Purchases and Sales Made in Q3 2024 in Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG) during Q3 2024. 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 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.46K+ 188.57% |
$409K - $466K
|
8.35K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.06KNew |
$305K - $347K
|
4.06K
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.87KNew |
$290K - $330K
|
3.87K
$279K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
3.2K+ 14.18% |
$240K - $273K
|
25.7K
$1.85M
|
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3KNew |
$225K - $256K
|
3K
$216K
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.85KNew |
$214K - $243K
|
2.85K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.85K+ 26.32% |
$213K - $243K
|
13.7K
$983K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.5KNew |
$187K - $213K
|
2.5K
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
2.5KNew |
$187K - $213K
|
2.5K
$180K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.46KNew |
$185K - $210K
|
2.46K
$177K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.12K+ 32.84% |
$84.2K - $95.8K
|
4.54K
$327K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
906+ 10.53% |
$67.9K - $77.3K
|
9.51K
$684K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
583+ 2.78% |
$43.7K - $49.7K
|
21.5K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
503+ 6.02% |
$37.7K - $42.9K
|
8.86K
$637K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
440+ 5.73% |
$33K - $37.5K
|
8.12K
$584K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
425+ 7.74% |
$31.9K - $36.3K
|
5.92K
$426K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
400+ 1.59% |
$30K - $34.1K
|
25.6K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
377+ 0.96% |
$28.3K - $32.2K
|
39.5K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
372+ 1488.0% |
$27.9K - $31.7K
|
397
$28.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
365+ 3.72% |
$27.4K - $31.1K
|
10.2K
$732K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
365+ 6.9% |
$27.4K - $31.1K
|
5.65K
$407K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
323New |
$24.2K - $27.6K
|
323
$23.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
307+ 7.61% |
$23K - $26.2K
|
4.34K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
214+ 3.97% |
$16K - $18.3K
|
5.6K
$403K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
128+ 1.7% |
$9.59K - $10.9K
|
7.67K
$552K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
118New |
$8.84K - $10.1K
|
118
$8.49K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
60+ 1.09% |
$4.5K - $5.12K
|
5.59K
$402K
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
34+ 1.05% |
$2.55K - $2.9K
|
3.28K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
33+ 20.25% |
$2.47K - $2.82K
|
196
$14.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
31New |
$2.32K - $2.65K
|
31
$2.23K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-17- 0.13% |
$1.27K - $1.45K
|
13.1K
$944K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-26- 1.63% |
$1.95K - $2.22K
|
1.57K
$113K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-27- 0.5% |
$2.02K - $2.3K
|
5.4K
$389K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-34- 15.6% |
$2.55K - $2.9K
|
184
$13.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-38- 0.9% |
$2.85K - $3.24K
|
4.18K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-52- 1.4% |
$3.9K - $4.44K
|
3.67K
$264K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-64- 0.67% |
$4.8K - $5.46K
|
9.5K
$684K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
SELL
|
- |
-75- 2.25% |
$5.62K - $6.4K
|
3.26K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-79- 4.95% |
$5.92K - $6.74K
|
1.52K
$109K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-81- 7.68% |
$6.07K - $6.91K
|
974
$70.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-85- 1.3% |
$6.37K - $7.25K
|
6.44K
$463K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-98- 1.32% |
$7.35K - $8.36K
|
7.35K
$529K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-106- 1.53% |
$7.94K - $9.04K
|
6.81K
$490K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-139- 2.72% |
$10.4K - $11.9K
|
4.97K
$358K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-149- 4.25% |
$11.2K - $12.7K
|
3.35K
$241K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-185- 6.14% |
$13.9K - $15.8K
|
2.83K
$203K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-217- 7.99% |
$16.3K - $18.5K
|
2.5K
$180K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-245- 6.56% |
$18.4K - $20.9K
|
3.49K
$251K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-255- 30.0% |
$19.1K - $21.8K
|
595
$42.8K
|