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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-197- 7.72% |
$27.1K - $29.1K
|
2.36K
$377K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-333- 6.25% |
$45.7K - $49.3K
|
5K
$800K
|
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-471- 3.15% |
$64.7K - $69.7K
|
14.5K
$2.32M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-494- 4.19% |
$67.8K - $73.1K
|
11.3K
$1.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-515- 15.99% |
$70.7K - $76.2K
|
2.71K
$433K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-544- 2.19% |
$74.7K - $80.5K
|
24.3K
$3.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-761- 2.85% |
$104K - $113K
|
25.9K
$4.15M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-796- 3.72% |
$109K - $118K
|
20.6K
$3.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-935- 7.99% |
$128K - $138K
|
10.8K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-936- 9.72% |
$129K - $138K
|
8.7K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.13K- 3.58% |
$155K - $167K
|
30.4K
$4.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.14K- 2.96% |
$156K - $168K
|
37.2K
$5.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.21K- 13.72% |
$167K - $179K
|
7.63K
$1.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.64K- 25.67% |
$225K - $242K
|
4.74K
$759K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.69K- 7.81% |
$232K - $249K
|
19.9K
$3.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.1K- 47.07% |
$289K - $311K
|
2.36K
$378K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.56K- 47.03% |
$351K - $378K
|
2.88K
$461K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.75K- 4.72% |
$378K - $407K
|
55.6K
$8.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.75K- 4.72% |
$378K - $407K
|
55.6K
$8.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.21K- 18.42% |
$715K - $771K
|
23.1K
$3.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-6.01K- 36.72% |
$826K - $890K
|
10.4K
$1.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-6.44K- 21.26% |
$884K - $952K
|
23.8K
$3.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.97K- 57.86% |
$957K - $1.03M
|
5.08K
$813K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.63K- 29.37% |
$1.32M - $1.42M
|
23.1K
$3.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-11.2K- 3.24% |
$1.53M - $1.65M
|
333K
$53.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-11.9K- 65.37% |
$1.64M - $1.76M
|
6.32K
$1.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-13.5K- 10.06% |
$1.85M - $1.99M
|
120K
$19.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-16.3K- 2.4% |
$2.23M - $2.41M
|
663K
$106M
|
|
|
Aug 14, 2024
Q2 2024
|
Centerstone Investors, LLC
New York, NY |
SELL
|
- |
-17.9K- 35.16% |
$2.45M - $2.64M
|
33K
$5.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-31.7K- 4.2% |
$4.36M - $4.69M
|
724K
$116M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-35K- 18.04% |
$4.81M - $5.18M
|
159K
$25.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-43.4K- 22.74% |
$5.97M - $6.43M
|
148K
$23.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-107K- 70.75% |
$14.7M - $15.9M
|
44.4K
$7.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-109KClosed |
$15M - $16.2M
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-151K- 98.39% |
$20.7M - $22.4M
|
2.48K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-484K- 79.91% |
$66.4M - $71.6M
|
122K
$19.5M
|