Latest Institutional Purchases of Ishares Trust Ishares Msci Glo (SDG)
This list provides information on the latest institutional transactions involving Ishares Trust Ishares Msci Glo (SDG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
53KNew |
$3.98M - $4.24M
|
53K
$4.02M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24K+ 73.74% |
$1.8M - $1.92M
|
56.6K
$4.29M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.6K+ 12.51% |
$867K - $924K
|
104K
$7.88M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.49KNew |
$713K - $760K
|
9.49K
$720K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.11K+ 15.75% |
$684K - $729K
|
67K
$5.08M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.67KNew |
$425K - $453K
|
5.67K
$430K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.16K+ 31.16% |
$387K - $413K
|
21.7K
$1.65M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
3.98K+ 9.89% |
$299K - $318K
|
44.2K
$3.35M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.5KNew |
$263K - $280K
|
3.5K
$265K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.47K+ 6.64% |
$260K - $278K
|
55.7K
$4.23M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.92KNew |
$219K - $234K
|
2.92K
$222K
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.55KNew |
$191K - $204K
|
2.55K
$193K
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.19K+ 1.61% |
$164K - $175K
|
138K
$10.5M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.73K+ 4.44% |
$130K - $139K
|
40.8K
$3.09M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.52K+ 13.58% |
$114K - $121K
|
12.7K
$962K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.42K+ 104.02% |
$107K - $114K
|
2.79K
$212K
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.18K+ 10.33% |
$88.4K - $94.3K
|
12.6K
$954K
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
662+ 3.28% |
$49.7K - $53K
|
20.8K
$1.58M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
547+ 4.49% |
$41.1K - $43.8K
|
12.7K
$964K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500New |
$37.5K - $40K
|
500
$37.9K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
470New |
$35.3K - $37.6K
|
470
$35.6K
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
440+ 2.53% |
$33K - $35.2K
|
17.9K
$1.35M
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
422+ 8.43% |
$31.7K - $33.8K
|
5.43K
$411K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
322+ 5.66% |
$24.2K - $25.8K
|
6.01K
$456K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
291+ 4.37% |
$21.8K - $23.3K
|
6.95K
$527K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
240+ 4.7% |
$18K - $19.2K
|
5.34K
$405K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
105+ 3.22% |
$7.88K - $8.4K
|
3.37K
$255K
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
100+ 1.18% |
$7.51K - $8K
|
8.58K
$651K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
80+ 2.99% |
$6K - $6.4K
|
2.75K
$209K
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
70+ 0.98% |
$5.25K - $5.6K
|
7.22K
$547K
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
62+ 0.89% |
$4.65K - $4.96K
|
7K
$531K
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
47+ 0.79% |
$3.53K - $3.76K
|
5.98K
$453K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
42+ 1.15% |
$3.15K - $3.36K
|
3.7K
$281K
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
13+ 0.06% |
$976 - $1.04K
|
21.7K
$1.64M
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
10+ 30.3% |
$751 - $800
|
43
$3.26K
|
|
Q4 2023 | |||||||
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
41.9KNew |
$2.96M - $3.4M
|
41.9K
$3.18M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.6KNew |
$1.32M - $1.51M
|
18.6K
$1.41M
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.56KNew |
$464K - $532K
|
6.56K
$498K
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
3.48KNew |
$246K - $282K
|
3.48K
$264K
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
2.5KNew |
$177K - $203K
|
2.5K
$190K
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
2.5KNew |
$177K - $203K
|
2.5K
$190K
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.49KNew |
$176K - $202K
|
2.49K
$189K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
965New |
$68.2K - $78.3K
|
965
$73.2K
|
|
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 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
163New |
$11.5K - $13.2K
|
163
$12.4K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
118+ 29.65% |
$8.34K - $9.57K
|
516
$39.1K
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
52+ 0.96% |
$3.68K - $4.22K
|
5.5K
$417K
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.98% |
$424 - $487
|
621
$47.1K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2+ 1.14% |
$141 - $162
|
178
$13.5K
|