Waterford Advisors, LLC Ishares Msci World ETF Transaction History

Waterford Advisors, LLC

  • $289 Billion
  • Q3 2025

A detailed history of Waterford Advisors, LLC transactions in Ishares Msci World ETF stock. As of the latest transaction made, Waterford Advisors, LLC holds 3,688 shares of URTH stock, worth $675,604. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,688
Previous 24,250 84.79%
Holding current value
$675,604
Previous $4.11 Million 16203.7%
% of portfolio
0.23%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$168.96 - $181.71 $3.47 Million - $3.74 Million
-20,562 Reduced 84.79%
3,688 $670 Million
Q2 2025

Aug 14, 2025
BUY
$136.3 - $169.38 $2.8 Million - $3.48 Million
20,562 Added 557.54%
24,250 $4.11 Million
Q3 2024

Nov 14, 2024
SELL
$140.68 - $156.99 $134,068 - $149,611
-953 Reduced 20.53%
3,688 $578,000
Q4 2023

Feb 13, 2024
SELL
$115.01 - $133.48 $63,830 - $74,081
-555 Reduced 10.68%
4,641 $617,000
Q1 2023

May 02, 2023
BUY
$108.88 - $119.43 $565,740 - $620,558
5,196 New
5,196 $611,000

Others Institutions Holding URTH

# of Institutions
267
Shares Held
13M
Call Options Held
41.4K
Put Options Held
5.46K
View Full List

About ISHARES MSCI WORLD ETF

URTH Quotes by TradingView
  • Ticker URTH
  • Sector ETFs
  • Industry ETFs
More about URTH
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