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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
284+ 11.15% |
$37.1K - $41.2K
|
2.83K
$437K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
277+ 7.51% |
$36.2K - $40.1K
|
3.97K
$612K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
228+ 3.07% |
$29.8K - $33K
|
7.66K
$1.18M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200New |
$26.1K - $29K
|
200
$30.9K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
194+ 8.36% |
$25.4K - $28.1K
|
2.52K
$388K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
187+ 3.04% |
$24.4K - $27.1K
|
6.34K
$979K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
181+ 156.03% |
$23.7K - $26.2K
|
297
$45.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
168+ 3.26% |
$22K - $24.3K
|
5.33K
$823K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
141+ 31.33% |
$18.4K - $20.4K
|
591
$91.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
117+ 49.16% |
$15.3K - $17K
|
355
$54.8K
|
|
|
May 02, 2024
Q1 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
113+ 3.74% |
$14.8K - $16.4K
|
3.13K
$483K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
103New |
$13.5K - $14.9K
|
103
$15.9K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
87New |
$11.4K - $12.6K
|
87
$13.4K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
67+ 18.46% |
$8.76K - $9.71K
|
430
$66.4K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
50New |
$6.53K - $7.25K
|
50
$7.72K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
39New |
$5.1K - $5.65K
|
39
$6.02K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
24+ 0.81% |
$3.14K - $3.48K
|
2.98K
$461K
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
14+ 0.08% |
$1.83K - $2.03K
|
18.2K
$2.82M
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
14New |
$1.83K - $2.03K
|
14
$2.16K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1- 0.04% |
$131 - $145
|
2.39K
$369K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-18- 11.25% |
$2.35K - $2.61K
|
142
$21.9K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-23- 0.9% |
$3.01K - $3.33K
|
2.52K
$389K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-26- 5.31% |
$3.4K - $3.77K
|
464
$71.6K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-34- 0.75% |
$4.44K - $4.93K
|
4.53K
$699K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-41- 0.36% |
$5.36K - $5.94K
|
11.4K
$1.76M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-45- 33.58% |
$5.88K - $6.52K
|
89
$13.7K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-50- 1.92% |
$6.53K - $7.25K
|
2.55K
$394K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-85- 0.79% |
$11.1K - $12.3K
|
10.7K
$1.65M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-130- 2.09% |
$17K - $18.8K
|
6.1K
$942K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-152- 0.57% |
$19.9K - $22K
|
26.7K
$4.11M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-167- 7.71% |
$21.8K - $24.2K
|
2K
$308K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-179- 6.64% |
$23.4K - $25.9K
|
2.52K
$388K
|
|
|
May 10, 2024
Q1 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-183- 1.09% |
$23.9K - $26.5K
|
16.5K
$2.55M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-300- 73.35% |
$39.2K - $43.5K
|
109
$16.8K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-334- 2.7% |
$43.7K - $48.4K
|
12K
$1.86M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-352- 0.6% |
$46K - $51K
|
58.3K
$9M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-371- 96.61% |
$48.5K - $53.8K
|
13
$2.01K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-495- 5.3% |
$64.7K - $71.7K
|
8.84K
$1.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-496- 72.83% |
$64.8K - $71.9K
|
185
$28.6K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-498- 4.08% |
$65.1K - $72.2K
|
11.7K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-785- 4.43% |
$103K - $114K
|
16.9K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-940- 4.17% |
$123K - $136K
|
21.6K
$3.33M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.32K- 1.79% |
$173K - $192K
|
72.7K
$11.2M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.38K- 4.18% |
$180K - $199K
|
31.5K
$4.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.59K- 11.91% |
$208K - $231K
|
11.8K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.65K- 2.07% |
$215K - $239K
|
77.8K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.74K- 24.4% |
$227K - $252K
|
5.39K
$831K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.16K- 18.32% |
$282K - $313K
|
9.63K
$1.49M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-2.34K- 41.92% |
$306K - $339K
|
3.24K
$500K
|