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 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
301New |
$22.2K - $24.6K
|
301
$22.6K
|
|
Q3 2022 | |||||||
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
494+ 2.32% |
$35.5K - $41.4K
|
21.8K
$1.64M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-111- 40.51% |
$7.99K - $9.3K
|
163
$12.2K
|
|
Nov 08, 2022
Q3 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-72- 5.45% |
$5.18K - $6.03K
|
1.25K
$93.8K
|
|
Oct 21, 2022
Q3 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1K- 14.29% |
$71.9K - $83.8K
|
6K
$450K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
80+ 242.42% |
$5.76K - $6.7K
|
113
$8.48K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.83KClosed |
$218K - $246K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
44New |
$3.39K - $3.82K
|
44
$3.3K
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
146New |
$11.3K - $12.7K
|
146
$11K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-317Closed |
$24.5K - $27.6K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.87K- 99.8% |
$376K - $424K
|
10
$751
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-200- 45.98% |
$15.4K - $17.4K
|
235
$17.6K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
520New |
$40.1K - $45.2K
|
520
$39K
|
|
Aug 04, 2022
Q2 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.72KNew |
$210K - $237K
|
2.72K
$204K
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.6KClosed |
$200K - $226K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
SELL
|
- |
-29K- 77.33% |
$2.24M - $2.52M
|
8.5K
$638K
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.99KClosed |
$385K - $433K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-220- 99.55% |
$17K - $19.1K
|
1
$75.1
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-293Closed |
$22.6K - $25.5K
|
0
$0
|
|
Q1 2022 | |||||||
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.76KNew |
$226K - $251K
|
2.76K
$207K
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-280- 7.26% |
$23K - $25.5K
|
3.58K
$269K
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.38KClosed |
$196K - $216K
|
0
$0
|
|
Jun 07, 2022
Q1 2022
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
10+ 8.55% |
$822 - $910
|
127
$9.53K
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.7KNew |
$2.03M - $2.25M
|
24.7K
$1.85M
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.41KClosed |
$608K - $674K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-75- 42.86% |
$6.16K - $6.82K
|
100
$7.51K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.39KClosed |
$197K - $218K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-275Closed |
$22.6K - $25K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.14KClosed |
$258K - $286K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-5.62KClosed |
$462K - $511K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Arjuna Capital
|
SELL
|
- |
-879Closed |
$72.2K - $80K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-3.07KClosed |
$252K - $279K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-72Closed |
$5.91K - $6.55K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.36KClosed |
$193K - $214K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3.65KClosed |
$300K - $332K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-2.42KClosed |
$199K - $220K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1Closed |
$82.2 - $91
|
0
$0
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-13.7KClosed |
$1.2M - $1.33M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-364Closed |
$32K - $35.4K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-150Closed |
$13.2K - $14.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
100New |
$8.78K - $9.73K
|
100
$7.51K
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.12KClosed |
$186K - $206K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-45Closed |
$3.95K - $4.38K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-50Closed |
$4.39K - $4.86K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$87.8 - $97.3
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-674Closed |
$59.2K - $65.5K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
126New |
$11.1K - $12.3K
|
126
$9.46K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.44K+ 44.56% |
$127K - $140K
|
4.68K
$351K
|
|
Feb 08, 2022
Q4 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-4.28KClosed |
$376K - $416K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.38KClosed |
$297K - $329K
|
0
$0
|