Latest Institutional Transactions on Ishares Trust Ishares Msci Glo (SDG)
This table provides information on the latest institutional transactions involving Ishares Trust Ishares Msci Glo (SDG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.2K- 41.54% |
$341K - $403K
|
7.32K
$555K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.71KNew |
$178K - $210K
|
2.71K
$206K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8New |
$525 - $620
|
8
$607
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-152- 5.33% |
$9.98K - $11.8K
|
2.7K
$205K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
38+ 1.08% |
$2.5K - $2.94K
|
3.54K
$269K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-311- 3.8% |
$20.4K - $24.1K
|
7.86K
$597K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-242- 3.5% |
$15.9K - $18.8K
|
6.68K
$507K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-45- 1.04% |
$2.95K - $3.49K
|
4.3K
$326K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.19K- 11.94% |
$209K - $247K
|
23.5K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.87K- 15.46% |
$319K - $377K
|
26.6K
$2.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-345- 2.56% |
$22.7K - $26.7K
|
13.1K
$997K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-300- 9.09% |
$19.7K - $23.2K
|
3K
$228K
|
|
| Q1 2025 | |||||||
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
6.63KNew |
$462K - $506K
|
6.63K
$503K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
62+ 8.19% |
$4.32K - $4.73K
|
819
$62.1K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.71K- 79.68% |
$119K - $130K
|
435
$33K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-32- 0.99% |
$2.23K - $2.44K
|
3.2K
$242K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.3K- 62.78% |
$1.35M - $1.48M
|
11.5K
$870K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.5K- 17.43% |
$732K - $802K
|
49.8K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.03K- 37.82% |
$559K - $613K
|
13.2K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1New |
$69.6 - $76.3
|
1
$75.9
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.23K- 15.85% |
$434K - $476K
|
33.1K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.22K- 12.54% |
$85K - $93.2K
|
8.52K
$646K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.19KNew |
$431K - $473K
|
6.19K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.1KNew |
$634K - $695K
|
9.1K
$691K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
95+ 1.89% |
$6.62K - $7.25K
|
5.13K
$389K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-49- 9.46% |
$3.41K - $3.74K
|
469
$35.6K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.41K+ 41.97% |
$98K - $107K
|
4.76K
$361K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
76.1K+ 2058.14% |
$5.3M - $5.81M
|
79.8K
$6.05M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9+ 0.2% |
$627 - $687
|
4.52K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.21K+ 22.86% |
$84.5K - $92.7K
|
6.52K
$495K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-280- 18.47% |
$19.5K - $21.4K
|
1.24K
$93.8K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.4K- 38.09% |
$792K - $868K
|
18.5K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-292- 6.28% |
$20.3K - $22.3K
|
4.36K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300Closed |
$20.9K - $22.9K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
40+ 0.54% |
$2.79K - $3.05K
|
7.45K
$565K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.7K- 65.04% |
$1.02M - $1.12M
|
7.91K
$600K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 20.0% |
$6.96K - $7.63K
|
400
$30.3K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
72New |
$5.01K - $5.5K
|
72
$5.46K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.14K- 26.37% |
$79K - $86.6K
|
3.17K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.08K+ 4.79% |
$75.4K - $82.6K
|
23.7K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
20+ 24.69% |
$1.39K - $1.53K
|
101
$7.66K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.22K- 15.81% |
$84.8K - $93K
|
6.49K
$492K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.17K+ 15.45% |
$81.2K - $89K
|
8.72K
$661K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-20- 0.09% |
$1.39K - $1.53K
|
21.7K
$1.65M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-409- 3.93% |
$28.5K - $31.2K
|
10K
$760K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-997- 13.57% |
$69.4K - $76.1K
|
6.35K
$482K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-327- 6.14% |
$22.8K - $25K
|
5K
$379K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.68K- 11.36% |
$256K - $281K
|
28.7K
$2.18M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-79- 5.36% |
$5.5K - $6.03K
|
1.4K
$106K
|
|