Purchases and Sales Made in Q3 2022 in Ishares Msci World ETF (URTH)
This table provides information about the institutional ownership of Ishares Msci World ETF (URTH) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
127+ 19.6% |
$12.7K - $15.2K
|
775
$123K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
99+ 4.59% |
$9.9K - $11.8K
|
2.25K
$358K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
56New |
$5.6K - $6.7K
|
56
$8.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
45+ 1.5% |
$4.5K - $5.38K
|
3.04K
$483K
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
BUY
|
- |
8New |
$800 - $957
|
8
$1.27K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$300 - $359
|
3
$477
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-2- 3.08% |
$200 - $239
|
63
$10K
|
|
|
Nov 15, 2022
Q3 2022
|
Bradley Mark J.
|
SELL
|
- |
-10- 0.36% |
$1K - $1.2K
|
2.78K
$441K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10- 0.36% |
$1K - $1.2K
|
2.79K
$443K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-14- 0.51% |
$1.4K - $1.67K
|
2.71K
$430K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-99- 20.63% |
$9.9K - $11.8K
|
381
$60.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-100- 1.2% |
$10K - $12K
|
8.2K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-108- 6.02% |
$10.8K - $12.9K
|
1.69K
$268K
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-161- 4.52% |
$16.1K - $19.3K
|
3.4K
$540K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-299- 5.72% |
$29.9K - $35.8K
|
4.93K
$783K
|
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-525- 1.05% |
$52.5K - $62.8K
|
49.4K
$7.85M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-547- 20.08% |
$54.7K - $65.4K
|
2.18K
$346K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-565Closed |
$56.5K - $67.6K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-661- 60.15% |
$66.1K - $79.1K
|
438
$69.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-719- 7.5% |
$71.9K - $86K
|
8.86K
$1.41M
|
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-868- 7.72% |
$86.8K - $104K
|
10.4K
$1.65M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1K- 4.54% |
$100K - $120K
|
21.1K
$3.35M
|
|
|
Nov 09, 2022
Q3 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-1.02K- 23.32% |
$101K - $121K
|
3.34K
$531K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.05K- 1.7% |
$105K - $126K
|
60.9K
$9.67M
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
SELL
|
- |
-1.22K- 8.56% |
$122K - $146K
|
13K
$2.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.5K- 34.56% |
$150K - $179K
|
2.84K
$451K
|
|
|
Nov 10, 2022
Q3 2022
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-1.71K- 36.62% |
$171K - $204K
|
2.96K
$470K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.77K- 40.9% |
$177K - $212K
|
2.56K
$407K
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.74K- 9.23% |
$274K - $328K
|
27K
$4.29M
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.8K- 35.09% |
$280K - $335K
|
5.18K
$823K
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.3K- 17.1% |
$330K - $395K
|
16K
$2.54M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.14K- 74.14% |
$614K - $734K
|
2.14K
$341K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.75K- 28.07% |
$674K - $807K
|
17.3K
$2.75M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7.29K- 87.88% |
$728K - $871K
|
1.01K
$160K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.32K- 53.47% |
$731K - $875K
|
6.37K
$1.01M
|
|
|
Oct 27, 2022
Q3 2022
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-7.81K- 21.98% |
$780K - $934K
|
27.7K
$4.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.68K- 2.36% |
$868K - $1.04M
|
359K
$57.1M
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-8.84K- 38.6% |
$883K - $1.06M
|
14.1K
$2.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-10K- 10.46% |
$1M - $1.2M
|
85.6K
$13.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-21.2K- 89.63% |
$2.12M - $2.54M
|
2.46K
$390K
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-22.3K- 17.64% |
$2.23M - $2.66M
|
104K
$16.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-23.4K- 9.29% |
$2.34M - $2.8M
|
229K
$36.4M
|
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-25.7K- 37.54% |
$2.57M - $3.07M
|
42.7K
$6.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-38.5K- 38.37% |
$3.85M - $4.6M
|
61.8K
$9.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-43K- 8.63% |
$4.3M - $5.14M
|
455K
$72.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-57.9K- 26.83% |
$5.78M - $6.92M
|
158K
$25.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-74.2K- 25.64% |
$7.42M - $8.88M
|
215K
$34.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-92.5K- 46.8% |
$9.24M - $11.1M
|
105K
$16.7M
|
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-128K- 18.15% |
$12.8M - $15.3M
|
576K
$91.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-183K- 63.85% |
$18.3M - $21.9M
|
104K
$16.5M
|