Purchases and Sales Made in Q3 2021 in Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
140+ 2.76% |
$13.4K - $14.1K
|
5.21K
$374K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
83New |
$7.93K - $8.35K
|
83
$5.96K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
74+ 5.68% |
$7.07K - $7.45K
|
1.38K
$98.9K
|
|
|
Oct 26, 2021
Q3 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
72+ 1.76% |
$6.88K - $7.25K
|
4.17K
$300K
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
44+ 231.58% |
$4.2K - $4.43K
|
63
$4.53K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
28+ 0.43% |
$2.67K - $2.82K
|
6.59K
$473K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17+ 0.78% |
$1.62K - $1.71K
|
2.2K
$158K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
10+ 0.28% |
$955 - $1.01K
|
3.62K
$260K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
10+ 28.57% |
$955 - $1.01K
|
45
$3.23K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$95.5 - $101
|
1
$71.8
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-16- 5.99% |
$1.53K - $1.61K
|
251
$18K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-34- 0.94% |
$3.25K - $3.42K
|
3.6K
$259K
|
|
|
Nov 12, 2021
Q3 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-37- 0.65% |
$3.53K - $3.72K
|
5.61K
$403K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-37- 0.59% |
$3.53K - $3.72K
|
6.22K
$447K
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-77- 2.93% |
$7.35K - $7.75K
|
2.55K
$183K
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-195- 1.31% |
$18.6K - $19.6K
|
14.7K
$1.06M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-270- 5.1% |
$25.8K - $27.2K
|
5.03K
$361K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-278Closed |
$26.5K - $28K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-285- 9.24% |
$27.2K - $28.7K
|
2.8K
$201K
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-308- 8.88% |
$29.4K - $31K
|
3.16K
$227K
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-563- 5.9% |
$53.8K - $56.7K
|
8.99K
$646K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-833- 43.0% |
$79.6K - $83.8K
|
1.1K
$79.3K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-846Closed |
$80.8K - $85.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.13K- 11.86% |
$107K - $113K
|
8.36K
$601K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.18K- 23.12% |
$112K - $119K
|
3.92K
$281K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.3K- 4.45% |
$124K - $131K
|
28K
$2.01M
|
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-1.66KClosed |
$159K - $167K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.15KClosed |
$205K - $216K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.2KClosed |
$210K - $222K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-2.73KClosed |
$261K - $275K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.47KClosed |
$331K - $349K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.3KClosed |
$411K - $433K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-21.9K- 77.66% |
$2.09M - $2.2M
|
6.3K
$452K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23.5K- 17.23% |
$2.24M - $2.36M
|
113K
$8.1M
|
|
|
Nov 24, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-696K- 98.97% |
$66.5M - $70M
|
7.24K
$520K
|