Purchases and Sales Made in Q1 2023 in Ishares Msci World ETF (URTH)
This table provides information about the institutional ownership of Ishares Msci World ETF (URTH) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI WORLD ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
58+ 446.15% |
$6.32K - $6.93K
|
71
$11.4K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
55+ 1.97% |
$5.99K - $6.57K
|
2.85K
$456K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34+ 1.33% |
$3.7K - $4.06K
|
2.6K
$416K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 8.89% |
$436 - $478
|
49
$7.84K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.78% |
$109 - $119
|
129
$20.6K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3- 0.18% |
$327 - $358
|
1.64K
$262K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-14- 0.11% |
$1.52K - $1.67K
|
12.6K
$2.01M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-45- 5.81% |
$4.9K - $5.37K
|
730
$117K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-62- 1.18% |
$6.75K - $7.4K
|
5.2K
$832K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-90- 27.44% |
$9.8K - $10.7K
|
238
$38.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-148- 1.96% |
$16.1K - $17.7K
|
7.42K
$1.19M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-149- 5.62% |
$16.2K - $17.8K
|
2.5K
$400K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-188- 39.41% |
$20.5K - $22.5K
|
289
$46.3K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-192- 6.02% |
$20.9K - $22.9K
|
3K
$480K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-238- 8.36% |
$25.9K - $28.4K
|
2.61K
$418K
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-600- 23.62% |
$65.3K - $71.7K
|
1.94K
$310K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-724- 2.51% |
$78.8K - $86.5K
|
28.2K
$4.51M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-764- 4.57% |
$83.2K - $91.2K
|
16K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-777- 3.39% |
$84.6K - $92.8K
|
22.2K
$3.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-944- 31.13% |
$103K - $113K
|
2.09K
$334K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.04K- 4.0% |
$113K - $124K
|
25K
$4M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.44K- 5.51% |
$157K - $172K
|
24.7K
$3.95M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.52K- 11.12% |
$165K - $181K
|
12.1K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.58K- 7.12% |
$172K - $189K
|
20.7K
$3.31M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.27K- 1.48% |
$247K - $271K
|
151K
$24.2M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.88K- 9.88% |
$313K - $344K
|
26.3K
$4.2M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.55K- 56.48% |
$495K - $543K
|
3.5K
$561K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.98K- 12.8% |
$543K - $595K
|
34K
$5.43M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.9K- 55.36% |
$751K - $824K
|
5.56K
$890K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.07K- 10.59% |
$770K - $844K
|
59.7K
$9.55M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-9.05K- 81.52% |
$985K - $1.08M
|
2.05K
$328K
|
|
|
Apr 26, 2023
Q1 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-9.08K- 72.74% |
$988K - $1.08M
|
3.4K
$544K
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-10.3K- 21.27% |
$1.12M - $1.23M
|
38.2K
$6.12M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.4K- 20.21% |
$1.35M - $1.48M
|
48.8K
$7.81M
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-12.8K- 76.7% |
$1.39M - $1.53M
|
3.89K
$622K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13.5K- 78.11% |
$1.47M - $1.61M
|
3.78K
$604K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-13.5K- 9.75% |
$1.47M - $1.61M
|
125K
$20M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.5K- 85.19% |
$1.8M - $1.97M
|
2.87K
$460K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-25.5K- 53.43% |
$2.77M - $3.04M
|
22.2K
$3.55M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.9K- 55.94% |
$2.82M - $3.09M
|
20.4K
$3.26M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-28.7K- 98.31% |
$3.12M - $3.42M
|
494
$79.1K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-35.8K- 5.87% |
$3.89M - $4.27M
|
574K
$91.8M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-35.8K- 5.87% |
$3.89M - $4.27M
|
574K
$91.8M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-36.6K- 94.84% |
$3.99M - $4.37M
|
1.99K
$319K
|
|
|
May 09, 2023
Q1 2023
|
Barings LLC
|
SELL
|
- |
-43.3K- 20.53% |
$4.72M - $5.17M
|
168K
$26.8M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-53.4K- 28.33% |
$5.82M - $6.38M
|
135K
$21.6M
|
|
|
May 12, 2023
Q1 2023
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-63.8K- 73.71% |
$6.95M - $7.62M
|
22.8K
$3.64M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-80.3K- 28.02% |
$8.74M - $9.59M
|
206K
$33M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-99.2K- 43.65% |
$10.8M - $11.9M
|
128K
$20.5M
|