Purchases and Sales Made in Q1 2022 in Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES MSCI GLO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
57.4K+ 187.23% |
$4.72M - $5.23M
|
88.1K
$6.38M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38.7K+ 169.01% |
$3.18M - $3.52M
|
61.6K
$4.46M
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
33.8K+ 208.91% |
$2.77M - $3.07M
|
49.9K
$3.61M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.7KNew |
$2.03M - $2.25M
|
24.7K
$1.79M
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
13.4K+ 12.54% |
$1.1M - $1.21M
|
120K
$8.68M
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.3KNew |
$1.01M - $1.12M
|
12.3K
$893K
|
|
Apr 13, 2022
Q1 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
9.29KNew |
$763K - $845K
|
9.29K
$672K
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
BUY
|
- |
7.37KNew |
$606K - $670K
|
7.37K
$534K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.88K+ 37.39% |
$566K - $626K
|
25.3K
$1.83M
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
5.83K+ 233.24% |
$479K - $530K
|
8.33K
$603K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.38K+ 36.29% |
$442K - $489K
|
20.2K
$1.46M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.73KNew |
$388K - $430K
|
4.73K
$342K
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.86KNew |
$317K - $351K
|
3.86K
$279K
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.85KNew |
$317K - $351K
|
3.85K
$279K
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.55K+ 35.64% |
$292K - $323K
|
13.5K
$978K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.9K+ 26.99% |
$238K - $264K
|
13.7K
$988K
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.83KNew |
$232K - $257K
|
2.83K
$205K
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.76KNew |
$226K - $251K
|
2.76K
$199K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.72KNew |
$223K - $247K
|
2.72K
$197K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.23K+ 12.52% |
$183K - $203K
|
20.1K
$1.45M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.04K+ 1.76% |
$168K - $186K
|
118K
$8.56M
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.03K+ 79.51% |
$167K - $185K
|
4.58K
$332K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.82K+ 47.49% |
$150K - $166K
|
5.66K
$410K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.74K+ 64.97% |
$143K - $158K
|
4.41K
$319K
|
|
May 11, 2022
Q1 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.72KNew |
$142K - $157K
|
1.72K
$125K
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.47K+ 16.11% |
$121K - $134K
|
10.6K
$766K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.22K+ 42.08% |
$100K - $111K
|
4.12K
$298K
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.22K+ 18.21% |
$100K - $111K
|
7.9K
$572K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.11K+ 26.63% |
$91.5K - $101K
|
5.3K
$383K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
931+ 3.21% |
$76.5K - $84.7K
|
29.9K
$2.17M
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
703+ 296.62% |
$57.8K - $63.9K
|
940
$68K
|
|
Apr 22, 2022
Q1 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
674+ 12.5% |
$55.4K - $61.3K
|
6.07K
$439K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
560+ 3.97% |
$46K - $50.9K
|
14.7K
$1.06M
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
542+ 7.19% |
$44.5K - $49.3K
|
8.08K
$585K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
381+ 8.13% |
$31.3K - $34.7K
|
5.07K
$367K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
365New |
$30K - $33.2K
|
365
$26.4K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
352+ 171.71% |
$28.9K - $32K
|
557
$40.3K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
317New |
$26K - $28.8K
|
317
$22.9K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
278+ 14.35% |
$22.8K - $25.3K
|
2.22K
$160K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
220New |
$18.1K - $20K
|
220
$15.9K
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
192+ 53.93% |
$15.8K - $17.5K
|
548
$39.7K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
177+ 4.65% |
$14.5K - $16.1K
|
3.98K
$288K
|
|
May 03, 2023
Q1 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
146+ 3.54% |
$12K - $13.3K
|
4.27K
$309K
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
141+ 2.69% |
$11.6K - $12.8K
|
5.39K
$390K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
102New |
$8.38K - $9.28K
|
102
$7.38K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
94+ 2.37% |
$7.72K - $8.55K
|
4.06K
$294K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
66+ 1.21% |
$5.42K - $6K
|
5.51K
$399K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 100.0% |
$2.46K - $2.73K
|
60
$4.34K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
26+ 0.25% |
$2.14K - $2.36K
|
10.6K
$767K
|
|
Jun 07, 2022
Q1 2022
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
10+ 8.55% |
$822 - $910
|
127
$9.19K
|