Tradition Wealth Management, LLC Ishares Trust Ishares Msci Glo Transaction History

Tradition Wealth Management, LLC

  • $957 Million
  • Q1 2024

A detailed history of Tradition Wealth Management, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 5,980 shares of SDG stock, worth $448,918. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,980
Previous 5,933 0.79%
Holding current value
$448,918
Previous $481,000 2.29%
% of portfolio
0.05%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$75.05 - $80.02 $3,527 - $3,760
47 Added 0.79%
5,980 $470,000
Q4 2023

Feb 12, 2024
BUY
$70.72 - $81.11 $24,256 - $27,820
343 Added 6.14%
5,933 $481,000
Q3 2023

Nov 13, 2023
BUY
$73.96 - $82.95 $6,730 - $7,548
91 Added 1.65%
5,590 $417,000
Q2 2023

Aug 14, 2023
SELL
$76.79 - $81.48 $70,800 - $75,124
-922 Reduced 14.36%
5,499 $435,000
Q1 2023

May 11, 2023
BUY
$75.46 - $83.68 $34,862 - $38,660
462 Added 7.75%
6,421 $508,000
Q4 2022

Feb 03, 2023
BUY
$73.76 - $81.82 $39,756 - $44,100
539 Added 9.94%
5,959 $470,000
Q3 2022

Nov 14, 2022
BUY
$71.94 - $83.78 $7,769 - $9,048
108 Added 2.03%
5,420 $384,000
Q2 2022

Aug 02, 2022
BUY
$77.15 - $86.93 $1,157 - $1,303
15 Added 0.28%
5,312 $424,000
Q1 2022

May 11, 2022
BUY
$82.15 - $90.96 $91,515 - $101,329
1,114 Added 26.63%
5,297 $452,000
Q4 2021

Feb 14, 2022
BUY
$87.78 - $97.25 $309,161 - $342,514
3,522 Added 532.83%
4,183 $380,000
Q3 2021

Nov 12, 2021
BUY
$95.5 - $100.65 $15,184 - $16,003
159 Added 31.67%
661 $64,000
Q2 2021

Aug 09, 2021
BUY
$94.42 - $99.78 $47,398 - $50,089
502 New
502 $50,000

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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