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 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
52+ 0.96% |
$3.68K - $4.22K
|
5.5K
$413K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-96- 24.06% |
$6.79K - $7.79K
|
303
$22.7K
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
2.5KNew |
$177K - $203K
|
2.5K
$188K
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-1.81K- 25.28% |
$128K - $147K
|
5.35K
$401K
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-221- 4.76% |
$15.6K - $17.9K
|
4.43K
$332K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-427- 49.14% |
$31.6K - $35.4K
|
442
$33.2K
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-10.2K- 55.25% |
$757K - $849K
|
8.29K
$622K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.43KNew |
$550K - $617K
|
7.43K
$558K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.03% |
$74 - $83
|
3.57K
$268K
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.47K- 48.23% |
$331K - $371K
|
4.8K
$360K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$74 - $83
|
1
$75.1
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
349New |
$25.8K - $28.9K
|
349
$26.2K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
437New |
$32.3K - $36.2K
|
437
$32.8K
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.61K- 27.63% |
$119K - $134K
|
4.22K
$316K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
761New |
$56.3K - $63.1K
|
761
$57.1K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-9.39K- 51.11% |
$721K - $765K
|
8.98K
$674K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.95KNew |
$227K - $241K
|
2.95K
$222K
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
38.2K+ 203.95% |
$2.93M - $3.11M
|
57K
$4.28M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
161New |
$12.4K - $13.1K
|
161
$12.1K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-50- 0.3% |
$3.84K - $4.07K
|
16.4K
$1.23M
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
27+ 0.87% |
$2.07K - $2.2K
|
3.15K
$236K
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 3.33% |
$76.8 - $81.5
|
31
$2.33K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.3K+ 245.28% |
$1.75M - $1.95M
|
32.7K
$2.46M
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
715+ 23.25% |
$54K - $59.8K
|
3.79K
$285K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
138+ 1150.0% |
$10.4K - $11.5K
|
150
$11.3K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.58KNew |
$270K - $299K
|
3.58K
$269K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-476- 6.66% |
$35.9K - $39.8K
|
6.67K
$501K
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.13KNew |
$236K - $262K
|
3.13K
$235K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.64KNew |
$274K - $304K
|
3.64K
$273K
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
16.5K+ 813.5% |
$1.25M - $1.38M
|
18.5K
$1.39M
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-530- 5.67% |
$40K - $44.4K
|
8.81K
$662K
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
12.1KNew |
$910K - $1.01M
|
12.1K
$905K
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.73K- 51.64% |
$281K - $312K
|
3.49K
$262K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.4KNew |
$103K - $115K
|
1.4K
$105K
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-70.2K- 96.48% |
$5.18M - $5.74M
|
2.56K
$192K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
414New |
$30.5K - $33.9K
|
414
$31.1K
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
30.6KNew |
$2.26M - $2.51M
|
30.6K
$2.3M
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
792New |
$58.4K - $64.8K
|
792
$59.5K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.69KNew |
$199K - $220K
|
2.69K
$202K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
102+ 2.88% |
$7.52K - $8.35K
|
3.64K
$274K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3KNew |
$221K - $246K
|
3K
$225K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.64% |
$73.8 - $81.8
|
62
$4.65K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
326+ 3.14% |
$24K - $26.7K
|
10.7K
$804K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
703+ 764.13% |
$51.9K - $57.5K
|
795
$59.7K
|
|
Feb 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
16+ 0.22% |
$1.18K - $1.31K
|
7.26K
$545K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
194New |
$14.3K - $15.9K
|
194
$14.6K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
7New |
$516 - $573
|
7
$525
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.11KNew |
$82K - $91K
|
1.11K
$83.5K
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.58KNew |
$190K - $211K
|
2.58K
$194K
|
|
Jan 18, 2023
Q4 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
508New |
$37.5K - $41.6K
|
508
$38.1K
|