Purchases and Sales Made in Q3 2023 in Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG) during Q3 2023. 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 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
68.5K+ 1338.45% |
$5.07M - $5.69M
|
73.7K
$5.33M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
55.4K+ 129.21% |
$4.1M - $4.6M
|
98.4K
$7.12M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32K+ 78.33% |
$2.37M - $2.65M
|
72.9K
$5.27M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26K+ 353.58% |
$1.92M - $2.15M
|
33.3K
$2.41M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.4K+ 11.75% |
$768K - $862K
|
98.8K
$7.15M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.54K+ 12.72% |
$632K - $709K
|
75.7K
$5.48M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.43KNew |
$550K - $617K
|
7.43K
$538K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.02K+ 17.24% |
$519K - $583K
|
47.8K
$3.46M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
6.36KNew |
$470K - $527K
|
6.36K
$460K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.65KNew |
$418K - $469K
|
5.65K
$409K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
3.67K+ 11.33% |
$271K - $304K
|
36.1K
$2.61M
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
3.58K+ 261.84% |
$265K - $297K
|
4.95K
$358K
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3.39K+ 46.78% |
$251K - $281K
|
10.6K
$770K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.24K+ 5.74% |
$166K - $186K
|
41.2K
$2.99M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.13K+ 7.76% |
$157K - $177K
|
29.5K
$2.14M
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.98K+ 57.22% |
$147K - $164K
|
5.44K
$394K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.96K+ 11.49% |
$145K - $163K
|
19K
$1.38M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.65K+ 27.38% |
$122K - $137K
|
7.68K
$556K
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.4K+ 22.32% |
$104K - $116K
|
7.67K
$555K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.23K+ 30.88% |
$90.7K - $102K
|
5.2K
$377K
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
1.1K+ 18.09% |
$81.1K - $90.9K
|
7.16K
$518K
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
999+ 4.71% |
$73.9K - $82.9K
|
22.2K
$1.61M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
775+ 17.34% |
$57.3K - $64.3K
|
5.24K
$380K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
761New |
$56.3K - $63.1K
|
761
$55.1K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
437New |
$32.3K - $36.2K
|
437
$31.6K
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
432+ 3.14% |
$32K - $35.8K
|
14.2K
$1.03M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
398New |
$29.4K - $33K
|
398
$28.8K
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
394+ 4.62% |
$29.1K - $32.7K
|
8.92K
$646K
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
370+ 2.89% |
$27.4K - $30.7K
|
13.2K
$953K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
365+ 1.83% |
$27K - $30.3K
|
20.4K
$1.47M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
349New |
$25.8K - $28.9K
|
349
$25.3K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
332+ 11.9% |
$24.6K - $27.5K
|
3.12K
$226K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
216+ 2.08% |
$16K - $17.9K
|
10.6K
$766K
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
BUY
|
- |
183+ 1.25% |
$13.5K - $15.2K
|
14.9K
$1.08M
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
122+ 0.23% |
$9.02K - $10.1K
|
52.1K
$3.77M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
99+ 2.25% |
$7.32K - $8.21K
|
4.49K
$325K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
91+ 1.65% |
$6.73K - $7.55K
|
5.59K
$405K
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
65+ 0.93% |
$4.81K - $5.39K
|
7.06K
$511K
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
42+ 0.78% |
$3.11K - $3.48K
|
5.44K
$394K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
39+ 1.41% |
$2.88K - $3.24K
|
2.81K
$204K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38+ 0.27% |
$2.81K - $3.15K
|
13.9K
$1.01M
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
30+ 0.29% |
$2.22K - $2.49K
|
10.4K
$755K
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
21+ 0.42% |
$1.55K - $1.74K
|
5.02K
$364K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
20+ 0.32% |
$1.48K - $1.66K
|
6.23K
$451K
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
15+ 0.39% |
$1.11K - $1.24K
|
3.85K
$278K
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2+ 16.67% |
$148 - $166
|
14
$1.01K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.03% |
$74 - $83
|
3.57K
$258K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$74 - $83
|
1
$72.4
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$74 - $83
|
5.8K
$420K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2- 0.04% |
$148 - $166
|
4.65K
$336K
|