Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-576- 12.55% |
$42.9K - $47.1K
|
4.01K
$300K
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-450- 32.14% |
$33.5K - $36.8K
|
950
$70.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-13- 0.06% |
$968 - $1.06K
|
21.7K
$1.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-13- 8.07% |
$968 - $1.06K
|
148
$11K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-2- 0.04% |
$149 - $164
|
5.49K
$410K
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-215- 89.58% |
$16.1K - $17.2K
|
25
$1.87K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-204- 43.4% |
$15.3K - $16.3K
|
266
$19.9K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-98- 3.6% |
$7.35K - $7.84K
|
2.62K
$196K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-89- 27.3% |
$6.68K - $7.12K
|
237
$17.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15- 78.95% |
$1.13K - $1.2K
|
4
$299
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4Closed |
$300 - $320
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1- 4.55% |
$75.1 - $80
|
21
$1.57K
|
|
| Q4 2023 | |||||||
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-1.81K- 25.28% |
$128K - $147K
|
5.35K
$399K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-221- 4.76% |
$15.6K - $17.9K
|
4.43K
$330K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-96- 24.06% |
$6.79K - $7.79K
|
303
$22.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 14.29% |
$3.54K - $4.06K
|
300
$22.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-30- 0.29% |
$2.12K - $2.43K
|
10.4K
$776K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-12- 0.37% |
$849 - $973
|
3.24K
$242K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-10.2K- 55.25% |
$757K - $849K
|
8.29K
$619K
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-5.25KClosed |
$388K - $435K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.47K- 48.23% |
$331K - $371K
|
4.8K
$358K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.61K- 27.63% |
$119K - $134K
|
4.22K
$315K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-9.39K- 51.11% |
$721K - $765K
|
8.98K
$670K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-50- 0.3% |
$3.84K - $4.07K
|
16.4K
$1.23M
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.73K- 51.64% |
$281K - $312K
|
3.49K
$260K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-530- 5.67% |
$40K - $44.4K
|
8.81K
$658K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-476- 6.66% |
$35.9K - $39.8K
|
6.67K
$498K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-70.2K- 96.48% |
$4.9M - $5.74M
|
2.56K
$191K
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1K- 14.29% |
$70.8K - $83.8K
|
6K
$448K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-111- 40.51% |
$7.86K - $9.3K
|
163
$12.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-72- 5.45% |
$5.1K - $6.03K
|
1.25K
$93.3K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
SELL
|
- |
-29K- 77.33% |
$2.24M - $2.52M
|
8.5K
$634K
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.99KClosed |
$385K - $433K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.87K- 99.8% |
$376K - $424K
|
10
$746
|
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.83KClosed |
$218K - $246K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.6KClosed |
$200K - $226K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-317Closed |
$24.5K - $27.6K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-293Closed |
$22.6K - $25.5K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-220- 99.55% |
$17K - $19.1K
|
1
$74.6
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-200- 45.98% |
$15.4K - $17.4K
|
235
$17.5K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.41KClosed |
$608K - $674K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-5.62KClosed |
$462K - $511K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3.65KClosed |
$300K - $332K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.14KClosed |
$258K - $286K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-3.07KClosed |
$252K - $279K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-2.42KClosed |
$199K - $220K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.39KClosed |
$197K - $218K
|
0
$0
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.38KClosed |
$196K - $216K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.36KClosed |
$193K - $214K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Arjuna Capital
|
SELL
|
- |
-879Closed |
$72.2K - $80K
|
0
$0
|
|