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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
179+ 8.91% |
$21.4K - $23K
|
2.19K
$338K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
167+ 3.0% |
$20K - $21.5K
|
5.73K
$883K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
163+ 68.49% |
$19.5K - $21K
|
401
$61.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
150+ 0.56% |
$17.9K - $19.3K
|
26.8K
$4.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
120+ 6.81% |
$14.3K - $15.4K
|
1.88K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
118+ 128.26% |
$14.1K - $15.2K
|
210
$32.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
100+ 2.54% |
$12K - $12.9K
|
4.04K
$623K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
33+ 1100.0% |
$3.95K - $4.24K
|
36
$5.55K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4New |
$478 - $514
|
4
$617
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
3+ 37.5% |
$359 - $386
|
11
$1.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-34- 1.92% |
$4.07K - $4.37K
|
1.74K
$268K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-37- 1.51% |
$4.42K - $4.76K
|
2.42K
$373K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-37- 0.71% |
$4.42K - $4.76K
|
5.16K
$796K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-47- 1.98% |
$5.62K - $6.04K
|
2.33K
$360K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-47- 0.57% |
$5.62K - $6.04K
|
8.13K
$1.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-56- 0.45% |
$6.7K - $7.2K
|
12.4K
$1.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-75- 1.09% |
$8.97K - $9.64K
|
6.84K
$1.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-80- 0.8% |
$9.57K - $10.3K
|
9.89K
$1.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-82- 1.78% |
$9.81K - $10.5K
|
4.52K
$697K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-106- 68.39% |
$12.7K - $13.6K
|
49
$7.56K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-110- 0.07% |
$13.2K - $14.1K
|
149K
$23M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-113- 10.97% |
$13.5K - $14.5K
|
917
$141K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-135- 6.5% |
$16.1K - $17.4K
|
1.94K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-155- 95.68% |
$18.5K - $19.9K
|
7
$1.08K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-250- 4.26% |
$29.9K - $32.1K
|
5.62K
$866K
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-415- 27.45% |
$49.6K - $53.3K
|
1.1K
$169K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-434- 1.48% |
$51.9K - $55.8K
|
28.9K
$4.46M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-440- 0.75% |
$52.6K - $56.6K
|
58.2K
$8.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-533- 4.45% |
$63.7K - $68.5K
|
11.4K
$1.77M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-605- 6.72% |
$72.3K - $77.8K
|
8.4K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-659- 3.08% |
$78.8K - $84.7K
|
20.7K
$3.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-668- 2.74% |
$79.9K - $85.9K
|
23.7K
$3.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-992- 32.9% |
$119K - $128K
|
2.02K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.01K- 1.7% |
$120K - $129K
|
58.2K
$8.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.06K- 5.53% |
$127K - $136K
|
18.1K
$2.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.49K- 11.84% |
$178K - $191K
|
11.1K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.9K- 2.65% |
$227K - $244K
|
70K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.49K- 87.25% |
$297K - $319K
|
363
$56K
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.62K- 10.01% |
$313K - $337K
|
23.5K
$3.63M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.57K- 11.45% |
$427K - $459K
|
27.6K
$4.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.8K- 41.39% |
$454K - $488K
|
5.38K
$830K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.9K- 33.92% |
$466K - $501K
|
7.6K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4K- 3.3% |
$478K - $514K
|
117K
$18.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.39K- 29.03% |
$764K - $822K
|
15.6K
$2.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-8.21K- 12.64% |
$981K - $1.05M
|
56.7K
$8.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.25K- 49.99% |
$987K - $1.06M
|
8.25K
$1.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-9.85K- 1.54% |
$1.18M - $1.27M
|
631K
$97.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.2K- 7.49% |
$1.34M - $1.45M
|
139K
$21.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-11.4K- 4.65% |
$1.37M - $1.47M
|
234K
$36.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.7K- 6.99% |
$1.63M - $1.76M
|
182K
$28.1M
|