Levy Wealth Management Group, LLC
Position in SDG — iShares MSCI Global Sustainable Development Goals ETF
CIK 1843138
PHILADELPHIA, PA
All Filings in SDG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 SDG | $412,434 | 5,494 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 SDG | $432,590 | 5,496 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 SDG | $445,450 | 5,496 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 SDG | $405,686 | 5,444 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 SDG | $427,028 | 5,402 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 SDG | $397,296 | 5,017 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 SDG | $352,175 | 4,463 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 SDG | $313,528 | 4,424 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 SDG | $456,034 | 5,709 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 SDG | $459,852 | 5,391 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 SDG | $476,490 | 5,250 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 SDG | $500,664 | 5,212 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 SDG | $504,004 | 5,072 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 SDG | $452,291 | 4,769 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 SDG | $298,269 | 3,195 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||