Free Trial

iShares MSCI Global Sustainable Development Goals ETF (SDG) Institutional Ownership

→ Exposed: 10 CENT Crypto to Explode May 20th? (From True Market Insiders) (Ad)
Free SDG Stock Alerts
$81.06
-0.28 (-0.34%)
(As of 05/17/2024 ET)
Compare
Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for iShares MSCI Global Sustainable Development Goals ETF (NASDAQ:SDG)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$2.98M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$2.10M
Get SDG Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares MSCI Global Sustainable Development Goals ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SDG Institutional Buying and Selling by Quarter

iShares MSCI Global Sustainable Development Goals ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 Janney Montgomery Scott LLC4,589$361K0.0%-56.2%0.122%
2/13/2024 Rathbones Group PLC3,769$305K0.0%-25.0%0.092%
2/12/2024 Tradition Wealth Management LLC5,933$481K0.1%+6.1%0.145%
2/8/2024 Janney Montgomery Scott LLC10,466$848K0.0%+106.6%0.255%
2/7/2024 Cary Street Partners Investment Advisory LLC20,162$1.63M0.1%+6.0%0.492%
1/29/2024 Money Design Co. Ltd.12,550$1.02M0.1%-4.6%0.306%
11/13/2023 Cary Street Partners Investment Advisory LLC19,019$1.42M0.1%+11.5%0.418%
11/4/2023 NBC Securities Inc.437$32K0.0%N/A0.010%
10/30/2023 Money Design Co. Ltd.13,159$981K0.1%+2.9%0.289%
10/24/2023 Cambridge Investment Research Advisors Inc.5,201$388K0.0%+30.9%0.114%
10/12/2023 AdvisorNet Financial Inc761$57K0.0%N/A0.016%
8/14/2023 Tolleson Wealth Management Inc.8,980$710K0.2%-51.1%0.181%
8/4/2023 Rathbones Group PLC5,001$395K0.0%-32.2%0.101%
7/28/2023 Money Design Co. Ltd.12,789$1.01M0.1%-21.2%0.256%
7/26/2023 Janney Montgomery Scott LLC5,094$403K0.0%+11.1%0.102%
5/31/2023 Coastline Trust Co3,790$300K0.0%+23.3%0.074%
5/30/2023 BKA Wealth Consulting Inc.12,059$953K0.4%N/A0.234%
5/22/2023 Whelan Financial9,740$771K0.4%-15.5%0.189%
5/15/2023 Financial Gravity Asset Management Inc.4,917$389K0.0%N/A0.095%
5/12/2023 Richard Bernstein Advisors LLC19,024$1.51M0.0%-3.1%0.369%
5/12/2023 Tradition Wealth Management LLC6,421$508K0.1%+7.8%0.125%
5/11/2023 PFG Investments LLC3,446$273K0.1%N/A0.067%
5/11/2023 Meitav Investment House Ltd.3,133$247K0.0%N/A0.061%
5/11/2023Commonwealth Equity Services LLC64,003$5.07M0.0%+0.9%1.243%
5/11/2023 Citigroup Inc.30,241$2.40M0.0%+19.3%0.587%
5/11/2023 One Capital Management LLC3,457$274K0.0%-10.4%0.067%
5/10/2023 Oppenheimer Asset Management Inc.2,715$215K0.0%-5.8%0.053%
5/10/2023 Baltimore Washington Financial Advisors Inc.18,737$1.48M0.1%+73.5%0.364%
5/9/2023 US Bancorp DE5,630$446K0.0%+793.7%0.109%
5/5/2023 Levy Wealth Management Group LLC5,017$397K0.1%+12.4%0.097%
5/4/2023 Merriman Wealth Management LLC5,982$474K0.0%+88.6%0.116%
5/4/2023 Brio Consultants LLC5,781$458K0.1%+8.7%0.112%
5/4/2023 Ausdal Financial Partners Inc.14,477$1.15M0.2%-0.9%0.281%
5/4/2023 KilterHowling LLC3,771$299K0.3%+12.0%0.073%
5/3/2023 Integrated Wealth Concepts LLC2,575$204K0.0%N/A0.050%
5/3/2023 Monumental Financial Group Inc.2,037$161K0.1%N/A0.040%
5/2/2023 Harel Insurance Investments & Financial Services Ltd.2,205$175K0.0%N/A0.043%
5/1/2023 Money Concepts Capital Corp18,544$749K0.0%+813.5%0.360%
5/1/2023 CWM LLC431,690$34.19M0.2%-3.0%8.382%
4/28/2023 Ameritas Advisory Services LLC5,835$468K0.0%+2.5%0.113%
Exposed: 10 CENT Crypto to Explode May 20th? (Ad)

