Purchases and Sales Made in Q2 2022 in Ishares Trust Ishares Msci Glo (SDG)

SDG Quotes by TradingView

This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG) during Q2 2022. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES MSCI GLO.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jul 27, 2022 Q2 2022
Mission Wealth Management, LP

BUY
 -
25.3K
+ 21.09%
$1.95M - $2.2M
145K $10.6M
Jul 27, 2022 Q2 2022
Sharkey, Howes & Javer

BUY
 -
16.8K
New
$1.3M - $1.46M
16.8K $1.23M
Aug 02, 2022 Q2 2022
Richard Bernstein Advisors LLC

BUY
 -
16.5K
New
$1.27M - $1.43M
16.5K $1.21M
Jul 18, 2022 Q2 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
9.36K
+ 75.87%
$722K - $813K
21.7K $1.59M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
6.4K
+ 60.39%
$493K - $556K
17K $1.24M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
6.4K
+ 60.39%
$493K - $556K
17K $1.24M
Aug 11, 2022 Q2 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
4.33K
New
$334K - $376K
4.33K $317K
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
4.26K
+ 6.64%
$329K - $371K
68.5K $5.01M
Aug 12, 2022 Q2 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
3.2K
New
$247K - $278K
3.2K $234K
Aug 09, 2022 Q2 2022
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
2.73K
+ 20.18%
$210K - $237K
16.2K $1.19M
Jul 15, 2022 Q2 2022
Berkshire Bank

BUY
 -
2.48K
+ 33.6%
$191K - $215K
9.85K $720K
Aug 15, 2022 Q2 2022
Evergreen Wealth Solutions, LLC

Williamsport, PA
BUY
 -
2.46K
+ 40.51%
$190K - $214K
8.52K $623K
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
2.17K
+ 7.25%
$167K - $189K
32.1K $2.35M
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

BUY
 -
1.69K
+ 6.69%
$130K - $147K
27K $1.97M
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
1.66K
+ 67.96%
$128K - $144K
4.11K $300K
Aug 12, 2022 Q2 2022
Claro Advisors LLC

Boston, MA
BUY
 -
1.47K
+ 18.01%
$114K - $128K
9.65K $706K
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.29K
+ 22.82%
$99.7K - $112K
6.95K $509K
Jul 29, 2022 Q2 2022
Merriman Wealth Management, LLC

BUY
 -
1.28K
+ 27.83%
$98.4K - $111K
5.86K $428K
Jul 15, 2022 Q2 2022
Wealth Management Partners, LLC

BUY
 -
1K
+ 16.67%
$77.2K - $86.9K
7K $512K
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
763
+ 23.0%
$58.9K - $66.3K
4.08K $299K
Aug 09, 2022 Q2 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
724
+ 4.93%
$55.9K - $62.9K
15.4K $1.13M
Aug 03, 2022 Q2 2022
Assetmark, Inc

BUY
 -
689
+ 44.28%
$53.2K - $59.9K
2.25K $164K
Aug 04, 2022 Q2 2022
Concord Wealth Partners

BUY
 -
642
+ 91.71%
$49.5K - $55.8K
1.34K $98.2K
Aug 12, 2022 Q2 2022
Rathbones Group PLC

Liverpool, X0
BUY
 -
621
+ 7.45%
$47.9K - $54K
8.95K $655K
Jul 12, 2022 Q2 2022
Money Design Co.,Ltd.

BUY
 -
532
+ 5.73%
$41K - $46.2K
9.82K $718K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
520
New
$40.1K - $45.2K
520 $38K
Jul 18, 2022 Q2 2022
Bond & Devick Financial Network, Inc.

BUY
 -
510
+ 6.46%
$39.3K - $44.3K
8.41K $615K
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
344
+ 6.79%
$26.5K - $29.9K
5.41K $396K
Jul 27, 2022 Q2 2022
Levy Wealth Management Group, LLC

BUY
 -
318
+ 5.9%
$24.5K - $27.6K
5.71K $418K
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
290
+ 14.97%
$22.4K - $25.2K
2.23K $163K
Aug 15, 2022 Q2 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
250
+ 6.33%
$19.3K - $21.7K
4.2K $307K
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
247
+ 6.0%
$19.1K - $21.5K
4.37K $319K
Jul 18, 2022 Q2 2022
Warren Street Wealth Advisors, LLC

BUY
 -
217
+ 5.63%
$16.7K - $18.9K
4.07K $298K
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
BUY
 -
204
+ 1.02%
$15.7K - $17.7K
20.3K $1.48M
Jul 25, 2022 Q2 2022
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
199
+ 2.46%
$15.4K - $17.3K
8.28K $606K
Aug 15, 2022 Q2 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
146
New
$11.3K - $12.7K
146 $10.7K
Aug 12, 2022 Q2 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
122
+ 2.58%
$9.41K - $10.6K
4.85K $355K
Oct 13, 2023 Q2 2022
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
74
+ 0.5%
$5.71K - $6.43K
14.9K $1.09M
Aug 02, 2022 Q2 2022
Advisory Services Network, LLC

BUY
 -
57
+ 1.41%
$4.4K - $4.96K
4.11K $301K
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
44
New
$3.39K - $3.82K
44 $3.22K
Aug 11, 2022 Q2 2022
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
40
+ 0.98%
$3.09K - $3.48K
4.12K $301K
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

BUY
 -
28
+ 1.39%
$2.16K - $2.43K
2.04K $149K
Jul 21, 2022 Q2 2022
First Command Advisory Services, Inc.

BUY
 -
22
New
$1.7K - $1.91K
22 $1.61K
Aug 08, 2022 Q2 2022
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
18
+ 0.66%
$1.39K - $1.56K
2.74K $200K
Aug 02, 2022 Q2 2022
Tradition Wealth Management, LLC

BUY
 -
15
+ 0.28%
$1.16K - $1.3K
5.31K $389K
Aug 02, 2022 Q2 2022
Financial Advisory Service, Inc.

BUY
 -
10
+ 1.02%
$772 - $869
993 $72.6K
Jan 09, 2024 Q2 2022
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
5
+ 0.91%
$386 - $435
553 $40.5K
Jul 19, 2022 Q2 2022
4 Thought Financial Group Inc.

BUY
 -
5
+ 1.77%
$386 - $435
288 $21.1K
Jul 22, 2022 Q2 2022
Spire Wealth Management

BUY
 -
2
+ 1.17%
$154 - $174
173 $12.7K

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