Purchases and Sales Made in Q4 2022 in Ishares Msci World ETF (URTH)
This table provides information about the institutional ownership of Ishares Msci World ETF (URTH) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
863KNew |
$86.1M - $100M
|
863K
$137M
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
761K+ 3238.12% |
$75.9M - $88.1M
|
784K
$125M
|
|
|
Feb 10, 2023
Q4 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
720KNew |
$71.8M - $83.4M
|
720K
$114M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
560K+ 1123.04% |
$55.8M - $64.8M
|
609K
$96.9M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
560K+ 1123.04% |
$55.8M - $64.8M
|
609K
$96.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
411K+ 114.41% |
$41M - $47.6M
|
770K
$122M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
181K+ 82.09% |
$18.1M - $21M
|
402K
$63.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
169K+ 29.38% |
$16.9M - $19.6M
|
745K
$118M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
111K+ 95.82% |
$11.1M - $12.9M
|
227K
$36.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
86.6KNew |
$8.64M - $10M
|
86.6K
$13.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
BUY
|
- |
84.7K+ 81.57% |
$8.45M - $9.81M
|
189K
$30M
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
77.6K+ 58.16% |
$7.74M - $8.99M
|
211K
$33.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
72.9KNew |
$7.28M - $8.45M
|
72.9K
$11.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
69KNew |
$6.88M - $7.99M
|
69K
$11M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
66.7KNew |
$6.66M - $7.73M
|
66.7K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
65.9KNew |
$6.57M - $7.63M
|
65.9K
$10.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
63.4K+ 18.4% |
$6.33M - $7.34M
|
408K
$64.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
48.2K+ 45.87% |
$4.81M - $5.58M
|
153K
$24.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
38.9KNew |
$3.88M - $4.51M
|
38.9K
$6.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
34.5K+ 33.17% |
$3.44M - $4M
|
139K
$22M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
30.7K+ 19.45% |
$3.06M - $3.55M
|
189K
$30M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
28.8K+ 7550.92% |
$2.87M - $3.33M
|
29.2K
$4.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.7K+ 178.01% |
$2.47M - $2.86M
|
38.6K
$6.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.4KNew |
$1.93M - $2.24M
|
19.4K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
18.4KNew |
$1.83M - $2.13M
|
18.4K
$2.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.7K+ 51.4% |
$1.57M - $1.82M
|
46.2K
$7.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
12.9KNew |
$1.29M - $1.5M
|
12.9K
$2.05M
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
12.6K+ 310.16% |
$1.26M - $1.46M
|
16.7K
$2.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.7K+ 23.57% |
$1.16M - $1.35M
|
61.2K
$9.72M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
11.5K+ 25.25% |
$1.15M - $1.34M
|
57.2K
$9.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
11.1KNew |
$1.1M - $1.28M
|
11.1K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
10.4KNew |
$1.04M - $1.21M
|
10.4K
$1.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.67K+ 199.53% |
$964K - $1.12M
|
14.5K
$2.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
9.14K+ 273.85% |
$912K - $1.06M
|
12.5K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.54K+ 333.33% |
$852K - $989K
|
11.1K
$1.76M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
8.5KNew |
$847K - $984K
|
8.5K
$1.35M
|
|
|
Feb 28, 2023
Q4 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
8.32K+ 153.99% |
$830K - $964K
|
13.7K
$2.18M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
7.12KNew |
$710K - $825K
|
7.12K
$1.13M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.09K+ 95.63% |
$607K - $705K
|
12.5K
$1.98M
|
|
|
Jan 17, 2023
Q4 2022
|
Dash Acquisitions Inc.
|
BUY
|
- |
5.66KNew |
$564K - $655K
|
5.66K
$899K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.26KNew |
$525K - $609K
|
5.26K
$836K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.24K+ 14.41% |
$423K - $491K
|
33.7K
$5.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.1KNew |
$409K - $475K
|
4.1K
$652K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.03KNew |
$402K - $467K
|
4.03K
$640K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.91K+ 872.1% |
$390K - $453K
|
4.36K
$692K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.74K+ 19.09% |
$373K - $433K
|
23.3K
$3.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.52K+ 65.56% |
$351K - $407K
|
8.88K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.47KNew |
$346K - $402K
|
3.47K
$552K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.34KNew |
$334K - $387K
|
3.34K
$532K
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
3.03KNew |
$302K - $351K
|
3.03K
$482K
|