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 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
503New |
$70.8K - $79K
|
503
$80K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
372+ 7.33% |
$52.3K - $58.4K
|
5.45K
$866K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
340+ 7.31% |
$47.8K - $53.4K
|
4.99K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
285+ 56.66% |
$40.1K - $44.7K
|
788
$125K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
280New |
$39.4K - $44K
|
280
$44.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
262+ 4.19% |
$36.9K - $41.1K
|
6.52K
$1.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
215New |
$30.2K - $33.8K
|
215
$34.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
197+ 138.73% |
$27.7K - $30.9K
|
339
$53.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
186+ 13.71% |
$26.2K - $29.2K
|
1.54K
$245K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
173New |
$24.3K - $27.2K
|
173
$27.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
168+ 0.55% |
$23.6K - $26.4K
|
30.5K
$4.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
126New |
$17.7K - $19.8K
|
126
$20K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
100+ 97.09% |
$14.1K - $15.7K
|
203
$32.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
81+ 24.77% |
$11.4K - $12.7K
|
408
$64.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
46+ 1.46% |
$6.47K - $7.22K
|
3.19K
$507K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
40+ 4.64% |
$5.63K - $6.28K
|
902
$143K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
38+ 1.32% |
$5.35K - $5.97K
|
2.92K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17+ 0.05% |
$2.39K - $2.67K
|
33.2K
$5.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8New |
$1.13K - $1.26K
|
8
$1.27K
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
6+ 0.15% |
$844 - $942
|
4.12K
$654K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$281 - $314
|
11.3K
$1.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2+ 0.02% |
$281 - $314
|
11.9K
$1.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1New |
$141 - $157
|
1
$159
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1- -0.0% |
$141 - $157
|
25.5K
$4.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12- 0.22% |
$1.69K - $1.88K
|
5.37K
$854K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-14- 70.0% |
$1.97K - $2.2K
|
6
$954
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-23- 1.15% |
$3.24K - $3.61K
|
1.97K
$314K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-25- 1.06% |
$3.52K - $3.92K
|
2.33K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-48- 1.27% |
$6.75K - $7.54K
|
3.72K
$592K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-50- 2.15% |
$7.03K - $7.85K
|
2.27K
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-52- 0.69% |
$7.32K - $8.16K
|
7.53K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-92- 1.95% |
$12.9K - $14.4K
|
4.63K
$736K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-100- 29.59% |
$14.1K - $15.7K
|
238
$37.8K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-108- 57.14% |
$15.2K - $17K
|
81
$12.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-138- 1.81% |
$19.4K - $21.7K
|
7.49K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-160- 1.1% |
$22.5K - $25.1K
|
14.3K
$2.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-174- 0.77% |
$24.5K - $27.3K
|
22.4K
$3.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-177- 1.35% |
$24.9K - $27.8K
|
12.9K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-183- 2.93% |
$25.7K - $28.7K
|
6.07K
$965K
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-265- 0.93% |
$37.3K - $41.6K
|
28.3K
$4.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-300- 12.45% |
$42.2K - $47.1K
|
2.11K
$335K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-341- 35.59% |
$48K - $53.5K
|
617
$98.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-379- 4.42% |
$53.3K - $59.5K
|
8.19K
$1.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-423- 14.83% |
$59.5K - $66.4K
|
2.43K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-432- 1.81% |
$60.8K - $67.8K
|
23.4K
$3.72M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-593- 24.72% |
$83.4K - $93.1K
|
1.81K
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-684- 3.47% |
$96.2K - $107K
|
19K
$3.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-778- 2.13% |
$109K - $122K
|
35.8K
$5.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-888- 1.14% |
$125K - $139K
|
77.3K
$12.3M
|