Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Msci World ETF Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.53 Billion
  • Q1 2025

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Msci World ETF stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 5,890 shares of URTH stock, worth $878,905. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,890
Previous 7,098 17.02%
Holding current value
$878,905
Previous $1.1 Million 18.22%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$151.24 - $164.09 $182,697 - $198,220
-1,208 Reduced 17.02%
5,890 $902,000
Q4 2024

Jan 17, 2025
SELL
$153.73 - $162.67 $99,924 - $105,735
-650 Reduced 8.39%
7,098 $1.1 Million
Q3 2024

Nov 08, 2024
SELL
$140.68 - $156.99 $133,364 - $148,826
-948 Reduced 10.9%
7,748 $1.22 Million
Q2 2024

Aug 13, 2024
SELL
$137.31 - $147.96 $128,522 - $138,490
-936 Reduced 9.72%
8,696 $1.28 Million
Q1 2024

Apr 30, 2024
SELL
$130.7 - $144.91 $282,312 - $313,005
-2,160 Reduced 18.32%
9,632 $1.4 Million
Q4 2023

Jan 30, 2024
SELL
$115.01 - $133.48 $440,948 - $511,762
-3,834 Reduced 24.54%
11,792 $1.57 Million
Q3 2023

Oct 17, 2023
SELL
$119.58 - $128.54 $764,474 - $821,756
-6,393 Reduced 29.03%
15,626 $1.88 Million
Q2 2023

Jul 19, 2023
BUY
$117.11 - $124.7 $2.58 Million - $2.75 Million
22,019 New
22,019 $2.74 Million
Q4 2022

Feb 14, 2023
BUY
$99.74 - $115.82 $422,897 - $491,076
4,240 Added 14.41%
33,662 $3.68 Million
Q3 2022

Oct 26, 2022
BUY
$99.95 - $119.6 $2.94 Million - $3.52 Million
29,422 New
29,422 $2.94 Million

Others Institutions Holding URTH

# of Institutions
225
Shares Held
9.35M
Call Options Held
700
Put Options Held
1K
View Full List

About ISHARES MSCI WORLD ETF

URTH Quotes by TradingView
  • Ticker URTH
  • Sector ETFs
  • Industry ETFs
More about URTH
Track This Portfolio

Track Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio

Follow Nelson, Van Denburg & Campbell Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email