Purchases and Sales Made in Q4 2025 in Ishares Msci World ETF (URTH)
This table provides information about the institutional ownership of Ishares Msci World ETF (URTH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
11.3K+ 52.7% |
$2.02M - $2.12M
|
32.9K
$6.02M
|
|
|
Jan 23, 2026
Q4 2025
|
Dara Capital Us, Inc.
Miami, FL |
BUY
|
- |
10.4KNew |
$1.85M - $1.94M
|
10.4K
$1.91M
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
9.51K+ 19.86% |
$1.7M - $1.78M
|
57.4K
$10.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
7.41KNew |
$1.32M - $1.38M
|
7.41K
$1.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.15KNew |
$382K - $401K
|
2.15K
$393K
|
|
|
Jan 14, 2026
Q4 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
2.06KNew |
$366K - $384K
|
2.06K
$377K
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.61K+ 7.98% |
$287K - $301K
|
21.8K
$3.99M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
1.3KNew |
$231K - $242K
|
1.3K
$238K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.16KNew |
$207K - $217K
|
1.16K
$213K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
291+ 7.24% |
$51.9K - $54.3K
|
4.31K
$789K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
156+ 1.02% |
$27.8K - $29.1K
|
15.5K
$2.84M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
86+ 2.57% |
$15.3K - $16.1K
|
3.43K
$628K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
21+ 0.8% |
$3.74K - $3.92K
|
2.65K
$485K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
20New |
$3.56K - $3.73K
|
20
$3.66K
|
|
|
Jan 23, 2026
Q4 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
18+ 0.73% |
$3.21K - $3.36K
|
2.48K
$454K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
18+ 0.84% |
$3.21K - $3.36K
|
2.17K
$397K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.08% |
$356 - $373
|
2.56K
$470K
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-2- 0.16% |
$356 - $373
|
1.28K
$235K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-32- 69.57% |
$5.7K - $5.97K
|
14
$2.56K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-40- 1.9% |
$7.13K - $7.47K
|
2.07K
$379K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-43- 0.87% |
$7.66K - $8.03K
|
4.9K
$897K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-68- 4.26% |
$12.1K - $12.7K
|
1.53K
$280K
|
|
|
Jan 23, 2026
Q4 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-99- 0.72% |
$17.6K - $18.5K
|
13.6K
$2.49M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-141- 8.08% |
$25.1K - $26.3K
|
1.6K
$294K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-184- 3.29% |
$32.8K - $34.3K
|
5.4K
$989K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-842- 8.62% |
$150K - $157K
|
8.93K
$1.64M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-962- 41.25% |
$171K - $180K
|
1.37K
$251K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-1.68K- 21.45% |
$300K - $314K
|
6.17K
$1.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.95K- 6.89% |
$347K - $364K
|
26.4K
$4.83M
|
|