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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
23.1K+ 89.55% |
$1.65M - $1.98M
|
48.8K
$3.51M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.24K+ 5.15% |
$375K - $449K
|
107K
$7.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.16K+ 4.37% |
$155K - $186K
|
51.7K
$3.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.62K+ 28.97% |
$116K - $139K
|
7.21K
$519K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
600+ 20.0% |
$42.9K - $51.5K
|
3.6K
$259K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
553+ 5.82% |
$39.6K - $47.4K
|
10.1K
$725K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
400New |
$28.6K - $34.3K
|
400
$28.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
305+ 5.15% |
$21.8K - $26.2K
|
6.22K
$448K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
236+ 1.8% |
$16.9K - $20.2K
|
13.4K
$962K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
111+ 0.84% |
$7.94K - $9.52K
|
13.3K
$961K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
105+ 0.83% |
$7.51K - $9.01K
|
12.8K
$923K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.56% |
$71.6 - $85.8
|
181
$13K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1+ 0.01% |
$71.6 - $85.8
|
9.5K
$684K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 3.23% |
$71.6 - $85.8
|
32
$2.3K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.06KNew |
$305K - $347K
|
4.06K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.87KNew |
$290K - $330K
|
3.87K
$279K
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.85KNew |
$214K - $243K
|
2.85K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.85K+ 26.32% |
$213K - $243K
|
13.7K
$984K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
2.5KNew |
$187K - $213K
|
2.5K
$180K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.5KNew |
$187K - $213K
|
2.5K
$180K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.46KNew |
$185K - $210K
|
2.46K
$177K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.12K+ 32.84% |
$84.2K - $95.8K
|
4.54K
$327K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
583+ 2.78% |
$43.7K - $49.7K
|
21.5K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
503+ 6.02% |
$37.7K - $42.9K
|
8.86K
$638K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
440+ 5.73% |
$33K - $37.5K
|
8.12K
$585K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
400+ 1.59% |
$30K - $34.1K
|
25.6K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
377+ 0.96% |
$28.3K - $32.2K
|
39.5K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
372+ 1488.0% |
$27.9K - $31.7K
|
397
$28.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
365+ 3.72% |
$27.4K - $31.1K
|
10.2K
$732K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
365+ 6.9% |
$27.4K - $31.1K
|
5.65K
$407K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
323New |
$24.2K - $27.6K
|
323
$23.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
307+ 7.61% |
$23K - $26.2K
|
4.34K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
214+ 3.97% |
$16K - $18.3K
|
5.6K
$404K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
128+ 1.7% |
$9.59K - $10.9K
|
7.67K
$553K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
118New |
$8.84K - $10.1K
|
118
$8.5K
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
34+ 1.05% |
$2.55K - $2.9K
|
3.28K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
33+ 20.25% |
$2.47K - $2.82K
|
196
$14.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
31New |
$2.32K - $2.65K
|
31
$2.23K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.69KNew |
$349K - $384K
|
4.69K
$338K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.69KNew |
$201K - $220K
|
2.69K
$194K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
943New |
$70.2K - $77.1K
|
943
$67.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
625New |
$46.6K - $51.1K
|
625
$45K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
517New |
$38.5K - $42.3K
|
517
$37.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
503New |
$37.5K - $41.1K
|
503
$36.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
207+ 4.88% |
$15.4K - $16.9K
|
4.45K
$320K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
169New |
$12.6K - $13.8K
|
169
$12.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7+ 1.13% |
$521 - $572
|
628
$45.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4+ 9.3% |
$298 - $327
|
47
$3.38K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.25% |
$149 - $164
|
794
$57.2K
|
|