Purchases and Sales Made in Q1 2025 in Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6.4K+ 756.03% |
$445K - $488K
|
7.24K
$526K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.97KNew |
$416K - $456K
|
5.97K
$434K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
5.92K+ 198.06% |
$412K - $452K
|
8.9K
$647K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.35KNew |
$303K - $332K
|
4.35K
$316K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.2KNew |
$223K - $244K
|
3.2K
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
580+ 16.9% |
$40.4K - $44.3K
|
4.01K
$292K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
560+ 44.8% |
$39K - $42.7K
|
1.81K
$132K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
431+ 4.28% |
$30K - $32.9K
|
10.5K
$762K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
287+ 0.12% |
$20K - $21.9K
|
234K
$17M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
287+ 9.42% |
$20K - $21.9K
|
3.33K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
175New |
$12.2K - $13.4K
|
175
$12.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
141+ 1.06% |
$9.82K - $10.8K
|
13.5K
$980K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
126New |
$8.77K - $9.62K
|
126
$9.16K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
109+ 0.82% |
$7.59K - $8.32K
|
13.5K
$979K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
74New |
$5.15K - $5.65K
|
74
$5.38K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-8- 1.01% |
$557 - $611
|
788
$57.3K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-55- 1.36% |
$3.83K - $4.2K
|
3.98K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-95- 55.23% |
$6.62K - $7.25K
|
77
$5.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-283- 3.93% |
$19.7K - $21.6K
|
6.92K
$503K
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-300- 8.33% |
$20.9K - $22.9K
|
3.3K
$240K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-315- 9.95% |
$21.9K - $24K
|
2.85K
$207K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-365- 70.06% |
$25.4K - $27.9K
|
156
$11.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-614- 12.19% |
$42.8K - $46.9K
|
4.42K
$322K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-979- 10.72% |
$68.2K - $74.7K
|
8.16K
$593K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.44K- 30.83% |
$100K - $110K
|
3.24K
$235K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.87K- 18.02% |
$130K - $143K
|
8.52K
$619K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.15K- 20.82% |
$150K - $164K
|
8.17K
$594K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.18K- 41.37% |
$361K - $395K
|
7.34K
$533K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-5.41K- 63.19% |
$377K - $413K
|
3.15K
$229K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-17.1K- 35.08% |
$1.19M - $1.31M
|
31.7K
$2.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-20.2K- 39.07% |
$1.41M - $1.54M
|
31.5K
$2.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-76.3K- 74.08% |
$5.32M - $5.83M
|
26.7K
$1.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-93.9K- 87.07% |
$6.54M - $7.17M
|
13.9K
$1.01M
|