Purchases and Sales Made in Q2 2025 in Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.71KNew |
$178K - $210K
|
2.71K
$206K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
43+ 1.07% |
$2.82K - $3.33K
|
4.07K
$309K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
38+ 1.08% |
$2.5K - $2.94K
|
3.54K
$269K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8New |
$525 - $620
|
8
$607
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-45- 1.04% |
$2.95K - $3.49K
|
4.3K
$326K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-152- 5.33% |
$9.98K - $11.8K
|
2.7K
$205K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-242- 3.5% |
$15.9K - $18.8K
|
6.68K
$507K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-300- 9.09% |
$19.7K - $23.2K
|
3K
$228K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-311- 3.8% |
$20.4K - $24.1K
|
7.86K
$597K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-345- 2.56% |
$22.7K - $26.7K
|
13.1K
$997K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.19K- 11.94% |
$209K - $247K
|
23.5K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.87K- 15.46% |
$319K - $377K
|
26.6K
$2.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.2K- 41.54% |
$341K - $403K
|
7.32K
$555K
|