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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
15+ 0.23% |
$2.04K - $2.54K
|
6.44K
$1.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-330- 16.38% |
$45K - $55.9K
|
1.69K
$309K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
750+ 94.22% |
$102K - $127K
|
1.55K
$283K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
12+ 0.73% |
$1.64K - $2.03K
|
1.66K
$304K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
19+ 5.08% |
$2.59K - $3.22K
|
393
$72K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12New |
$1.64K - $2.03K
|
12
$2.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-32- 0.44% |
$4.36K - $5.42K
|
7.24K
$1.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23+ 0.76% |
$3.13K - $3.9K
|
3.03K
$555K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
3+ 0.68% |
$409 - $508
|
443
$81.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.27K- 29.88% |
$173K - $215K
|
2.98K
$545K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.26KNew |
$171K - $213K
|
1.26K
$230K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25+ 0.77% |
$3.41K - $4.23K
|
3.27K
$599K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
780+ 9.1% |
$106K - $132K
|
9.35K
$1.71M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
15.9KNew |
$2.16M - $2.69M
|
15.9K
$2.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-117- 1.52% |
$15.9K - $19.8K
|
7.59K
$1.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.54% |
$136 - $169
|
187
$34.3K
|
|
| Q1 2025 | |||||||
|
Nov 14, 2025
Q1 2025
|
Inherent Management Corp.
New York, NY |
BUY
|
- |
60.7KNew |
$9.17M - $9.95M
|
60.7K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$151 - $164
|
1
$183
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25New |
$3.78K - $4.1K
|
25
$4.58K
|
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
3.1KNew |
$469K - $509K
|
3.1K
$568K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
52.7KNew |
$7.97M - $8.65M
|
52.7K
$9.65M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
31.1KNew |
$4.7M - $5.1M
|
31.1K
$5.69M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
17.7KNew |
$2.68M - $2.9M
|
17.7K
$3.24M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
2.15KNew |
$326K - $353K
|
2.15K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.12KNew |
$321K - $348K
|
2.12K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.7KNew |
$560K - $607K
|
3.7K
$678K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.82KNew |
$275K - $298K
|
1.82K
$333K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.35K- 29.69% |
$657K - $713K
|
10.3K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 99.62% |
$235K - $255K
|
6
$1.1K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
19.2KNew |
$2.91M - $3.16M
|
19.2K
$3.52M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
100New |
$15.1K - $16.4K
|
100
$18.3K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
39New |
$5.9K - $6.4K
|
39
$7.14K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
195+ 0.57% |
$29.5K - $32K
|
34.6K
$6.34M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.2K- 55.85% |
$484K - $526K
|
2.53K
$464K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
26.5K+ 951.2% |
$4.01M - $4.35M
|
29.3K
$5.36M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.19KNew |
$1.09M - $1.18M
|
7.19K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
8.44K+ 25.51% |
$1.28M - $1.39M
|
41.5K
$7.61M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
74New |
$11.2K - $12.1K
|
74
$13.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
3.05KNew |
$461K - $500K
|
3.05K
$559K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-105- 20.67% |
$15.9K - $17.2K
|
403
$73.8K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
70New |
$10.6K - $11.5K
|
70
$12.8K
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
SELL
|
- |
-3.42K- 3.33% |
$526K - $557K
|
99.3K
$18.2M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-1.86K- 6.47% |
$286K - $303K
|
26.9K
$4.93M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
SELL
|
- |
-5.5K- 64.71% |
$846K - $895K
|
3K
$550K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.65KNew |
$254K - $268K
|
1.65K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
700+ 350.0% |
$108K - $114K
|
900
$165K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-4.16K- 12.51% |
$640K - $677K
|
29.1K
$5.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-558- 27.69% |
$85.8K - $90.8K
|
1.46K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$154 - $163
|
5.37K
$984K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.15K+ 280.88% |
$176K - $186K
|
1.55K
$285K
|
|