Chris Rowe – the man who recommended Amazon in 1998… Bitcoin and Ethereum in 2017… And has spotted 44 different coins that have returned over 100%... Today, he is now making the biggest crypto call of his ENTIRE career…

Click For My #1 FREE Crypto for 2024
4/28/2023 Janney Montgomery Scott LLC4,584$363K0.0%-7.0%0.089%
4/28/2023Harvest Group Wealth Management LLC8,812$698K0.4%-5.7%0.171%
4/27/2023 Stratos Wealth Partners LTD.4,302$341K0.0%N/A0.084%
4/27/2023 Money Design Co. Ltd.16,225$1.29M0.1%N/A0.315%
4/26/2023Concord Wealth Partners4,915$389K0.1%-26.0%0.095%
4/25/2023 Halbert Hargrove Global Advisors LLC10,937$866K0.1%+4.1%0.212%
4/25/2023 Wealth Enhancement Advisory Services LLC38,739$3.07M0.0%+34.9%0.738%
4/25/2023 Geneos Wealth Management Inc.392$31K0.0%+1,468.0%0.007%
4/21/2023 First Pacific Financial7,916$627K0.3%-47.5%0.151%
4/21/2023 Sandbox Financial Partners LLC3,119$247K0.1%-25.0%0.059%
4/21/2023 BKA Wealth Consulting Inc.12,059$953K0.4%N/A0.230%
4/18/2023 Sharkey Howes & Javer3,489$276K0.1%-51.6%0.066%
4/17/2023 First Heartland Consultants Inc.3,468$275K0.0%+20.9%0.065%
4/17/2023 Claro Advisors LLC11,694$926K0.3%+5.9%0.221%
4/14/2023 Congress Wealth Management LLC DE5,877$465K0.0%+19.7%0.111%
4/14/2023 Raymond James & Associates4,444$352K0.0%-5.0%0.084%
4/13/2023 Eaton Financial Holdings Company LLC3,256$258K0.2%-19.4%0.061%
4/12/2023 Vontobel Holding Ltd.9,800$776K0.0%-2.7%0.185%
4/11/2023 Berkshire Bank14,650$1.16M0.3%+3.0%0.276%
4/11/2023 Bond & Devick Financial Network Inc.13,794$1.09M0.7%+1.2%0.260%
4/7/2023 Mission Wealth Management LP137,285$10.87M0.5%+0.3%2.590%
4/4/2023 Cedar Brook Financial Partners LLC4,605$365K0.1%+6.4%0.087%
3/13/2023 Claro Advisors LLC11,038$871K0.3%+14.3%0.201%
3/6/2023 OLD Mission Capital LLC14,628$1.15M0.0%+117.9%0.266%
2/21/2023 Northwestern Mutual Wealth Management Co.47,883$3.78M0.0%+1,062.2%0.871%
2/13/2023 Kingsview Wealth Management LLC3,046$240K0.0%-23.2%0.055%
2/13/2023 Tanglewood Legacy Advisors LLC1,400$110K0.1%N/A0.025%
2/13/2023 Merriman Wealth Management LLC3,171$250K0.0%-47.4%0.058%
2/13/2023 M&T Bank Corp72,734$4.78M0.0%N/A1.322%
2/10/2023 Advisor Group Holdings Inc.37,586$2.97M0.0%+12.0%0.683%
2/10/2023 Corrado Advisors LLC792$62K0.0%N/A0.014%
2/9/2023 Baltimore Washington Financial Advisors Inc.10,798$852K0.1%+122.0%0.196%
2/9/2023 Coastline Trust Co3,075$243K0.0%N/A0.056%
2/9/2023 Citigroup Inc.25,347$2M0.0%+50.1%0.461%
2/9/2023 HighTower Advisors LLC2,694$213K0.0%N/A0.049%
2/8/2023 Orion Portfolio Solutions LLC3,002$237K0.0%N/A0.055%
2/7/2023Commonwealth Equity Services LLC63,414$5.00M0.0%+13.3%1.153%
2/7/2023 Regatta Capital Group LLC15,026$1.19M0.4%-7.5%0.273%
2/7/2023 LPL Financial LLC29,884$2.36M0.0%+3.1%0.543%
2/7/2023 Brio Consultants LLC5,317$420K0.1%+9.6%0.097%
2/7/2023 Envestnet Asset Management Inc.12,269$968K0.0%+2.5%0.223%
2/6/2023Brinker Capital Investments LLC10,708$845K0.0%+3.1%0.195%
2/6/2023 Parallel Advisors LLC795$63K0.0%+764.1%0.014%
2/3/2023 Tradition Wealth Management LLC5,959$470K0.1%+9.9%0.108%
2/2/2023 Berkshire Bank14,226$1.12M0.3%+5.9%0.259%
2/2/2023 Congress Wealth Management LLC DE4,909$387K0.0%+11.7%0.089%
2/2/2023 Mission Wealth Management LP136,822$10.80M0.5%-2.9%2.488%
2/1/2023 Warren Street Wealth Advisors LLC5,746$453K0.4%-2.5%0.104%
2/1/2023 Wealth Enhancement Advisory Services LLC28,711$2.36M0.0%+3.6%0.522%
2/1/2023Foster Dykema Cabot & Co. Inc. MA21,299$1.68M0.2%-2.3%0.387%
Shocking $16T Elon Musk Crypto Leak (Ad)

