Latest Institutional Transactions on Ishares Msci World ETF (URTH)
This table provides information on the latest institutional transactions involving Ishares Msci World ETF (URTH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.13KNew |
$328K - $347K
|
2.13K
$327K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-187- 2.48% |
$28.7K - $30.4K
|
7.35K
$1.13M
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-108- 1.44% |
$16.6K - $17.6K
|
7.38K
$1.13M
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
42.7KNew |
$6.57M - $6.95M
|
42.7K
$6.55M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.7K- 8.78% |
$1.8M - $1.9M
|
121K
$18.6M
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
18.5KNew |
$2.84M - $3.01M
|
18.5K
$2.83M
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
805+ 1.04% |
$124K - $131K
|
78.1K
$12M
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
15.7KNew |
$2.42M - $2.56M
|
15.7K
$2.41M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
535K+ 258.35% |
$82.3M - $87M
|
742K
$114M
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
310+ 0.91% |
$47.7K - $50.4K
|
34.4K
$5.27M
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-4.16K- 12.51% |
$640K - $677K
|
29.1K
$4.46M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-16.6K- 49.87% |
$2.55M - $2.69M
|
16.6K
$2.55M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.25K- 37.77% |
$192K - $204K
|
2.06K
$316K
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.5K- 6.11% |
$384K - $407K
|
38.4K
$5.88M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.96K- 17.34% |
$301K - $318K
|
9.33K
$1.43M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-18- 16.82% |
$2.77K - $2.93K
|
89
$13.6K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.74KNew |
$882K - $933K
|
5.74K
$879K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.01K- 13.68% |
$155K - $164K
|
6.35K
$973K
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-558- 27.69% |
$85.8K - $90.8K
|
1.46K
$223K
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.65KNew |
$254K - $268K
|
1.65K
$253K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
700+ 350.0% |
$108K - $114K
|
900
$138K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.82KNew |
$434K - $459K
|
2.82K
$432K
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.39K- 7.0% |
$214K - $227K
|
18.5K
$2.84M
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7+ 0.67% |
$1.08K - $1.14K
|
1.05K
$160K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.52K+ 25283.33% |
$233K - $247K
|
1.52K
$233K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
274New |
$42.1K - $44.6K
|
274
$42K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-371K- 21.6% |
$57.1M - $60.4M
|
1.35M
$207M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14+ 0.3% |
$2.15K - $2.28K
|
4.64K
$711K
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
4.61KNew |
$709K - $751K
|
4.61K
$707K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.49KNew |
$229K - $243K
|
1.49K
$229K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.7K+ 54.36% |
$12M - $12.6M
|
221K
$33.8M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.15K+ 280.88% |
$176K - $186K
|
1.55K
$238K
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-76- 2.83% |
$11.7K - $12.4K
|
2.61K
$399K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
117+ 0.38% |
$18K - $19K
|
30.6K
$4.69M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6K+ 193.55% |
$922K - $976K
|
9.1K
$1.39M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$154 - $163
|
5.37K
$823K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.23K- 3.03% |
$651K - $688K
|
136K
$20.8M
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-650- 30.59% |
$99.9K - $106K
|
1.48K
$226K
|
|
Feb 13, 2025
Q4 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
37K+ 254.94% |
$5.68M - $6.01M
|
51.5K
$7.88M
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.47KNew |
$226K - $239K
|
1.47K
$225K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.1K+ 44.56% |
$1.7M - $1.8M
|
35.9K
$5.49M
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
1.83K+ 0.65% |
$281K - $297K
|
284K
$43.4M
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
324+ 14.24% |
$49.8K - $52.7K
|
2.6K
$398K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
175+ 3.21% |
$26.9K - $28.5K
|
5.62K
$862K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25K+ 540.42% |
$3.84M - $4.06M
|
29.6K
$4.53M
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
36.5KNew |
$5.61M - $5.94M
|
36.5K
$5.6M
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.98KNew |
$611K - $647K
|
3.98K
$609K
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
300New |
$46.1K - $48.8K
|
300
$46K
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-134K- 60.05% |
$20.6M - $21.8M
|
89.3K
$13.7M
|