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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1+ 0.01% |
$71.6 - $85.8
|
9.5K
$721K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.33K- 36.16% |
$167K - $200K
|
4.11K
$312K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
105+ 0.83% |
$7.51K - $9.01K
|
12.8K
$973K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 3.23% |
$71.6 - $85.8
|
32
$2.43K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.06KNew |
$305K - $347K
|
4.06K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
2.5KNew |
$187K - $213K
|
2.5K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-485- 6.01% |
$36.4K - $41.4K
|
7.58K
$575K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.5KNew |
$187K - $213K
|
2.5K
$190K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-460- 15.54% |
$34.5K - $39.3K
|
2.5K
$190K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-268- 8.93% |
$20.1K - $22.9K
|
2.73K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
323New |
$24.2K - $27.6K
|
323
$24.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
31New |
$2.32K - $2.65K
|
31
$2.35K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-457- 11.39% |
$34.3K - $39K
|
3.55K
$270K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-217- 7.99% |
$16.3K - $18.5K
|
2.5K
$190K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
118New |
$8.84K - $10.1K
|
118
$8.95K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
SELL
|
- |
-75- 2.25% |
$5.62K - $6.4K
|
3.26K
$248K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-185- 6.14% |
$13.9K - $15.8K
|
2.83K
$214K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
400+ 1.59% |
$30K - $34.1K
|
25.6K
$1.94M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-622- 19.04% |
$46.6K - $53.1K
|
2.64K
$201K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.65K- 91.19% |
$644K - $707K
|
835
$63.4K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.69KNew |
$349K - $384K
|
4.69K
$356K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4K- 39.6% |
$298K - $327K
|
6.1K
$463K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
503New |
$37.5K - $41.1K
|
503
$38.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-13- 8.07% |
$968 - $1.06K
|
148
$11.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.69KNew |
$201K - $220K
|
2.69K
$204K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
517New |
$38.5K - $42.3K
|
517
$39.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-2- 0.04% |
$149 - $164
|
5.49K
$417K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
207+ 4.88% |
$15.4K - $16.9K
|
4.45K
$338K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
943New |
$70.2K - $77.1K
|
943
$71.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-450- 32.14% |
$33.5K - $36.8K
|
950
$72.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
169New |
$12.6K - $13.8K
|
169
$12.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
625New |
$46.6K - $51.1K
|
625
$47.4K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-946- 96.14% |
$71K - $75.7K
|
38
$2.88K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
240+ 4.7% |
$18K - $19.2K
|
5.34K
$405K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.67KNew |
$425K - $453K
|
5.67K
$430K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-204- 43.4% |
$15.3K - $16.3K
|
266
$20.2K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-98- 3.6% |
$7.35K - $7.84K
|
2.62K
$199K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
291+ 4.37% |
$21.8K - $23.3K
|
6.95K
$527K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-215- 89.58% |
$16.1K - $17.2K
|
25
$1.9K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-89- 27.3% |
$6.68K - $7.12K
|
237
$18K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
662+ 3.28% |
$49.7K - $53K
|
20.8K
$1.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15- 78.95% |
$1.13K - $1.2K
|
4
$303
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
105+ 3.22% |
$7.88K - $8.4K
|
3.37K
$256K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.6KNew |
$1.32M - $1.51M
|
18.6K
$1.41M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
534+ 133.5% |
$37.8K - $43.3K
|
934
$70.9K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.56KNew |
$464K - $532K
|
6.56K
$498K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
730New |
$51.6K - $59.2K
|
730
$55.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
250New |
$17.7K - $20.3K
|
250
$19K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
965New |
$68.2K - $78.3K
|
965
$73.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
3.48KNew |
$246K - $282K
|
3.48K
$264K
|
|