Purchases and Sales Made in Q3 2024 in Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG) during Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-268- 8.93% |
$20.1K - $22.9K
|
2.73K
$197K
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-290- 2.35% |
$21.7K - $24.7K
|
12K
$867K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-300- 0.76% |
$22.5K - $25.6K
|
39K
$2.81M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-394- 10.31% |
$29.5K - $33.6K
|
3.43K
$247K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-457- 11.39% |
$34.3K - $39K
|
3.55K
$256K
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-460- 15.54% |
$34.5K - $39.3K
|
2.5K
$180K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-465- 8.37% |
$34.9K - $39.7K
|
5.09K
$366K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-483- 8.75% |
$36.2K - $41.2K
|
5.04K
$362K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-485- 6.01% |
$36.4K - $41.4K
|
7.58K
$545K
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-597- 13.36% |
$44.7K - $50.9K
|
3.87K
$279K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-612- 5.92% |
$45.9K - $52.2K
|
9.73K
$700K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-622- 19.04% |
$46.6K - $53.1K
|
2.64K
$190K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-622- 1.24% |
$46.6K - $53.1K
|
49.5K
$3.56M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-824- 4.25% |
$61.8K - $70.3K
|
18.6K
$1.34M
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.03K- 24.32% |
$77.3K - $88.1K
|
3.21K
$231K
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.47K- 14.61% |
$110K - $125K
|
8.57K
$616K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.8K- 23.85% |
$135K - $153K
|
5.74K
$413K
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.19K- 16.7% |
$164K - $187K
|
10.9K
$785K
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-2.92K- 18.09% |
$219K - $249K
|
13.2K
$952K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.07K- 2.93% |
$230K - $262K
|
102K
$7.33M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-4.16K- 9.58% |
$312K - $355K
|
39.3K
$2.83M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.39K- 6.22% |
$329K - $375K
|
66.2K
$4.76M
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.69K- 3.82% |
$352K - $400K
|
118K
$8.49M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.87K- 66.99% |
$440K - $501K
|
2.9K
$208K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.89K- 33.43% |
$516K - $588K
|
13.7K
$987K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.2K- 45.47% |
$764K - $870K
|
12.2K
$880K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.3K- 22.83% |
$771K - $878K
|
34.8K
$2.5M
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-15.6K- 96.76% |
$1.17M - $1.33M
|
523
$37.6K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-40.5K- 12.25% |
$3.04M - $3.46M
|
290K
$20.9M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-54.9K- 88.87% |
$4.11M - $4.68M
|
6.87K
$495K
|