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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 2.26% |
$751 - $800
|
452
$32.7K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.6KNew |
$1.32M - $1.51M
|
18.6K
$1.35M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.56KNew |
$464K - $532K
|
6.56K
$475K
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
3.48KNew |
$246K - $282K
|
3.48K
$252K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
965New |
$68.2K - $78.3K
|
965
$69.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
730New |
$51.6K - $59.2K
|
730
$52.8K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
534+ 133.5% |
$37.8K - $43.3K
|
934
$67.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
250New |
$17.7K - $20.3K
|
250
$18.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
118+ 29.65% |
$8.34K - $9.57K
|
516
$37.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.89% |
$70.7 - $81.1
|
54
$3.91K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.43KNew |
$550K - $617K
|
7.43K
$538K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
761New |
$56.3K - $63.1K
|
761
$55.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
437New |
$32.3K - $36.2K
|
437
$31.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
349New |
$25.8K - $28.9K
|
349
$25.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.03% |
$74 - $83
|
3.57K
$258K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$74 - $83
|
1
$72.4
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
38.2K+ 203.95% |
$2.93M - $3.11M
|
57K
$4.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.95KNew |
$227K - $241K
|
2.95K
$214K
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
27+ 0.87% |
$2.07K - $2.2K
|
3.15K
$228K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 3.33% |
$76.8 - $81.5
|
31
$2.24K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
16.5K+ 813.5% |
$1.25M - $1.38M
|
18.5K
$1.34M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
12.1KNew |
$910K - $1.01M
|
12.1K
$873K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.64KNew |
$274K - $304K
|
3.64K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.58KNew |
$270K - $299K
|
3.58K
$259K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.13KNew |
$236K - $262K
|
3.13K
$227K
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
715+ 23.25% |
$54K - $59.8K
|
3.79K
$274K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
138+ 1150.0% |
$10.4K - $11.5K
|
150
$10.9K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
30.6KNew |
$2.14M - $2.51M
|
30.6K
$2.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3KNew |
$210K - $246K
|
3K
$217K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.69KNew |
$188K - $220K
|
2.69K
$195K
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.58KNew |
$180K - $211K
|
2.58K
$187K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.11KNew |
$77.6K - $91K
|
1.11K
$80.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
792New |
$55.3K - $64.8K
|
792
$57.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
703+ 764.13% |
$49.1K - $57.5K
|
795
$57.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
508New |
$35.5K - $41.6K
|
508
$36.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
414New |
$28.9K - $33.9K
|
414
$30K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
326+ 3.14% |
$22.8K - $26.7K
|
10.7K
$775K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
301New |
$21K - $24.6K
|
301
$21.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
194New |
$13.5K - $15.9K
|
194
$14K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
102+ 2.88% |
$7.12K - $8.35K
|
3.64K
$264K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
7New |
$489 - $573
|
7
$507
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.64% |
$69.8 - $81.8
|
62
$4.49K
|
|
| Q3 2022 | |||||||
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
494+ 2.32% |
$35K - $41.4K
|
21.8K
$1.58M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
80+ 242.42% |
$5.66K - $6.7K
|
113
$8.18K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
520New |
$40.1K - $45.2K
|
520
$37.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
146New |
$11.3K - $12.7K
|
146
$10.6K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
44New |
$3.39K - $3.82K
|
44
$3.19K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.7KNew |
$2.03M - $2.25M
|
24.7K
$1.79M
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.76KNew |
$226K - $251K
|
2.76K
$199K
|
|
|
Jun 07, 2022
Q1 2022
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
10+ 8.55% |
$822 - $910
|
127
$9.19K
|
|