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

iShares MSCI Global Sustainable Development Goals ETF logo
$75.13 -0.07 (-0.09%)
(As of 11/22/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares MSCI Global Sustainable Development Goals ETF (NASDAQ:SDG)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$628.98K
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$627.31K
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SDG Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/9/2024 One Capital Management LLC2,960$222K0.0%-5.9%0.094%
7/23/2024 MFA Wealth Advisors LLC943$71K0.0%N/A0.029%
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%
5/15/2023Financial 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%
5/5/2023Levy 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%
5/4/2023Brio 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%
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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%
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%
4/27/2023Stratos 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%
4/26/2023 Concord 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%
4/14/2023Raymond James & Associates4,444$352K0.0%-5.0%0.084%
4/13/2023Eaton 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%
4/11/2023Berkshire 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%
2/7/2023Brio 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%
2/2/2023Berkshire 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%
2/1/2023Warren Street Wealth Advisors LLC5,746$453K0.4%-2.5%0.104%
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Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.

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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%
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%
2/1/2023FAS Wealth Partners396$31K0.0%-60.1%0.007%
1/30/2023 Sharkey Howes & Javer7,214$569K0.1%-29.1%0.131%
1/30/2023 Concord 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%
(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, 75 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 56 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. ($43.76K), BKA Wealth Consulting Inc. ($24.12K), Money Design Co. Ltd. ($16.60K), Money Concepts Capital Corp ($16.51K), Baltimore Washington Financial Advisors Inc. ($13.87K), and Citigroup Inc. ($13.36K).

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

Institutional investors have bought a total of 316,827 shares in the last 24 months. This purchase volume represents approximately $49.02M in transactions.

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

Of the 26 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 ($81.78K), Tolleson Wealth Management Inc. ($9.39K), First Pacific Financial ($7.61K), Sharkey Howes & Javer ($6.68K), Janney Montgomery Scott LLC ($6.22K), Mission Wealth Management LP ($4.10K), and Money Design Co. Ltd. ($4.05K).

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

Institutional investors have sold a total of 138,286 shares in the last 24 months. This volume of shares sold represents approximately $20.02M in transactions.


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This page (NASDAQ:SDG) was last updated on 11/23/2024 by MarketBeat.com Staff
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