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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-60- 1.72% |
$4.29K - $5.15K
|
3.43K
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.8% |
$358 - $429
|
633
$46.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
34+ 72.34% |
$2.43K - $2.92K
|
81
$5.95K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
65New |
$4.65K - $5.58K
|
65
$4.78K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-12- 6.52% |
$859 - $1.03K
|
172
$12.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-81- 1.63% |
$5.8K - $6.95K
|
4.89K
$359K
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
195+ 6.84% |
$14K - $16.7K
|
3.05K
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
279+ 3.15% |
$20K - $23.9K
|
9.14K
$671K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
157+ 4.06% |
$11.2K - $13.5K
|
4.03K
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.04KNew |
$74.4K - $89.1K
|
1.04K
$76.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-147- 3.51% |
$10.5K - $12.6K
|
4.04K
$297K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
60New |
$4.29K - $5.15K
|
60
$4.41K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-128- 13.14% |
$9.16K - $11K
|
846
$62.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.56% |
$71.6 - $85.8
|
181
$13.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
305+ 5.15% |
$21.8K - $26.2K
|
6.22K
$457K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-74- 12.44% |
$5.3K - $6.35K
|
521
$38.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-187- 5.58% |
$13.4K - $16K
|
3.17K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
111+ 0.84% |
$7.94K - $9.52K
|
13.3K
$980K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.62K+ 28.97% |
$116K - $139K
|
7.21K
$529K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
236+ 1.8% |
$16.9K - $20.2K
|
13.4K
$981K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
553+ 5.82% |
$39.6K - $47.4K
|
10.1K
$739K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-582- 5.34% |
$41.6K - $49.9K
|
10.3K
$758K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.16K+ 4.37% |
$155K - $186K
|
51.7K
$3.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-941- 23.45% |
$67.3K - $80.7K
|
3.07K
$226K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
400New |
$28.6K - $34.3K
|
400
$29.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
23.1K+ 89.55% |
$1.65M - $1.98M
|
48.8K
$3.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1+ 0.01% |
$71.6 - $85.8
|
9.5K
$698K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.33K- 36.16% |
$167K - $200K
|
4.11K
$302K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
105+ 0.83% |
$7.51K - $9.01K
|
12.8K
$942K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
600+ 20.0% |
$42.9K - $51.5K
|
3.6K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-651- 7.79% |
$46.6K - $55.8K
|
7.7K
$566K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 3.23% |
$71.6 - $85.8
|
32
$2.35K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.89K- 33.43% |
$516K - $588K
|
13.7K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-485- 6.01% |
$36.4K - $41.4K
|
7.58K
$557K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
2.5KNew |
$187K - $213K
|
2.5K
$184K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.06KNew |
$305K - $347K
|
4.06K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.5KNew |
$187K - $213K
|
2.5K
$184K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-79- 4.95% |
$5.92K - $6.74K
|
1.52K
$111K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-460- 15.54% |
$34.5K - $39.3K
|
2.5K
$184K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-268- 8.93% |
$20.1K - $22.9K
|
2.73K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
323New |
$24.2K - $27.6K
|
323
$23.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.46KNew |
$185K - $210K
|
2.46K
$181K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
31New |
$2.32K - $2.65K
|
31
$2.28K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-457- 11.39% |
$34.3K - $39K
|
3.55K
$261K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-217- 7.99% |
$16.3K - $18.5K
|
2.5K
$184K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
118New |
$8.84K - $10.1K
|
118
$8.67K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.47K- 14.61% |
$110K - $125K
|
8.57K
$629K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
SELL
|
- |
-75- 2.25% |
$5.62K - $6.4K
|
3.26K
$240K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-185- 6.14% |
$13.9K - $15.8K
|
2.83K
$208K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-483- 8.75% |
$36.2K - $41.2K
|
5.04K
$370K
|
|