detailed history of Merriman Wealth Management, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 5,604 shares of SDG stock, worth $418,282. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,604
Previous 5,390 3.97%
Holding current value
$418,282
Previous $404,000 17.57%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$74.95 - $85.33 $16,039 - $18,260
214 Added 3.97%
5,604 $475,000
Q2 2024

Aug 13, 2024

SELL
$74.48 - $81.76 $2,606 - $2,861
-35 Reduced 0.65%
5,390 $404,000
Q1 2024

May 14, 2024

BUY
$75.05 - $80.02 $31,671 - $33,768
422 Added 8.43%
5,425 $427,000
Q4 2023

Feb 13, 2024

BUY
$70.72 - $81.11 $2,970 - $3,406
42 Added 0.85%
5,003 $405,000
Q2 2023

Aug 14, 2023

SELL
$76.79 - $81.48 $78,402 - $83,191
-1,021 Reduced 17.07%
4,961 $392,000
Q1 2023

May 04, 2023

BUY
$75.46 - $83.68 $212,118 - $235,224
2,811 Added 88.65%
5,982 $473,000
Q4 2022

Feb 13, 2023

SELL
$69.82 - $81.82 $199,266 - $233,514
-2,854 Reduced 47.37%
3,171 $250,000
Q3 2022

Oct 26, 2022

BUY
$70.77 - $83.78 $11,960 - $14,158
169 Added 2.89%
6,025 $427,000
Q2 2022

Jul 29, 2022

BUY
$77.15 - $86.93 $98,366 - $110,835
1,275 Added 27.83%
5,856 $467,000
Q1 2022

Apr 28, 2022

BUY
$82.15 - $90.96 $166,682 - $184,557
2,029 Added 79.51%
4,581 $391,000
Q4 2021

Feb 01, 2022

SELL
$87.78 - $97.25 $6,759 - $7,488
-77 Reduced 2.93%
2,552 $232,000
Q4 2021

Feb 01, 2022

BUY
$87.78 - $97.25 $6,759 - $7,488
77 Added 3.02%
2,629 $261,000
Q3 2021

Nov 09, 2021

SELL
$95.5 - $100.65 $7,353 - $7,750
-77 Reduced 2.93%
2,552 $245,000
Q2 2021

Jul 28, 2021

BUY
$94.42 - $99.78 $248,230 - $262,321
2,629 New
2,629 $261,000

Others Institutions Holding SDG

About ISHARES TRUST ISHARES MSCI GLO


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