Purchases and Sales Made in Q3 2022 in Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.5K+ 273.6% |
$3.29M - $3.89M
|
63.5K
$4.74M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
41.3K+ 982.18% |
$2.92M - $3.46M
|
45.5K
$3.39M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.6K+ 107.96% |
$2.52M - $2.98M
|
68.6K
$5.12M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
17.1KNew |
$1.21M - $1.43M
|
17.1K
$1.27M
|
|
Oct 21, 2022
Q3 2022
|
First Pacific Financial
|
BUY
|
- |
15.5KNew |
$1.1M - $1.3M
|
15.5K
$1.16M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.9K+ 18.86% |
$914K - $1.08M
|
81.4K
$6.08M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
10.5K+ 165.82% |
$745K - $882K
|
16.9K
$1.26M
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.2KNew |
$724K - $858K
|
10.2K
$764K
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
9.69KNew |
$686K - $812K
|
9.69K
$723K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.23K+ 34.2% |
$653K - $773K
|
36.2K
$2.7M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.71KNew |
$475K - $562K
|
6.71K
$501K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.7K+ 13.59% |
$474K - $561K
|
56K
$4.18M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.28KNew |
$445K - $526K
|
6.28K
$469K
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.02K+ 27.77% |
$426K - $505K
|
27.7K
$2.07M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.07KNew |
$359K - $425K
|
5.07K
$378K
|
|
Oct 18, 2022
Q3 2022
|
Whelan Financial
|
BUY
|
- |
4.91KNew |
$347K - $411K
|
4.91K
$366K
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.87KNew |
$344K - $408K
|
4.87K
$363K
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
BUY
|
- |
4.85KNew |
$343K - $406K
|
4.85K
$362K
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
BUY
|
- |
3.59K+ 36.45% |
$254K - $301K
|
13.4K
$1M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.45KNew |
$244K - $289K
|
3.45K
$258K
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
3.25K+ 242.18% |
$230K - $272K
|
4.59K
$343K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.16K+ 8.06% |
$153K - $181K
|
29K
$2.16M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.94KNew |
$137K - $162K
|
1.94K
$145K
|
|
Oct 19, 2022
Q3 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.82K+ 44.76% |
$129K - $153K
|
5.89K
$440K
|
|
Aug 02, 2023
Q3 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
1.78K+ 18.91% |
$126K - $149K
|
11.2K
$834K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.49K+ 4.64% |
$105K - $125K
|
33.6K
$2.51M
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.34K+ 15.98% |
$95.1K - $113K
|
9.75K
$728K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.12K+ 25.63% |
$79.2K - $93.7K
|
5.49K
$409K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.12K+ 27.16% |
$79.1K - $93.6K
|
5.23K
$390K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
927+ 13.33% |
$65.6K - $77.7K
|
7.88K
$588K
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
516+ 3.85% |
$36.5K - $43.2K
|
13.9K
$1.04M
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
494+ 2.32% |
$35K - $41.4K
|
21.8K
$1.63M
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
452+ 2.74% |
$32K - $37.9K
|
16.9K
$1.26M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
305+ 5.64% |
$21.6K - $25.6K
|
5.72K
$427K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
208+ 3.0% |
$14.7K - $17.4K
|
7.15K
$533K
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
169+ 2.89% |
$12K - $14.2K
|
6.03K
$450K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
152+ 5.56% |
$10.8K - $12.7K
|
2.89K
$215K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
108+ 2.03% |
$7.64K - $9.05K
|
5.42K
$405K
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
99+ 0.66% |
$7.01K - $8.29K
|
15K
$1.12M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
92New |
$6.51K - $7.71K
|
92
$6.87K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
80+ 242.42% |
$5.66K - $6.7K
|
113
$8.43K
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
65+ 1.5% |
$4.6K - $5.45K
|
4.39K
$328K
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
37+ 0.76% |
$2.62K - $3.1K
|
4.89K
$365K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
25+ 100.0% |
$1.77K - $2.09K
|
50
$3.73K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25New |
$1.77K - $2.09K
|
25
$1.87K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15+ 0.37% |
$1.06K - $1.26K
|
4.12K
$308K
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
7+ 2.43% |
$495 - $586
|
295
$22K
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
6+ 0.07% |
$425 - $503
|
8.28K
$618K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-5- 0.24% |
$354 - $419
|
2.04K
$152K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-36- 34.95% |
$2.55K - $3.02K
|
67
$5K
|