Latest Institutional Transactions on Ishares Trust Ishares Msci Glo (SDG)

SDG Quotes by TradingView

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
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-2.36K
Closed
$193K - $214K
0 $0
Apr 29, 2022 Q1 2022
Financial Partners Group, Inc

Overland Park, KS
SELL
 -
-3.65K
Closed
$300K - $332K
0 $0
Apr 28, 2022 Q1 2022
Patten Group, Inc.

SELL
 -
-2.42K
Closed
$199K - $220K
0 $0
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

SELL
 -
-1
Closed
$82.2 - $91
0 $0
Q4 2021
Feb 16, 2022 Q4 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-13.7K
Closed
$1.2M - $1.33M
0 $0
Feb 15, 2022 Q4 2021
Hm Payson & CO

Portland, ME
SELL
 -
-150
Closed
$13.2K - $14.6K
0 $0
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-364
Closed
$32K - $35.4K
0 $0
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-50
Closed
$4.39K - $4.86K
0 $0
Feb 14, 2022 Q4 2021
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-2.12K
Closed
$186K - $206K
0 $0
Feb 14, 2022 Q4 2021
Financial Connections Group, Inc.

BUY
 -
100
New
$8.78K - $9.73K
100 $7.32K
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-1
Closed
$87.8 - $97.3
0 $0
Feb 10, 2022 Q4 2021
Joseph Group Capital Management

Columbus, OH
BUY
 -
126
New
$11.1K - $12.3K
126 $9.22K
Feb 10, 2022 Q4 2021
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
SELL
 -
-674
Closed
$59.2K - $65.5K
0 $0
Feb 09, 2022 Q4 2021
First Horizon Advisors, Inc.

BUY
 -
1.44K
+ 44.56%
$127K - $140K
4.68K $342K
Feb 08, 2022 Q4 2021
Fiduciary Planning LLC

Coral Springs, FL
SELL
 -
-4.28K
Closed
$376K - $416K
0 $0
Jan 31, 2022 Q4 2021
Vestmark Advisory Solutions, Inc.

SELL
 -
-3.38K
Closed
$297K - $329K
0 $0
Jan 24, 2022 Q4 2021
Tci Wealth Advisors, Inc.

SELL
 -
-83
Closed
$7.29K - $8.07K
0 $0
Q3 2021
Nov 24, 2021 Q3 2021
Patriot Financial Group Insurance Agency, LLC

SELL
 -
0
Closed
$0 - $0
0 $0
Nov 12, 2021 Q3 2021
Psi Advisors, LLC

BUY
 -
350
New
$33.4K - $35.2K
350 $25.6K
Nov 08, 2021 Q3 2021
Charter Oak Capital Management, LLC

BUY
 -
1K
New
$95.5K - $101K
1K $73.2K
Nov 04, 2021 Q3 2021
Prw Wealth Management LLC

SELL
 -
-3.47K
Closed
$331K - $349K
0 $0
Oct 27, 2021 Q3 2021
Seaview Investment Managers LLC

SELL
 -
-2.73K
Closed
$261K - $275K
0 $0
Oct 20, 2021 Q3 2021
Flagship Private Wealth, LLC

SELL
 -
-278
Closed
$26.5K - $28K
0 $0
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

SELL
 -
0
Closed
$0 - $0
0 $0
Q2 2021
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-625
Closed
$59K - $62.4K
0 $0
Aug 10, 2021 Q2 2021
Black Swift Group, LLC

Boulder, CO
SELL
 -
-34
Closed
$3.21K - $3.39K
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-248
Closed
$23.4K - $24.7K
0 $0
Jul 20, 2021 Q2 2021
Sugarloaf Wealth Management, LLC

SELL
 -
-67
- 67.0%
$6.33K - $6.69K
33 $2.41K
Jul 13, 2021 Q2 2021
Sound Income Strategies, LLC

SELL
 -
-228
Closed
$21.5K - $22.7K
0 $0
Q1 2021
Apr 30, 2021 Q1 2021
Inspire Advisors, LLC

Meridian, ID
SELL
 -
-257
Closed
$23.7K - $25.7K
0 $0
Apr 15, 2021 Q1 2021
Gps Wealth Strategies Group, LLC

BUY
 -
94
New
$8.67K - $9.41K
94 $6.88K
Q4 2020
May 31, 2023 Q4 2020
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
26.5K
New
$2.05M - $2.48M
26.5K $1.94M
Feb 12, 2021 Q4 2020
Retirement Capital Strategies

SELL
 -
-13.3K
Closed
$1.03M - $1.24M
0 $0
Feb 05, 2021 Q4 2020
Tompkins Financial Corp

BUY
 -
5K
New
$388K - $468K
5K $366K
Q3 2020
Nov 12, 2020 Q3 2020
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-971
Closed
$66.8K - $80K
0 $0
Q2 2020
Aug 13, 2020 Q2 2020
Bergan Kdv Wealth Management, LLC

BUY
 -
2.03K
New
$112K - $142K
2.03K $149K
Aug 03, 2020 Q2 2020
Danda Trouve Investment Management, Inc.

BUY
 -
32
New
$1.77K - $2.23K
32 $2.34K
Q1 2020
May 18, 2020 Q1 2020
Adalta Capital Management LLC

New York, NY
SELL
 -
-6.69K
Closed
$344K - $473K
0 $0
May 15, 2020 Q1 2020
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-778
Closed
$40K - $55K
0 $0
May 14, 2020 Q1 2020
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-1.72K
Closed
$88.4K - $122K
0 $0
Q4 2019
Feb 14, 2020 Q4 2019
Baker Avenue Asset Management, LP

SELL
 -
-75.7K
Closed
$4.34M - $4.95M
0 $0
Q3 2019
Nov 14, 2019 Q3 2019
Avestar Capital, LLC

SELL
 -
-250
Closed
$13.8K - $15K
0 $0
Nov 12, 2019 Q3 2019
Alpha Omega Wealth Management LLC

SELL
 -
-2.42K
Closed
$134K - $145K
0 $0
Q2 2019
Jul 23, 2019 Q2 2019
Huntington National Bank

Columbus, OH
BUY
 -
1
New
$55.3 - $60.3
1 $73.2
Q4 2018
Feb 08, 2019 Q4 2018
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-943
Closed
$48.5K - $54.9K
0 $0
Feb 07, 2019 Q4 2018
Whittier Trust CO Of Nevada Inc

BUY
 -
5K
New
$257K - $291K
5K $366K
Q1 2018
Mar 24, 2023 Q1 2018
American Portfolios Advisors

Holbrook, NY
SELL
 -
-1.4K
- 72.17%
$80.3K - $87.3K
539 $39.4K

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