Purchases and Sales Made in Q4 2021 in Ishares Msci World ETF (URTH)
This table provides information about the institutional ownership of Ishares Msci World ETF (URTH) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.2K+ 95.22% |
$151K - $163K
|
2.45K
$378K
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.06K+ 3.54% |
$133K - $144K
|
31K
$4.78M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
933+ 9.26% |
$118K - $127K
|
11K
$1.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
865New |
$109K - $118K
|
865
$133K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
747+ 3.38% |
$94.1K - $102K
|
22.9K
$3.53M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
700New |
$88.2K - $95.5K
|
700
$108K
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
660+ 41.33% |
$83.2K - $90.1K
|
2.26K
$348K
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
585+ 100.0% |
$73.7K - $79.8K
|
1.17K
$180K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
572+ 16.11% |
$72.1K - $78K
|
4.12K
$636K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
550+ 15.15% |
$69.3K - $75K
|
4.18K
$645K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
527+ 4.63% |
$66.4K - $71.9K
|
11.9K
$1.84M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
521New |
$65.7K - $71.1K
|
521
$80.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
509+ 2.51% |
$64.1K - $69.5K
|
20.8K
$3.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
494New |
$62.2K - $67.4K
|
494
$76.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
479+ 0.83% |
$60.4K - $65.4K
|
58.3K
$9M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
454New |
$57.2K - $61.9K
|
454
$70K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
448New |
$56.5K - $61.1K
|
448
$69.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
400New |
$50.4K - $54.6K
|
400
$61.7K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
320+ 18.9% |
$40.3K - $43.7K
|
2.01K
$311K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
228New |
$28.7K - $31.1K
|
228
$35.2K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
174+ 3.59% |
$21.9K - $23.7K
|
5.02K
$774K
|
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
154+ 7.84% |
$19.4K - $21K
|
2.12K
$327K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
116+ 7.62% |
$14.6K - $15.8K
|
1.64K
$253K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
99New |
$12.5K - $13.5K
|
99
$15.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
88+ 0.47% |
$11.1K - $12K
|
18.8K
$2.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30+ 0.47% |
$3.78K - $4.09K
|
6.4K
$988K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
28+ 0.72% |
$3.53K - $3.82K
|
3.93K
$607K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
11+ 0.47% |
$1.39K - $1.5K
|
2.33K
$359K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 0.66% |
$882 - $955
|
1.06K
$164K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4+ 0.23% |
$504 - $546
|
1.72K
$266K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.53% |
$126 - $136
|
191
$29.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1- 0.26% |
$126 - $136
|
380
$58.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-31- 1.37% |
$3.91K - $4.23K
|
2.23K
$343K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-33Closed |
$4.16K - $4.5K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 8.13% |
$6.3K - $6.82K
|
565
$87.2K
|
|
|
Mar 07, 2022
Q4 2021
|
Bradley Mark J.
|
SELL
|
- |
-55- 1.93% |
$6.93K - $7.5K
|
2.8K
$432K
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-56- 0.9% |
$7.06K - $7.64K
|
6.14K
$946K
|
|
|
Feb 14, 2022
Q4 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-94- 2.07% |
$11.8K - $12.8K
|
4.46K
$687K
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
SELL
|
- |
-250- 1.23% |
$31.5K - $34.1K
|
20K
$3.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-304- 3.06% |
$38.3K - $41.5K
|
9.63K
$1.49M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-453Closed |
$57.1K - $61.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-512Closed |
$64.5K - $69.9K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-600- 8.22% |
$75.6K - $81.9K
|
6.7K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.03K- 4.45% |
$130K - $140K
|
22.1K
$3.41M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.21K- 3.12% |
$152K - $165K
|
37.4K
$5.77M
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.69KClosed |
$212K - $230K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.79K- 32.95% |
$226K - $245K
|
3.65K
$563K
|
|
|
Jan 31, 2022
Q4 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-3.07K- 16.2% |
$387K - $419K
|
15.9K
$2.45M
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.95K- 2.8% |
$498K - $539K
|
137K
$21.1M
|