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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-365- 70.06% |
$25.4K - $27.9K
|
156
$11.3K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.97KNew |
$416K - $456K
|
5.97K
$434K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.2KNew |
$223K - $244K
|
3.2K
$233K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-55- 1.36% |
$3.83K - $4.2K
|
3.98K
$289K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
74New |
$5.15K - $5.65K
|
74
$5.38K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
287+ 0.12% |
$20K - $21.9K
|
234K
$17M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
5.92K+ 198.06% |
$412K - $452K
|
8.9K
$647K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
126New |
$8.77K - $9.62K
|
126
$9.16K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.87K- 18.02% |
$130K - $143K
|
8.52K
$619K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
431+ 4.28% |
$30K - $32.9K
|
10.5K
$762K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.44K- 30.83% |
$100K - $110K
|
3.24K
$235K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
560+ 44.8% |
$39K - $42.7K
|
1.81K
$132K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
175New |
$12.2K - $13.4K
|
175
$12.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
109+ 0.82% |
$7.59K - $8.32K
|
13.5K
$979K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-979- 10.72% |
$68.2K - $74.7K
|
8.16K
$593K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-283- 3.93% |
$19.7K - $21.6K
|
6.92K
$503K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-95- 55.23% |
$6.62K - $7.25K
|
77
$5.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
580+ 16.9% |
$40.4K - $44.3K
|
4.01K
$292K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-614- 12.19% |
$42.8K - $46.9K
|
4.42K
$322K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-8- 1.01% |
$557 - $611
|
788
$57.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-17.1K- 35.08% |
$1.19M - $1.31M
|
31.7K
$2.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-315- 9.95% |
$21.9K - $24K
|
2.85K
$207K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.18K- 41.37% |
$361K - $395K
|
7.34K
$533K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
141+ 1.06% |
$9.82K - $10.8K
|
13.5K
$980K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-93.9K- 87.07% |
$6.54M - $7.17M
|
13.9K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-20.2K- 39.07% |
$1.41M - $1.54M
|
31.5K
$2.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-76.3K- 74.08% |
$5.32M - $5.83M
|
26.7K
$1.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.15K- 20.82% |
$150K - $164K
|
8.17K
$594K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.35KNew |
$303K - $332K
|
4.35K
$316K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6.4K+ 756.03% |
$445K - $488K
|
7.24K
$526K
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-300- 8.33% |
$20.9K - $22.9K
|
3.3K
$240K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
287+ 9.42% |
$20K - $21.9K
|
3.33K
$242K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-5.41K- 63.19% |
$377K - $413K
|
3.15K
$229K
|
|
| Q4 2024 | |||||||
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
181New |
$13K - $15.5K
|
181
$13.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.85% |
$71.6 - $85.8
|
55
$4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.05K+ 21.84% |
$290K - $348K
|
22.6K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-199- 5.81% |
$14.2K - $17.1K
|
3.23K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.2K- 34.99% |
$871K - $1.04M
|
22.6K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.89K- 8.9% |
$421K - $505K
|
60.3K
$4.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.7KNew |
$264K - $317K
|
3.7K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-257- 49.81% |
$18.4K - $22K
|
259
$18.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
301+ 0.77% |
$21.5K - $25.8K
|
39.3K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.56K+ 55.29% |
$541K - $648K
|
21.2K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-710- 8.74% |
$50.8K - $60.9K
|
7.41K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23K+ 334.54% |
$1.65M - $1.97M
|
29.9K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
157+ 4.06% |
$11.2K - $13.5K
|
4.03K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
109+ 1.95% |
$7.8K - $9.35K
|
5.71K
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.05K- 37.96% |
$147K - $176K
|
3.35K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-45- 1.23% |
$3.22K - $3.86K
|
3.63K
$264K
|
|