Latest Institutional Transactions on Ishares Trust Ishares Msci Glo (SDG)
This table provides information on the latest institutional transactions involving Ishares Trust Ishares Msci Glo (SDG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
141+ 1.06% |
$9.82K - $10.8K
|
13.5K
$950K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-93.9K- 87.07% |
$6.54M - $7.17M
|
13.9K
$983K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.18K- 41.37% |
$361K - $395K
|
7.34K
$517K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-20.2K- 39.07% |
$1.41M - $1.54M
|
31.5K
$2.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-76.3K- 74.08% |
$5.32M - $5.83M
|
26.7K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6.4K+ 756.03% |
$445K - $488K
|
7.24K
$510K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.35KNew |
$303K - $332K
|
4.35K
$306K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.15K- 20.82% |
$150K - $164K
|
8.17K
$576K
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-300- 8.33% |
$20.9K - $22.9K
|
3.3K
$233K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
287+ 9.42% |
$20K - $21.9K
|
3.33K
$235K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-5.41K- 63.19% |
$377K - $413K
|
3.15K
$222K
|
|
| Q4 2024 | |||||||
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
181New |
$13K - $15.5K
|
181
$12.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.85% |
$71.6 - $85.8
|
55
$3.88K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-199- 5.81% |
$14.2K - $17.1K
|
3.23K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-614- 10.86% |
$43.9K - $52.7K
|
5.04K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.2K- 34.99% |
$871K - $1.04M
|
22.6K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.89K- 8.9% |
$421K - $505K
|
60.3K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.05K+ 21.84% |
$290K - $348K
|
22.6K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.7KNew |
$264K - $317K
|
3.7K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-257- 49.81% |
$18.4K - $22K
|
259
$18.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
301+ 0.77% |
$21.5K - $25.8K
|
39.3K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.56K+ 55.29% |
$541K - $648K
|
21.2K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-710- 8.74% |
$50.8K - $60.9K
|
7.41K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23K+ 334.54% |
$1.65M - $1.97M
|
29.9K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.25% |
$143 - $172
|
796
$56.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
109+ 1.95% |
$7.8K - $9.35K
|
5.71K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.05K- 37.96% |
$147K - $176K
|
3.35K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-45- 1.23% |
$3.22K - $3.86K
|
3.63K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
380New |
$27.2K - $32.6K
|
380
$26.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
326New |
$23.3K - $28K
|
326
$23K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.1K+ 436.86% |
$1.79M - $2.15M
|
30.8K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-31- 15.82% |
$2.22K - $2.66K
|
165
$11.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.06% |
$429 - $515
|
9.74K
$686K
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
304+ 7.0% |
$21.8K - $26.1K
|
4.65K
$327K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
48+ 0.22% |
$3.43K - $4.12K
|
21.7K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-299- 4.07% |
$21.4K - $25.6K
|
7.05K
$497K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5- 0.96% |
$358 - $429
|
518
$36.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
157+ 4.06% |
$11.2K - $13.5K
|
4.03K
$284K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-31.7K- 80.78% |
$2.27M - $2.72M
|
7.55K
$532K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
222+ 2.18% |
$15.9K - $19K
|
10.4K
$732K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
87New |
$6.23K - $7.46K
|
87
$6.13K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.5K- 21.97% |
$107K - $128K
|
5.31K
$374K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.8K+ 50.33% |
$775K - $929K
|
32.4K
$2.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-115- 3.58% |
$8.23K - $9.86K
|
3.1K
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.8K- 14.74% |
$129K - $155K
|
10.4K
$734K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34- 0.75% |
$2.43K - $2.92K
|
4.51K
$318K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-200- 44.25% |
$14.3K - $17.2K
|
252
$17.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
27+ 0.82% |
$1.93K - $2.32K
|
3.31K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.6K- 4.06% |
$115K - $137K
|
37.9K
$2.67M
|
|