Latest Institutional Purchases of Ishares Trust Ishares Msci Glo (SDG)
This list provides information on the latest institutional transactions involving Ishares Trust Ishares Msci Glo (SDG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.64% |
$69.8 - $81.8
|
62
$4.46K
|
|
| Q3 2022 | |||||||
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
494+ 2.32% |
$35K - $41.4K
|
21.8K
$1.57M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
80+ 242.42% |
$5.66K - $6.7K
|
113
$8.13K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
520New |
$40.1K - $45.2K
|
520
$37.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
146New |
$11.3K - $12.7K
|
146
$10.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
44New |
$3.39K - $3.82K
|
44
$3.17K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.7KNew |
$2.03M - $2.25M
|
24.7K
$1.78M
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.76KNew |
$226K - $251K
|
2.76K
$198K
|
|
|
Jun 07, 2022
Q1 2022
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
10+ 8.55% |
$822 - $910
|
127
$9.14K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.44K+ 44.56% |
$127K - $140K
|
4.68K
$337K
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
126New |
$11.1K - $12.3K
|
126
$9.07K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
100New |
$8.78K - $9.73K
|
100
$7.2K
|
|
| Q3 2021 | |||||||
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1KNew |
$95.5K - $101K
|
1K
$72K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
350New |
$33.4K - $35.2K
|
350
$25.2K
|
|
| Q1 2021 | |||||||
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
94New |
$8.67K - $9.41K
|
94
$6.77K
|
|
| Q4 2020 | |||||||
|
May 31, 2023
Q4 2020
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
26.5KNew |
$2.05M - $2.48M
|
26.5K
$1.91M
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
5KNew |
$388K - $468K
|
5K
$360K
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.03KNew |
$112K - $142K
|
2.03K
$146K
|
|
|
Aug 03, 2020
Q2 2020
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
32New |
$1.77K - $2.23K
|
32
$2.3K
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$55.3 - $60.3
|
1
$72
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5KNew |
$257K - $291K
|
5K
$360K
|
|