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 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
250+ 26.57% |
$38.4K - $40.7K
|
1.19K
$182K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11New |
$1.69K - $1.79K
|
11
$1.69K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
231+ 8.24% |
$35.5K - $37.6K
|
3.03K
$465K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-618- 5.05% |
$95K - $101K
|
11.6K
$1.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
4.4K+ 100.0% |
$676K - $716K
|
8.8K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-28- 1.42% |
$4.3K - $4.55K
|
1.94K
$298K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
162+ 9.95% |
$24.9K - $26.4K
|
1.79K
$274K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
450New |
$69.2K - $73.2K
|
450
$68.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
29+ 1.77% |
$4.46K - $4.72K
|
1.67K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
366KNew |
$56.2M - $59.5M
|
366K
$56M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
783+ 12.59% |
$120K - $127K
|
7K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-81.9K- 77.53% |
$12.6M - $13.3M
|
23.7K
$3.64M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.95KNew |
$454K - $480K
|
2.95K
$452K
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
1.18K+ 21.35% |
$182K - $192K
|
6.71K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
15.4KNew |
$2.36M - $2.5M
|
15.4K
$2.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
22.1K+ 105.84% |
$3.4M - $3.6M
|
43K
$6.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
12.2K+ 19.46% |
$1.87M - $1.98M
|
74.6K
$11.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
41.6K+ 38.99% |
$6.4M - $6.77M
|
148K
$22.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
15+ 0.53% |
$2.31K - $2.44K
|
2.84K
$434K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
75+ 22.12% |
$11.5K - $12.2K
|
414
$63.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-355- 2.99% |
$54.6K - $57.7K
|
11.5K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32+ 1.77% |
$4.92K - $5.21K
|
1.84K
$282K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
36.5KNew |
$5.61M - $5.94M
|
36.5K
$5.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.51K- 14.99% |
$386K - $408K
|
14.2K
$2.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
6+ 0.09% |
$922 - $976
|
6.43K
$985K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-65.5K- 9.6% |
$10.1M - $10.7M
|
617K
$94.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
590New |
$90.7K - $96K
|
590
$90.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-35- 17.24% |
$5.38K - $5.69K
|
168
$25.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
73+ 1.77% |
$11.2K - $11.9K
|
4.19K
$642K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
160+ 57.14% |
$24.6K - $26K
|
440
$67.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.95K- 1.63% |
$299K - $316K
|
117K
$18M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
$154 - $163
|
1.54K
$236K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
27.5K+ 18.73% |
$4.22M - $4.47M
|
174K
$26.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.43KNew |
$220K - $232K
|
1.43K
$219K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-169- 4.95% |
$26K - $27.5K
|
3.25K
$497K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-274- 0.5% |
$42.1K - $44.6K
|
54.2K
$8.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
2.05K+ 4.3% |
$315K - $333K
|
49.6K
$7.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-1- 0.13% |
$154 - $163
|
787
$121K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21+ 0.72% |
$3.23K - $3.42K
|
2.94K
$450K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.78K- 74.25% |
$1.35M - $1.43M
|
3.04K
$466K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-28- 0.12% |
$4.3K - $4.55K
|
22.6K
$3.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
850New |
$131K - $138K
|
850
$130K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.12% |
$461 - $488
|
2.56K
$392K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.2% |
$307 - $325
|
1.01K
$155K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.88KNew |
$289K - $306K
|
1.88K
$288K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-74- 1.17% |
$11.4K - $12K
|
6.25K
$958K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-35- 1.65% |
$5.38K - $5.69K
|
2.08K
$319K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
178+ 5.73% |
$27.4K - $29K
|
3.29K
$503K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-650- 8.39% |
$99.9K - $106K
|
7.1K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
3.38KNew |
$520K - $550K
|
3.38K
$518K
|