Purchases and Sales Made in Q3 2021 in Ishares Msci World ETF (URTH)
This table provides information about the institutional ownership of Ishares Msci World ETF (URTH) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2021
Q3 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
288K+ 2783.83% |
$35.9M - $38.3M
|
298K
$46M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
269KNew |
$33.6M - $35.8M
|
269K
$41.5M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
185K+ 23.1% |
$23.1M - $24.6M
|
986K
$152M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
95.6K+ 83.75% |
$11.9M - $12.7M
|
210K
$32.3M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
92.3K+ 713.42% |
$11.5M - $12.3M
|
105K
$16.2M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
90.9KNew |
$11.4M - $12.1M
|
90.9K
$14M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
83.6KNew |
$10.4M - $11.1M
|
83.6K
$12.9M
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
80.4K+ 9.47% |
$10M - $10.7M
|
930K
$143M
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
73.8KNew |
$9.21M - $9.82M
|
73.8K
$11.4M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
57.9KNew |
$7.22M - $7.7M
|
57.9K
$8.93M
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
51K+ 221.74% |
$6.37M - $6.79M
|
74K
$11.4M
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
35.2K+ 38.65% |
$4.39M - $4.68M
|
126K
$19.5M
|
|
Nov 15, 2021
Q3 2021
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
30.5KNew |
$3.8M - $4.05M
|
30.5K
$4.7M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.7K+ 17.7% |
$3.33M - $3.55M
|
177K
$27.4M
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
17.9K+ 92.93% |
$2.24M - $2.39M
|
37.2K
$5.74M
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
15.6K+ 896.55% |
$1.95M - $2.07M
|
17.3K
$2.67M
|
|
Oct 21, 2021
Q3 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
14.6KNew |
$1.82M - $1.94M
|
14.6K
$2.25M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.7K+ 180.56% |
$1.59M - $1.69M
|
19.8K
$3.05M
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
10.9KNew |
$1.36M - $1.45M
|
10.9K
$1.68M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.08K+ 16.22% |
$1.01M - $1.07M
|
57.9K
$8.93M
|
|
Nov 15, 2021
Q3 2021
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
7.25K+ 6.0% |
$905K - $965K
|
128K
$19.8M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
6.74K+ 7.2% |
$841K - $896K
|
100K
$15.5M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.73K+ 10.69% |
$466K - $496K
|
38.6K
$5.96M
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.2K+ 195.6% |
$400K - $426K
|
4.84K
$747K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
2.47KNew |
$309K - $329K
|
2.47K
$381K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.44K+ 300.12% |
$304K - $324K
|
3.25K
$501K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.05K+ 50.89% |
$256K - $273K
|
6.09K
$939K
|
|
Nov 03, 2021
Q3 2021
|
Dupont Capital Management Corp
|
BUY
|
- |
2K+ 11.78% |
$250K - $266K
|
19K
$2.93M
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.86K+ 51.98% |
$232K - $248K
|
5.44K
$839K
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.68K+ 5.9% |
$209K - $223K
|
30.1K
$4.64M
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
1.67KNew |
$208K - $222K
|
1.67K
$257K
|
|
Nov 09, 2021
Q3 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
1.56K+ 52.22% |
$195K - $208K
|
4.55K
$702K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.24K+ 5.66% |
$154K - $165K
|
23.1K
$3.56M
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.1K+ 13.75% |
$137K - $146K
|
9.1K
$1.4M
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.1K+ 90.16% |
$137K - $146K
|
2.32K
$358K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.08K+ 6.14% |
$135K - $144K
|
18.7K
$2.89M
|
|
Nov 15, 2021
Q3 2021
|
Ubp Investment Advisors Sa
|
BUY
|
- |
818+ 2.25% |
$102K - $109K
|
37.1K
$5.73M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
649+ 6.04% |
$81K - $86.3K
|
11.4K
$1.76M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
580New |
$72.4K - $77.2K
|
580
$89.5K
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
BUY
|
- |
460+ 24.77% |
$57.4K - $61.2K
|
2.32K
$357K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
344+ 204.76% |
$42.9K - $45.8K
|
512
$79K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
143+ 1.44% |
$17.8K - $19K
|
10.1K
$1.55M
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
138+ 0.63% |
$17.2K - $18.4K
|
22.1K
$3.41M
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
70New |
$8.74K - $9.31K
|
70
$10.8K
|
|
Nov 08, 2021
Q3 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
45+ 0.15% |
$5.62K - $5.99K
|
29.9K
$4.61M
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
33New |
$4.12K - $4.39K
|
33
$5.09K
|
|
Nov 12, 2021
Q3 2021
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
15+ 0.06% |
$1.87K - $2K
|
25.5K
$3.93M
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
14New |
$1.75K - $1.86K
|
14
$2.16K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$125 - $133
|
0
$0
|