Reports of a leaked meeting between Elon Musk and staff at X.com could send shockwaves through the crypto market. Musk revealed a "mind-blowing" plan to take over the global payment system. In his own words, the world's richest man said "you won't need a bank account." Prominent voices in crypto believe what comes next will mirror a crypto mass adoption similar to the one that triggered bitcoin's last bull run.

Click here now to get your copy.
2/1/2023 CWM LLC444,991$35.11M0.3%-13.3%8.091%
2/1/2023 Cedar Brook Financial Partners LLC4,330$342K0.1%-11.5%0.079%
2/1/2023 FAS Wealth Partners396$31K0.0%-60.1%0.007%
1/30/2023 Sharkey Howes & Javer7,214$569K0.1%-29.1%0.131%
1/30/2023Concord Wealth Partners6,644$524K0.2%+44.7%0.121%
1/30/2023Harvest Group Wealth Management LLC9,342$737K0.5%-2.2%0.170%
1/27/2023 First Pacific Financial15,078$1.19M0.6%-2.9%0.274%
1/25/2023 Halbert Hargrove Global Advisors LLC10,509$829K0.1%+1.3%0.191%
1/24/2023 RFP Financial Group LLC1,112$88K0.0%N/A0.020%
1/23/2023 Aspiriant LLC10,171$803K0.0%+5.0%0.185%
(Data available from 1/1/2016 forward)

SDG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SDG shares?

During the previous two years, 97 institutional investors and hedge funds held shares of iShares MSCI Global Sustainable Development Goals ETF. The most heavily invested institutionals were CWM LLC ($34.19M), Mission Wealth Management LP ($10.87M), Commonwealth Equity Services LLC ($5.07M), M&T Bank Corp ($4.78M), Northwestern Mutual Wealth Management Co. ($3.78M), Wealth Enhancement Advisory Services LLC ($3.07M), and Advisor Group Holdings Inc. ($2.97M).Learn more on SDG's institutional investors.

Which institutional investors have been buying iShares MSCI Global Sustainable Development Goals ETF stock?

Of the 77 institutional investors that purchased iShares MSCI Global Sustainable Development Goals ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: M&T Bank Corp ($72.73K), Northwestern Mutual Wealth Management Co. ($45.42K), Wealth Enhancement Advisory Services LLC ($26.41K), Mission Wealth Management LP ($25.74K), J.W. Cole Advisors Inc. ($24.70K), BKA Wealth Consulting Inc. ($24.12K), and Cary Street Partners Investment Advisory LLC ($20.16K).

How much institutional buying is happening at iShares MSCI Global Sustainable Development Goals ETF?

Institutional investors have bought a total of 560,348 shares in the last 24 months. This purchase volume represents approximately $86.08M in transactions.

Which iShares MSCI Global Sustainable Development Goals ETF major shareholders have been selling company stock?

Of the 44 institutional investors that sold iShares MSCI Global Sustainable Development Goals ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CWM LLC ($191.46K), Commonwealth Equity Services LLC ($69.01K), Sepio Capital LP ($29K), Sharkey Howes & Javer ($13.32K), UBS Group AG ($10.99K), Brinker Capital Investments LLC ($9.81K), and Tolleson Wealth Management Inc. ($9.39K).

How much institutional selling is happening at iShares MSCI Global Sustainable Development Goals ETF?

Institutional investors have sold a total of 399,319 shares in the last 24 months. This volume of shares sold represents approximately $60.72M in transactions.


Related Companies:
This page (NASDAQ:SDG) was last updated on 5/19/2024 by MarketBeat.com Staff

From Our Partners
Shocking $16T Elon Musk Crypto Leak
Crypto 101 Media
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Urgent Nvidia Warning
Altimetry
[URGENT] DO NOT Touch These AI Stocks!
Weiss Ratings
Next President (Not Trump. Not Biden.)
The Freeport Society
41 banks launch ‘crypto dollar’
Stansberry Research
Most important medical advance in 100 years
The Oxford Club
Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS
Paradigm Press