Purchases and Sales Made in Q2 2025 in Ishares Msci World ETF (URTH)
This table provides information about the institutional ownership of Ishares Msci World ETF (URTH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
21.3K+ 8.79% |
$2.91M - $3.61M
|
264K
$45.9M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
15.9KNew |
$2.16M - $2.69M
|
15.9K
$2.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$1.37M - $1.71M
|
10.1K
$1.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
7K+ 823.65% |
$954K - $1.19M
|
7.85K
$1.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
6.23K+ 13.34% |
$849K - $1.06M
|
52.9K
$9.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.05K+ 29.36% |
$689K - $856K
|
22.3K
$3.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.61K+ 10.54% |
$628K - $781K
|
48.3K
$8.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.85K+ 37.8% |
$525K - $652K
|
14K
$2.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
2.06KNew |
$280K - $348K
|
2.06K
$357K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.26KNew |
$171K - $213K
|
1.26K
$218K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
893+ 8.3% |
$122K - $151K
|
11.7K
$2.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
801New |
$109K - $136K
|
801
$139K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
780+ 9.1% |
$106K - $132K
|
9.35K
$1.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
714New |
$97.3K - $121K
|
714
$124K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
344+ 0.12% |
$46.9K - $58.3K
|
287K
$49.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
218+ 3.37% |
$29.7K - $36.9K
|
6.69K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
82+ 195.24% |
$11.2K - $13.9K
|
124
$21.5K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
30+ 1.29% |
$4.09K - $5.08K
|
2.36K
$410K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
26+ 0.87% |
$3.54K - $4.4K
|
3.02K
$524K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25+ 0.77% |
$3.41K - $4.23K
|
3.27K
$569K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
16+ 0.75% |
$2.18K - $2.71K
|
2.15K
$373K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.08% |
$273 - $339
|
2.56K
$445K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.54% |
$136 - $169
|
187
$32.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-110- 1.39% |
$15K - $18.6K
|
7.82K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-117- 1.52% |
$15.9K - $19.8K
|
7.59K
$1.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-150- 27.47% |
$20.4K - $25.4K
|
396
$68.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-150- 25.42% |
$20.4K - $25.4K
|
440
$76.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-182- 0.63% |
$24.8K - $30.8K
|
28.5K
$4.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-263- 4.47% |
$35.8K - $44.5K
|
5.63K
$978K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-324- 6.04% |
$44.2K - $54.9K
|
5.04K
$876K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.81K- 30.2% |
$246K - $306K
|
4.17K
$725K
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-70.1K- 81.06% |
$9.55M - $11.9M
|
16.4K
$2.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-150K- 24.05% |
$20.4M - $25.4M
|
474K
$82.3M
|