Purchases and Sales Made in Q1 2024 in Ishares Msci World ETF (URTH)
This table provides information about the institutional ownership of Ishares Msci World ETF (URTH) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
276KNew |
$36M - $39.9M
|
276K
$42.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
275K+ 396.43% |
$35.9M - $39.8M
|
344K
$53.1M
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
BUY
|
- |
151K+ 6095.88% |
$19.7M - $21.9M
|
154K
$23.7M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
103K+ 6.17% |
$13.4M - $14.9M
|
1.76M
$272M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
91.7KNew |
$12M - $13.3M
|
91.7K
$14.2M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
87.6K+ 572.29% |
$11.5M - $12.7M
|
103K
$15.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
70.5K+ 86.84% |
$9.22M - $10.2M
|
152K
$23.4M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
64.9K+ 612.47% |
$8.48M - $9.41M
|
75.5K
$11.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
58.3KNew |
$7.62M - $8.45M
|
58.3K
$9M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.6KNew |
$4.39M - $4.86M
|
33.6K
$5.18M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.2K+ 2493.67% |
$3.55M - $3.94M
|
28.3K
$4.36M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.2K+ 11.91% |
$3.3M - $3.66M
|
237K
$36.6M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.9K+ 152.77% |
$2.99M - $3.32M
|
37.9K
$5.85M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.5KNew |
$2.8M - $3.11M
|
21.5K
$3.31M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.4KNew |
$2.8M - $3.1M
|
21.4K
$3.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.8KNew |
$2.58M - $2.87M
|
19.8K
$3.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
16.4K+ 191.82% |
$2.14M - $2.37M
|
24.9K
$3.84M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
13.5KNew |
$1.77M - $1.96M
|
13.5K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.5K+ 19.74% |
$1.76M - $1.95M
|
81.7K
$12.6M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
12.8KNew |
$1.68M - $1.86M
|
12.8K
$1.98M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
10.7K+ 700.26% |
$1.4M - $1.55M
|
12.2K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.84K+ 14.46% |
$633K - $702K
|
38.3K
$5.92M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.47KNew |
$584K - $647K
|
4.47K
$689K
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.65K+ 890.98% |
$477K - $529K
|
4.06K
$627K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.22KNew |
$421K - $467K
|
3.22K
$497K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.11KNew |
$407K - $451K
|
3.11K
$480K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3.06KNew |
$400K - $444K
|
3.06K
$472K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.79KNew |
$364K - $404K
|
2.79K
$430K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.75KNew |
$359K - $399K
|
2.75K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.57K+ 16.12% |
$336K - $373K
|
18.5K
$2.86M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.37KNew |
$310K - $344K
|
2.37K
$366K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.25K+ 20.37% |
$294K - $326K
|
13.3K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.87K+ 10.95% |
$244K - $270K
|
18.9K
$2.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.8KNew |
$235K - $260K
|
1.8K
$277K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.69K+ 93.64% |
$221K - $245K
|
3.5K
$540K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.43KNew |
$187K - $207K
|
1.43K
$220K
|
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1.29K+ 2.88% |
$168K - $186K
|
45.9K
$7.08M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.26KNew |
$164K - $182K
|
1.26K
$194K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.23K+ 4.28% |
$160K - $178K
|
29.9K
$4.61M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
958New |
$125K - $139K
|
958
$148K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
952+ 232.2% |
$124K - $138K
|
1.36K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
908New |
$119K - $132K
|
908
$140K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
748+ 15.95% |
$97.8K - $108K
|
5.44K
$839K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
676+ 2.41% |
$88.4K - $98K
|
28.7K
$4.43M
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
618+ 1.72% |
$80.8K - $89.6K
|
36.6K
$5.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
589+ 1.83% |
$77K - $85.4K
|
32.8K
$5.06M
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
532+ 3.69% |
$69.5K - $77.1K
|
15K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
456+ 2.4% |
$59.6K - $66.1K
|
19.4K
$3M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
300New |
$39.2K - $43.5K
|
300
$46.3K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
297New |
$38.8K - $43K
|
297
$45.8K
|