Purchases and Sales Made in Q3 2023 in Ishares Msci World ETF (URTH)
This table provides information about the institutional ownership of Ishares Msci World ETF (URTH) during Q3 2023. 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 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
353KNew |
$42.2M - $45.4M
|
353K
$54.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
221KNew |
$26.4M - $28.4M
|
221K
$34.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
BUY
|
- |
99.9K+ 62.43% |
$11.9M - $12.8M
|
260K
$40.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
74K+ 231.25% |
$8.85M - $9.51M
|
106K
$16.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
71.1K+ 5.0% |
$8.5M - $9.14M
|
1.49M
$230M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
64.7K+ 31.25% |
$7.74M - $8.32M
|
272K
$42M
|
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
64.5KNew |
$7.71M - $8.29M
|
64.5K
$9.96M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
57.1K+ 61.77% |
$6.83M - $7.34M
|
150K
$23.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
27.3K+ 3.28% |
$3.26M - $3.5M
|
858K
$132M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
25.4K+ 236.84% |
$3.04M - $3.27M
|
36.1K
$5.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.4K+ 36.26% |
$2.32M - $2.5M
|
73.1K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
18K+ 40.86% |
$2.15M - $2.31M
|
62K
$9.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17K+ 2.88% |
$2.03M - $2.19M
|
608K
$93.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
12.5K+ 6.08% |
$1.5M - $1.61M
|
219K
$33.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11K+ 14.52% |
$1.32M - $1.42M
|
87.1K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.3K+ 17.93% |
$753K - $810K
|
41.4K
$6.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.35K+ 94.02% |
$639K - $687K
|
11K
$1.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
5K+ 257.73% |
$598K - $643K
|
6.94K
$1.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.07KNew |
$486K - $523K
|
4.07K
$628K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.96K+ 31.49% |
$473K - $509K
|
16.5K
$2.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.41K+ 16.69% |
$408K - $438K
|
23.8K
$3.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
3.31KNew |
$396K - $426K
|
3.31K
$511K
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.26K+ 61.51% |
$390K - $419K
|
8.56K
$1.32M
|
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
3.22K+ 14.95% |
$386K - $414K
|
24.8K
$3.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.65K+ 5.35% |
$317K - $341K
|
52.2K
$8.06M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.54K+ 1195.75% |
$303K - $326K
|
2.75K
$424K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.5K+ 123.3% |
$299K - $321K
|
4.52K
$698K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.13K+ 17.74% |
$255K - $274K
|
14.2K
$2.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.1KNew |
$251K - $270K
|
2.1K
$324K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.97K+ 13.49% |
$235K - $253K
|
16.6K
$2.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.75K+ 44.88% |
$209K - $225K
|
5.65K
$872K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.72KNew |
$206K - $221K
|
1.72K
$266K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.71KNew |
$205K - $220K
|
1.71K
$264K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.68K+ 2.64% |
$200K - $215K
|
65.1K
$10.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.5K+ 136.36% |
$179K - $193K
|
2.6K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.32K+ 36.09% |
$158K - $170K
|
4.97K
$768K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.01K+ 4.39% |
$121K - $130K
|
24K
$3.7M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
862New |
$103K - $111K
|
862
$133K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
735+ 22.53% |
$87.9K - $94.5K
|
4K
$617K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
647+ 5.42% |
$77.4K - $83.2K
|
12.6K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
565+ 15.84% |
$67.6K - $72.6K
|
4.13K
$638K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
539+ 13.96% |
$64.5K - $69.3K
|
4.4K
$679K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
521+ 4.93% |
$62.3K - $67K
|
11.1K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
450New |
$53.8K - $57.8K
|
450
$69.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
443+ 1.56% |
$53K - $56.9K
|
28.9K
$4.46M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
373+ 207.22% |
$44.6K - $47.9K
|
553
$85.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
245+ 7.11% |
$29.3K - $31.5K
|
3.69K
$570K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
205+ 0.62% |
$24.5K - $26.4K
|
33.1K
$5.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
198New |
$23.7K - $25.5K
|
198
$30.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
189+ 1.33% |
$22.6K - $24.3K
|
14.3K
$2.21M
|