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 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.69KClosed |
$212K - $230K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.83KClosed |
$229K - $244K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Strategic Investment Management, LLC
|
SELL
|
- |
-2.49KClosed |
$311K - $331K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-91Closed |
$11.4K - $12.1K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-2.14KClosed |
$267K - $285K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.44KClosed |
$679K - $724K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
14New |
$1.75K - $1.86K
|
14
$2.14K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
186New |
$23.2K - $24.7K
|
186
$28.5K
|
|
| Q2 2021 | |||||||
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-100Closed |
$12K - $12.7K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.4KClosed |
$602K - $644K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-29.7KClosed |
$3.31M - $3.54M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-5.41KClosed |
$604K - $645K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-2.56KClosed |
$285K - $305K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.3KClosed |
$256K - $274K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.33KClosed |
$1.04M - $1.11M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
8.81KNew |
$982K - $1.05M
|
8.81K
$1.35M
|
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
186New |
$20.7K - $22.2K
|
186
$28.5K
|
|
| Q3 2020 | |||||||
|
Sep 23, 2021
Q3 2020
|
Systelligence, LLC
|
SELL
|
- |
-90.4KClosed |
$8.37M - $9.49M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-8.1KClosed |
$751K - $851K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Pacifica Partners Inc.
|
SELL
|
- |
-45Closed |
$4.17K - $4.73K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-857Closed |
$79.4K - $90K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
30+ 1.15% |
$2.23K - $2.91K
|
2.64K
$405K
|
|
|
Aug 26, 2020
Q2 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6Closed |
$446 - $581
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.37KClosed |
$474K - $617K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.36KClosed |
$324K - $422K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-15.4KClosed |
$1.15M - $1.49M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-13Closed |
$967 - $1.26K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-487- 14.6% |
$36.2K - $47.2K
|
2.85K
$436K
|
|
|
Jul 27, 2020
Q2 2020
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.5KNew |
$112K - $145K
|
1.5K
$230K
|
|
|
Jul 17, 2020
Q2 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-294Closed |
$21.9K - $28.5K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-10.7KClosed |
$798K - $1.04M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-28.3KClosed |
$1.91M - $2.89M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-3.7KClosed |
$249K - $378K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-405Closed |
$27.3K - $41.4K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 30, 2020
Q4 2019
|
First Merchants Corp
|
SELL
|
- |
-3.78KClosed |
$337K - $375K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 31, 2019
Q3 2019
|
Ironwood Financial, LLC
|
SELL
|
- |
-33Closed |
$2.88K - $3.07K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.79KNew |
$419K - $446K
|
4.79K
$734K
|
|
|
Oct 10, 2019
Q3 2019
|
Gradient Investments LLC
|
SELL
|
- |
-170Closed |
$14.9K - $15.8K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-11KClosed |
$949K - $1.01M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-850Closed |
$73.6K - $78.3K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-9.24KClosed |
$799K - $851K
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.11KClosed |
$442K - $471K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Oct 11, 2019
Q1 2019
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-380Closed |
$29.5K - $34K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-65Closed |
$5.04K - $5.82K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Scotia Capital Inc.
|
SELL
|
- |
-4.04KClosed |
$313K - $361K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8.9KClosed |
$690K - $797K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-65Closed |
$5.04K - $5.82K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-131KClosed |
$10.2M - $11.7M
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-16.6KClosed |
$1.29M - $1.49M
|
0
$0
|
|