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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-737- 25.99% |
$111K - $121K
|
2.1K
$342K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-796- 3.14% |
$120K - $131K
|
24.6K
$4M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-860- 4.64% |
$130K - $141K
|
17.7K
$2.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-887- 14.19% |
$134K - $146K
|
5.37K
$873K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-923- 1.7% |
$140K - $151K
|
53.3K
$8.67M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-957- 1.22% |
$145K - $157K
|
77.2K
$12.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-981- 8.45% |
$148K - $161K
|
10.6K
$1.73M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.01K- 50.0% |
$153K - $166K
|
1.01K
$165K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.21K- 17.02% |
$183K - $198K
|
5.89K
$959K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.34K- 4.38% |
$203K - $220K
|
29.3K
$4.76M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.42K- 93.37% |
$215K - $233K
|
101
$16.4K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.43K- 34.97% |
$216K - $235K
|
2.66K
$433K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 99.62% |
$235K - $255K
|
6
$977
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-2.05K- 30.48% |
$309K - $336K
|
4.67K
$759K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.2K- 55.85% |
$484K - $526K
|
2.53K
$412K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.8K- 9.9% |
$575K - $624K
|
34.6K
$5.63M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.02K- 60.64% |
$608K - $659K
|
2.61K
$424K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.05K- 28.46% |
$613K - $665K
|
10.2K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.3K- 47.25% |
$650K - $706K
|
4.8K
$781K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.35K- 29.69% |
$657K - $713K
|
10.3K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.53K- 3.85% |
$684K - $743K
|
113K
$18.4M
|
|
|
May 14, 2025
Q1 2025
|
Arizona Psprs Trust
Phoenix, AZ |
SELL
|
- |
-4.98K- 3.89% |
$753K - $817K
|
123K
$20M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.03K- 73.52% |
$761K - $825K
|
1.81K
$295K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.13K- 21.08% |
$1.23M - $1.33M
|
30.4K
$4.95M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-8.38K- 51.14% |
$1.27M - $1.38M
|
8.01K
$1.3M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-10.2K- 23.94% |
$1.55M - $1.68M
|
32.5K
$5.29M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-10.4K- 8.61% |
$1.57M - $1.7M
|
110K
$17.9M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-11.9K- 52.42% |
$1.79M - $1.94M
|
10.8K
$1.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-14.5K- 64.62% |
$2.19M - $2.38M
|
7.93K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-15.4K- 42.29% |
$2.34M - $2.53M
|
21.1K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-15.4K- 42.29% |
$2.34M - $2.53M
|
21.1K
$3.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-17.2K- 74.17% |
$2.6M - $2.82M
|
5.98K
$973K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19.4K- 65.5% |
$2.93M - $3.18M
|
10.2K
$1.66M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-23.7K- 8.95% |
$3.58M - $3.89M
|
241K
$39.2M
|
|
|
May 14, 2025
Q1 2025
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-50.6K- 77.49% |
$7.65M - $8.3M
|
14.7K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-51.7K- 8.14% |
$7.82M - $8.48M
|
583K
$94.9M
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-78.1K- 52.66% |
$11.8M - $12.8M
|
70.2K
$11.4M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-80.9K- 43.81% |
$12.2M - $13.3M
|
104K
$16.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-139K- 49.83% |
$21.1M - $22.9M
|
140K
$22.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-171K- 46.8% |
$25.9M - $28.1M
|
195K
$31.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-440K- 59.29% |
$66.6M - $72.2M
|
302K
$49.2M
|