Purchases and Sales Made in Q1 2025 in Ishares Msci World ETF (URTH)
This table provides information about the institutional ownership of Ishares Msci World ETF (URTH) during Q1 2025. 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 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.44KNew |
$217K - $236K
|
1.44K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.43K+ 25.5% |
$217K - $235K
|
7.06K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.29K+ 5.05% |
$195K - $212K
|
26.8K
$4.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
1.2K+ 18.41% |
$181K - $197K
|
7.71K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.15K+ 1291.01% |
$174K - $189K
|
1.24K
$202K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.09K+ 0.9% |
$165K - $179K
|
122K
$19.9M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.01K+ 100.0% |
$153K - $166K
|
2.02K
$329K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
907+ 43.52% |
$137K - $149K
|
2.99K
$487K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
889+ 5.05% |
$134K - $146K
|
18.5K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
750+ 13.0% |
$113K - $123K
|
6.52K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
728+ 1.69% |
$110K - $119K
|
43.7K
$7.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
420+ 1.48% |
$63.5K - $68.9K
|
28.7K
$4.67M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
339New |
$51.3K - $55.6K
|
339
$55.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
278+ 6.99% |
$42K - $45.6K
|
4.25K
$692K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
276+ 3.76% |
$41.7K - $45.3K
|
7.62K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
245+ 7.46% |
$37.1K - $40.2K
|
3.53K
$575K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
242+ 5.21% |
$36.6K - $39.7K
|
4.89K
$795K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
204New |
$30.9K - $33.5K
|
204
$33.2K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
195+ 0.57% |
$29.5K - $32K
|
34.6K
$5.64M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
155+ 2.45% |
$23.4K - $25.4K
|
6.48K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
135+ 7.18% |
$20.4K - $22.2K
|
2.02K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
100New |
$15.1K - $16.4K
|
100
$16.3K
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
75+ 0.45% |
$11.3K - $12.3K
|
16.6K
$2.71M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
74New |
$11.2K - $12.1K
|
74
$12K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
70New |
$10.6K - $11.5K
|
70
$11.4K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
69+ 2.35% |
$10.4K - $11.3K
|
3.01K
$490K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
55+ 1.31% |
$8.32K - $9.02K
|
4.24K
$691K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
42+ 0.18% |
$6.35K - $6.89K
|
23.5K
$3.82M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
42New |
$6.35K - $6.89K
|
42
$6.84K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
39New |
$5.9K - $6.4K
|
39
$6.35K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
32+ 0.19% |
$4.84K - $5.25K
|
16.7K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25New |
$3.78K - $4.1K
|
25
$4.07K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
13+ 23.21% |
$1.97K - $2.13K
|
69
$11.2K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
10New |
$1.51K - $1.64K
|
10
$1.63K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
9+ 1.14% |
$1.36K - $1.48K
|
796
$130K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5+ 0.48% |
$756 - $820
|
1.05K
$171K
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$151 - $164
|
1
$163
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-6- 0.07% |
$907 - $985
|
8.57K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-31- 1.02% |
$4.69K - $5.09K
|
3K
$489K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-96- 35.04% |
$14.5K - $15.8K
|
178
$29K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-100- 6.0% |
$15.1K - $16.4K
|
1.57K
$255K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-105- 20.67% |
$15.9K - $17.2K
|
403
$65.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-116- 1.57% |
$17.5K - $19K
|
7.27K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-175- 1.88% |
$26.5K - $28.7K
|
9.15K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-186- 9.06% |
$28.1K - $30.5K
|
1.87K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-216- 7.36% |
$32.7K - $35.4K
|
2.72K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-265- 9.39% |
$40.1K - $43.5K
|
2.56K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-460- 15.12% |
$69.6K - $75.5K
|
2.58K
$420K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-486- 12.26% |
$73.5K - $79.7K
|
3.48K
$566K
|