A detailed history of Brio Consultants, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Brio Consultants, LLC holds 7,754 shares of SDG stock, worth $663,354. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,754
Previous 7,278 6.54%
Holding current value
$663,354
Previous $552,000 16.85%
% of portfolio
0.09%
Previous 0.08%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

BUY
$75.87 - $83.26 $36,114 - $39,631
476 Added 6.54%
7,754 $645,000
Q2 2025

Aug 07, 2025

BUY
$65.66 - $77.49 $42,285 - $49,903
644 Added 9.71%
7,278 $552,000
Q1 2025

Jul 07, 2025

BUY
$69.64 - $76.33 $461,991 - $506,373
6,634 New
6,634 $480,000
Q4 2024

Jan 24, 2025

BUY
$71.56 - $85.77 $21,825 - $26,159
305 Added 5.15%
6,222 $445,000
Q3 2024

Oct 18, 2024

BUY
$74.95 - $85.33 $31,853 - $36,265
425 Added 7.74%
5,917 $501,000
Q2 2024

Aug 05, 2024

BUY
$74.48 - $81.76 $43,049 - $47,257
578 Added 11.76%
5,492 $412,000
Q1 2024

Apr 29, 2024

SELL
$75.05 - $80.02 $1,801 - $1,920
-24 Reduced 0.49%
4,914 $386,000
Q4 2023

Feb 02, 2024

SELL
$70.72 - $81.11 $424 - $486
-6 Reduced 0.12%
4,938 $400,000
Q3 2023

Oct 27, 2023

SELL
$73.96 - $82.95 $103,617 - $116,212
-1,401 Reduced 22.08%
4,944 $368,000
Q2 2023

Aug 09, 2023

BUY
$76.79 - $81.48 $43,309 - $45,954
564 Added 9.76%
6,345 $501,000
Q1 2023

May 04, 2023

BUY
$75.46 - $83.68 $35,013 - $38,827
464 Added 8.73%
5,781 $457,000
Q4 2022

Feb 07, 2023

BUY
$69.82 - $81.82 $32,536 - $38,128
466 Added 9.61%
5,317 $419,000
Q3 2022

Oct 25, 2022

BUY
$70.77 - $83.78 $343,305 - $406,416
4,851 New
4,851 $345,000

Others Institutions Holding SDG

About ISHARES TRUST ISHARES MSCI GLO


  • Ticker SDG
  • Sector ETFs
  • Industry ETFs
More about SDG
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