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 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.16K- 18.32% |
$282K - $313K
|
9.63K
$1.58M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-2.34K- 41.92% |
$306K - $339K
|
3.24K
$530K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.38K- 1.86% |
$310K - $344K
|
125K
$20.5M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.95K- 63.47% |
$517K - $573K
|
2.28K
$372K
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-5.49K- 57.66% |
$718K - $796K
|
4.03K
$660K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-8.37K- 4.13% |
$1.09M - $1.21M
|
194K
$31.8M
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
SELL
|
- |
-8.61K- 3.1% |
$1.13M - $1.25M
|
270K
$44.1M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.15K- 55.4% |
$1.2M - $1.33M
|
7.36K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.7K- 80.17% |
$1.27M - $1.41M
|
2.4K
$393K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-10.8K- 7.49% |
$1.42M - $1.57M
|
134K
$21.9M
|
|
|
May 14, 2024
Q1 2024
|
Mount Capital LTD
|
SELL
|
- |
-11.5K- 30.57% |
$1.5M - $1.66M
|
26K
$4.25M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.6K- 83.23% |
$1.78M - $1.97M
|
2.74K
$448K
|
|
|
May 02, 2024
Q1 2024
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-15.6K- 61.01% |
$2.03M - $2.25M
|
9.94K
$1.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-16.3K- 15.29% |
$2.13M - $2.36M
|
90.3K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-16.6K- 20.34% |
$2.17M - $2.41M
|
65K
$10.6M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-18.9K- 81.9% |
$2.47M - $2.74M
|
4.19K
$685K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-19.3K- 54.08% |
$2.52M - $2.8M
|
16.4K
$2.68M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.8K- 86.77% |
$3.37M - $3.73M
|
3.93K
$642K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31.4K- 56.91% |
$4.1M - $4.55M
|
23.7K
$3.88M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.4K- 4.73% |
$4.23M - $4.69M
|
653K
$107M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-56.6K- 49.51% |
$7.4M - $8.2M
|
57.7K
$9.44M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-60.4K- 7.4% |
$7.9M - $8.76M
|
756K
$124M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-66K- 9.82% |
$8.62M - $9.56M
|
606K
$99M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-75.6K- 37.63% |
$9.88M - $11M
|
125K
$20.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-75.6K- 37.63% |
$9.88M - $11M
|
125K
$20.5M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-79.3K- 29.34% |
$10.4M - $11.5M
|
191K
$31.2M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-103K- 77.23% |
$13.4M - $14.9M
|
30.3K
$4.95M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-143K- 17.38% |
$18.7M - $20.7M
|
679K
$111M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-154K- 64.36% |
$20.2M - $22.4M
|
85.4K
$14M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-166K- 8.6% |
$21.7M - $24.1M
|
1.76M
$289M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-282K- 56.47% |
$36.9M - $40.9M
|
218K
$35.6M
|