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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.95KNew |
$227K - $241K
|
2.95K
$217K
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
38.2K+ 203.95% |
$2.93M - $3.11M
|
57K
$4.18M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-50- 0.3% |
$3.84K - $4.07K
|
16.4K
$1.21M
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
27+ 0.87% |
$2.07K - $2.2K
|
3.15K
$231K
|
|
| Q1 2023 | |||||||
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
715+ 23.25% |
$54K - $59.8K
|
3.79K
$278K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
138+ 1150.0% |
$10.4K - $11.5K
|
150
$11K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.58KNew |
$270K - $299K
|
3.58K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-476- 6.66% |
$35.9K - $39.8K
|
6.67K
$490K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.13KNew |
$236K - $262K
|
3.13K
$230K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.64KNew |
$274K - $304K
|
3.64K
$267K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
16.5K+ 813.5% |
$1.25M - $1.38M
|
18.5K
$1.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-530- 5.67% |
$40K - $44.4K
|
8.81K
$647K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
12.1KNew |
$910K - $1.01M
|
12.1K
$886K
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.73K- 51.64% |
$281K - $312K
|
3.49K
$256K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-70.2K- 96.48% |
$4.9M - $5.74M
|
2.56K
$188K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
414New |
$28.9K - $33.9K
|
414
$30.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
30.6KNew |
$2.14M - $2.51M
|
30.6K
$2.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
792New |
$55.3K - $64.8K
|
792
$58.2K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.69KNew |
$188K - $220K
|
2.69K
$198K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
102+ 2.88% |
$7.12K - $8.35K
|
3.64K
$268K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3KNew |
$210K - $246K
|
3K
$221K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
326+ 3.14% |
$22.8K - $26.7K
|
10.7K
$787K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.64% |
$69.8 - $81.8
|
62
$4.56K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
703+ 764.13% |
$49.1K - $57.5K
|
795
$58.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
194New |
$13.5K - $15.9K
|
194
$14.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
7New |
$489 - $573
|
7
$514
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.11KNew |
$77.6K - $91K
|
1.11K
$81.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.58KNew |
$180K - $211K
|
2.58K
$190K
|
|
|
Jan 18, 2023
Q4 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
508New |
$35.5K - $41.6K
|
508
$37.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
301New |
$21K - $24.6K
|
301
$22.1K
|
|
| Q3 2022 | |||||||
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
494+ 2.32% |
$35K - $41.4K
|
21.8K
$1.6M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-111- 40.51% |
$7.86K - $9.3K
|
163
$12K
|
|
|
Nov 08, 2022
Q3 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-72- 5.45% |
$5.1K - $6.03K
|
1.25K
$91.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1K- 14.29% |
$70.8K - $83.8K
|
6K
$441K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
80+ 242.42% |
$5.66K - $6.7K
|
113
$8.3K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.83KClosed |
$218K - $246K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
44New |
$3.39K - $3.82K
|
44
$3.23K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
146New |
$11.3K - $12.7K
|
146
$10.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-317Closed |
$24.5K - $27.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.87K- 99.8% |
$376K - $424K
|
10
$735
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-200- 45.98% |
$15.4K - $17.4K
|
235
$17.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
520New |
$40.1K - $45.2K
|
520
$38.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.6KClosed |
$200K - $226K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
SELL
|
- |
-29K- 77.33% |
$2.24M - $2.52M
|
8.5K
$624K
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.99KClosed |
$385K - $433K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-220- 99.55% |
$17K - $19.1K
|
1
$73.5
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-293Closed |
$22.6K - $25.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.76KNew |
$226K - $251K
|
2.76K
$202K
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-280- 7.26% |
$23K - $25.5K
|
3.58K
$263K
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.38KClosed |
$196K - $216K
|
0
$0
|
|