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 |
---|---|---|---|---|---|---|---|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.04K- 21.53% |
$152K - $167K
|
7.45K
$636K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.61K+ 157.69% |
$343K - $377K
|
7.54K
$643K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-20.1K- 92.66% |
$1.5M - $1.65M
|
1.6K
$136K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.18K+ 27.31% |
$88.2K - $96.8K
|
5.52K
$471K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.37K+ 16.47% |
$475K - $521K
|
45.1K
$3.85M
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-128- 3.07% |
$9.53K - $10.5K
|
4.04K
$344K
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
457+ 17.96% |
$34K - $37.4K
|
3K
$256K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.62K- 36.42% |
$344K - $378K
|
8.06K
$688K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
25New |
$1.86K - $2.04K
|
25
$2.13K
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-13- 0.06% |
$968 - $1.06K
|
21.7K
$1.85M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.65K- 91.19% |
$644K - $707K
|
835
$71.3K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.61K+ 5.4% |
$269K - $295K
|
70.6K
$6.02M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36+ 1.06% |
$2.68K - $2.94K
|
3.42K
$292K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
118+ 3.19% |
$8.79K - $9.65K
|
3.82K
$326K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-99.5K- 61.7% |
$7.41M - $8.13M
|
61.8K
$5.27M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.47K+ 53.38% |
$109K - $120K
|
4.22K
$360K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-36K- 63.59% |
$2.68M - $2.94M
|
20.6K
$1.76M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
460+ 6.37% |
$34.3K - $37.6K
|
7.68K
$655K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
613+ 1.58% |
$45.7K - $50.1K
|
39.3K
$3.36M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-2- 0.13% |
$149 - $164
|
1.59K
$136K
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
25.2KNew |
$1.88M - $2.06M
|
25.2K
$2.15M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-470Closed |
$35K - $38.4K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.16K- 20.57% |
$161K - $177K
|
8.35K
$713K
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.69KNew |
$349K - $384K
|
4.69K
$400K
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-35- 0.65% |
$2.61K - $2.86K
|
5.39K
$460K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.19K- 17.49% |
$163K - $179K
|
10.3K
$883K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.45K+ 8.06% |
$108K - $118K
|
19.4K
$1.65M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.67K- 19.48% |
$125K - $137K
|
6.91K
$590K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.65K- 4.05% |
$123K - $135K
|
39.1K
$3.34M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-755- 1.71% |
$56.2K - $61.7K
|
43.4K
$3.71M
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4K- 39.6% |
$298K - $327K
|
6.1K
$521K
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-550- 9.2% |
$41K - $45K
|
5.43K
$463K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-663- 8.08% |
$49.4K - $54.2K
|
7.55K
$644K
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.25% |
$149 - $164
|
794
$67.8K
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-5- 0.13% |
$372 - $409
|
3.72K
$318K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
503New |
$37.5K - $41.1K
|
503
$42.9K
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7+ 1.13% |
$521 - $572
|
628
$53.6K
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-184- 5.85% |
$13.7K - $15K
|
2.96K
$253K
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
672+ 21.92% |
$50.1K - $54.9K
|
3.74K
$319K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.04K- 17.19% |
$152K - $166K
|
9.8K
$837K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-905- 4.14% |
$67.4K - $74K
|
20.9K
$1.79M
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-13- 8.07% |
$968 - $1.06K
|
148
$12.6K
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.25K- 49.91% |
$242K - $266K
|
3.27K
$279K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
89+ 1.63% |
$6.63K - $7.28K
|
5.55K
$474K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
131+ 3.38% |
$9.76K - $10.7K
|
4.01K
$342K
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3+ 0.09% |
$223 - $245
|
3.5K
$299K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-89- 2.87% |
$6.63K - $7.28K
|
3.01K
$257K
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
578+ 11.76% |
$43K - $47.3K
|
5.49K
$469K
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.33K- 9.2% |
$98.8K - $108K
|
13.1K
$1.12M
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.53KNew |
$412K - $452K
|
5.53K
$472K
|