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 |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-163- 3.18% |
$12.2K - $13K
|
4.96K
$373K
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
62+ 0.89% |
$4.65K - $4.96K
|
7K
$525K
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
662+ 3.28% |
$49.7K - $53K
|
20.8K
$1.56M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-82- 2.58% |
$6.15K - $6.56K
|
3.1K
$233K
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.19K+ 1.61% |
$164K - $175K
|
138K
$10.4M
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.42K+ 104.02% |
$107K - $114K
|
2.79K
$210K
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-24- 0.49% |
$1.8K - $1.92K
|
4.91K
$369K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.5K- 46.48% |
$1.77M - $1.88M
|
27.1K
$2.04M
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.38K- 9.74% |
$103K - $110K
|
12.8K
$959K
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-216- 1.72% |
$16.2K - $17.3K
|
12.3K
$926K
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
440+ 2.53% |
$33K - $35.2K
|
17.9K
$1.34M
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-42- 15.0% |
$3.15K - $3.36K
|
238
$17.9K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-46- 0.83% |
$3.45K - $3.68K
|
5.52K
$415K
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-887- 5.8% |
$66.6K - $71K
|
14.4K
$1.08M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15- 78.95% |
$1.13K - $1.2K
|
4
$300
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.5KNew |
$263K - $280K
|
3.5K
$263K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
105+ 3.22% |
$7.88K - $8.4K
|
3.37K
$253K
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
SELL
|
- |
-519- 6.76% |
$39K - $41.5K
|
7.16K
$537K
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
100+ 1.18% |
$7.51K - $8K
|
8.58K
$644K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-82- 0.74% |
$6.15K - $6.56K
|
10.9K
$821K
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-4- 0.04% |
$300 - $320
|
9.56K
$718K
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.18K+ 10.33% |
$88.4K - $94.3K
|
12.6K
$944K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-62- 1.44% |
$4.65K - $4.96K
|
4.24K
$318K
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-12K- 33.99% |
$901K - $960K
|
23.3K
$1.75M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.6K+ 12.51% |
$867K - $924K
|
104K
$7.8M
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.92K- 37.56% |
$294K - $314K
|
6.52K
$489K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.47K+ 6.64% |
$260K - $278K
|
55.7K
$4.18M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-25.8K- 6.37% |
$1.94M - $2.07M
|
380K
$28.5M
|
|
Q4 2023 | |||||||
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
534+ 133.5% |
$37.8K - $43.3K
|
934
$70.1K
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-62- 0.6% |
$4.38K - $5.03K
|
10.3K
$774K
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.56KNew |
$464K - $532K
|
6.56K
$493K
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-473- 4.45% |
$33.5K - $38.4K
|
10.2K
$762K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
730New |
$51.6K - $59.2K
|
730
$54.8K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-67- 1.94% |
$4.74K - $5.43K
|
3.38K
$254K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.89% |
$70.7 - $81.1
|
54
$4.05K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
163New |
$11.5K - $13.2K
|
163
$12.2K
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
250New |
$17.7K - $20.3K
|
250
$18.8K
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-12- 0.37% |
$849 - $973
|
3.24K
$244K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.6KNew |
$1.32M - $1.51M
|
18.6K
$1.4M
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.49KNew |
$176K - $202K
|
2.49K
$187K
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
2.5KNew |
$177K - $203K
|
2.5K
$188K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 14.29% |
$3.54K - $4.06K
|
300
$22.5K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
965New |
$68.2K - $78.3K
|
965
$72.4K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2+ 1.14% |
$141 - $162
|
178
$13.4K
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
3.48KNew |
$246K - $282K
|
3.48K
$261K
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.98% |
$424 - $487
|
621
$46.6K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-30- 0.29% |
$2.12K - $2.43K
|
10.4K
$781K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
118+ 29.65% |
$8.34K - $9.57K
|
516
$38.7K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
41.9KNew |
$2.96M - $3.4M
|
41.9K
$3.15M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.25K- 19.65% |
$88.3K - $101K
|
5.11K
$383K
|