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 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.8% |
$358 - $429
|
633
$48K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.85% |
$71.6 - $85.8
|
55
$4.17K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.56% |
$71.6 - $85.8
|
181
$13.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1+ 0.01% |
$71.6 - $85.8
|
9.5K
$721K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 3.23% |
$71.6 - $85.8
|
32
$2.43K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.06KNew |
$305K - $347K
|
4.06K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
2.5KNew |
$187K - $213K
|
2.5K
$190K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.5KNew |
$187K - $213K
|
2.5K
$190K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
400+ 1.59% |
$30K - $34.1K
|
25.6K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
323New |
$24.2K - $27.6K
|
323
$24.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
118New |
$8.84K - $10.1K
|
118
$8.95K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
31New |
$2.32K - $2.65K
|
31
$2.35K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.69KNew |
$349K - $384K
|
4.69K
$356K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.69KNew |
$201K - $220K
|
2.69K
$204K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
943New |
$70.2K - $77.1K
|
943
$71.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
625New |
$46.6K - $51.1K
|
625
$47.4K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
517New |
$38.5K - $42.3K
|
517
$39.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
503New |
$37.5K - $41.1K
|
503
$38.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
207+ 4.88% |
$15.4K - $16.9K
|
4.45K
$338K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
169New |
$12.6K - $13.8K
|
169
$12.8K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.67KNew |
$425K - $453K
|
5.67K
$430K
|
|
|
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 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
$256K
|
|
| Q4 2023 | |||||||
|
Dec 26, 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 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
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
534+ 133.5% |
$37.8K - $43.3K
|
934
$70.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
250New |
$17.7K - $20.3K
|
250
$19K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
761New |
$56.3K - $63.1K
|
761
$57.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
437New |
$32.3K - $36.2K
|
437
$33.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
349New |
$25.8K - $28.9K
|
349
$26.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.03% |
$74 - $83
|
3.57K
$271K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$74 - $83
|
1
$75.9
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
38.2K+ 203.95% |
$2.93M - $3.11M
|
57K
$4.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.95KNew |
$227K - $241K
|
2.95K
$224K
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
27+ 0.87% |
$2.07K - $2.2K
|
3.15K
$239K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
16.5K+ 813.5% |
$1.25M - $1.38M
|
18.5K
$1.41M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
12.1KNew |
$910K - $1.01M
|
12.1K
$915K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.64KNew |
$274K - $304K
|
3.64K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.58KNew |
$270K - $299K
|
3.58K
$272K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.13KNew |
$236K - $262K
|
3.13K
$238K
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
715+ 23.25% |
$54K - $59.8K
|
3.79K
$288K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
138+ 1150.0% |
$10.4K - $11.5K
|
150
$11.4K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
30.6KNew |
$2.14M - $2.51M
|
30.6K
$2.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3KNew |
$210K - $246K
|
3K
$228K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.69KNew |
$188K - $220K
|
2.69K
$204K
|
|