Purchases and Sales Made in Q2 2025 in Ishares Msci World ETF (URTH)
This table provides information about the institutional ownership of Ishares Msci World ETF (URTH) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES MSCI WORLD ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25+ 0.77% |
$3.41K - $4.23K
|
3.27K
$599K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23+ 0.76% |
$3.13K - $3.9K
|
3.03K
$555K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
23+ 0.65% |
$3.13K - $3.9K
|
3.55K
$651K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20+ 0.77% |
$2.73K - $3.39K
|
2.63K
$481K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
19+ 5.08% |
$2.59K - $3.22K
|
393
$72K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
16+ 0.75% |
$2.18K - $2.71K
|
2.15K
$393K
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
15+ 0.23% |
$2.04K - $2.54K
|
6.44K
$1.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12New |
$1.64K - $2.03K
|
12
$2.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
12+ 0.73% |
$1.64K - $2.03K
|
1.66K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9+ 0.86% |
$1.23K - $1.52K
|
1.06K
$194K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3+ 0.33% |
$409 - $508
|
905
$166K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
3+ 0.68% |
$409 - $508
|
443
$81.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.08% |
$273 - $339
|
2.56K
$469K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.98% |
$273 - $339
|
206
$37.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.54% |
$136 - $169
|
187
$34.3K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.1% |
$136 - $169
|
1.01K
$185K
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.23% |
$136 - $169
|
432
$79.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7- 0.14% |
$954 - $1.19K
|
4.88K
$894K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-13- 7.3% |
$1.77K - $2.2K
|
165
$30.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-32- 0.44% |
$4.36K - $5.42K
|
7.24K
$1.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-49- 0.17% |
$6.68K - $8.3K
|
29.2K
$5.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-50- 2.79% |
$6.82K - $8.47K
|
1.74K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-68- 2.66% |
$9.27K - $11.5K
|
2.49K
$456K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-73- 3.48% |
$9.95K - $12.4K
|
2.03K
$371K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-110- 1.39% |
$15K - $18.6K
|
7.82K
$1.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-117- 1.52% |
$15.9K - $19.8K
|
7.59K
$1.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-150- 25.42% |
$20.4K - $25.4K
|
440
$80.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-150- 27.47% |
$20.4K - $25.4K
|
396
$72.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-154- 10.7% |
$21K - $26.1K
|
1.29K
$235K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-182- 0.63% |
$24.8K - $30.8K
|
28.5K
$5.23M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-260- 4.79% |
$35.4K - $44K
|
5.17K
$946K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-263- 4.47% |
$35.8K - $44.5K
|
5.63K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-276- 3.62% |
$37.6K - $46.7K
|
7.35K
$1.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-324- 6.04% |
$44.2K - $54.9K
|
5.04K
$923K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-330- 16.38% |
$45K - $55.9K
|
1.69K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-341- 1.27% |
$46.5K - $57.8K
|
26.5K
$4.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-370- 1.68% |
$50.4K - $62.7K
|
21.7K
$3.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-495- 2.11% |
$67.5K - $83.8K
|
23K
$4.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-552- 29.57% |
$75.2K - $93.5K
|
1.32K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-716- 36.42% |
$97.6K - $121K
|
1.25K
$229K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-891- 20.94% |
$121K - $151K
|
3.36K
$616K
|
|
|
Nov 25, 2025
Q2 2025
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-994- 3.46% |
$135K - $168K
|
27.8K
$5.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.14K- 92.33% |
$156K - $194K
|
95
$17.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.27K- 29.88% |
$173K - $215K
|
2.98K
$545K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.4K- 13.69% |
$191K - $238K
|
8.84K
$1.62M
|
|
|
Nov 25, 2025
Q2 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
SELL
|
- |
-1.46K- 1.42% |
$199K - $247K
|
101K
$18.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.57K- 6.38% |
$213K - $265K
|
23K
$4.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.81K- 30.2% |
$246K - $306K
|
4.17K
$764K
|
|
|
Nov 25, 2025
Q2 2025
|
Evelyn Partners Investment Management LLP
London, |
SELL
|
- |
-2K- 23.47% |
$272K - $338K
|
6.51K
$1.19M
|
|