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 |
---|---|---|---|---|---|---|---|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.09K- 22.61% |
$71.5K - $84.4K
|
3.73K
$300K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.5K+ 18.95% |
$164K - $194K
|
15.7K
$1.26M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.83K- 42.12% |
$317K - $374K
|
6.64K
$535K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-199- 6.23% |
$13.1K - $15.4K
|
3K
$241K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7K+ 14.05% |
$459K - $542K
|
56.8K
$4.57M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.64K- 20.08% |
$436K - $515K
|
26.4K
$2.13M
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.47K- 40.76% |
$228K - $269K
|
5.05K
$406K
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-25- 0.34% |
$1.64K - $1.94K
|
7.43K
$598K
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.1K- 60.18% |
$731K - $862K
|
7.36K
$593K
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-430- 91.68% |
$28.2K - $33.3K
|
39
$3.14K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-642- 20.26% |
$42.2K - $49.7K
|
2.53K
$204K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
9.44K+ 39.85% |
$620K - $731K
|
33.1K
$2.67M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6+ 0.49% |
$394 - $465
|
1.24K
$100K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
511+ 117.47% |
$33.6K - $39.6K
|
946
$76.2K
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.05K+ 16.11% |
$69K - $81.4K
|
7.58K
$610K
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
46+ 1.06% |
$3.02K - $3.56K
|
4.4K
$355K
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1K- 1.25% |
$65.7K - $77.6K
|
78.8K
$6.35M
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
11+ 9.73% |
$722 - $852
|
124
$9.99K
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-5- 0.02% |
$328 - $387
|
21.7K
$1.75M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.74K- 6.05% |
$114K - $135K
|
27K
$2.17M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13+ 3.25% |
$854 - $1.01K
|
413
$33.3K
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-24- 0.5% |
$1.58K - $1.86K
|
4.74K
$381K
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
23+ 0.26% |
$1.51K - $1.78K
|
8.74K
$704K
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-417- 7.48% |
$27.4K - $32.3K
|
5.16K
$416K
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-13- 1.59% |
$854 - $1.01K
|
806
$64.9K
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-64- 1.01% |
$4.2K - $4.96K
|
6.29K
$507K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
866+ 14.51% |
$56.9K - $67.1K
|
6.83K
$551K
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.88K- 46.47% |
$189K - $223K
|
3.31K
$267K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
411+ 5.37% |
$27K - $31.8K
|
8.07K
$650K
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
735+ 14.32% |
$48.3K - $57K
|
5.87K
$473K
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-941- 23.64% |
$61.8K - $72.9K
|
3.04K
$245K
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
SELL
|
- |
-279- 3.13% |
$18.3K - $21.6K
|
8.62K
$695K
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
644+ 9.71% |
$42.3K - $49.9K
|
7.28K
$586K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.09K- 10.92% |
$71.8K - $84.7K
|
8.92K
$719K
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.3K+ 25.0% |
$151K - $178K
|
11.5K
$927K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7+ 1.75% |
$460 - $542
|
408
$32.9K
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-714- 11.01% |
$46.9K - $55.3K
|
5.77K
$465K
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.35K+ 41.47% |
$286K - $337K
|
14.8K
$1.2M
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-26- 3.3% |
$1.71K - $2.01K
|
762
$61.4K
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-82- 5.88% |
$5.38K - $6.35K
|
1.31K
$106K
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
11+ 10.89% |
$722 - $852
|
112
$9.02K
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-476- 10.76% |
$31.3K - $36.9K
|
3.95K
$318K
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
28+ 4.48% |
$1.84K - $2.17K
|
653
$52.6K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-23- 0.57% |
$1.51K - $1.78K
|
3.99K
$321K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-366- 4.3% |
$24K - $28.4K
|
8.15K
$657K
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-6.19K- 85.43% |
$406K - $479K
|
1.06K
$85K
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-32- 0.24% |
$2.1K - $2.48K
|
13.4K
$1.08M
|