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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.49KNew |
$713K - $760K
|
9.49K
$713K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.52K+ 13.58% |
$114K - $121K
|
12.7K
$952K
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-18K- 64.06% |
$1.35M - $1.44M
|
10.1K
$758K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-629- 4.78% |
$47.2K - $50.3K
|
12.5K
$941K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.16K+ 31.16% |
$387K - $413K
|
21.7K
$1.63M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
547+ 4.49% |
$41.1K - $43.8K
|
12.7K
$955K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500New |
$37.5K - $40K
|
500
$37.5K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
42+ 1.15% |
$3.15K - $3.36K
|
3.7K
$278K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
53KNew |
$3.98M - $4.24M
|
53K
$3.98M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.11K+ 15.75% |
$684K - $729K
|
67K
$5.03M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.3K- 12.04% |
$397K - $424K
|
38.7K
$2.91M
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
70+ 0.98% |
$5.25K - $5.6K
|
7.22K
$542K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24K+ 73.74% |
$1.8M - $1.92M
|
56.6K
$4.25M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.83K- 5.19% |
$662K - $706K
|
161K
$12.1M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.92KNew |
$219K - $234K
|
2.92K
$220K
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
422+ 8.43% |
$31.7K - $33.8K
|
5.43K
$407K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
322+ 5.66% |
$24.2K - $25.8K
|
6.01K
$451K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.67KNew |
$425K - $453K
|
5.67K
$425K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
240+ 4.7% |
$18K - $19.2K
|
5.34K
$401K
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-41- 1.09% |
$3.08K - $3.28K
|
3.73K
$280K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.39K- 10.48% |
$104K - $111K
|
11.8K
$889K
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-105- 11.71% |
$7.88K - $8.4K
|
792
$59.5K
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.55KNew |
$191K - $204K
|
2.55K
$191K
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-204- 43.4% |
$15.3K - $16.3K
|
266
$20K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.42K- 7.35% |
$107K - $114K
|
17.9K
$1.35M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4Closed |
$300 - $320
|
0
$0
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
47+ 0.79% |
$3.53K - $3.76K
|
5.98K
$449K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
3.98K+ 9.89% |
$299K - $318K
|
44.2K
$3.32M
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-7- 0.17% |
$525 - $560
|
4.16K
$313K
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
13+ 0.06% |
$976 - $1.04K
|
21.7K
$1.63M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.69K- 14.44% |
$277K - $295K
|
21.9K
$1.64M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.73K+ 4.44% |
$130K - $139K
|
40.8K
$3.06M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.7K- 38.37% |
$203K - $216K
|
4.34K
$325K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-406- 4.71% |
$30.5K - $32.5K
|
8.21K
$616K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
470New |
$35.3K - $37.6K
|
470
$35.3K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
80+ 2.99% |
$6K - $6.4K
|
2.75K
$207K
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-313- 9.05% |
$23.5K - $25K
|
3.14K
$236K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-165- 2.93% |
$12.4K - $13.2K
|
5.47K
$410K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.4K- 31.01% |
$1.31M - $1.39M
|
38.7K
$2.91M
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-678- 20.06% |
$50.9K - $54.3K
|
2.7K
$203K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-98- 3.6% |
$7.35K - $7.84K
|
2.62K
$197K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
291+ 4.37% |
$21.8K - $23.3K
|
6.95K
$521K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.35K- 67.8% |
$252K - $268K
|
1.59K
$120K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-209- 6.38% |
$15.7K - $16.7K
|
3.07K
$230K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-215- 89.58% |
$16.1K - $17.2K
|
25
$1.88K
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-399- 9.32% |
$29.9K - $31.9K
|
3.88K
$291K
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-89- 27.3% |
$6.68K - $7.12K
|
237
$17.8K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1- 4.55% |
$75.1 - $80
|
21
$1.58K
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
10+ 30.3% |
$751 - $800
|
43
$3.23K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.88K- 56.15% |
$441K - $470K
|
4.59K
$344K
|