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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
776+ 15.54% |
$119K - $126K
|
5.77K
$884K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
1.33KNew |
$204K - $216K
|
1.33K
$203K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
4.45KNew |
$683K - $723K
|
4.45K
$681K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 6.12% |
$461 - $488
|
52
$7.97K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
23.1KNew |
$3.56M - $3.76M
|
23.1K
$3.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
1.34KNew |
$206K - $218K
|
1.34K
$205K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
3.88K+ 147.79% |
$597K - $632K
|
6.51K
$998K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.59% |
$461 - $488
|
508
$77.8K
|
|
| Q3 2024 | |||||||
|
Jan 30, 2025
Q3 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
28.8KNew |
$4.05M - $4.52M
|
28.8K
$4.41M
|
|
|
Nov 25, 2024
Q3 2024
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
33KNew |
$4.64M - $5.18M
|
33K
$5.05M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.79KNew |
$674K - $752K
|
4.79K
$734K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
173New |
$24.3K - $27.2K
|
173
$26.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
6K+ 56.07% |
$844K - $942K
|
16.7K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
17.7KNew |
$2.49M - $2.78M
|
17.7K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.3KNew |
$1.31M - $1.46M
|
9.3K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.87KNew |
$403K - $450K
|
2.87K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8New |
$1.13K - $1.26K
|
8
$1.23K
|
|
|
Nov 14, 2024
Q3 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
1.59KNew |
$224K - $250K
|
1.59K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
3.1KNew |
$436K - $487K
|
3.1K
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
503New |
$70.8K - $79K
|
503
$77.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-953- 20.53% |
$134K - $150K
|
3.69K
$565K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-183- 2.93% |
$25.7K - $28.7K
|
6.07K
$930K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
40+ 4.64% |
$5.63K - $6.28K
|
902
$138K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-548K- 94.05% |
$77.1M - $86.1M
|
34.7K
$5.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-341- 35.59% |
$48K - $53.5K
|
617
$94.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.87KNew |
$544K - $607K
|
3.87K
$592K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
126New |
$17.7K - $19.8K
|
126
$19.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1- -0.0% |
$141 - $157
|
25.5K
$3.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-100- 29.59% |
$14.1K - $15.7K
|
238
$36.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.47K- 54.2% |
$206K - $230K
|
1.24K
$190K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.11K+ 59.42% |
$156K - $174K
|
2.98K
$456K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-25- 1.06% |
$3.52K - $3.92K
|
2.33K
$357K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-106K- 98.68% |
$14.9M - $16.6M
|
1.41K
$216K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
215New |
$30.2K - $33.8K
|
215
$32.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
BUY
|
- |
5.91KNew |
$832K - $928K
|
5.91K
$906K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-177- 1.35% |
$24.9K - $27.8K
|
12.9K
$1.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-423- 14.83% |
$59.5K - $66.4K
|
2.43K
$372K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.68KNew |
$236K - $264K
|
1.68K
$257K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.76K+ 91.88% |
$248K - $277K
|
3.68K
$564K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.24KNew |
$315K - $352K
|
2.24K
$343K
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-265- 0.93% |
$37.3K - $41.6K
|
28.3K
$4.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25K+ 41.99% |
$3.52M - $3.93M
|
84.6K
$13M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-174- 0.77% |
$24.5K - $27.3K
|
22.4K
$3.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1New |
$141 - $157
|
1
$153
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-300- 12.45% |
$42.2K - $47.1K
|
2.11K
$323K
|
|
| Q2 2024 | |||||||
|
Jan 03, 2025
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-151K- 98.39% |
$20.7M - $22.4M
|
2.48K
$380K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
1.6KNew |
$220K - $237K
|
1.6K
$245K
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-109KClosed |
$15M - $16.2M
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.64K- 25.67% |
$225K - $242K
|
4.74K
$727K
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
BUY
|
- |
17KNew |
$2.33M - $2.52M
|
17K
$2.6M
|
|