Purchases and Sales Made in Q1 2024 in Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-82- 0.74% |
$6.15K - $6.56K
|
10.9K
$819K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-89- 27.3% |
$6.68K - $7.12K
|
237
$17.8K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-98- 3.6% |
$7.35K - $7.84K
|
2.62K
$197K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-105- 11.71% |
$7.88K - $8.4K
|
792
$59.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-163- 3.18% |
$12.2K - $13K
|
4.96K
$372K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-165- 2.93% |
$12.4K - $13.2K
|
5.47K
$410K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-204- 43.4% |
$15.3K - $16.3K
|
266
$19.9K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-209- 6.38% |
$15.7K - $16.7K
|
3.07K
$230K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-215- 89.58% |
$16.1K - $17.2K
|
25
$1.87K
|
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-216- 1.72% |
$16.2K - $17.3K
|
12.3K
$924K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-313- 9.05% |
$23.5K - $25K
|
3.14K
$236K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-399- 9.32% |
$29.9K - $31.9K
|
3.88K
$291K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-406- 4.71% |
$30.5K - $32.5K
|
8.21K
$615K
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
SELL
|
- |
-519- 6.76% |
$39K - $41.5K
|
7.16K
$536K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-613- 1.56% |
$46K - $49.1K
|
38.7K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-629- 4.78% |
$47.2K - $50.3K
|
12.5K
$940K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-678- 20.06% |
$50.9K - $54.3K
|
2.7K
$203K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-887- 5.8% |
$66.6K - $71K
|
14.4K
$1.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.38K- 9.74% |
$103K - $110K
|
12.8K
$957K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.39K- 10.48% |
$104K - $111K
|
11.8K
$887K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.42K- 7.35% |
$107K - $114K
|
17.9K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.7K- 38.37% |
$203K - $216K
|
4.34K
$325K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-2.92K- 28.7% |
$219K - $233K
|
7.24K
$543K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.35K- 67.8% |
$252K - $268K
|
1.59K
$119K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.69K- 14.44% |
$277K - $295K
|
21.9K
$1.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.92K- 37.56% |
$294K - $314K
|
6.52K
$489K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.3K- 12.04% |
$397K - $424K
|
38.7K
$2.9M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.88K- 56.15% |
$441K - $470K
|
4.59K
$344K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.83K- 5.19% |
$662K - $706K
|
161K
$12.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-12K- 33.99% |
$901K - $960K
|
23.3K
$1.75M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.4K- 31.01% |
$1.31M - $1.39M
|
38.7K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-18K- 64.06% |
$1.35M - $1.44M
|
10.1K
$757K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21.2K- 69.1% |
$1.59M - $1.7M
|
9.48K
$711K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.5K- 46.48% |
$1.77M - $1.88M
|
27.1K
$2.03M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-25.8K- 6.37% |
$1.94M - $2.07M
|
380K
$28.4M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-73.3K- 99.46% |
$5.5M - $5.86M
|
400
$30K
|