Purchases and Sales Made in Q3 2024 in Ishares Msci World ETF (URTH)
This table provides information about the institutional ownership of Ishares Msci World ETF (URTH) during Q3 2024. 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 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
213K+ 2057.59% |
$30M - $33.5M
|
224K
$35.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
127KNew |
$17.9M - $19.9M
|
127K
$20.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
107KNew |
$15.1M - $16.8M
|
107K
$17M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
65.2K+ 146.9% |
$9.17M - $10.2M
|
110K
$17.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
51.4K+ 53.99% |
$7.23M - $8.06M
|
147K
$23.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
38K+ 100.0% |
$5.35M - $5.97M
|
76.1K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
36.3K+ 27.39% |
$5.11M - $5.7M
|
169K
$26.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25K+ 41.99% |
$3.52M - $3.93M
|
84.6K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
17.7KNew |
$2.49M - $2.78M
|
17.7K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.3K+ 11.98% |
$2.15M - $2.4M
|
143K
$22.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
14.5KNew |
$2.04M - $2.28M
|
14.5K
$2.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
12.3K+ 246.9% |
$1.73M - $1.94M
|
17.3K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
11.4K+ 9.37% |
$1.6M - $1.79M
|
133K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.3KNew |
$1.31M - $1.46M
|
9.3K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
8.58K+ 1.3% |
$1.21M - $1.35M
|
671K
$107M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
6.42KNew |
$904K - $1.01M
|
6.42K
$1.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
6.34K+ 43.6% |
$892K - $995K
|
20.9K
$3.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.21K+ 6.14% |
$873K - $975K
|
107K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
6K+ 56.07% |
$844K - $942K
|
16.7K
$2.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
BUY
|
- |
5.91KNew |
$832K - $928K
|
5.91K
$940K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.45K+ 125.29% |
$626K - $698K
|
8K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
4.4KNew |
$619K - $691K
|
4.4K
$699K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.2K+ 20.36% |
$590K - $659K
|
24.8K
$3.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.87KNew |
$544K - $607K
|
3.87K
$615K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.09K+ 1.94% |
$435K - $485K
|
162K
$25.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
2.93K+ 1.05% |
$412K - $460K
|
282K
$44.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.87KNew |
$403K - $450K
|
2.87K
$456K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.8KNew |
$394K - $440K
|
2.8K
$445K
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
2.63KNew |
$370K - $413K
|
2.63K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.28KNew |
$320K - $357K
|
2.28K
$362K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.24KNew |
$315K - $352K
|
2.24K
$356K
|
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
2.22K+ 66.85% |
$312K - $348K
|
5.53K
$879K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.12KNew |
$298K - $333K
|
2.12K
$337K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.76K+ 91.88% |
$248K - $277K
|
3.68K
$586K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.68KNew |
$236K - $264K
|
1.68K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
1.59KNew |
$224K - $250K
|
1.59K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.57K+ 6.82% |
$221K - $247K
|
24.6K
$3.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.54K+ 10.1% |
$216K - $241K
|
16.8K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.36KNew |
$192K - $214K
|
1.36K
$217K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.3KNew |
$183K - $204K
|
1.3K
$207K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.23K+ 2.01% |
$173K - $194K
|
62.5K
$9.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.16K+ 71.06% |
$164K - $183K
|
2.8K
$445K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.11K+ 31.77% |
$157K - $175K
|
4.62K
$735K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.11K+ 59.42% |
$156K - $174K
|
2.98K
$473K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.05K+ 9.76% |
$148K - $165K
|
11.8K
$1.88M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
743+ 31.43% |
$105K - $117K
|
3.11K
$494K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
630+ 2.43% |
$88.6K - $98.9K
|
26.5K
$4.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
607+ 181.74% |
$85.4K - $95.3K
|
941
$150K
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
566+ 1.2% |
$79.6K - $88.9K
|
47.6K
$7.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
505New |
$71K - $79.3K
|
505
$80.3K
|