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 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
21+ 5.53% |
$1.46K - $1.6K
|
401
$30.4K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
605+ 8.58% |
$42.1K - $46.2K
|
7.66K
$581K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-79- 5.36% |
$5.5K - $6.03K
|
1.4K
$106K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
16New |
$1.11K - $1.22K
|
16
$1.21K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-365- 70.06% |
$25.4K - $27.9K
|
156
$11.8K
|
|
|
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
$302K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.2KNew |
$223K - $244K
|
3.2K
$243K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.97KNew |
$416K - $456K
|
5.97K
$453K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
287+ 0.12% |
$20K - $21.9K
|
234K
$17.8M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
74New |
$5.15K - $5.65K
|
74
$5.61K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
126New |
$8.77K - $9.62K
|
126
$9.56K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
5.92K+ 198.06% |
$412K - $452K
|
8.9K
$675K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
431+ 4.28% |
$30K - $32.9K
|
10.5K
$796K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.87K- 18.02% |
$130K - $143K
|
8.52K
$646K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.44K- 30.83% |
$100K - $110K
|
3.24K
$246K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
560+ 44.8% |
$39K - $42.7K
|
1.81K
$137K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
175New |
$12.2K - $13.4K
|
175
$13.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
109+ 0.82% |
$7.59K - $8.32K
|
13.5K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-979- 10.72% |
$68.2K - $74.7K
|
8.16K
$619K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-95- 55.23% |
$6.62K - $7.25K
|
77
$5.84K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-614- 12.19% |
$42.8K - $46.9K
|
4.42K
$336K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
580+ 16.9% |
$40.4K - $44.3K
|
4.01K
$304K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-17.1K- 35.08% |
$1.19M - $1.31M
|
31.7K
$2.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-8- 1.01% |
$557 - $611
|
788
$59.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-93.9K- 87.07% |
$6.54M - $7.17M
|
13.9K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6.4K+ 756.03% |
$445K - $488K
|
7.24K
$549K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-5.41K- 63.19% |
$377K - $413K
|
3.15K
$239K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
287+ 9.42% |
$20K - $21.9K
|
3.33K
$253K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.3K+ 581.73% |
$2.31M - $2.77M
|
37.8K
$2.87M
|
|
|
May 29, 2025
Q4 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
737+ 15.23% |
$52.7K - $63.2K
|
5.58K
$423K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
181New |
$13K - $15.5K
|
181
$13.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.85% |
$71.6 - $85.8
|
55
$4.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-257- 49.81% |
$18.4K - $22K
|
259
$19.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-31- 15.82% |
$2.22K - $2.66K
|
165
$12.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
326New |
$23.3K - $28K
|
326
$24.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
157+ 4.06% |
$11.2K - $13.5K
|
4.03K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
109+ 1.95% |
$7.8K - $9.35K
|
5.71K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-45- 1.23% |
$3.22K - $3.86K
|
3.63K
$275K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
87New |
$6.23K - $7.46K
|
87
$6.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-115- 3.58% |
$8.23K - $9.86K
|
3.1K
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-200- 44.25% |
$14.3K - $17.2K
|
252
$19.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.2KNew |
$658K - $789K
|
9.2K
$698K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.8% |
$358 - $429
|
633
$48K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
65New |
$4.65K - $5.58K
|
65
$4.93K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-81- 1.63% |
$5.8K - $6.95K
|
4.89K
$371K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.04KNew |
$74.4K - $89.1K
|
1.04K
$78.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
60New |
$4.29K - $5.15K
|
60
$4.55K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.56% |
$71.6 - $85.8
|
181
$13.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
400New |
$28.6K - $34.3K
|
400
$30.3K
|
|