Purchases and Sales Made in Q4 2023 in Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 9.52% |
$141 - $162
|
19
$1.42K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-6- 0.12% |
$424 - $487
|
4.94K
$369K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-12- 0.37% |
$849 - $973
|
3.24K
$242K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-30- 0.29% |
$2.12K - $2.43K
|
10.4K
$776K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 14.29% |
$3.54K - $4.06K
|
300
$22.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-57- 1.53% |
$4.03K - $4.62K
|
3.66K
$273K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-57- 0.4% |
$4.03K - $4.62K
|
14.2K
$1.06M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-62- 0.6% |
$4.38K - $5.03K
|
10.3K
$769K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-62- 0.6% |
$4.38K - $5.03K
|
10.3K
$769K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-67- 1.94% |
$4.74K - $5.43K
|
3.38K
$253K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-96- 24.06% |
$6.79K - $7.79K
|
303
$22.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-141- 5.01% |
$9.97K - $11.4K
|
2.67K
$199K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-152- 38.78% |
$10.7K - $12.3K
|
240
$17.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-163- 1.32% |
$11.5K - $13.2K
|
12.2K
$908K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-186- 4.14% |
$13.2K - $15.1K
|
4.3K
$321K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-221- 4.76% |
$15.6K - $17.9K
|
4.43K
$330K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-225- 2.55% |
$15.9K - $18.2K
|
8.61K
$643K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-473- 4.45% |
$33.5K - $38.4K
|
10.2K
$758K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-473- 4.45% |
$33.5K - $38.4K
|
10.2K
$758K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-477- 10.03% |
$33.7K - $38.7K
|
4.28K
$319K
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-609- 4.63% |
$43.1K - $49.4K
|
12.6K
$937K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-642- 8.36% |
$45.4K - $52.1K
|
7.03K
$525K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-673- 11.61% |
$47.6K - $54.6K
|
5.13K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-725- 2.18% |
$51.3K - $58.8K
|
32.6K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-778- 5.58% |
$55K - $63.1K
|
13.2K
$983K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1K- 4.93% |
$71K - $81.4K
|
19.4K
$1.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
SELL
|
- |
-1.05K- 12.02% |
$74.1K - $85K
|
7.67K
$573K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.25K- 19.65% |
$88.3K - $101K
|
5.11K
$381K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.25K- 24.95% |
$88.6K - $102K
|
3.77K
$281K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.4K- 8.39% |
$99.1K - $114K
|
15.3K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.55K- 10.51% |
$110K - $126K
|
13.2K
$987K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.57K- 12.5% |
$111K - $128K
|
11K
$822K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-1.81K- 25.28% |
$128K - $147K
|
5.35K
$399K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.98K- 37.76% |
$140K - $161K
|
3.26K
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.21K- 5.36% |
$156K - $179K
|
39K
$2.91M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.42K- 24.69% |
$242K - $278K
|
10.4K
$779K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-3.58K- 72.36% |
$253K - $291K
|
1.37K
$102K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-3.58K- 72.36% |
$253K - $291K
|
1.37K
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.85K- 6.24% |
$272K - $312K
|
57.9K
$4.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.01K- 13.56% |
$283K - $325K
|
25.5K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.48K- 51.81% |
$388K - $445K
|
5.1K
$381K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.01K- 6.11% |
$425K - $487K
|
92.4K
$6.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.17K- 13.88% |
$578K - $663K
|
50.7K
$3.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-18.1K- 4.27% |
$1.28M - $1.47M
|
405K
$30.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-22.8K- 57.96% |
$1.62M - $1.85M
|
16.6K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.9K- 39.6% |
$2.04M - $2.34M
|
44K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-64.5K- 85.25% |
$4.56M - $5.23M
|
11.2K
$834K
|