Purchases and Sales Made in Q2 2024 in Ishares Msci World ETF (URTH)
This table provides information about the institutional ownership of Ishares Msci World ETF (URTH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
687+ 17.33% |
$94.3K - $102K
|
4.65K
$745K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
546New |
$75K - $80.8K
|
546
$87.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
506+ 37.15% |
$69.5K - $74.9K
|
1.87K
$299K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
437+ 3.83% |
$60K - $64.7K
|
11.9K
$1.9M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
411+ 1.37% |
$56.4K - $60.8K
|
30.3K
$4.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
405+ 0.52% |
$55.6K - $59.9K
|
78.2K
$12.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
389+ 14.13% |
$53.4K - $57.6K
|
3.14K
$503K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
355+ 1.91% |
$48.7K - $52.5K
|
18.9K
$3.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
313New |
$43K - $46.3K
|
313
$50.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
251+ 1.29% |
$34.5K - $37.1K
|
19.7K
$3.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
247+ 283.91% |
$33.9K - $36.5K
|
334
$53.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
193+ 4.26% |
$26.5K - $28.6K
|
4.72K
$756K
|
|
|
Jul 18, 2024
Q2 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
183+ 5.84% |
$25.1K - $27.1K
|
3.32K
$531K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
154+ 2.52% |
$21.1K - $22.8K
|
6.25K
$1M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
123+ 6.84% |
$16.9K - $18.2K
|
1.92K
$307K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
103New |
$14.1K - $15.2K
|
103
$16.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
102+ 4.16% |
$14K - $15.1K
|
2.56K
$409K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
80+ 73.39% |
$11K - $11.8K
|
189
$30.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
76+ 1.88% |
$10.4K - $11.2K
|
4.11K
$658K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
63New |
$8.65K - $9.32K
|
63
$10.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
39+ 8.41% |
$5.36K - $5.77K
|
503
$80.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
32+ 1.05% |
$4.39K - $4.73K
|
3.09K
$495K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
30+ 0.1% |
$4.12K - $4.44K
|
29.9K
$4.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30+ 10.1% |
$4.12K - $4.44K
|
327
$52.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
21+ 0.79% |
$2.88K - $3.11K
|
2.68K
$429K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
17+ 0.61% |
$2.33K - $2.52K
|
2.82K
$452K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
17New |
$2.33K - $2.52K
|
17
$2.72K
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
14+ 0.72% |
$1.92K - $2.07K
|
1.97K
$315K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
11+ 0.77% |
$1.51K - $1.63K
|
1.44K
$230K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8+ 0.78% |
$1.1K - $1.18K
|
1.04K
$166K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
7+ 53.85% |
$961 - $1.04K
|
20
$3.2K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6+ 0.25% |
$824 - $888
|
2.4K
$384K
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
3+ 0.01% |
$412 - $444
|
36.6K
$5.85M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2+ 0.43% |
$275 - $296
|
462
$73.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 1.12% |
$137 - $148
|
90
$14.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.1% |
$137 - $148
|
1.01K
$161K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.23% |
$137 - $148
|
431
$69K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.01% |
$137 - $148
|
7.36K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2- 0.1% |
$275 - $296
|
2K
$319K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-2- 0.07% |
$275 - $296
|
2.98K
$477K
|
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-3- 0.07% |
$412 - $444
|
4.06K
$650K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-9- 1.52% |
$1.24K - $1.33K
|
582
$93.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-11- 0.68% |
$1.51K - $1.63K
|
1.61K
$258K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-17- 4.79% |
$2.33K - $2.52K
|
338
$54.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-78- 1.02% |
$10.7K - $11.5K
|
7.59K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-87- 1.37% |
$11.9K - $12.9K
|
6.26K
$1M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-142- 2.21% |
$19.5K - $21K
|
6.28K
$1.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-151- 0.53% |
$20.7K - $22.3K
|
28.6K
$4.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-194- 7.71% |
$26.6K - $28.7K
|
2.32K
$371K
|