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 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
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-150Closed |
$13.2K - $14.6K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-364Closed |
$32K - $35.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-50Closed |
$4.39K - $4.86K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-45Closed |
$3.95K - $4.38K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
100New |
$8.78K - $9.73K
|
100
$7.32K
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.12KClosed |
$186K - $206K
|
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
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
126New |
$11.1K - $12.3K
|
126
$9.22K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-674Closed |
$59.2K - $65.5K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.44K+ 44.56% |
$127K - $140K
|
4.68K
$342K
|
|
|
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
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-83Closed |
$7.29K - $8.07K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
350New |
$33.4K - $35.2K
|
350
$25.6K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1KNew |
$95.5K - $101K
|
1K
$73.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.47KClosed |
$331K - $349K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-2.73KClosed |
$261K - $275K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-278Closed |
$26.5K - $28K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-625Closed |
$59K - $62.4K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-34Closed |
$3.21K - $3.39K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-248Closed |
$23.4K - $24.7K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-67- 67.0% |
$6.33K - $6.69K
|
33
$2.41K
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-228Closed |
$21.5K - $22.7K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-257Closed |
$23.7K - $25.7K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
94New |
$8.67K - $9.41K
|
94
$6.88K
|
|
| Q4 2020 | |||||||
|
May 31, 2023
Q4 2020
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
26.5KNew |
$2.05M - $2.48M
|
26.5K
$1.94M
|
|
|
Feb 12, 2021
Q4 2020
|
Retirement Capital Strategies
|
SELL
|
- |
-13.3KClosed |
$1.03M - $1.24M
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
5KNew |
$388K - $468K
|
5K
$366K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-971Closed |
$66.8K - $80K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.03KNew |
$112K - $142K
|
2.03K
$149K
|
|
|
Aug 03, 2020
Q2 2020
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
32New |
$1.77K - $2.23K
|
32
$2.34K
|
|
| Q1 2020 | |||||||
|
May 18, 2020
Q1 2020
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-6.69KClosed |
$344K - $473K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-778Closed |
$40K - $55K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.72KClosed |
$88.4K - $122K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-75.7KClosed |
$4.34M - $4.95M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-250Closed |
$13.8K - $15K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.42KClosed |
$134K - $145K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$55.3 - $60.3
|
1
$73.2
|
|
| Q4 2018 | |||||||
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-943Closed |
$48.5K - $54.9K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5KNew |
$257K - $291K
|
5K
$366K
|
|
| Q1 2018 | |||||||
|
Mar 24, 2023
Q1 2018
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.4K- 72.17% |
$80.3K - $87.3K
|
539
$39.4K
|
|