Purchases and Sales Made in Q2 2023 in Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.76% |
$230 - $244
|
399
$28.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2+ 0.06% |
$154 - $163
|
3.45K
$248K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 3.33% |
$76.8 - $81.5
|
31
$2.23K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.57% |
$76.8 - $81.5
|
176
$12.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-19- 0.14% |
$1.46K - $1.55K
|
13.8K
$992K
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-19- 7.2% |
$1.46K - $1.55K
|
245
$17.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-32- 3.55% |
$2.46K - $2.61K
|
869
$62.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-46- 68.66% |
$3.53K - $3.75K
|
21
$1.51K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-50- 0.3% |
$3.84K - $4.07K
|
16.4K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-144- 0.19% |
$11.1K - $11.7K
|
77.4K
$5.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-191- 6.44% |
$14.7K - $15.6K
|
2.77K
$200K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-239- 2.18% |
$18.4K - $19.5K
|
10.7K
$774K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-256- 7.72% |
$19.7K - $20.9K
|
3.06K
$220K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-260- 13.13% |
$20K - $21.2K
|
1.72K
$124K
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-507- 2.67% |
$38.9K - $41.3K
|
18.5K
$1.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-614- 65.32% |
$47.1K - $50K
|
326
$23.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-860- 22.95% |
$66K - $70.1K
|
2.89K
$208K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-922- 14.36% |
$70.8K - $75.1K
|
5.5K
$396K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.02K- 17.07% |
$78.4K - $83.2K
|
4.96K
$357K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.21K- 5.72% |
$93.1K - $98.8K
|
20K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.34K- 17.71% |
$103K - $109K
|
6.21K
$447K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.38K- 10.3% |
$106K - $112K
|
12K
$865K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.39K- 1.01% |
$107K - $113K
|
136K
$9.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.5K- 29.62% |
$115K - $122K
|
3.57K
$257K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
SELL
|
- |
-1.86K- 23.45% |
$143K - $151K
|
6.06K
$436K
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.38K- 32.2% |
$182K - $194K
|
5K
$360K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.99K- 6.82% |
$230K - $244K
|
40.9K
$2.94M
|
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-3.44K- 21.18% |
$264K - $280K
|
12.8K
$921K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-3.78K- 0.88% |
$290K - $308K
|
428K
$30.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.18K- 13.23% |
$321K - $341K
|
27.4K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.77K- 9.68% |
$366K - $389K
|
44.5K
$3.21M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-6.23K- 51.69% |
$479K - $508K
|
5.83K
$420K
|
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-9.39K- 51.11% |
$721K - $765K
|
8.98K
$647K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-10.9K- 11.01% |
$840K - $891K
|
88.4K
$6.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.6K- 22.23% |
$1.35M - $1.44M
|
61.7K
$4.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-64.1K- 89.72% |
$4.92M - $5.22M
|
7.34K
$529K
|