Warren Street Wealth Advisors, LLC Ishares Trust Ishares Msci Glo Transaction History

Warren Street Wealth Advisors, LLC

  • $234 Million
  • Q3 2024

A detailed history of Warren Street Wealth Advisors, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 3,871 shares of SDG stock, worth $288,931. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,871
Previous 4,468 13.36%
Holding current value
$288,931
Previous $335,000 2.09%
% of portfolio
0.14%
Previous 0.17%

Shares

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

Oct 18, 2024
SELL
$74.95 - $85.33 $44,745 - $50,942
-597 Reduced 13.36%
3,871 $328,000
Q2 2024

Jul 30, 2024
SELL
$74.48 - $81.76 $36,867 - $40,471
-495 Reduced 9.97%
4,468 $335,000
Q1 2024

Apr 30, 2024
SELL
$75.05 - $80.02 $12,233 - $13,043
-163 Reduced 3.18%
4,963 $390,000
Q4 2023

Mar 19, 2024
SELL
$70.72 - $81.11 $47,594 - $54,587
-673 Reduced 11.61%
5,126 $415,000
Q3 2023

Oct 18, 2023
SELL
$73.96 - $82.95 $73 - $82
-1 Reduced 0.02%
5,799 $432,000
Q2 2023

Jul 17, 2023
BUY
$76.79 - $81.48 $2,918 - $3,096
38 Added 0.66%
5,800 $458,000
Q1 2023

Apr 28, 2023
BUY
$75.46 - $83.68 $1,207 - $1,338
16 Added 0.28%
5,762 $456,000
Q4 2022

Feb 01, 2023
SELL
$69.82 - $81.82 $10,263 - $12,027
-147 Reduced 2.49%
5,746 $453,000
Q3 2022

Oct 19, 2022
BUY
$70.77 - $83.78 $128,942 - $152,647
1,822 Added 44.76%
5,893 $418,000
Q2 2022

Jul 18, 2022
BUY
$77.15 - $86.93 $16,741 - $18,863
217 Added 5.63%
4,071 $325,000
Q1 2022

May 04, 2022
BUY
$82.15 - $90.96 $316,606 - $350,559
3,854 New
3,854 $329,000

Others Institutions Holding SDG

# of Institutions
128
Shares Held
1.35M
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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