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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2- 0.82% |
$148 - $166
|
243
$17.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-28- 0.85% |
$2.07K - $2.32K
|
3.26K
$236K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-29- 0.57% |
$2.14K - $2.41K
|
5.07K
$367K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-48- 1.39% |
$3.55K - $3.98K
|
3.4K
$246K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-61- 0.69% |
$4.51K - $5.06K
|
8.84K
$640K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-120- 6.98% |
$8.88K - $9.95K
|
1.6K
$116K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-169- 5.85% |
$12.5K - $14K
|
2.72K
$197K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-200- 6.54% |
$14.8K - $16.6K
|
2.86K
$207K
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-230- 2.04% |
$17K - $19.1K
|
11.1K
$800K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-242- 6.71% |
$17.9K - $20.1K
|
3.37K
$244K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-296- 2.78% |
$21.9K - $24.6K
|
10.4K
$750K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-296- 2.78% |
$21.9K - $24.6K
|
10.4K
$750K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-427- 49.14% |
$31.6K - $35.4K
|
442
$32K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-587- 4.46% |
$43.4K - $48.7K
|
12.6K
$911K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-701- 15.87% |
$51.8K - $58.1K
|
3.72K
$269K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-857- 4.88% |
$63.4K - $71.1K
|
16.7K
$1.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-945- 6.38% |
$69.9K - $78.4K
|
13.9K
$1M
|
|
|
Oct 20, 2023
Q3 2023
|
Whelan Financial
|
SELL
|
- |
-1.02K- 10.45% |
$75.3K - $84.4K
|
8.72K
$631K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.37K- 11.45% |
$102K - $114K
|
10.6K
$770K
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-1.4K- 22.08% |
$104K - $116K
|
4.94K
$358K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.61K- 27.63% |
$119K - $134K
|
4.22K
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.74K- 11.37% |
$129K - $145K
|
13.6K
$984K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.84K- 1.35% |
$136K - $153K
|
134K
$9.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.5K- 8.17% |
$185K - $207K
|
28.1K
$2.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2.8K- 36.15% |
$207K - $233K
|
4.95K
$358K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.58K- 19.49% |
$265K - $297K
|
14.8K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.47K- 48.23% |
$331K - $371K
|
4.8K
$347K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-4.5K- 1.05% |
$333K - $373K
|
423K
$30.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.12K- 11.5% |
$379K - $425K
|
39.4K
$2.85M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-5.25KClosed |
$388K - $435K
|
0
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.34K- 8.33% |
$395K - $443K
|
58.8K
$4.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.99K- 55.75% |
$443K - $497K
|
4.76K
$344K
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-10.2K- 55.25% |
$757K - $849K
|
8.29K
$600K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-65.1K- 84.07% |
$4.82M - $5.4M
|
12.3K
$893K
|