Org Partners LLC Ishares Trust Ishares Msci Glo Transaction History

Org Partners LLC

$689 Million
Q4 2024

A detailed history of Org Partners LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Org Partners LLC holds 169 shares of SDG stock, worth $11,990. This represents 0.0% of its overall portfolio holdings.

Number of Shares

169

Previous 169 -0.0%

Holding current value

$11,990

Previous $14,000 14.29%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 16, 2024	BUY	$74.48 - $81.76 $12,587 - $13,817	169 New	169 $12,000

Others Institutions Holding SDG

# of Institutions

122

Shares Held

1.21M

Call Options Held

Put Options Held

Cwm, LLC

234K
Shares

$16.6 Million
0.07% of portfolio
Mission Wealth Management, LP

108K
Shares

$7.65 Million
0.18% of portfolio
Bank Of America Corp Charlotte, NC

60.3K
Shares

$4.28 Million
0.0% of portfolio
Dynamic Advisor Solutions LLC

51.7K
Shares

$3.67 Million
0.16% of portfolio
Aspiriant, LLC

48.8K
Shares

$3.46 Million
0.13% of portfolio

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About ISHARES TRUST ISHARES MSCI GLO

Ticker SDG
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